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Maripau Wealth Management

Latest statistics and disclosures from Maripau Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are PSFF, SPYM, VEA, ACIO, IBIT, and represent 29.20% of Maripau Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VTI, BUFR, BKAG, VOO, IBIT, AAPL, SPYM, DRSK, ACIO, DFAT.
Started 22 new stock positions in DIS, BA, DFAI, MU, DFGX, SPMD, OPEN, VYM, DFIS, ELV. IWM, FISR, SLV, DFAW, DFAT, SYK, AVEM, MSTY, LIN, CIBR, VNQ, VO.
Reduced shares in these 10 stocks: YieldMax MSTR Opt, QUAL, EFV, , PH, , EFG, CPRY, CIFR, EMB.
Sold out of its positions in CIFR, EFG, QLTA, STIP, YieldMax MSTR Opt.
Maripau Wealth Management was a net buyer of stock by $19M.
Maripau Wealth Management has $217M in assets under management (AUM), dropping by 9.44%.
Central Index Key (CIK): 0001890698

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Portfolio Holdings for Maripau Wealth Management

Maripau Wealth Management holds 154 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Pacer Fds Tr Swan Sos Fd Of Swan Sos Fd Of (PSFF)	8.6	$19M		578k	32.36	View chart
Spdr Portfolio S&p 500 Etf State Street Spd (SPYM)	8.4	$18M	+3%	227k	80.24	View chart
Vanguard Developed Markets Index Fund Etf Van Ftse Dev Mkt (VEA)	5.2	$11M	+2%	182k	62.49	View chart
Etf Ser Solutions Aptus Collrd Inv Aptus Collrd Inv (ACIO)	3.9	$8.4M	+8%	193k	43.73	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	3.1	$6.7M	+11%	136k	49.65	View chart
Bny Mellon Etf Trust Core Bond Etf Core Bond Etf (BKAG)	2.7	$5.8M	+18%	136k	42.45	View chart
Etf Ser Solutions Aptus Defined Aptus Defined (DRSK)	2.6	$5.7M	+12%	199k	28.51	View chart
Spdr S&p500 Etf Trust Trust Unit Depositary Receipt Tr Unit (SPY)	2.3	$5.0M	+6%	7.3k	677.42	View chart
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt S&p500 Eql Wgt (RSP)	1.9	$4.2M	+4%	22k	191.63	View chart
NVIDIA Corporation (NVDA)	1.8	$3.9M		21k	186.48	View chart
Doubleline Etf Trust Mortgage Etf Usd Mortgage Etf (DMBS)	1.7	$3.8M	+12%	76k	49.71	View chart
Apple (AAPL)	1.7	$3.8M	+21%	14k	271.75	View chart
Vanguard Index Fds Vanguard Total Stk Mkt Etf Total Stk Mkt (VTI)	1.7	$3.6M	+54%	11k	333.45	View chart
Vanguard Index Funds S&p 500 Etf Usd S&p 500 Etf Shs (VOO)	1.6	$3.6M	+29%	5.7k	624.13	View chart
Vanguard Small-cap Index Fund Small Cp Etf (VB)	1.6	$3.5M		14k	257.70	View chart
Etf Series Solutions Aptus Large Cap Upside Etf Aptus Lrg Cap Up (UPSD)	1.5	$3.2M	+3%	119k	26.79	View chart
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)	1.4	$3.0M	+16%	4.3k	684.78	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)	1.3	$2.8M	+3%	11k	252.51	View chart
Vanguard Intl Equity Index Fds Ftse Emr Mkt Etf Ftse Emr Mkt Etf (VWO)	1.3	$2.8M		52k	53.77	View chart
Microsoft Corporation (MSFT)	1.2	$2.6M	+13%	5.4k	483.91	View chart
Etf Ser Solutions Aptus Drawdown Aptus Drawdown (ADME)	1.2	$2.5M	+9%	49k	51.35	View chart
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)	1.1	$2.5M	+17%	91k	27.21	View chart
Etf Series Solutions Opus Small Cap Value Etf Opus Sml Cp Vl (OSCV)	1.1	$2.5M	+5%	66k	37.05	View chart
