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MWM

Maripau Wealth Management Portfolio holdings

AUM $280M
1-Year Est. Return 16.93%
This Fund
S&P 500
This Quarter Est. Return
+11.86%
1 Year Est. Return
+16.93%
3 Year Est. Return
+55.59%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$280M
AUM Growth
+$53M
Cap. Flow
+$29.4M
Cap. Flow %
10.48%
Top 10 Hldgs %
39.98%
Holding
186
New
20
Increased
112
Reduced
43
Closed
9

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.43M
2
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$1.94M
3
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.71M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.61M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.29M

Top Sells

Rank Stock Value
1
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$766K
2
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$735K
3
IBIT icon
iShares Bitcoin Trust
IBIT
+$598K
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$580K
5
BINC icon
BlackRock Flexible Income ETF
BINC
+$498K

Sector Composition

Rank Sector Weight
1 Miscellaneous 84.03%
2 Technology 6.35%
3 Consumer Discretionary 2.94%
4 Financials 1.75%
5 Communication Services 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WMT icon
51
Walmart Inc
WMT
$840B
$1.19M 0.43%
10,523
-429
-4% -$53.3K
IEMG icon
52
iShares Core MSCI Emerging Markets ETF
IEMG
$164B
$1.19M 0.42%
14,346
-1,708
-11% -$136K
TSLA icon
53
Tesla
TSLA
$1.45T
$1.16M 0.41%
2,768
+315
+13% +$125K
MBB icon
54
iShares MBS ETF
MBB
$39.3B
$1.16M 0.41%
12,294
+657
+6% +$62.1K
FBTC icon
55
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.5B
$1.16M 0.41%
22,609
+13,177
+140% +$823K
AVGO icon
56
Broadcom
AVGO
$1.73T
$1.11M 0.4%
2,933
+1,417
+93% +$568K
VFMV icon
57
Vanguard US Minimum Volatility ETF
VFMV
$451M
$992K 0.35%
7,124
+2,473
+53% +$344K
V icon
58
Visa
V
$686B
$984K 0.35%
2,864
+211
+8% +$67.7K
BAI
59
iShares A.I. Innovation and Tech Active ETF
BAI
$14.4B
$970K 0.35%
18,395
-6,636
-27% -$301K
JPM icon
60
JPMorgan Chase
JPM
$943B
$961K 0.34%
2,930
-55
-2% -$17.1K
CORO
61
iShares International Country Rotation Active ETF
CORO
$8.43B
$957K 0.34%
26,147
+6,608
+34% +$233K
GLD icon
62
SPDR Gold Trust
GLD
$149B
$922K 0.33%
2,502
+3
+0.1% +$1.24K
MSTR icon
63
Strategy Inc
MSTR
$52.7B
$892K 0.32%
9,149
+2,897
+46% +$421K
BNDX icon
64
Vanguard Total International Bond ETF
BNDX
$83B
$877K 0.31%
18,109
+319
+2% +$15.3K
VGLT icon
65
Vanguard Long-Term Treasury ETF
VGLT
$10.5B
$864K 0.31%
15,514
+2,136
+16% +$117K
SPDW icon
66
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42.1B
$856K 0.31%
16,973
+3,493
+26% +$173K
SCHZ icon
67
Schwab US Aggregate Bond ETF
SCHZ
$10.7B
$843K 0.3%
36,446
+2,847
+8% +$65.9K
BSV icon
68
Vanguard Short-Term Bond ETF
BSV
$46.4B
$831K 0.3%
10,663
+202
+2% +$15.8K
PGF icon
69
Invesco Financial Preferred ETF
PGF
$646M
$829K 0.3%
59,866
+8,462
+16% +$118K
GOOG icon
70
Alphabet (Google) Class C
GOOG
$4.02T
$801K 0.29%
2,265
+92
+4% +$32.9K
VHT icon
71
Vanguard Health Care ETF
VHT
$18.9B
$798K 0.28%
2,670
+719
+37% +$200K
IMCG icon
72
iShares Morningstar Mid-Cap Growth ETF
IMCG
$4.02B
$788K 0.28%
8,021
+1,407
+21% +$127K
JEPI icon
73
JPMorgan Equity Premium Income ETF
JEPI
$45.5B
$763K 0.27%
13,520
+3,205
+31% +$181K
ACWX icon
74
iShares MSCI ACWI ex US ETF
ACWX
$12.5B
$739K 0.26%
9,714
+1,642
+20% +$122K
VTEB icon
75
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.6B
$714K 0.25%
+14,119
New +$709K
1 2
3
4 5

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MLM
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Maripau Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Maripau Wealth Management held 186 positions worth $280M, up 23% from $227M the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Maripau Wealth Management deployed $29.4M of net new capital in Q2 2026, opening 20 new positions and adding to 112 existing holdings. Its largest new stake was Booking.com: 7,390 shares worth $1.32M.

By sector, the portfolio is most concentrated in Miscellaneous at 84% of assets, down from 85% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was iShares MSCI EAFE Value ETF, an estimated $766K trimmed.

  • Maripau Wealth Management's largest Q2 2026 buy was Booking.com: 7,390 shares worth $1.32M.
  • Maripau Wealth Management added most to State Street SPDR Portfolio S&P 500 ETF in Q2 2026, an estimated $3.43M increase.
  • Maripau Wealth Management's biggest Q2 2026 reduction was iShares MSCI EAFE Value ETF, cutting an estimated $766K.
  • Maripau Wealth Management fully exited iShares Core International Aggregate Bond Fund in Q2 2026, selling an estimated $580K.
  • Maripau Wealth Management's ten largest holdings make up 40% of its $280M portfolio in Q2 2026.
  • Maripau Wealth Management opened 20 new positions and closed 9 in Q2 2026.
  • Maripau Wealth Management's portfolio value rose 23% quarter-over-quarter to $280M.

Based on Maripau Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.