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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
PFF icon
151
iShares Preferred and Income Securities ETF
PFF
$13.2B
$237K 0.1%
+7,825
New +$245K
UBER icon
152
Uber
UBER
$134B
$237K 0.1%
+3,288
New +$253K
DIS icon
153
Walt Disney
DIS
$165B
$236K 0.1%
2,447
+290
+13% +$30.6K
IDEF
154
iShares Defense Industrials Active ETF
IDEF
$4.18B
$231K 0.1%
+7,055
New +$246K
CIBR icon
155
First Trust NASDAQ Cybersecurity ETF
CIBR
$13.8B
$226K 0.1%
3,613
+506
+16% +$33.9K
TT icon
156
Trane Technologies
TT
$106B
$226K 0.1%
+542
New +$230K
XHLF icon
157
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$1.94B
$219K 0.1%
+4,351
New +$219K
MU icon
158
Micron Technology
MU
$1.04T
$215K 0.09%
637
-436
-41% -$171K
PH icon
159
Parker-Hannifin
PH
$125B
$212K 0.09%
237
-1
-0.4% -$946
SPHQ icon
160
Invesco S&P 500 Quality ETF
SPHQ
$19.4B
$212K 0.09%
+2,814
New +$219K
SHV icon
161
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
$207K 0.09%
+1,879
New +$207K
FTLS icon
162
First Trust Long/Short Equity ETF
FTLS
$2.46B
$206K 0.09%
2,921
-130
-4% -$9.21K
PG icon
163
Procter & Gamble
PG
$343B
$201K 0.09%
+1,392
New +$211K
OPEN icon
164
Opendoor
OPEN
$3.69B
$55K 0.02%
11,743
-4,700
-29% -$25.3K
ABTC
165
American Bitcoin Corp
ABTC
$418M
$37.5K 0.02%
+2,705
New +$52K
GEVO icon
166
Gevo
GEVO
$397M
$36.7K 0.02%
13,460
+750
+6% +$1.55K
ELV icon
167
Elevance Health
ELV
$81.9B
– –
-598
Closed -$210K
EMB icon
168
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
– –
-2,569
Closed -$247K
GE icon
169
GE Aerospace
GE
$367B
– –
-710
Closed -$219K
HD icon
170
Home Depot
HD
$332B
– –
-726
Closed -$250K
IAU icon
171
iShares Gold Trust
IAU
$63B
– –
-4,996
Closed -$406K
LMBS icon
172
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.32B
– –
-4,088
Closed -$204K
LOW icon
173
Lowe's Companies
LOW
$116B
– –
-1,055
Closed -$254K
OEF icon
174
iShares S&P 100 ETF
OEF
$19.8B
– –
-1,849
Closed -$634K
ROP icon
175
Roper Technologies
ROP
$36.3B
– –
-597
Closed -$266K
4 5 6
7
8

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BF
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EI
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ATWA
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FF
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GC
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CWA
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BWA
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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.