Ea Series Trust Freedom 100 Em Freedom 100 Em (FRDM)	1.1	$2.4M		48k	51.27	View chart
Amazon (AMZN)	1.1	$2.4M	+27%	10k	230.97	View chart
Ishares U.s. Equity Factor Rotation Active Etf Ishares Us Equit (DYNF)	1.0	$2.1M	-3%	35k	60.81	View chart
Etf Ser Solutions Aptus Int Enh Yl Aptus Int Enh Yl (IDUB)	1.0	$2.1M	+3%	87k	24.34	View chart
Etf Series Solutions Aptus Large Cap Enhanced Yield Etf Aptus Large Cap (DUBS)	1.0	$2.1M	+2%	56k	37.68	View chart
Ishares S&p 500 Value Etf S&p 500 Val Etf (IVE)	1.0	$2.1M	+35%	9.9k	212.07	View chart
Ishares Trust Core Universal Usd Bond Etf Core Univrsl Usd (IUSB)	0.9	$2.1M	-2%	44k	46.54	View chart
Schwab Strategic Tr Us Tips Etf Us Tips Etf (SCHP)	0.9	$2.0M	+13%	76k	26.53	View chart
Etf Ser Solutions Aptus Enhanced Aptus Enhanced (JUCY)	0.9	$2.0M	+23%	89k	22.23	View chart
Fidelity Enhanced Large Cap Core Etf Enhanced Large (FELC)	0.9	$1.9M	+2%	51k	37.84	View chart
Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Growth Etf (VUG)	0.9	$1.9M	-3%	3.9k	487.82	View chart
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)	0.8	$1.8M	-2%	14k	123.26	View chart
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)	0.8	$1.7M	+19%	25k	67.20	View chart
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL)	0.8	$1.7M	+15%	5.4k	312.52	View chart
Ishares Tr Eafe Value Etf Eafe Value Etf (EFV)	0.7	$1.5M	-14%	21k	71.41	View chart
Wal-Mart Stores (WMT)	0.7	$1.5M	+11%	14k	111.41	View chart
Vanguard World Fd Inf Tech Etf Inf Tech Etf (VGT)	0.7	$1.5M		2.0k	749.63	View chart
Vaneck Etf Trust Semiconductr Etf Semiconductr Etf (SMH)	0.6	$1.4M	-2%	3.8k	357.98	View chart
First Tr Exchng Traded Fd Viii Ft Vest Laddered Ft Vest Laddered (BUFR)	0.6	$1.3M	+219%	39k	34.26	View chart
Vanguard Index Fds Vanguard Value Etf Formerly Vanguard Index Tr Value Etf (VTV)	0.6	$1.3M	+3%	6.9k	190.98	View chart
Gamestop Corporation Com Usd0.001 Class A Cl A (GME)	0.6	$1.2M		62k	20.08	View chart
Ishares Tr Msci Usa Qlt Fct Msci Usa Qlt Fct (QUAL)	0.5	$1.2M	-41%	5.8k	198.48	View chart
Meta Platforms Inc Class A Cl A (META)	0.5	$1.1M	+23%	1.7k	661.26	View chart
Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B)	0.5	$1.1M	+24%	2.2k	500.51	View chart
Ishares Tr Mbs Etf Mbs Etf (MBB)	0.5	$1.1M	-4%	11k	95.22	View chart
Spdr Gold Tr Gold Gold Shs (GLD)	0.5	$1.0M	+4%	2.6k	396.38	View chart
Tesla Motors (TSLA)	0.5	$1.0M	+25%	2.2k	449.68	View chart
JPMorgan Chase & Co. (JPM)	0.4	$970k	+4%	3.0k	322.70	View chart
Invesco Exchange Traded Fd Tr S&p 500 Top 50 S&p 500 Top 50 (XLG)	0.4	$925k	-3%	16k	59.28	View chart
Visa Com Cl A (V)	0.4	$885k	+3%	2.5k	350.67	View chart
Invesco Exchange Traded Fd Tr Finl Pfd Etf Finl Pfd Etf (PGF)	0.4	$870k	+12%	61k	14.16	View chart
Invesco Qqq Tr Unit Ser 1 Unit Ser 1 (QQQ)	0.4	$867k	+76%	1.4k	614.28	View chart
Vanguard Charlotte Fds Total Intl Bd Etf Total Int Bd Etf (BNDX)	0.4	$846k	-2%	18k	48.32	View chart
Strategy Inc Common Stock Class A Cl A New (MSTR)	0.4	$841k	+6%	5.5k	151.96	View chart
Blackrock Etf Trust Ishares Ai Innovation And Tech Actv Etf Ishares A I Inno (BAI)	0.4	$839k	+2%	25k	33.30	View chart
