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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
IWY icon
101
iShares Russell Top 200 Growth ETF
IWY
$15.8B
$469K 0.17%
1,614
-24
-1% -$6.78K
VNQ icon
102
Vanguard Real Estate ETF
VNQ
$37.5B
$466K 0.17%
4,832
+573
+13% +$54.8K
LLY icon
103
Eli Lilly
LLY
$1T
$457K 0.16%
381
-30
-7% -$30.7K
DISV icon
104
Dimensional International Small Cap Value ETF
DISV
$5.25B
$457K 0.16%
11,397
+2,996
+36% +$124K
QUAL icon
105
iShares MSCI USA Quality Factor ETF
QUAL
$46.9B
$455K 0.16%
2,077
-3,507
-63% -$735K
SPMO icon
106
Invesco S&P 500 Momentum ETF
SPMO
$22.7B
$455K 0.16%
2,814
-1,192
-30% -$168K
SPMD icon
107
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.4B
$453K 0.16%
6,708
+836
+14% +$53.8K
CPRT icon
108
Copart
CPRT
$29.7B
$448K 0.16%
15,789
+4,523
+40% +$146K
VO icon
109
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$445K 0.16%
5,522
+686
+14% +$53.2K
WFC icon
110
Wells Fargo
WFC
$271B
$444K 0.16%
5,376
+161
+3% +$12.9K
EFV icon
111
iShares MSCI EAFE Value ETF
EFV
$31.7B
$429K 0.15%
5,608
-9,892
-64% -$766K
LIN icon
112
Linde
LIN
$215B
$426K 0.15%
820
+5
+0.6% +$2.53K
BA icon
113
Boeing
BA
$163B
$425K 0.15%
1,961
+318
+19% +$70.7K
SCHH icon
114
Schwab US REIT ETF
SCHH
$11.1B
$422K 0.15%
17,814
+2,544
+17% +$59.3K
BIV icon
115
Vanguard Intermediate-Term Bond ETF
BIV
$28.7B
$414K 0.15%
5,403
+87
+2% +$6.68K
TLH icon
116
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
$409K 0.15%
4,080
-1,136
-22% -$114K
VV icon
117
Vanguard Morningstar Large-Cap ETF
VV
$54B
$408K 0.15%
1,186
+154
+15% +$51.4K
BLV icon
118
Vanguard Long-Term Bond ETF
BLV
$5.69B
$406K 0.14%
5,892
+110
+2% +$7.54K
IDEV icon
119
iShares Core MSCI International Developed Markets ETF
IDEV
$32.4B
$403K 0.14%
4,525
+638
+16% +$56.5K
IWM icon
120
iShares Russell 2000 ETF
IWM
$79B
$400K 0.14%
1,333
+118
+10% +$33.2K
VT icon
121
Vanguard Total World Stock ETF
VT
$81.6B
$400K 0.14%
2,549
+343
+16% +$52.3K
XTEN icon
122
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$1.1B
$399K 0.14%
8,754
-4,383
-33% -$199K
VCR icon
123
Vanguard Consumer Discretionary ETF
VCR
$5.84B
$388K 0.14%
979
+30
+3% +$11.7K
USMV icon
124
iShares MSCI USA Min Vol Factor ETF
USMV
$23.8B
$374K 0.13%
3,879
– –
SPHQ icon
125
Invesco S&P 500 Quality ETF
SPHQ
$18.7B
$369K 0.13%
4,101
+1,287
+46% +$107K
3 4
5
6 7

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WA
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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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SC
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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.