Maripau Wealth Management
Latest statistics and disclosures from Maripau Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PSFF, SPLG, IVV, IUSB, VEA, and represent 42.20% of Maripau Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: PSFF, ACIO, EFV, VEA, SPLG, BKAG, DRSK, JHEQX, AAPL, IUSB.
- Started 3 new stock positions in FKIQX, JHEQX, LSGRX.
- Reduced shares in these 10 stocks: VUG, MSFT, , IVE, VOO, IYW, VB, AMZN, IVV, QQQ.
- Sold out of its positions in ADBE, Advanced Memory, GOOG, GOOGL, AMZN, Basis, BRK.B, BR, AVGO, KO.
- Maripau Wealth Management was a net seller of stock by $-36M.
- Maripau Wealth Management has $116M in assets under management (AUM), dropping by -21.11%.
- Central Index Key (CIK): 0001890698
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Portfolio Holdings for Maripau Wealth Management
Maripau Wealth Management holds 50 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Pacer FDS TR Swan Etf (PSFF) | 16.7 | $19M | +12% | 671k | 28.74 |
|
| SPDR Portfolio S&P Etf (SPLG) | 8.8 | $10M | +12% | 150k | 67.51 |
|
| iShares Core S&P 500 Etf (IVV) | 6.5 | $7.5M | -12% | 13k | 576.82 |
|
| iShares TR Core Etf (IUSB) | 5.2 | $6.1M | +10% | 129k | 47.12 |
|
| Vanguard Tax-Managed Etf (VEA) | 5.0 | $5.7M | +27% | 109k | 52.81 |
|
| iShares TR MSCI USA Etf (QUAL) | 4.0 | $4.6M | -6% | 26k | 179.30 |
|
| iShares S&P 500 Etf (IVW) | 3.0 | $3.4M | -9% | 36k | 95.75 |
|
| iShares TR EAFE Etf (EFV) | 2.8 | $3.2M | +78% | 56k | 57.53 |
|
| Apple Common Stock (AAPL) | 2.7 | $3.1M | +24% | 14k | 233.00 |
|
| Aptus Collard Investment Opportunity Etf (ACIO) | 2.7 | $3.1M | +87% | 79k | 39.74 |
|
| BlackRock ETF Trust Etf (DYNF) | 2.7 | $3.1M | 63k | 49.47 |
|
|
| iShares TR EAFE Etf (EFG) | 2.4 | $2.8M | -12% | 26k | 107.65 |
|
| iShares TR MBS ETF Etf (MBB) | 2.4 | $2.8M | +7% | 29k | 95.81 |
|
| Nvidia Corporation Common Stock (NVDA) | 2.3 | $2.7M | +21% | 22k | 121.45 |
|
| iShares TR 20 YR TR Etf (TLT) | 2.3 | $2.6M | -14% | 27k | 98.10 |
|
| Vanguard Intl Equity Etf (VWO) | 2.0 | $2.3M | +33% | 48k | 47.85 |
|
| Aptus Defined Risk ETF Etf (DRSK) | 2.0 | $2.3M | +58% | 81k | 28.30 |
|
| Aptus Enhanced Yield Etf (JUCY) | 2.0 | $2.3M | +17% | 99k | 23.21 |
|
| Vanguard Index FDS Etf (VTV) | 1.8 | $2.1M | -10% | 12k | 174.57 |
|
| BNY Mellon ETF Trust Etf (BKAG) | 1.6 | $1.8M | +143% | 42k | 43.15 |
|
| Schwab Strategic TR Etf (SCHZ) | 1.5 | $1.7M | -6% | 36k | 47.52 |
|
| iShares Bitcoin TR Etf (IBIT) | 1.4 | $1.6M | +11% | 43k | 36.13 |
|
| iShares Gold TR Etf (IAUM) | 1.3 | $1.5M | -21% | 55k | 26.25 |
|
| iShares Inc Core Etf (IEMG) | 1.2 | $1.4M | -28% | 24k | 57.41 |
|
| iShares MSCI Emr MRK Etf (EMXC) | 1.1 | $1.3M | +32% | 21k | 61.11 |
|
| Vanguard Charlotte Etf (BNDX) | 1.1 | $1.2M | -11% | 24k | 50.28 |
|
| Vanguard BD Index Etf (BSV) | 1.0 | $1.1M | -10% | 15k | 78.69 |
|
| Vanguard Short Term Etf (VGSH) | 1.0 | $1.1M | +68% | 19k | 59.02 |
|
| Wal-Mart Common Stock (WMT) | 0.8 | $948k | +6% | 12k | 80.75 |
|
| BlackRock ETF Trust Etf (BINC) | 0.8 | $932k | +43% | 17k | 53.53 |
|
| Aptus Drawdown Managed Equity ETF Etf (ADME) | 0.8 | $906k | +107% | 20k | 46.20 |
|
| iShares TR Core MSCI Etf (IXUS) | 0.8 | $869k | -3% | 12k | 72.63 |
|
| First Trust TCW Opp Etf (FIXD) | 0.7 | $834k | -3% | 18k | 45.24 |
|
| Vanguard Scottsdale Etf (VMBS) | 0.7 | $831k | -9% | 18k | 47.21 |
|
| JPMorgan Hedged Mutual Fund (JHEQX) | 0.7 | $820k | NEW | 25k | 32.73 |
|
| Exchange Listed FDS Etf (TDSC) | 0.7 | $806k | 32k | 25.43 |
|
|
| ETF Series Solutions Etf (OSCV) | 0.6 | $735k | +85% | 20k | 37.45 |
|
| iShares TR US Treas Etf (GOVT) | 0.6 | $717k | -6% | 31k | 23.45 |
|
| Fidelity Enhanced Etf (FELC) | 0.6 | $668k | +60% | 21k | 32.09 |
|
| ETF Series Solutions Etf (DUBS) | 0.5 | $588k | +81% | 19k | 31.68 |
|
| Aptus International Enhanced Yield Etf (IDUB) | 0.5 | $586k | +90% | 27k | 21.79 |
|
| Two RDS Shared TR Etf (WLDR) | 0.5 | $545k | -3% | 17k | 33.07 |
|
| Doubleline ETF Trust Etf (DMBS) | 0.5 | $545k | +32% | 11k | 50.39 |
|
| Ford MTR Co Del Common Stock (F) | 0.4 | $476k | 45k | 10.56 |
|
|
| Loomis Sayles Growth Mutual Fund (LSGRX) | 0.3 | $353k | NEW | 12k | 28.54 |
|
| Ssga Active TR SPDR Etf (FISR) | 0.3 | $319k | -2% | 12k | 26.59 |
|
| Exchange Listed Etf (CLSM) | 0.3 | $316k | 15k | 21.32 |
|
|
| DBX ETF TR Xtrack Etf (HDEF) | 0.3 | $298k | 11k | 26.89 |
|
|
| Franklin Income CL A Mutual Fund (FKIQX) | 0.2 | $230k | NEW | 94k | 2.45 |
|
| Invesco Exch Traded Etf (PGHY) | 0.2 | $214k | +2% | 11k | 20.23 |
|
Past Filings by Maripau Wealth Management
SEC 13F filings are viewable for Maripau Wealth Management going back to 2021
- 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
- Maripau Wealth Management 2021 Q4 filed Feb. 11, 2022