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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
BLCR icon
76
BlackRock Large Cap Core ETF
BLCR
$6.77B
$697K 0.25%
13,845
+728
+6% +$35K
XLU icon
77
State Street Utilities Select Sector SPDR ETF
XLU
$22.3B
$696K 0.25%
15,362
+4,243
+38% +$192K
APH icon
78
Amphenol
APH
$201B
$667K 0.24%
7,552
+390
+5% +$28.1K
SPYG icon
79
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.2B
$655K 0.23%
5,503
+2,200
+67% +$252K
MU icon
80
Micron Technology
MU
$1.16T
$652K 0.23%
565
-72
-11% -$54K
CPRY
81
Calamos Russell 2000 Structured Alt Protection ETF - January
CPRY
$36.7M
$651K 0.23%
23,248
-1,009
-4% -$27.9K
F icon
82
Ford
F
$53.6B
$642K 0.23%
46,183
-423
-0.9% -$5.71K
IALT
83
iShares Systematic Alternatives Active ETF
IALT
$5.51B
$608K 0.22%
+21,676
New +$608K
SPEM icon
84
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.9B
$602K 0.21%
11,623
+1,446
+14% +$74K
IAUM icon
85
iShares Gold Trust Micro
IAUM
$6.96B
$586K 0.21%
14,648
-757
-5% -$34K
CPNQ
86
Calamos Nasdaq-100 Structured Alt Protection ETF - December
CPNQ
$22.2M
$586K 0.21%
21,389
-5,329
-20% -$145K
IXUS icon
87
iShares Core MSCI Total International Stock ETF
IXUS
$60.7B
$580K 0.21%
6,072
+52
+0.9% +$4.89K
XLC icon
88
State Street Communication Services Select Sector SPDR ETF
XLC
$22.4B
$579K 0.21%
5,410
+1,472
+37% +$168K
AMT icon
89
American Tower
AMT
$81.7B
$544K 0.19%
3,303
+326
+11% +$58.7K
PGR icon
90
Progressive
PGR
$125B
$543K 0.19%
2,478
+387
+19% +$78K
SFLR icon
91
Innovator Equity Managed Floor ETF
SFLR
$2.16B
$536K 0.19%
+13,904
New +$522K
CHE icon
92
Chemed
CHE
$6.78B
$530K 0.19%
1,132
+162
+17% +$68.1K
VMBS icon
93
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.8B
$527K 0.19%
11,250
+196
+2% +$9.17K
EFG icon
94
iShares MSCI EAFE Growth ETF
EFG
$16.7B
$522K 0.19%
4,197
+78
+2% +$9.41K
PWR icon
95
Quanta Services
PWR
$94.3B
$513K 0.18%
709
-387
-35% -$265K
NOW icon
96
ServiceNow
NOW
$136B
$509K 0.18%
5,102
+1,682
+49% +$167K
THRO
97
iShares U.S. Thematic Rotation Active ETF
THRO
$6.78B
$500K 0.18%
11,589
-8,389
-42% -$347K
FANG icon
98
Diamondback Energy
FANG
$56.7B
$497K 0.18%
2,810
-563
-17% -$109K
STLD icon
99
Steel Dynamics
STLD
$34.5B
$479K 0.17%
2,089
+12
+0.6% +$2.81K
VYM icon
100
Vanguard High Dividend Yield ETF
VYM
$82.5B
$471K 0.17%
2,982
+362
+14% +$56.6K
2 3
4
5 6

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RIM
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HFRG
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MLM
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FF
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TS
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ERFOTCOFW
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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.