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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
-2.33%
1 Year Est. Return
+14.76%
3 Year Est. Return
+45.04%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$227M
AUM Growth
+$10M
Cap. Flow
+$16.9M
Cap. Flow %
7.43%
Top 10 Hldgs %
39.77%
Holding
177
New
23
Increased
96
Reduced
45
Closed
11

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.81M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.71M
3
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.11M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$746K
5
CORO
iShares International Country Rotation Active ETF
CORO
+$644K

Top Sells

Rank Stock Value
1
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$925K
2
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$656K
3
OEF icon
iShares S&P 100 ETF
OEF
+$634K
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$435K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$424K

Sector Composition

Rank Sector Weight
1 Technology 5.84%
2 Consumer Discretionary 2.44%
3 Communication Services 1.67%
4 Financials 1.66%
5 Consumer Staples 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JEPI icon
76
JPMorgan Equity Premium Income ETF
JEPI
$45.3B
$585K 0.26%
10,315
+1,117
+12% +$65K
IAGG icon
77
iShares Core International Aggregate Bond Fund
IAGG
$10.6B
$580K 0.26%
11,600
+501
+5% +$25.2K
FBTC icon
78
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.9B
$557K 0.24%
9,432
+6,566
+229% +$437K
ACWX icon
79
iShares MSCI ACWI ex US ETF
ACWX
$11.3B
$553K 0.24%
+8,072
New +$569K
BLCR icon
80
BlackRock Large Cap Core ETF
BLCR
$6.3B
$539K 0.24%
+13,117
New +$562K
F icon
81
Ford
F
$57.3B
$538K 0.24%
46,606
+749
+2% +$9.86K
VHT icon
82
Vanguard Health Care ETF
VHT
$18.2B
$531K 0.23%
1,951
-51
-3% -$14.6K
TLH icon
83
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
$525K 0.23%
5,216
+469
+10% +$47.9K
IXUS icon
84
iShares Core MSCI Total International Stock ETF
IXUS
$57.5B
$522K 0.23%
6,020
-327
-5% -$29.1K
IMCG icon
85
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.89B
$521K 0.23%
6,614
+219
+3% +$17.9K
VMBS icon
86
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$519K 0.23%
11,054
-199
-2% -$9.39K
AMT icon
87
American Tower
AMT
$77.7B
$514K 0.23%
2,977
+241
+9% +$43.4K
XLU icon
88
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
$510K 0.22%
11,119
+601
+6% +$27K
BINC icon
89
BlackRock Flexible Income ETF
BINC
$16B
$498K 0.22%
9,590
-3,175
-25% -$167K
SPEM icon
90
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17B
$477K 0.21%
10,177
+2,641
+35% +$129K
AVGO icon
91
Broadcom
AVGO
$1.82T
$469K 0.21%
1,516
+40
+3% +$13.2K
EFG icon
92
iShares MSCI EAFE Growth ETF
EFG
$16.3B
$459K 0.2%
+4,119
New +$484K
APH icon
93
Amphenol
APH
$188B
$452K 0.2%
+3,581
New +$504K
SPMO icon
94
Invesco S&P 500 Momentum ETF
SPMO
$21.1B
$449K 0.2%
4,006
+62
+2% +$7.33K
XLC icon
95
State Street Communication Services Select Sector SPDR ETF
XLC
$21.9B
$437K 0.19%
3,938
+43
+1% +$4.98K
NFLX icon
96
Netflix
NFLX
$292B
$435K 0.19%
4,525
+684
+18% +$60.3K
AVEM icon
97
Avantis Emerging Markets Equity ETF
AVEM
$24.9B
$426K 0.19%
5,292
+602
+13% +$50K
WFC icon
98
Wells Fargo
WFC
$261B
$415K 0.18%
5,215
+280
+6% +$24.1K
PGR icon
99
Progressive
PGR
$124B
$415K 0.18%
2,091
+189
+10% +$39K
BIV icon
100
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$410K 0.18%
5,316
-47
-0.9% -$3.66K
2 3
4
5 6

Similar funds

PCA
Purkiss Capital Advisors Ridgefield, Connecticut $227M AUM 22.98% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
EI
eCIO Inc Madison, Wisconsin $228M AUM 6.91% 1-Year Est. Return
ATWA
Arbor Trust Wealth Advisors Ann Arbor, Michigan $228M AUM 17.56% 1-Year Est. Return
FF
Financial Futures Brielle, New Jersey $228M AUM 13.5% 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
BWA
BlueChip Wealth Advisors Milton, Georgia $228M AUM 16.3% 1-Year Est. Return

Maripau Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, Maripau Wealth Management held 177 positions worth $227M, up 4.6% from $217M the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Maripau Wealth Management deployed $16.9M of net new capital in Q1 2026, opening 23 new positions and adding to 96 existing holdings. Its largest new stake was iShares International Country Rotation Active ETF: 19,539 shares worth $628K.

By sector, the portfolio is most concentrated in Technology at 5.8% of assets, down from 6.5% a quarter earlier, followed by Consumer Discretionary and Communication Services.

On the sell side, the largest reduction was iShares Core MSCI Emerging Markets ETF, an estimated $656K trimmed.

  • Maripau Wealth Management's largest Q1 2026 buy was iShares International Country Rotation Active ETF: 19,539 shares worth $628K.
  • Maripau Wealth Management added most to State Street SPDR Portfolio S&P 500 ETF in Q1 2026, an estimated $1.81M increase.
  • Maripau Wealth Management's biggest Q1 2026 reduction was iShares Core MSCI Emerging Markets ETF, cutting an estimated $656K.
  • Maripau Wealth Management fully exited Invesco S&P 500 Top 50 ETF in Q1 2026, selling an estimated $925K.
  • Maripau Wealth Management's ten largest holdings make up 40% of its $227M portfolio in Q1 2026.
  • Maripau Wealth Management opened 23 new positions and closed 11 in Q1 2026.
  • Maripau Wealth Management's portfolio value rose 4.6% quarter-over-quarter to $227M.

Based on Maripau Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.