Vanguard Bd Index Fds Short Trm Bond Short Trm Bond (BSV)	0.4	$828k		11k	78.81	View chart
Schwab Strategic Tr Us Aggregate Bd Etf Us Aggregate B (SCHZ)	0.4	$782k	-11%	34k	23.37	View chart
Ishares Us Thematic Rotation Active Etf Ishares Us Thema (THRO)	0.3	$760k	-2%	20k	38.56	View chart
Innovator Etfs Trust Laderd Alctn Pwr Laderd Alctn Pwr (BUFF)	0.3	$736k	+49%	15k	49.61	View chart
Vanguard Scottsdale Funds Long-term Treasury Etf Long Term Treas (VGLT)	0.3	$689k	+17%	12k	55.89	View chart
Ishares Flexible Income Active Etf Ishares Flexible (BINC)	0.3	$674k	-2%	13k	52.77	View chart
Calamos Etf Trust Russell 2000 Structured Alt Protect Russell 2000 Str (CPRY)	0.3	$662k	-22%	25k	26.99	View chart
Ishares S&p 100 Etf S&p 100 Etf (OEF)	0.3	$634k	-4%	1.8k	342.90	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr Bloomberg Ten Yr (XTEN)	0.3	$604k	-10%	13k	46.22	View chart
Ford Motor Company (F)	0.3	$602k		46k	13.12	View chart
Ishares Gold Tr Shares Represent Shares Represent (IAUM)	0.3	$596k		14k	42.99	View chart
Costco Wholesale Corporation (COST)	0.3	$585k	+125%	680.00	859.77	View chart
Dimensional Etf Trust Us Targeted Vlu Us Targeted Vlu (DFAT)	0.3	$583k	NEW	9.8k	59.49	View chart
Calamos Etf Trust Nasdaq 100 Structured Alt Protection Etf Nasdaq 100 Stru (CPNQ)	0.3	$578k	+66%	22k	26.46	View chart
Vanguard World Fd Health Car Etf Health Car Etf (VHT)	0.3	$571k	+8%	2.0k	285.28	View chart
Ishares Intl Aggregate Bond Core Intl Aggr (IAGG)	0.3	$555k	-3%	11k	50.01	View chart
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG)	0.3	$553k	+12%	1.8k	313.87	View chart
Ishares Tr Core Msci Total Core Msci Total (IXUS)	0.2	$537k		6.3k	84.64	View chart
Diamondback Energy (FANG)	0.2	$536k	+6%	3.6k	150.35	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf Mtg-bkd Secs Etf (VMBS)	0.2	$530k	-6%	11k	47.08	View chart
J P Morgan Exchange Traded Fd Equity Premium Equity Premium (JEPI)	0.2	$524k	+56%	9.2k	56.94	View chart
Ishares Tr Rus Tp200 Gr Etf Rus Tp200 Gr Etf (IWY)	0.2	$520k	-4%	1.9k	276.94	View chart
Broadcom (AVGO)	0.2	$512k	+7%	1.5k	346.83	View chart
Ishares Tr Mrgstr Md Cp Grw MRGSTR MD CP GRW (IMCG)	0.2	$506k	+8%	6.4k	79.19	View chart
Spdr Portfolio Developed World Ex-us Etf Portfolio Devlpd (SPDW)	0.2	$495k	+53%	11k	44.51	View chart
Quanta Services (PWR)	0.2	$491k		1.2k	422.22	View chart
Vanguard Wellington Fund U S Minimum Volatility Etf Us Minimum (VFMV)	0.2	$488k	+47%	3.8k	129.62	View chart
Ishares Tr 10-20 Yr Trs Etf 10-20 Yr Trs Etf (TLH)	0.2	$483k	-8%	4.7k	101.68	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm S&p 500 Momntm (SPMO)	0.2	$483k	+57%	3.9k	122.34	View chart
Tidal Trust Ii Yieldmax Mstr Op Yieldmax Mstr Op (MSTY)	0.2	$481k	NEW	16k	29.60	View chart
American Tower Reit (AMT)	0.2	$480k	+18%	2.7k	175.55	View chart
Eli Lilly & Co. (LLY)	0.2	$474k	+17%	441.00	1074.34	View chart
Ishares Tr Us Treas Bd Etf Us Treas Bd Etf (GOVT)	0.2	$470k	-3%	20k	23.02	View chart
Broadridge Financial Solutions (BR)	0.2	$462k	+7%	2.1k	223.12	View chart
Wells Fargo & Company (WFC)	0.2	$460k		4.9k	93.20	View chart
