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Latest MARIPAU WEALTH MANAGEMENT LLC Stock Portfolio

$280Million | No. of Holdings #175

MARIPAU WEALTH MANAGEMENT LLC Performance

2026 Q2+4.26%
YTD+1.44%
2025+10.71%

About MARIPAU WEALTH MANAGEMENT LLC and 13F Hedge Fund Stock Holdings

On 2026-08-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, MARIPAU WEALTH MANAGEMENT LLC reported an equity portfolio of $280.5 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of MARIPAU WEALTH MANAGEMENT LLC are BIL, AFTY, VEA. The fund has invested 9.1% of it's portfolio in SPDR PORTFOLIO S&P 500 ETF and 7.4% of portfolio in PACER FDS TR SWAN SOS FD OF. <br><br> The fund managers got completely rid off ISHARES TR (AGT), BLACKROCK ETF TRUST II (HYMU) and BROADRIDGE FINL SOLUTIONS IN (BR) stocks. They significantly reduced their stock positions in ISHARES TR EAFE VALUE ETF (AAXJ), ISHARES TR MSCI USA QLT FCT (IBCE) and ISHARES US THEMATIC ROTATION ACTIVE ETF (BECO). MARIPAU WEALTH MANAGEMENT LLC opened new stock positions in BOOKING HOLDINGS INC COM (BKNG), VANGUARD MUN BD FDS TAX EXEMPT BD (VTEB) and BLACKROCK ETF TRUST ISHA SYST AL ETF (BECO). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD INF TECH ETF (VAW), VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS (VB) and VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND (VXUS).
MARIPAU WEALTH MANAGEMENT LLC Equity Portfolio Value
Last Reported on: 11 Aug, 2026
$280Million
  as of Aug 11, 2026

MARIPAU WEALTH MANAGEMENT LLC Annual Return Estimates Vs S&P 500

Our best estimate is that MARIPAU WEALTH MANAGEMENT LLC made a return of 4.26% in the last quarter. In trailing 12 months, it's portfolio return was 6.48%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
booking holdings inc com1,317,190
vanguard mun bd fds tax exempt bd714,154
blackrock etf trust isha syst al etf608,014
innovator etfs trust quity managd flr536,416
lam research corp com new360,829
spdr series trust state street portfolio s&p 500 value etf348,205
vaneck etf trust high yld munietf312,195
advanced micro devices inc290,866
New stocks bought by MARIPAU WEALTH MANAGEMENT LLC

Additions

Ticker% Inc.
vanguard world fd inf tech etf785
vanguard index fds vanguard growth etf formerly vanguard index tr vipers509
vanguard total international stock index fund437
vanguard mid-cap index fund356
fidelity wise origin bitcoin fund139
broadcom inc com93.47
spdr series trust state street portfolio s&p 500 growth etf66.61
invesco qqq tr unit ser 158.75
Additions to existing portfolio by MARIPAU WEALTH MANAGEMENT LLC

Reductions

Ticker% Reduced
ishares tr eafe value etf-63.82
ishares tr msci usa qlt fct-62.8
ishares us thematic rotation active etf-41.99
avantis emerging markets equity etf-40.61
quanta services com usd0.00001-35.31
bondbloxx etf trust bloomberg ten yr-33.36
doubleline etf trust secur cr etf-33.26
ishares tr msci usa mmentm-30.77
MARIPAU WEALTH MANAGEMENT LLC reduced stake in above stock

Sold off

Ticker$ Sold
tidal trust ii-330,446
opendoor technologies inc-54,957
ishares tr-580,476
blackrock etf trust ii-498,013
ssga active tr-238,476
uber technologies inc-236,524
world gold tr-251,097
broadridge finl solutions in-376,486
MARIPAU WEALTH MANAGEMENT LLC got rid off the above stocks

Sector Distribution

MARIPAU WEALTH MANAGEMENT LLC has about 84.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Communication Services
  • Financial Services
Sector%
Others84.1
Technology6.3
Consumer Cyclical3
Communication Services1.6
Financial Services1.2

Market Cap. Distribution

MARIPAU WEALTH MANAGEMENT LLC has about 15.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED84.1
MEGA-CAP11.7
LARGE-CAP3.5

Stocks belong to which Index?

