We are live on ! Find out more
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
GOOGL icon
51
Alphabet (Google) Class A
GOOGL
$4.6T
$969K 0.49%
5,459
+1,705
+45% +$279K
BNDX icon
52
Vanguard Total International Bond ETF
BNDX
$82.2B
$930K 0.47%
18,770
+28
+0.1% +$1.38K
BSV icon
53
Vanguard Short-Term Bond ETF
BSV
$44.6B
$880K 0.44%
11,173
+27
+0.2% +$2.11K
SCHZ icon
54
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$866K 0.44%
37,267
-7,292
-16% -$167K
STIP icon
55
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$857K 0.43%
8,302
+832
+11% +$85.4K
SMH icon
56
VanEck Semiconductor ETF
SMH
$71.7B
$846K 0.43%
3,032
+640
+27% +$148K
VGSH icon
57
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$845K 0.43%
14,326
-10,515
-42% -$616K
GLD icon
58
SPDR Gold Trust
GLD
$132B
$835K 0.42%
2,740
+310
+13% +$93.9K
PGF icon
59
Invesco Financial Preferred ETF
PGF
$676M
$823K 0.41%
58,141
+19,542
+51% +$274K
USMV icon
60
iShares MSCI USA Min Vol Factor ETF
USMV
$23.9B
$774K 0.39%
8,245
-302
-4% -$27.8K
TDSC icon
61
Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF
TDSC
$102M
$766K 0.39%
31,656
+169
+0.5% +$3.99K
THRO
62
iShares U.S. Thematic Rotation Active ETF
THRO
$6.66B
$737K 0.37%
+20,740
New +$683K
TSLA icon
63
Tesla
TSLA
$1.28T
$723K 0.36%
2,224
+256
+13% +$77.1K
IYW icon
64
iShares US Technology ETF
IYW
$24.9B
$721K 0.36%
4,167
-739
-15% -$112K
CPRY
65
Calamos Russell 2000 Structured Alt Protection ETF - January
CPRY
$36.5M
$717K 0.36%
28,660
+7,441
+35% +$183K
VGLT icon
66
Vanguard Long-Term Treasury ETF
VGLT
$10.1B
$690K 0.35%
12,251
-31
-0.3% -$1.72K
BINC icon
67
BlackRock Flexible Income ETF
BINC
$16.1B
$684K 0.34%
12,951
+689
+6% +$35.9K
AMT icon
68
American Tower
AMT
$81.3B
$683K 0.34%
+3,085
New +$666K
XTEN icon
69
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$1.04B
$677K 0.34%
+14,656
New +$668K
FANG icon
70
Diamondback Energy
FANG
$54.1B
$655K 0.33%
4,754
+1,344
+39% +$186K
BR icon
71
Broadridge
BR
$19.7B
$649K 0.33%
2,659
+332
+14% +$78.9K
PH icon
72
Parker-Hannifin
PH
$125B
$645K 0.32%
924
+437
+90% +$276K
PWR icon
73
Quanta Services
PWR
$105B
$642K 0.32%
1,702
-53
-3% -$17K
NOW icon
74
ServiceNow
NOW
$119B
$626K 0.32%
+3,055
New +$576K
VMBS icon
75
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$621K 0.31%
13,400
-562
-4% -$25.7K
1 2
3
4 5

Similar funds

BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
ATWA
Arbor Trust Wealth Advisors Ann Arbor, Michigan $228M AUM 17.56% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return
CWA
Cascade Wealth Advisors Wenatchee, Washington $228M AUM 7.97% 1-Year Est. Return
KW
Keyvantage Wealth Bethlehem, Pennsylvania $227M AUM 17.42% 1-Year Est. Return
YRHAM
Yong Rong (HK) Asset Management Sheung Wan, Hong Kong $227M AUM 300.38% 1-Year Est. Return
CI
Ceera Investments Bellaire, Texas $228M AUM 3.54% 1-Year Est. Return
PCG
PFC Capital Group Los Angeles, California $227M AUM 21.64% 1-Year Est. Return

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.