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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
SHLD icon
126
Global X Defense Tech ETF
SHLD
$7.07B
$327K 0.14%
4,614
+1,516
+49% +$113K
IDEV icon
127
iShares Core MSCI International Developed Markets ETF
IDEV
$31B
$325K 0.14%
+3,887
New +$334K
SPYG icon
128
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$50.7B
$323K 0.14%
3,303
+41
+1% +$4.27K
TLT icon
129
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
$323K 0.14%
3,724
-366
-9% -$32.2K
DSCO
130
DoubleLine Securitized Credit ETF
DSCO
$234M
$312K 0.14%
+12,544
New +$314K
VV icon
131
Vanguard Large-Cap ETF
VV
$51.9B
$308K 0.14%
+1,032
New +$323K
VT icon
132
Vanguard Total World Stock ETF
VT
$76.3B
$305K 0.13%
+2,206
New +$317K
IWM icon
133
iShares Russell 2000 ETF
IWM
$80.9B
$301K 0.13%
1,215
+381
+46% +$98.3K
DFIS icon
134
Dimensional International Small Cap ETF
DFIS
$5.76B
$296K 0.13%
8,780
+742
+9% +$25.8K
CI icon
135
Cigna
CI
$76.6B
$287K 0.13%
1,074
+41
+4% +$11.3K
GD icon
136
General Dynamics
GD
$105B
$279K 0.12%
813
-1
-0.1% -$355
DFAI
137
Dimensional International Core Equity Market ETF
DFAI
$17.1B
$277K 0.12%
7,098
+19
+0.3% +$760
FAAR icon
138
First Trust Alternative Absolute Return Strategy ETF
FAAR
$187M
$268K 0.12%
7,950
-505
-6% -$15.4K
LMT icon
139
Lockheed Martin
LMT
$134B
$267K 0.12%
442
-8
-2% -$4.93K
SHOP icon
140
Shopify
SHOP
$148B
$266K 0.12%
2,243
+172
+8% +$22.6K
HDEF icon
141
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.3B
$263K 0.12%
8,130
– –
JNJ icon
142
Johnson & Johnson
JNJ
$635B
$255K 0.11%
+1,042
New +$243K
DFAW icon
143
Dimensional World Equity ETF
DFAW
$1.55B
$252K 0.11%
3,421
+8
+0.2% +$609
GLDM icon
144
SPDR Gold MiniShares Trust
GLDM
$27.5B
$251K 0.11%
2,709
-2,246
-45% -$217K
IWX icon
145
iShares Russell Top 200 Value ETF
IWX
$4.03B
$251K 0.11%
2,707
-449
-14% -$42.7K
SYSB
146
iShares Systematic Bond ETF
SYSB
$1.15B
$244K 0.11%
+2,740
New +$246K
DFGX icon
147
Dimensional International Core Fixed Income ETF
DFGX
$1.69B
$243K 0.11%
4,625
– –
PLTR icon
148
Palantir
PLTR
$295B
$242K 0.11%
1,657
+283
+21% +$43.3K
FMF icon
149
First Trust Managed Futures Strategy Fund
FMF
$250M
$241K 0.11%
4,770
-289
-6% -$14.3K
FISR icon
150
State Street Fixed Income Sector Rotation ETF
FISR
$484M
$238K 0.1%
9,272
+1,319
+17% +$34.2K
4 5
6
7 8

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.