About 14.2% of the stocks held by MARIPAU WEALTH MANAGEMENT LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others84.9
S&P 50014.2
Top 5 Winners (%)%
MU
micron technology inc
228.0 %
AFK
vaneck etf trust semiconductr etf
70.5 %
BECO
blackrock etf trust isha i in te etf
52.0 %
CARZ
first tr exchange traded fd ii nasdaq cyb etf
40.9 %
APH
amphenol corp class a com usd0.001
38.5 %
Top 5 Winners ($)$
BIL
spdr portfolio s&p 500 etf
3.1 M
VEA
vanguard developed markets index fund etf
1.5 M
AFTY
pacer fds tr swan sos fd of
1.3 M
AFK
vaneck etf trust semiconductr etf
1.1 M
ACIO
etf ser solutions aptus collrd inv
1.0 M
Top 5 Losers (%)%
VAW
vanguard world fd inf tech etf
-72.9 %
VB
vanguard index fds vanguard growth etf formerly vanguard index tr vipers
-70.3 %
VB
vanguard mid-cap index fund
-61.0 %
GEVO
gevo inc com par
-44.1 %
american bitcoin corp. com cl a
-26.3 %
Top 5 Losers ($)$
VAW
vanguard world fd inf tech etf
-6.1 M
VB
vanguard index fds vanguard growth etf formerly vanguard index tr vipers
-4.6 M
VB
vanguard mid-cap index fund
-0.7 M
ishares bitcoin trust etf
-0.6 M
MSTR
strategy inc common stock class a
-0.2 M

MARIPAU WEALTH MANAGEMENT LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MARIPAU WEALTH MANAGEMENT LLC

MARIPAU WEALTH MANAGEMENT LLC has 175 stocks in it's portfolio. About 40% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. BIL was the most profitable stock for MARIPAU WEALTH MANAGEMENT LLC last quarter.

$280.45MTotal Value
186Positions
11 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of MARIPAU WEALTH MANAGEMENT LLC, last reported on 11 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr Mbs Etf

Ishares Tr Mbs Etf

AAXJ
MARIPAU WEALTH MANAGEMENT LLC's holding in Ishares Tr Mbs Etf over time
0.41%12,294
$1.16M
0.41%
increased 5.65 percentadded
AAXJ
Ishares Tr Mrgstr Md Cp Grw

Ishares Tr Mrgstr Md Cp Grw

AAXJ
MARIPAU WEALTH MANAGEMENT LLC's holding in Ishares Tr Mrgstr Md Cp Grw over time
0.28%8,021
$788.1K
0.28%
increased 21.27 percentadded
AAXJ
Ishares Tr Msci Acwi Ex Us

Ishares Tr Msci Acwi Ex Us

AAXJ
MARIPAU WEALTH MANAGEMENT LLC's holding in Ishares Tr Msci Acwi Ex Us over time
0.26%9,714
$739.3K
0.26%
increased 20.34 percentadded
AAXJ
Ishares Tr Eafe Grwth Etf

Ishares Tr Eafe Grwth Etf

AAXJ
MARIPAU WEALTH MANAGEMENT LLC's holding in Ishares Tr Eafe Grwth Etf over time
0.19%4,197
$522.0K
0.19%
increased 1.89 percentadded
AAXJ
Ishares Tr Eafe Value Etf

Ishares Tr Eafe Value Etf

AAXJ
MARIPAU WEALTH MANAGEMENT LLC's holding in Ishares Tr Eafe Value Etf over time
0.15%5,608
$429.3K
0.15%
decreased 63.82 percentreduced
AAXJ
Ishares Tr 10-20 Yr Trs Etf

Ishares Tr 10-20 Yr Trs Etf

AAXJ
MARIPAU WEALTH MANAGEMENT LLC's holding in Ishares Tr 10-20 Yr Trs Etf over time
0.15%4,080
$409.2K
0.15%
decreased 21.78 percentreduced
AAXJ
Ishares Tr Pfd And Incm Sec

