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Latest MARIPAU WEALTH MANAGEMENT LLC Stock Portfolio

$227Million | No. of Holdings #164

MARIPAU WEALTH MANAGEMENT LLC Performance

2026 Q1-2.70%
YTD-2.70%
2025+10.71%

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

On 2026-05-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, MARIPAU WEALTH MANAGEMENT LLC reported an equity portfolio of $227.5 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of MARIPAU WEALTH MANAGEMENT LLC are BIL, AFTY, VEA. The fund has invested 8.4% of it's portfolio in SPDR SERIES TRUST and 8.4% of portfolio in PACER FDS TR. <br><br> The fund managers got completely rid off INVESCO EXCHANGE TRADED FD TR S&P 500 TOP 50 (CSD), ISHARES S&P 100 ETF (IJR) and ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6 (IAU) stocks. They significantly reduced their stock positions in WORLD GOLD TR (GLDM), MICRON TECHNOLOGY INC (MU) and ISHARES INC (EMGF). MARIPAU WEALTH MANAGEMENT LLC opened new stock positions in BLACKROCK ETF TRUST (BECO), ISHARES TR (AAXJ) and AMPHENOL CORP (APH). The fund showed a lot of confidence in some stocks as they added substantially to FIDELITY WISE ORIGIN BITCOIN, ISHARES TR (AMPS) and INVESCO QQQ TR (QQQ).
MARIPAU WEALTH MANAGEMENT LLC Equity Portfolio Value
Last Reported on: 28 May, 2026
$227Million
  as of May 28, 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 -2.7% in the last quarter. In trailing 12 months, it's portfolio return was 9.76%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
blackrock etf trust628,237
ishares tr552,690
blackrock etf trust538,591
ishares tr458,733
amphenol corp452,410
vanguard star fds361,106
dimensional etf trust331,335
schwab strategic tr328,161
New stocks bought by MARIPAU WEALTH MANAGEMENT LLC

Additions

Ticker% Inc.
fidelity wise origin bitcoin229
ishares tr158
invesco qqq tr64.8
vanguard index fds57.42
dimensional etf trust56.79
spdr series trust54.49
vanguard whitehall fds50.32
global x fds48.93
Additions to existing portfolio by MARIPAU WEALTH MANAGEMENT LLC

Reductions

Ticker% Reduced
world gold tr-45.33
micron technology inc-40.63
ishares inc-36.16
exxon mobil corp-30.8
opendoor technologies inc-28.58
ishares tr-26.7
blackrock etf trust ii-24.87
steel dynamics inc-22.3
MARIPAU WEALTH MANAGEMENT LLC reduced stake in above stock

Sold off

Ticker$ Sold
invesco exchange traded fd tr s&p 500 top 50-924,519
ishares gold tr ishares new isin #us4642852044 sedol #bkp74n6-405,525
first tr exchange traded fd iv low duration opportunities etf-204,359
ishares tr jp mor em mk etf-247,371
ishares s&p 100 etf-634,018
lowes companies inc com usd0.50-254,344
home depot inc-249,764
ge aerospace com new-218,838
MARIPAU WEALTH MANAGEMENT LLC got rid off the above stocks

Sector Distribution

MARIPAU WEALTH MANAGEMENT LLC has about 84.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Communication Services
  • Financial Services
  • Consumer Defensive
Sector%
Others84.5
Technology5.7
Consumer Cyclical2.4
Communication Services1.7
Financial Services1.1
Consumer Defensive1.1

Market Cap. Distribution

MARIPAU WEALTH MANAGEMENT LLC has about 14.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED84.5
MEGA-CAP10.6
LARGE-CAP4

Stocks belong to which Index?

