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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
IWY icon
101
iShares Russell Top 200 Growth ETF
IWY
$16B
$408K 0.18%
1,638
-241
-13% -$63.8K
LIN icon
102
Linde
LIN
$237B
$404K 0.18%
815
+6
+0.7% +$2.83K
BLV icon
103
Vanguard Long-Term Bond ETF
BLV
$5.75B
$398K 0.17%
5,782
-30
-0.5% -$2.09K
XOM icon
104
ExxonMobil
XOM
$651B
$393K 0.17%
2,319
-1,032
-31% -$151K
VYM icon
105
Vanguard High Dividend Yield ETF
VYM
$81.1B
$388K 0.17%
2,620
+877
+50% +$132K
LLY icon
106
Eli Lilly
LLY
$1.07T
$378K 0.17%
411
-30
-7% -$30.4K
VNQ icon
107
Vanguard Real Estate ETF
VNQ
$39.9B
$378K 0.17%
4,259
+1,215
+40% +$111K
BR icon
108
Broadridge
BR
$17.2B
$376K 0.17%
2,317
+245
+12% +$46.5K
CPRT icon
109
Copart
CPRT
$25.9B
$374K 0.16%
11,266
+1,437
+15% +$54K
STLD icon
110
Steel Dynamics
STLD
$35.6B
$374K 0.16%
2,077
-596
-22% -$109K
CHE icon
111
Chemed
CHE
$6.78B
$366K 0.16%
970
+50
+5% +$21.4K
SLV icon
112
iShares Silver Trust
SLV
$28.1B
$365K 0.16%
5,352
+756
+16% +$57.4K
VXUS icon
113
Vanguard Total International Stock ETF
VXUS
$153B
$361K 0.16%
+4,683
New +$372K
USMV icon
114
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
$360K 0.16%
3,879
-356
-8% -$33.8K
CPSD
115
Calamos S&P 500 Structured Alt Protection ETF - December
CPSD
$45.5M
$359K 0.16%
13,865
-48
-0.3% -$1.25K
NOW icon
116
ServiceNow
NOW
$102B
$358K 0.16%
3,420
+715
+26% +$84.1K
MTUM icon
117
iShares MSCI USA Momentum Factor ETF
MTUM
$25.5B
$349K 0.15%
1,456
-201
-12% -$50.5K
SPMD icon
118
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.2B
$348K 0.15%
5,872
+2,071
+54% +$126K
VO icon
119
Vanguard Mid-Cap ETF
VO
$106B
$347K 0.15%
4,836
+1,764
+57% +$131K
VCR icon
120
Vanguard Consumer Discretionary ETF
VCR
$5.84B
$341K 0.15%
949
+147
+18% +$56.7K
ORCL icon
121
Oracle
ORCL
$331B
$338K 0.15%
2,301
+473
+26% +$76.9K
DISV icon
122
Dimensional International Small Cap Value ETF
DISV
$4.85B
$331K 0.15%
+8,401
New +$340K
MSTY icon
123
YieldMax MSTR Option Income Strategy ETF
MSTY
$708M
$330K 0.15%
15,521
-725
-4% -$18.6K
SCHH icon
124
Schwab US REIT ETF
SCHH
$11.7B
$328K 0.14%
+15,270
New +$335K
BA icon
125
Boeing
BA
$165B
$327K 0.14%
1,643
+275
+20% +$62.6K
3 4
5
6 7

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PCA
Purkiss Capital Advisors Ridgefield, Connecticut $227M AUM 22.98% 1-Year Est. Return
BF
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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
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GC
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CWA
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BWA
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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.