Select Sector Spdr Trust State Street Communication Services Select Sector Spdr Etf State Street Com (XLC)	0.2	$454k	+11%	3.9k	116.62	View chart
Steel Dynamics (STLD)	0.2	$453k		2.7k	169.43	View chart
Select Sector Spdr Trust State Street Utilities Select Sector Spdr Etf State Street Uti (XLU)	0.2	$445k	+116%	11k	42.29	View chart
Progressive Corporation (PGR)	0.2	$433k	+10%	1.9k	227.77	View chart
World Gold Tr Spdr Gld Minis Spdr Gld Minis (GLDM)	0.2	$423k	+10%	5.0k	85.37	View chart
Vanguard Bd Index Fds Intermed Term Intermed Term (BIV)	0.2	$418k		5.4k	77.88	View chart
Ishares Tr Msci Usa Mmentm Msci Usa Mmentm (MTUM)	0.2	$415k	+47%	1.7k	250.31	View chart
Servicenow (NOW)	0.2	$414k	+468%	2.7k	153.20	View chart
Ishares Gold Tr Ishares New Isin #us4642852044 Sedol #bkp74n6 Ishares New (IAU)	0.2	$406k	-8%	5.0k	81.17	View chart
Vanguard Bd Index Fds Long Term Bond Long Term Bond (BLV)	0.2	$404k		5.8k	69.52	View chart
Exxon Mobil Corporation (XOM)	0.2	$403k	+10%	3.4k	120.33	View chart
Ishares Tr Msci Usa Min Vol Msci Usa Min Vol (USMV)	0.2	$399k		4.2k	94.16	View chart
Chemed Corp Com Stk (CHE)	0.2	$394k	+8%	920.00	427.69	View chart
Copart (CPRT)	0.2	$385k	+10%	9.8k	39.15	View chart
Calamos Etf Trust S&p 500 Structured Alt Prtction Etf Dec S&p 500 Structu (CPSD)	0.2	$362k	-3%	14k	26.02	View chart
Avantis Emerging Markets Equity Etf Avantis Emgmkt (AVEM)	0.2	$361k	NEW	4.7k	77.02	View chart
Netflix (NFLX)	0.2	$360k	+1418%	3.8k	93.75	View chart
Ishares Tr 20 Yr Tr Bd Etf 20 Yr Tr Bd Etf (TLT)	0.2	$357k	-4%	4.1k	87.16	View chart
Oracle Corporation (ORCL)	0.2	$356k	+48%	1.8k	194.89	View chart
Spdr Portfolio Emerging Markets Etf Portfolio Emg Mk (SPEM)	0.2	$353k	+26%	7.5k	46.84	View chart
Spdr Series Trust State Street Portfolio S&p 500 Growth Etf State Street Spd (SPYG)	0.2	$350k	+24%	3.3k	107.14	View chart
Linde Plc Com Eur0.001 SHS (LIN)	0.2	$345k	NEW	809.00	426.18	View chart
Micron Technology (MU)	0.2	$335k	NEW	1.1k	311.89	View chart
Shopify Inc Com Npv Cl A Isin #ca82509l1076 Sedol #bx865c7 Cl A Sub Vtg Shs (SHOP)	0.2	$333k	+13%	2.1k	160.99	View chart
Vanguard World Fd Consum Dis Etf Consum Dis Etf (VCR)	0.1	$316k	+2%	802.00	393.96	View chart
Ishares Silver Tr Ishares Ishares (SLV)	0.1	$303k	NEW	4.6k	65.82	View chart
Boeing Company (BA)	0.1	$297k	NEW	1.4k	217.12	View chart
Ishares Tr Rus Tp200 Vl Etf Rus Tp200 Vl Etf (IWX)	0.1	$290k	-5%	3.2k	91.86	View chart
Cigna Corp (CI)	0.1	$284k		1.0k	275.35	View chart
General Dynamics Corporation (GD)	0.1	$274k		814.00	336.70	View chart
Dimensional Etf Trust Intl Core Eqt Mk Intl Core Eqt Mk (DFAI)	0.1	$270k	NEW	7.1k	38.11	View chart
Vanguard Real Estate Etf Real Estate Etf (VNQ)	0.1	$269k	NEW	3.0k	88.39	View chart
Roper Industries (ROP)	0.1	$266k	-23%	597.00	444.78	View chart
Dimensional Etf Trust International Small Cap Etf Intl Small Cap E (DFIS)	0.1	$265k	NEW	8.0k	32.94	View chart
Lowe's Companies (LOW)	0.1	$254k	+17%	1.1k	241.08	View chart
Dimensional Etf Trust Dimensional World Equity Etf World Equity Etf (DFAW)	0.1	$253k	NEW	3.4k	73.98	View chart
Dbx Etf Tr Xtrack Msci Eafe Xtrack Msci Eafe (HDEF)	0.1	$252k		8.1k	30.99	View chart
