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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
(+23%)
Cap. Flow
+$29.4M
Cap. Flow
% of AUM
10.48%
Top 10 Holdings %
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 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$1.94M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
+$1.71M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.61M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.29M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI EAFE Value ETF
EFV
|
+$766K |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$735K |
| 3 |
iShares Bitcoin Trust
IBIT
|
+$598K |
| 4 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$580K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
176
Gevo
GEVO
$388M
| $21.9K | 0.01% |
14,600
+1,140
| +8% | +$2.01K |
|
|
BMNU
177
T-REX 2X Long BMNR Daily Target ETF
BMNU
$374M
| $7.35K | ﹤0.01% |
+1,100
| New | +$17.7K |
|
|
178
BlackRock Flexible Income ETF
BINC
$16.6B
| – | – |
-9,590
| Closed | -$498K |
|
179
Broadridge
BR
$19.2B
| – | – |
-2,317
| Closed | -$376K |
|
180
State Street Fixed Income Sector Rotation ETF
FISR
$626M
| – | – |
-9,272
| Closed | -$238K |
|
181
SPDR Gold MiniShares Trust
GLDM
$32B
| – | – |
-2,709
| Closed | -$251K |
|
|
182
iShares Core International Aggregate Bond Fund
IAGG
$11.8B
| – | – |
-11,600
| Closed | -$580K |
|
183
Opendoor
OPEN
$2.91B
| – | – |
-11,743
| Closed | -$55K |
|
184
iShares 0-1 Year Treasury Bond ETF
SHV
$20.9B
| – | – |
-1,879
| Closed | -$207K |
|
185
Uber
UBER
$145B
| – | – |
-3,288
| Closed | -$237K |
|
186
YieldMax MSTR Option Income Strategy ETF
MSTY
$954M
| – | – |
-15,521
| Closed | -$330K |
|
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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.