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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
+0.78%
1 Year Est. Return
+14.76%
3 Year Est. Return
+45.04%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$217M
AUM Growth
+$18.8M
Cap. Flow
+$19.3M
Cap. Flow %
8.88%
Top 10 Hldgs %
40.45%
Holding
158
New
21
Increased
89
Reduced
42
Closed
4

Top Buys

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$1.26M
2
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$901K
3
BKAG icon
BNY Mellon Core Bond ETF
BKAG
+$898K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$813K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$802K

Top Sells

Rank Stock Value
1
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$813K
2
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$248K
3
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$248K
4
PH icon
Parker-Hannifin
PH
+$218K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$216K

Sector Composition

Rank Sector Weight
1 Technology 6.45%
2 Consumer Discretionary 2.64%
3 Communication Services 1.83%
4 Financials 1.77%
5 Consumer Staples 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ROP icon
126
Roper Technologies
ROP
$39.3B
$266K 0.12%
597
-183
-23% -$84.8K
DFIS icon
127
Dimensional International Small Cap ETF
DFIS
$5.93B
$265K 0.12%
+8,038
New +$256K
LOW icon
128
Lowe's Companies
LOW
$122B
$254K 0.12%
1,055
+156
+17% +$37.5K
DFAW icon
129
Dimensional World Equity ETF
DFAW
$1.62B
$252K 0.12%
+3,413
New +$248K
HDEF icon
130
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.34B
$252K 0.12%
8,130
– –
VYM icon
131
Vanguard High Dividend Yield ETF
VYM
$82.3B
$250K 0.12%
+1,743
New +$248K
HD icon
132
Home Depot
HD
$349B
$250K 0.11%
726
+72
+11% +$26.4K
EMB icon
133
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.7B
$247K 0.11%
2,569
-1,406
-35% -$135K
DIS icon
134
Walt Disney
DIS
$181B
$245K 0.11%
+2,157
New +$238K
PLTR icon
135
Palantir
PLTR
$375B
$245K 0.11%
1,374
+52
+4% +$9.41K
DFGX icon
136
Dimensional International Core Fixed Income ETF
DFGX
$1.73B
$243K 0.11%
+4,625
New +$249K
FMF icon
137
First Trust Managed Futures Strategy Fund
FMF
$248M
$238K 0.11%
5,059
+88
+2% +$4.26K
FAAR icon
138
First Trust Alternative Absolute Return Strategy ETF
FAAR
$190M
$229K 0.11%
8,455
+667
+9% +$19.8K
VO icon
139
Vanguard Morningstar Mid-Cap ETF
VO
$108B
$223K 0.1%
+3,072
New +$223K
CIBR icon
140
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.1B
$222K 0.1%
+3,107
New +$233K
SPMD icon
141
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.6B
$220K 0.1%
+3,801
New +$218K
GE icon
142
GE Aerospace
GE
$389B
$219K 0.1%
710
– –
FBTC icon
143
Fidelity Wise Origin Bitcoin Fund
FBTC
$12B
$218K 0.1%
2,866
+416
+17% +$36.3K
LMT icon
144
Lockheed Martin
LMT
$135B
$218K 0.1%
450
-7
-2% -$3.35K
FTLS icon
145
First Trust Long/Short Equity ETF
FTLS
$2.49B
$217K 0.1%
3,051
-98
-3% -$6.92K
ELV icon
146
Elevance Health
ELV
$84.9B
$210K 0.1%
+598
New +$202K
PH icon
147
Parker-Hannifin
PH
$135B
$209K 0.1%
238
-266
-53% -$218K
SYK icon
148
Stryker
SYK
$129B
$208K 0.1%
+591
New +$215K
FISR icon
149
State Street Fixed Income Sector Rotation ETF
FISR
$493M
$206K 0.09%
+7,953
New +$207K
IWM icon
150
iShares Russell 2000 ETF
IWM
$82.1B
$205K 0.09%
+834
New +$205K
3 4 5
6
7

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GC
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CWA
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KW
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ORG
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OCP
Oakcliff Capital Partners New York $227M AUM 27.82% 1-Year Est. Return
CNHF
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WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return

Maripau Wealth Management's Q4 2025 Portfolio in Review

As of Q4 2025, Maripau Wealth Management held 158 positions worth $217M, up 9.4% from $199M the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Maripau Wealth Management deployed $19.3M of net new capital in Q4 2025, opening 21 new positions and adding to 89 existing holdings. Its largest new stake was Dimensional US Targeted Value ETF: 9,799 shares worth $583K.

By sector, the portfolio is most concentrated in Technology at 6.5% of assets, down from 6.9% a quarter earlier, followed by Consumer Discretionary and Communication Services.

On the sell side, the largest reduction was iShares MSCI USA Quality Factor ETF, an estimated $813K trimmed.

  • Maripau Wealth Management's largest Q4 2025 buy was Dimensional US Targeted Value ETF: 9,799 shares worth $583K.
  • Maripau Wealth Management added most to Vanguard Morningstar Total Stock Market ETF in Q4 2025, an estimated $1.26M increase.
  • Maripau Wealth Management's biggest Q4 2025 reduction was iShares MSCI USA Quality Factor ETF, cutting an estimated $813K.
  • Maripau Wealth Management fully exited iShares AAA-A Rated Corporate Bond ETF in Q4 2025, selling an estimated $248K.
  • Maripau Wealth Management's ten largest holdings make up 40% of its $217M portfolio in Q4 2025.
  • Maripau Wealth Management opened 21 new positions and closed 4 in Q4 2025.
  • Maripau Wealth Management's portfolio value rose 9.4% quarter-over-quarter to $217M.

Based on Maripau Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.