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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
+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
GOVT icon
76
iShares US Treasury Bond ETF
GOVT
$43.5B
$605K 0.31%
26,354
+1,233
+5% +$28.1K
ROP icon
77
Roper Technologies
ROP
$38.8B
$605K 0.3%
1,060
+141
+15% +$79.7K
PGR icon
78
Progressive
PGR
$122B
$598K 0.3%
2,229
+118
+6% +$32.3K
IXUS icon
79
iShares Core MSCI Total International Stock ETF
IXUS
$58.7B
$592K 0.3%
7,654
-876
-10% -$64K
CPRT icon
80
Copart
CPRT
$27.2B
$581K 0.29%
11,759
+2,771
+31% +$155K
IAGG icon
81
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
$567K 0.29%
+11,099
New +$562K
SCHP icon
82
Schwab US TIPS ETF
SCHP
$16.2B
$545K 0.27%
+20,407
New +$540K
CHE icon
83
Chemed
CHE
$7.07B
$524K 0.26%
1,057
+138
+15% +$78.6K
EMB icon
84
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$517K 0.26%
5,577
+867
+18% +$78.1K
RTX icon
85
RTX Corp
RTX
$292B
$514K 0.26%
+3,521
New +$469K
TLH icon
86
iShares 10-20 Year Treasury Bond ETF
TLH
$10.8B
$513K 0.26%
+5,058
New +$508K
IAUM icon
87
iShares Gold Trust Micro
IAUM
$6.36B
$500K 0.25%
15,148
-1,343
-8% -$44K
IWY icon
88
iShares Russell Top 200 Growth ETF
IWY
$16.1B
$500K 0.25%
2,027
-92
-4% -$20.5K
F icon
89
Ford
F
$57.5B
$492K 0.25%
45,389
+647
+1% +$6.59K
XOM icon
90
ExxonMobil
XOM
$643B
$485K 0.24%
4,499
+841
+23% +$89.9K
NFLX icon
91
Netflix
NFLX
$305B
$483K 0.24%
3,450
+450
+15% +$50.9K
AVGO icon
92
Broadcom
AVGO
$1.87T
$459K 0.23%
1,664
-784
-32% -$170K
BIV icon
93
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$449K 0.23%
5,813
+156
+3% +$11.9K
BLV icon
94
Vanguard Long-Term Bond ETF
BLV
$5.71B
$433K 0.22%
6,226
+472
+8% +$32.2K
XLG icon
95
Invesco S&P 500 Top 50 ETF
XLG
$10.8B
$424K 0.21%
+8,148
New +$388K
TLT icon
96
iShares 20+ Year Treasury Bond ETF
TLT
$41.4B
$407K 0.21%
4,611
-5,720
-55% -$499K
WFC icon
97
Wells Fargo
WFC
$266B
$400K 0.2%
4,988
+600
+14% +$43.3K
PG icon
98
Procter & Gamble
PG
$338B
$399K 0.2%
2,507
+292
+13% +$47.7K
LOW icon
99
Lowe's Companies
LOW
$119B
$386K 0.19%
1,740
+612
+54% +$137K
HD icon
100
Home Depot
HD
$339B
$368K 0.19%
1,003
+397
+66% +$144K
2 3
4
5 6

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GC
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CWA
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KW
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YRHAM
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CI
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PCG
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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.