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MWM

Maripau Wealth Management Portfolio holdings

AUM $227M
1-Year Est. Return 14.76%
This Fund
S&P 500
This Quarter Est. Return
+9.78%
1 Year Est. Return
+14.76%
3 Year Est. Return
+45.04%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$199M
AUM Growth
+$24.3M
Cap. Flow
+$8.99M
Cap. Flow %
4.53%
Top 10 Hldgs %
38.8%
Holding
171
New
37
Increased
73
Reduced
49
Closed
11

Top Buys

Rank Stock Value
1
GME icon
GameStop
GME
+$1.67M
2
MSTR icon
Strategy Inc
MSTR
+$1.19M
3
MSTY icon
YieldMax MSTR Option Income Strategy ETF
MSTY
+$1.01M
4
UPSD
Aptus Large Cap Upside ETF
UPSD
+$1M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$961K

Top Sells

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.38M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.96M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.59M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.07M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$783K

Sector Composition

Rank Sector Weight
1 Technology 7.83%
2 Consumer Discretionary 2.99%
3 Financials 2.7%
4 Communication Services 1.64%
5 Industrials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSTR icon
26
Strategy Inc
MSTR
$34.1B
$2.07M 1.04%
5,134
+3,264
+175% +$1.19M
FRDM icon
27
Freedom 100 Emerging Markets ETF
FRDM
$3.27B
$1.83M 0.92%
44,870
+14,512
+48% +$539K
DUBS icon
28
Aptus Large Cap Enhanced Yield ETF
DUBS
$396M
$1.75M 0.88%
51,322
-3,163
-6% -$99.3K
IVW icon
29
iShares S&P 500 Growth ETF
IVW
$73.8B
$1.74M 0.87%
15,790
-1,933
-11% -$191K
DYNF icon
30
BlackRock US Equity Factor Rotation ETF
DYNF
$38.4B
$1.73M 0.87%
31,765
+47
+0.1% +$2.36K
VUG icon
31
Vanguard Morningstar Growth ETF
VUG
$220B
$1.72M 0.86%
23,496
-4,884
-17% -$322K
IDUB icon
32
Aptus International Enhanced Yield ETF
IDUB
$495M
$1.69M 0.85%
75,128
-9,295
-11% -$200K
JUCY icon
33
Aptus Enhanced Yield ETF
JUCY
$316M
$1.64M 0.83%
73,469
-7,464
-9% -$168K
META icon
34
Meta Platforms (Facebook)
META
$1.42T
$1.52M 0.77%
2,032
+227
+13% +$140K
VTI icon
35
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$1.52M 0.77%
5,004
+2,081
+71% +$585K
GME icon
36
GameStop
GME
$9.75B
$1.52M 0.76%
+62,186
New +$1.67M
IEMG icon
37
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$1.5M 0.76%
25,062
+12,611
+101% +$704K
IVE icon
38
iShares S&P 500 Value ETF
IVE
$49B
$1.43M 0.72%
7,312
+2,391
+49% +$445K
WMT icon
39
Walmart Inc
WMT
$885B
$1.41M 0.71%
14,369
+1,185
+9% +$113K
SCHD icon
40
Schwab US Dividend Equity ETF
SCHD
$103B
$1.36M 0.68%
51,183
+19,242
+60% +$503K
MBB icon
41
iShares MBS ETF
MBB
$38.9B
$1.32M 0.66%
14,039
-8,177
-37% -$758K
VTV icon
42
Vanguard Morningstar Value ETF
VTV
$188B
$1.28M 0.65%
7,266
-1,445
-17% -$244K
V icon
43
Visa
V
$684B
$1.21M 0.61%
3,360
-184
-5% -$64.1K
JPM icon
44
JPMorgan Chase
JPM
$935B
$1.2M 0.6%
4,131
-692
-14% -$177K
FELC icon
45
Fidelity Enhanced Large Cap Core ETF
FELC
$7.98B
$1.19M 0.6%
34,555
+7,559
+28% +$241K
QQQ icon
46
Invesco QQQ Trust
QQQ
$453B
$1.09M 0.55%
1,982
+269
+16% +$134K
BRK.B icon
47
Berkshire Hathaway Class B
BRK.B
$1.1T
$1.07M 0.54%
2,194
+213
+11% +$108K
EFG icon
48
iShares MSCI EAFE Growth ETF
EFG
$16.6B
$1.02M 0.51%
9,093
-5,657
-38% -$597K
VGT icon
49
Vanguard Information Technology ETF
VGT
$139B
$1.02M 0.51%
12,272
+1,656
+16% +$120K
MSTY icon
50
YieldMax MSTR Option Income Strategy ETF
MSTY
$715M
$1.02M 0.51%
+9,170
New +$1.01M
1
2
3 4 5

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GC
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CWA
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KW
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YRHAM
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Maripau Wealth Management's Q2 2025 Portfolio in Review

As of Q2 2025, Maripau Wealth Management held 171 positions worth $199M, up 14% from $174M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Maripau Wealth Management deployed $8.99M of net new capital in Q2 2025, opening 37 new positions and adding to 73 existing holdings. Its largest new stake was GameStop: 62,186 shares worth $1.52M.

By sector, the portfolio is most concentrated in Technology at 7.8% of assets, up from 5% a quarter earlier, followed by Consumer Discretionary and Financials.

On the sell side, the largest reduction was State Street SPDR Portfolio S&P 500 ETF, an estimated $2.38M trimmed.

  • Maripau Wealth Management's largest Q2 2025 buy was GameStop: 62,186 shares worth $1.52M.
  • Maripau Wealth Management added most to Strategy Inc in Q2 2025, an estimated $1.19M increase.
  • Maripau Wealth Management's biggest Q2 2025 reduction was State Street SPDR Portfolio S&P 500 ETF, cutting an estimated $2.38M.
  • Maripau Wealth Management fully exited iShares MSCI Emerging Markets ex China ETF in Q2 2025, selling an estimated $610K.
  • Maripau Wealth Management's ten largest holdings make up 39% of its $199M portfolio in Q2 2025.
  • Maripau Wealth Management opened 37 new positions and closed 11 in Q2 2025.
  • Maripau Wealth Management's portfolio value rose 14% quarter-over-quarter to $199M.

Based on Maripau Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.