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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
IMCG icon
101
iShares Morningstar Mid-Cap Growth ETF
IMCG
$4.02B
$359K 0.18%
4,438
+660
+17% +$49.1K
CPSD
102
Calamos S&P 500 Structured Alt Protection ETF - December
CPSD
$45.7M
$359K 0.18%
14,453
+4,725
+49% +$114K
MTUM icon
103
iShares MSCI USA Momentum Factor ETF
MTUM
$26.2B
$350K 0.18%
1,456
+276
+23% +$60.2K
VCIT icon
104
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.3B
$342K 0.17%
4,125
+100
+2% +$8.12K
STLD icon
105
Steel Dynamics
STLD
$37.5B
$342K 0.17%
2,670
+13
+0.5% +$1.66K
VHT icon
106
Vanguard Health Care ETF
VHT
$18.1B
$340K 0.17%
1,370
+406
+42% +$100K
MA icon
107
Mastercard
MA
$496B
$337K 0.17%
600
-482
-45% -$267K
IAU icon
108
iShares Gold Trust
IAU
$63.5B
$336K 0.17%
5,392
-834
-13% -$51.7K
CPNQ
109
Calamos Nasdaq-100 Structured Alt Protection ETF - December
CPNQ
$24.7M
$333K 0.17%
13,071
+4,750
+57% +$118K
JNJ icon
110
Johnson & Johnson
JNJ
$611B
$331K 0.17%
2,165
-527
-20% -$81K
CI icon
111
Cigna
CI
$72.6B
$328K 0.17%
993
-803
-45% -$259K
OEF icon
112
iShares S&P 100 ETF
OEF
$20.3B
$322K 0.16%
+1,060
New +$295K
AON icon
113
Aon
AON
$74.9B
$320K 0.16%
897
+122
+16% +$44.2K
UBER icon
114
Uber
UBER
$146B
$316K 0.16%
+3,384
New +$279K
COST icon
115
Costco
COST
$418B
$315K 0.16%
318
-191
-38% -$190K
CLSM icon
116
Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF
CLSM
$95.5M
$314K 0.16%
14,496
-50
-0.3% -$1.02K
FISR icon
117
State Street Fixed Income Sector Rotation ETF
FISR
$493M
$312K 0.16%
12,084
+1,508
+14% +$38.5K
COWZ icon
118
Pacer US Cash Cows 100 ETF
COWZ
$18.8B
$308K 0.16%
+5,589
New +$296K
LLY icon
119
Eli Lilly
LLY
$1.01T
$307K 0.15%
+397
New +$308K
BAI
120
iShares A.I. Innovation and Tech Active ETF
BAI
$13.7B
$306K 0.15%
+10,645
New +$261K
SPMO icon
121
Invesco S&P 500 Momentum ETF
SPMO
$21.8B
$302K 0.15%
+2,682
New +$268K
UNH icon
122
UnitedHealth
UNH
$371B
$299K 0.15%
960
-148
-13% -$56.6K
IWX icon
123
iShares Russell Top 200 Value ETF
IWX
$4.01B
$296K 0.15%
3,510
-97
-3% -$7.8K
DGRO icon
124
iShares Core Dividend Growth ETF
DGRO
$43B
$292K 0.15%
+4,574
New +$279K
PLTR icon
125
Palantir
PLTR
$369B
$287K 0.14%
+2,108
New +$247K
3 4
5
6 7

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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.