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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
GOOG icon
126
Alphabet (Google) Class C
GOOG
$4.59T
$283K 0.14%
1,560
+102
+7% +$16.9K
XLU icon
127
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$281K 0.14%
7,012
+922
+15% +$36.7K
BUFR icon
128
FT Vest Fund of Buffer ETFs
BUFR
$10.3B
$278K 0.14%
+8,744
New +$263K
ACN icon
129
Accenture
ACN
$104B
$275K 0.14%
+922
New +$281K
QLTA icon
130
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.23B
$273K 0.14%
5,703
-4,265
-43% -$201K
XLC icon
131
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
$267K 0.13%
+2,489
New +$245K
SYK icon
132
Stryker
SYK
$129B
$264K 0.13%
668
+84
+14% +$31.4K
BUFF icon
133
Innovator Laddered Allocation Power Buffer ETF
BUFF
$935M
$264K 0.13%
+5,616
New +$251K
SPYG icon
134
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.2B
$259K 0.13%
+2,774
New +$238K
ELV icon
135
Elevance Health
ELV
$82B
$258K 0.13%
662
+116
+21% +$46.7K
SO icon
136
Southern Company
SO
$107B
$250K 0.13%
2,722
+52
+2% +$4.67K
LMT icon
137
Lockheed Martin
LMT
$136B
$247K 0.12%
534
+54
+11% +$25.3K
GD icon
138
General Dynamics
GD
$104B
$246K 0.12%
843
+64
+8% +$17.6K
BAC icon
139
Bank of America
BAC
$440B
$244K 0.12%
+5,148
New +$217K
GE icon
140
GE Aerospace
GE
$391B
$242K 0.12%
941
-869
-48% -$191K
CRWD icon
141
CrowdStrike
CRWD
$215B
$239K 0.12%
+1,880
New +$204K
HDEF icon
142
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.33B
$235K 0.12%
8,130
– –
FBTC icon
143
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.9B
$231K 0.12%
+2,453
New +$211K
FAAR icon
144
First Trust Alternative Absolute Return Strategy ETF
FAAR
$188M
$226K 0.11%
8,170
+840
+11% +$22.7K
SPDW icon
145
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.2B
$226K 0.11%
+5,583
New +$214K
IEFA icon
146
iShares Core MSCI EAFE ETF
IEFA
$194B
$223K 0.11%
2,675
-849
-24% -$67.4K
FMF icon
147
First Trust Managed Futures Strategy Fund
FMF
$247M
$223K 0.11%
4,936
+463
+10% +$21K
TMO icon
148
Thermo Fisher Scientific
TMO
$209B
$222K 0.11%
+541
New +$226K
ORCL icon
149
Oracle
ORCL
$420B
$221K 0.11%
+951
New +$154K
VCR icon
150
Vanguard Consumer Discretionary ETF
VCR
$6.3B
$220K 0.11%
607
-8
-1% -$2.71K
3 4 5
6
7

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ATWA
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GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return
CWA
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KW
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YRHAM
Yong Rong (HK) Asset Management Sheung Wan, Hong Kong $227M AUM 300.38% 1-Year Est. Return
CI
Ceera Investments Bellaire, Texas $228M AUM 3.54% 1-Year Est. Return
PCG
PFC Capital Group Los Angeles, California $227M AUM 21.64% 1-Year Est. Return

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.