Ishares Tr Pfd And Incm Sec

AAXJ
MARIPAU WEALTH MANAGEMENT LLC's holding in Ishares Tr Pfd And Incm Sec over time
0.08%7,032
$214.4K
0.08%
decreased 10.13 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MARIPAU WEALTH MANAGEMENT LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACIO
Etf Ser Solutions Aptus Collrd Inv

Etf Ser Solutions Aptus Collrd Inv

ACIO
MARIPAU WEALTH MANAGEMENT LLC's holding in Etf Ser Solutions Aptus Collrd Inv over time
3.77%227,941
$10.58M
3.77%
increased 10.54 percentadded
ACIO
Etf Ser Solutions Aptus Defined

Etf Ser Solutions Aptus Defined

ACIO
MARIPAU WEALTH MANAGEMENT LLC's holding in Etf Ser Solutions Aptus Defined over time
2.18%211,055
$6.12M
2.18%
increased 3.95 percentadded
ACIO
Etf Series Solutions Opus Small Cap Value Etf

Etf Series Solutions Opus Small Cap Value Etf

ACIO
MARIPAU WEALTH MANAGEMENT LLC's holding in Etf Series Solutions Opus Small Cap Value Etf over time
1.24%82,016
$3.47M
1.24%
increased 14.83 percentadded
ACIO
Etf Ser Solutions Aptus Drawdown

Etf Ser Solutions Aptus Drawdown

ACIO
MARIPAU WEALTH MANAGEMENT LLC's holding in Etf Ser Solutions Aptus Drawdown over time
1.22%61,187
$3.43M
1.22%
increased 13.73 percentadded
ACSG
Dbx Etf Tr Xtrack Msci Eafe

Dbx Etf Tr Xtrack Msci Eafe

ACSG
MARIPAU WEALTH MANAGEMENT LLC's holding in Dbx Etf Tr Xtrack Msci Eafe over time
0.09%8,130
$261.3K
0.09%
unchanged 0 percentunchanged
ACWF
Ishares Trust Core Universal Usd Bond Etf

Ishares Trust Core Universal Usd Bond Etf

ACWF
MARIPAU WEALTH MANAGEMENT LLC's holding in Ishares Trust Core Universal Usd Bond Etf over time
1%60,998
$2.81M
1%
increased 39.16 percentadded
AEMB
Avantis Emerging Markets Equity Etf

Avantis Emerging Markets Equity Etf

AEMB
MARIPAU WEALTH MANAGEMENT LLC's holding in Avantis Emerging Markets Equity Etf over time
0.11%3,143
$303.3K
0.11%
decreased 40.61 percentreduced
AFK
Vaneck Etf Trust Semiconductr Etf

Vaneck Etf Trust Semiconductr Etf

AFK
MARIPAU WEALTH MANAGEMENT LLC's holding in Vaneck Etf Trust Semiconductr Etf over time
0.91%3,886
$2.54M
0.91%
increased 0.49 percentadded
AFLG
First Tr Exchng Traded Fd Viii Ft Vest Laddered

First Tr Exchng Traded Fd Viii Ft Vest Laddered

AFLG
MARIPAU WEALTH MANAGEMENT LLC's holding in First Tr Exchng Traded Fd Viii Ft Vest Laddered over time
0.59%45,276
$1.65M
0.59%
decreased 11.37 percentreduced
AFTY
Pacer Fds Tr Swan Sos Fd Of

Pacer Fds Tr Swan Sos Fd Of

AFTY
MARIPAU WEALTH MANAGEMENT LLC's holding in Pacer Fds Tr Swan Sos Fd Of over time
7.42%609,086
$20.81M
7.42%
increased 2.05 percentadded
AGT
Ishares Tr Core Msci Intl

Ishares Tr Core Msci Intl

AGT
MARIPAU WEALTH MANAGEMENT LLC's holding in Ishares Tr Core Msci Intl over time
0.14%4,525
$402.8K
0.14%
increased 16.41 percentadded