Vanguard Whitehall Fds High Div Yld High Div Yld (VYM)	0.1	$250k	NEW	1.7k	143.45	View chart
Home Depot (HD)	0.1	$250k	+11%	726.00	344.03	View chart
Ishares Tr Jp Mor Em Mk Etf Jpmorgan Usd Emg (EMB)	0.1	$247k	-35%	2.6k	96.29	View chart
Walt Disney Company (DIS)	0.1	$245k	NEW	2.2k	113.78	View chart
Palantir Technologies Inc Cl A Cl A (PLTR)	0.1	$245k	+3%	1.4k	178.34	View chart
Dimensional Etf Trust Global Ex Us Cor Global Ex Us Cor (DFGX)	0.1	$243k	NEW	4.6k	52.63	View chart
First Trust Managed Futures Strategy Fund Mngd Futrs Strgy (FMF)	0.1	$238k		5.1k	47.05	View chart
First Tr Exchange Trad Fd Vii Alt Abslt Strg Alt Abslt Strg (FAAR)	0.1	$229k	+8%	8.5k	27.10	View chart
Vanguard Mid-cap Index Fund Mid Cap Etf (VO)	0.1	$223k	NEW	768.00	289.92	View chart
First Tr Exchange Traded Fd Ii Nasdaq Cyb Etf Nasdaq Cyb Etf (CIBR)	0.1	$222k	NEW	3.1k	71.44	View chart
Spdr Series Trust State Street Portfolio S&p 400 Mid Cap Etf State Street Spd (SPMD)	0.1	$220k	NEW	3.8k	57.80	View chart
Ge Aerospace Com New (GE)	0.1	$219k		710.00	308.22	View chart
Fidelity Wise Origin Bitcoin Fund SHS (FBTC)	0.1	$218k	+16%	2.9k	76.22	View chart
Lockheed Martin Corporation (LMT)	0.1	$218k		450.00	483.79	View chart
First Tr Exchange-traded Fd Iii First Tr Long/short Equity Lng/sht Equity (FTLS)	0.1	$217k	-3%	3.1k	70.99	View chart
Anthem (ELV)	0.1	$210k	NEW	598.00	350.55	View chart
Parker-Hannifin Corporation (PH)	0.1	$210k	-52%	238.00	880.24	View chart
Stryker Corporation (SYK)	0.1	$208k	NEW	591.00	351.26	View chart
Ssga Active Tr State Street Fixed Income Sector Rotation Etf State Street Fix (FISR)	0.1	$206k	NEW	8.0k	25.91	View chart
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)	0.1	$205k	NEW	834.00	246.16	View chart
First Tr Exchange Traded Fd Iv Low Duration Opportunities Etf Fst Low Oppt Eft (LMBS)	0.1	$204k	-13%	4.1k	49.99	View chart
Global X Fds Defense Tech Etf Defense Tech Etf (SHLD)	0.1	$201k		3.1k	64.79	View chart
Opendoor Technologies (OPEN)	0.0	$96k	NEW	16k	5.83	View chart
Gevo Inc Com Par Com Par (GEVO)	0.0	$25k	+22%	13k	2.00	View chart

Past Filings by Maripau Wealth Management

SEC 13F filings are viewable for Maripau Wealth Management going back to 2021

Maripau Wealth Management 2025 Q4 filed Feb. 17, 2026
Maripau Wealth Management 2025 Q3 filed Nov. 14, 2025
Maripau Wealth Management 2025 Q2 filed Aug. 12, 2025
Maripau Wealth Management 2025 Q1 filed May 13, 2025
Maripau Wealth Management 2024 Q4 filed Feb. 5, 2025
Maripau Wealth Management 2024 Q3 filed Oct. 21, 2024
Maripau Wealth Management 2024 Q2 filed July 31, 2024
Maripau Wealth Management 2024 Q1 filed May 14, 2024
Maripau Wealth Management 2023 Q4 filed Feb. 14, 2024
Maripau Wealth Management 2023 Q3 filed Nov. 15, 2023
Maripau Wealth Management 2023 Q2 filed Aug. 14, 2023
Maripau Wealth Management 2023 Q1 filed June 7, 2023
Maripau Wealth Management 2022 Q4 filed Jan. 20, 2023
Maripau Wealth Management 2022 Q3 filed Nov. 4, 2022
Maripau Wealth Management 2022 Q2 filed Aug. 11, 2022
Maripau Wealth Management 2022 Q1 filed May 10, 2022

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