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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
SYSB
151
iShares Systematic Bond ETF
SYSB
$1.26B
$257K 0.09%
2,893
+153
+6% +$13.6K
JNJ icon
152
Johnson & Johnson
JNJ
$644B
$251K 0.09%
987
-55
-5% -$12.8K
GEV icon
153
GE Vernova
GEV
$253B
$247K 0.09%
+210
New +$214K
TT icon
154
Trane Technologies
TT
$97.7B
$245K 0.09%
498
-44
-8% -$20.6K
PLTR icon
155
Palantir
PLTR
$407B
$243K 0.09%
1,999
+342
+21% +$46.7K
C icon
156
Citigroup
C
$231B
$230K 0.08%
+1,646
New +$214K
MNST icon
157
Monster Beverage
MNST
$83.9B
$230K 0.08%
+4,790
New +$201K
IJR icon
158
iShares Core S&P Small-Cap ETF
IJR
$108B
$228K 0.08%
+1,535
New +$211K
AMAT icon
159
Applied Materials
AMAT
$372B
$225K 0.08%
+311
New +$143K
LMT icon
160
Lockheed Martin
LMT
$121B
$223K 0.08%
437
-5
-1% -$2.7K
PH icon
161
Parker-Hannifin
PH
$120B
$223K 0.08%
228
-9
-4% -$8.24K
GLW icon
162
Corning
GLW
$145B
$221K 0.08%
+866
New +$158K
XHLF icon
163
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$2.01B
$221K 0.08%
4,397
+46
+1% +$2.31K
FMF icon
164
First Trust Managed Futures Strategy Fund
FMF
$278M
$218K 0.08%
4,359
-411
-9% -$21.1K
PFF icon
165
iShares Preferred and Income Securities ETF
PFF
$12.8B
$214K 0.08%
7,032
-793
-10% -$24.7K
FTLS icon
166
First Trust Long/Short Equity ETF
FTLS
$2.53B
$214K 0.08%
2,896
-25
-0.9% -$1.84K
MS icon
167
Morgan Stanley
MS
$338B
$212K 0.08%
+1,016
New +$201K
LOW icon
168
Lowe's Companies
LOW
$111B
$212K 0.08%
+963
New +$219K
FAAR icon
169
First Trust Alternative Absolute Return Strategy ETF
FAAR
$217M
$212K 0.08%
6,713
-1,237
-16% -$41.5K
HPE icon
170
Hewlett Packard
HPE
$78.2B
$209K 0.07%
+4,627
New +$167K
DSCO
171
DoubleLine Securitized Credit ETF
DSCO
$244M
$209K 0.07%
8,372
-4,172
-33% -$104K
XLSR icon
172
State Street US Sector Rotation ETF
XLSR
$1.05B
$204K 0.07%
+3,155
New +$201K
PG icon
173
Procter & Gamble
PG
$331B
$201K 0.07%
1,372
-20
-1% -$2.91K
VIG icon
174
Vanguard Dividend Appreciation ETF
VIG
$111B
$201K 0.07%
+849
New +$195K
ABTC
175
American Bitcoin Corp
ABTC
$592M
$27.6K 0.01%
2,706
+1
+0% +$15
4 5 6
7
8

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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.