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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
PSFF icon
1
Pacer Swan SOS Fund of Funds ETF
PSFF
$586M
$17.5M 8.83%
574,834
-1,020
-0.2% -$29.5K
SPYM
2
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
$15.3M 7.69%
208,559
-35,366
-14% -$2.38M
VEA icon
3
Vanguard FTSE Developed Markets ETF
VEA
$226B
$9.57M 4.82%
166,715
-36,617
-18% -$1.96M
ACIO icon
4
Aptus Collared Investment Opportunity ETF
ACIO
$2.34B
$7.55M 3.8%
181,346
-9,872
-5% -$388K
IBIT icon
5
iShares Bitcoin Trust
IBIT
$47.2B
$6.75M 3.4%
109,802
+17,152
+19% +$961K
DRSK icon
6
Aptus Defined Risk ETF
DRSK
$1.49B
$5.16M 2.6%
178,927
+8,606
+5% +$238K
BKAG icon
7
BNY Mellon Core Bond ETF
BKAG
$2.13B
$4.69M 2.36%
110,736
-4,563
-4% -$190K
NVDA icon
8
NVIDIA
NVDA
$5.01T
$3.62M 1.82%
22,758
+3,204
+16% +$403K
RSP icon
9
Invesco S&P 500 Equal Weight ETF
RSP
$96.1B
$3.54M 1.78%
19,331
-2,662
-12% -$459K
DMBS icon
10
DoubleLine Mortgage ETF
DMBS
$697M
$3.36M 1.69%
68,223
+16,852
+33% +$817K
SPY icon
11
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$3.33M 1.68%
5,410
+301
+6% +$172K
AAPL icon
12
Apple
AAPL
$4.89T
$3.27M 1.65%
15,939
+4,299
+37% +$868K
VB icon
13
Vanguard Small-Cap ETF
VB
$79.5B
$2.87M 1.45%
12,049
-1,317
-10% -$294K
MSFT icon
14
Microsoft
MSFT
$2.84T
$2.85M 1.44%
5,702
+603
+12% +$262K
IUSB icon
15
iShares Core Universal USD Bond ETF
IUSB
$42.6B
$2.85M 1.43%
61,590
-17,166
-22% -$783K
IVV icon
16
iShares Core S&P 500 ETF
IVV
$876B
$2.81M 1.41%
4,522
-2,774
-38% -$1.59M
UPSD
17
Aptus Large Cap Upside ETF
UPSD
$113M
$2.72M 1.37%
109,176
+43,698
+67% +$1M
VWO icon
18
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$2.47M 1.24%
49,677
-23,123
-32% -$1.07M
QUAL icon
19
iShares MSCI USA Quality Factor ETF
QUAL
$45.8B
$2.47M 1.24%
13,494
+712
+6% +$123K
AMZN icon
20
Amazon
AMZN
$2.5T
$2.23M 1.12%
10,093
+2,154
+27% +$426K
ADME icon
21
Aptus Behavioral Momentum ETF
ADME
$286M
$2.2M 1.11%
45,428
-3,860
-8% -$174K
EFV icon
22
iShares MSCI EAFE Value ETF
EFV
$27.6B
$2.15M 1.09%
33,935
+3,346
+11% +$205K
VOO icon
23
Vanguard S&P 500 ETF
VOO
$968B
$2.14M 1.08%
3,767
+545
+17% +$286K
QQQM icon
24
Invesco NASDAQ 100 ETF
QQQM
$95.1B
$2.13M 1.07%
9,402
+2,641
+39% +$541K
OSCV icon
25
Opus Small Cap Value ETF
OSCV
$706M
$2.13M 1.07%
58,493
-1,306
-2% -$45.5K
1
2 3 4 5

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PCA
Purkiss Capital Advisors Ridgefield, Connecticut $227M AUM 22.98% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
EI
eCIO Inc Madison, Wisconsin $228M AUM 6.91% 1-Year Est. Return
ATWA
Arbor Trust Wealth Advisors Ann Arbor, Michigan $228M AUM 17.56% 1-Year Est. Return
FF
Financial Futures Brielle, New Jersey $228M AUM 13.5% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return
CWA
Cascade Wealth Advisors Wenatchee, Washington $228M AUM 7.97% 1-Year Est. Return
BWA
BlueChip Wealth Advisors Milton, Georgia $228M AUM 16.3% 1-Year Est. Return

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.