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
+6.19%
1 Year Est. Return
+14.76%
3 Year Est. Return
+45.04%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$199M
AUM Growth
+$170K
Cap. Flow
-$9.67M
Cap. Flow %
-4.87%
Top 10 Hldgs %
42.26%
Holding
166
New
6
Increased
52
Reduced
78
Closed
29

Top Buys

Rank Stock Value
1
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.23M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$961K
3
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$810K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$780K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$705K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.02M
2
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$845K
3
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$805K
4
TDSC icon
Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF
TDSC
+$766K
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$762K

Sector Composition

Rank Sector Weight
1 Technology 6.87%
2 Consumer Discretionary 2.67%
3 Financials 1.74%
4 Communication Services 1.43%
5 Industrials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHZ icon
51
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$885K 0.45%
37,722
+455
+1% +$10.6K
BNDX icon
52
Vanguard Total International Bond ETF
BNDX
$82.1B
$885K 0.45%
17,888
-882
-5% -$43.5K
BRK.B icon
53
Berkshire Hathaway Class B
BRK.B
$1.13T
$880K 0.44%
1,751
-443
-20% -$215K
GLD icon
54
SPDR Gold Trust
GLD
$137B
$877K 0.44%
2,467
-273
-10% -$87K
BSV icon
55
Vanguard Short-Term Bond ETF
BSV
$44.6B
$844K 0.43%
10,699
-474
-4% -$37.3K
BAI
56
iShares A.I. Innovation and Tech Active ETF
BAI
$13.6B
$841K 0.42%
24,630
+13,985
+131% +$441K
V icon
57
Visa
V
$686B
$836K 0.42%
2,449
-911
-27% -$315K
CPRY
58
Calamos Russell 2000 Structured Alt Protection ETF - January
CPRY
$36.6M
$829K 0.42%
31,844
+3,184
+11% +$81.2K
PGF icon
59
Invesco Financial Preferred ETF
PGF
$672M
$799K 0.4%
54,638
-3,503
-6% -$50.6K
TSLA icon
60
Tesla
TSLA
$1.26T
$789K 0.4%
1,774
-450
-20% -$156K
THRO
61
iShares U.S. Thematic Rotation Active ETF
THRO
$6.67B
$762K 0.38%
20,116
-624
-3% -$22.8K
BINC icon
62
BlackRock Flexible Income ETF
BINC
$16.1B
$699K 0.35%
13,128
+177
+1% +$9.36K
XTEN icon
63
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$1.04B
$683K 0.34%
14,653
-3
-0% -$138
OEF icon
64
iShares S&P 100 ETF
OEF
$20.4B
$644K 0.32%
1,936
+876
+83% +$279K
VGLT icon
65
Vanguard Long-Term Treasury ETF
VGLT
$10.1B
$594K 0.3%
10,443
-1,808
-15% -$101K
IAGG icon
66
iShares Core International Aggregate Bond Fund
IAGG
$11B
$588K 0.3%
11,484
+385
+3% +$19.7K
VMBS icon
67
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$564K 0.28%
12,008
-1,392
-10% -$64.6K
F icon
68
Ford
F
$55.3B
$559K 0.28%
46,731
+1,342
+3% +$15.5K
IAUM icon
69
iShares Gold Trust Micro
IAUM
$6.65B
$542K 0.27%
14,083
-1,065
-7% -$36.8K
IWY icon
70
iShares Russell Top 200 Growth ETF
IWY
$16.5B
$538K 0.27%
1,967
-60
-3% -$15.5K
TLH icon
71
iShares 10-20 Year Treasury Bond ETF
TLH
$10.9B
$536K 0.27%
5,205
+147
+3% +$14.9K
IXUS icon
72
iShares Core MSCI Total International Stock ETF
IXUS
$59.6B
$531K 0.27%
6,434
-1,220
-16% -$97K
PWR icon
73
Quanta Services
PWR
$101B
$491K 0.25%
1,185
-517
-30% -$201K
GOVT icon
74
iShares US Treasury Bond ETF
GOVT
$43.5B
$490K 0.25%
21,205
-5,149
-20% -$118K
IMCG icon
75
iShares Morningstar Mid-Cap Growth ETF
IMCG
$4.04B
$489K 0.25%
5,913
+1,475
+33% +$120K
1 2
3
4 5

Similar funds

BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 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
ORG
Optimist Retirement Group Bellevue, Washington $227M AUM 22.64% 1-Year Est. Return
OCP
Oakcliff Capital Partners New York $227M AUM 27.82% 1-Year Est. Return
CNHF
Conrad N. Hilton Foundation Agoura Hills, California $228M AUM 15.24% 1-Year Est. Return
WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return

Maripau Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Maripau Wealth Management held 166 positions worth $199M, up 0.09% from $199M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Maripau Wealth Management withdrew a net $9.67M in Q3 2025, closing 29 positions and reducing 78 holdings. Its most notable exit was Vanguard Short-Term Treasury ETF, an estimated $845K position sold in full.

By sector, the portfolio is most concentrated in Technology at 6.9% of assets, down from 7.8% a quarter earlier, followed by Consumer Discretionary and Financials.

Against the trend, Maripau Wealth Management opened a new position in JPMorgan Equity Premium Income ETF worth $337K.

  • Maripau Wealth Management's largest Q3 2025 buy was JPMorgan Equity Premium Income ETF: 5,896 shares worth $337K.
  • Maripau Wealth Management added most to Schwab US TIPS ETF in Q3 2025, an estimated $1.23M increase.
  • Maripau Wealth Management's biggest Q3 2025 reduction was Apple, cutting an estimated $1.02M.
  • Maripau Wealth Management fully exited Vanguard Short-Term Treasury ETF in Q3 2025, selling an estimated $845K.
  • Maripau Wealth Management's ten largest holdings make up 42% of its $199M portfolio in Q3 2025.
  • Maripau Wealth Management opened 6 new positions and closed 29 in Q3 2025.
  • Maripau Wealth Management's portfolio value rose 0.09% quarter-over-quarter to $199M.

Based on Maripau Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.