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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
SYK icon
176
Stryker
SYK
$127B
– –
-591
Closed -$208K
XLG icon
177
Invesco S&P 500 Top 50 ETF
XLG
$10.5B
– –
-15,596
Closed -$925K
4 5 6 7
8

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BF
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EI
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ATWA
Arbor Trust Wealth Advisors Ann Arbor, Michigan $228M AUM 17.56% 1-Year Est. Return
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.