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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
FTLS icon
151
First Trust Long/Short Equity ETF
FTLS
$2.49B
$220K 0.11%
3,313
-84
-2% -$5.39K
ESGU icon
152
iShares ESG Aware MSCI USA ETF
ESGU
$18.3B
$215K 0.11%
1,586
-705
-31% -$88K
SPAB icon
153
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.77B
$213K 0.11%
+8,305
New +$210K
XLSR icon
154
State Street US Sector Rotation ETF
XLSR
$1.04B
$211K 0.11%
3,846
-164
-4% -$8.38K
PHM icon
155
Pultegroup
PHM
$24.9B
$210K 0.11%
+1,996
New +$201K
VFMV icon
156
Vanguard US Minimum Volatility ETF
VFMV
$435M
$207K 0.1%
+1,616
New +$201K
RPHS
157
DELISTED
Regents Park Hedged Market Strategy ETF
RPHS
$173K 0.09%
+16,590
New +$164K
QYLD icon
158
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.22B
$83.3K 0.04%
+12,278
New +$201K
CIFR icon
159
Cipher Digital
CIFR
$8.99B
$47.8K 0.02%
+10,000
New +$32.4K
GEVO icon
160
Gevo
GEVO
$382M
$15K 0.01%
+12,360
New +$14.5K
AGG icon
161
iShares Core US Aggregate Bond ETF
AGG
$138B
– –
-3,137
Closed -$310K
BIL icon
162
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.9B
– –
-3,590
Closed -$329K
CVX icon
163
Chevron
CVX
$380B
– –
-1,234
Closed -$206K
EMXC icon
164
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.3B
– –
-11,065
Closed -$610K
FTSM icon
165
First Trust Enhanced Short Maturity ETF
FTSM
$6.5B
– –
-5,631
Closed -$338K
GBIL icon
166
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.57B
– –
-2,463
Closed -$247K
MS icon
167
Morgan Stanley
MS
$343B
– –
-2,166
Closed -$253K
SHV icon
168
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
– –
-5,402
Closed -$597K
USIG icon
169
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
– –
-4,098
Closed -$209K
VCSH icon
170
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
– –
-4,730
Closed -$373K
VYM icon
171
Vanguard High Dividend Yield ETF
VYM
$82.3B
– –
-1,781
Closed -$230K
3 4 5 6
7

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BF
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ATWA
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GC
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CWA
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KW
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YRHAM
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CI
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PCG
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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.