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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
LRCX icon
126
Lam Research
LRCX
$395B
$361K 0.13%
+833
New +$253K
ORCL icon
127
Oracle
ORCL
$466B
$351K 0.13%
2,396
+95
+4% +$17.2K
NFLX icon
128
Netflix
NFLX
$317B
$351K 0.13%
4,914
+389
+9% +$34.3K
SPYV icon
129
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.4B
$348K 0.12%
+5,728
New +$343K
MTUM icon
130
iShares MSCI USA Momentum Factor ETF
MTUM
$24.9B
$346K 0.12%
1,008
-448
-31% -$134K
CPSD
131
Calamos S&P 500 Structured Alt Protection ETF - December
CPSD
$46M
$342K 0.12%
12,827
-1,038
-7% -$27.5K
SHLD icon
132
Global X Defense Tech ETF
SHLD
$6.84B
$338K 0.12%
5,653
+1,039
+23% +$69.1K
XOM icon
133
ExxonMobil
XOM
$675B
$324K 0.12%
2,373
+54
+2% +$8.08K
CI icon
134
Cigna
CI
$73.5B
$316K 0.11%
1,147
+73
+7% +$20.6K
HYD icon
135
VanEck High Yield Muni ETF
HYD
$4.24B
$312K 0.11%
+6,061
New +$310K
DFIS icon
136
Dimensional International Small Cap ETF
DFIS
$5.89B
$311K 0.11%
8,877
+97
+1% +$3.47K
DFAI
137
Dimensional International Core Equity Market ETF
DFAI
$18.1B
$306K 0.11%
7,426
+328
+5% +$13.5K
AVEM icon
138
Avantis Emerging Markets Equity ETF
AVEM
$28.7B
$303K 0.11%
3,143
-2,149
-41% -$198K
TLT icon
139
iShares 20+ Year Treasury Bond ETF
TLT
$46.9B
$296K 0.11%
3,424
-300
-8% -$25.8K
DFAW icon
140
Dimensional World Equity ETF
DFAW
$1.68B
$295K 0.11%
3,562
+141
+4% +$11.4K
AMD icon
141
Advanced Micro Devices
AMD
$851B
$291K 0.1%
+501
New +$205K
GD icon
142
General Dynamics
GD
$95.4B
$289K 0.1%
817
+4
+0.5% +$1.37K
CIBR icon
143
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.3B
$288K 0.1%
3,204
-409
-11% -$31.4K
SLV icon
144
iShares Silver Trust
SLV
$32.7B
$288K 0.1%
5,377
+25
+0.5% +$1.66K
IWX icon
145
iShares Russell Top 200 Value ETF
IWX
$3.93B
$280K 0.1%
2,658
-49
-2% -$4.96K
DFGX icon
146
Dimensional International Core Fixed Income ETF
DFGX
$1.77B
$279K 0.1%
5,215
+590
+13% +$31.3K
SHOP icon
147
Shopify
SHOP
$163B
$274K 0.1%
2,501
+258
+12% +$29.4K
DIS icon
148
Walt Disney
DIS
$180B
$271K 0.1%
2,819
+372
+15% +$37.9K
HDEF icon
149
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.32B
$261K 0.09%
8,130
– –
IDEF
150
BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF
IDEF
$4.28B
$257K 0.09%
8,095
+1,040
+15% +$34.4K
4 5
6
7 8

Similar funds

WA
Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return
RIM
Reliant Investment Management Memphis, Tennessee $281M AUM 34.2% 1-Year Est. Return
HFRG
Houlihan Financial Resource Group Ashburn, Virginia $281M AUM 17.68% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $281M AUM 36.14% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
TS
TradeWell Securities Fort Wayne, Indiana $280M AUM 29.59% 1-Year Est. Return
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth Fort Worth, Texas $280M AUM 9.01% 1-Year Est. Return
SC
Sagil Capital London, United Kingdom $280M AUM 64.58% 1-Year Est. Return

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.