About 14.5% of the stocks held by MARIPAU WEALTH MANAGEMENT LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others85.6
S&P 50013.4
RUSSELL 20001.1
Top 5 Winners (%)%
GEVO
gevo inc
35.1 %
XOM
exxon mobil corp
34.7 %
FANG
diamondback energy inc
30.7 %
PWR
quanta svcs inc
29.2 %
LMT
lockheed martin corp
24.7 %
Top 5 Winners ($)$
FNDA
schwab strategic tr
0.3 M
VEA
vanguard tax-managed fds
0.3 M
GME
gamestop corp
0.2 M
ACIO
etf ser solutions
0.2 M
FANG
diamondback energy inc
0.2 M
Top 5 Losers (%)%
NOW
servicenow inc
-29.4 %
tidal trust ii
-27.4 %
BR
broadridge finl solutions in
-26.1 %
SHOP
shopify inc
-25.6 %
MSFT
microsoft corp
-22.6 %
Top 5 Losers ($)$
ishares bitcoin trust etf
-1.5 M
BIL
spdr series trust
-0.9 M
MSFT
microsoft corp
-0.6 M
ACIO
etf ser solutions
-0.4 M
AMZN
amazon com inc
-0.3 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 164 stocks in it's portfolio. About 39.8% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for MARIPAU WEALTH MANAGEMENT LLC last quarter.

$227.45MTotal Value
177Positions
28 May, 2026Last Reported
Current holdings of Current Stock Holdings of MARIPAU WEALTH MANAGEMENT LLC, last reported on 28 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MARIPAU WEALTH MANAGEMENT LLC's holding in Ishares Tr over time
0.51%15,500
$1.15M
0.51%
decreased 26.7 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MARIPAU WEALTH MANAGEMENT LLC's holding in Ishares Tr over time
0.49%11,637
$1.10M
0.49%
increased 5 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MARIPAU WEALTH MANAGEMENT LLC's holding in Ishares Tr over time
0.24%8,072
$552.7K
0.24%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MARIPAU WEALTH MANAGEMENT LLC's holding in Ishares Tr over time
0.23%5,216
$525.3K
0.23%
increased 9.88 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MARIPAU WEALTH MANAGEMENT LLC's holding in Ishares Tr over time
0.23%6,614
$521.0K
0.23%
increased 3.42 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MARIPAU WEALTH MANAGEMENT LLC's holding in Ishares Tr over time
0.2%4,119
$458.7K
0.2%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MARIPAU WEALTH MANAGEMENT LLC's holding in Ishares Tr over time
0.1%7,825
$237.3K
0.1%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MARIPAU WEALTH MANAGEMENT LLC's holding in Ishares Tr over time
0.09%1,879
$207.4K
0.09%
new position
AAXJ
Ishares Tr Jp Mor Em Mk Etf

Ishares Tr Jp Mor Em Mk Etf

AAXJ
MARIPAU WEALTH MANAGEMENT LLC's holding in Ishares Tr Jp Mor Em Mk Etf over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
MARIPAU WEALTH MANAGEMENT LLC's holding in Etf Ser Solutions over time
3.8%206,200
$8.65M
3.8%
increased 6.95 percentadded
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
MARIPAU WEALTH MANAGEMENT LLC's holding in Etf Ser Solutions over time
2.44%203,026
$5.55M
2.44%
increased 2.21 percentadded
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
MARIPAU WEALTH MANAGEMENT LLC's holding in Etf Ser Solutions over time
1.24%71,421
$2.82M
1.24%
increased 7.76 percentadded
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
MARIPAU WEALTH MANAGEMENT LLC's holding in Etf Ser Solutions over time
1.17%53,799
$2.66M
1.17%
increased 9.12 percentadded
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
MARIPAU WEALTH MANAGEMENT LLC's holding in Dbx Etf Tr over time
0.12%8,130
$263.5K
0.12%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
MARIPAU WEALTH MANAGEMENT LLC's holding in Ishares Tr over time
0.89%43,832
$2.02M
0.89%
decreased 0.71 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
MARIPAU WEALTH MANAGEMENT LLC's holding in American Centy Etf Tr over time
0.19%5,292
$426.4K
0.19%
increased 12.84 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
MARIPAU WEALTH MANAGEMENT LLC's holding in Vaneck Etf Trust over time
0.65%3,867
$1.48M
0.65%
increased 1.58 percentadded
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
MARIPAU WEALTH MANAGEMENT LLC's holding in First Tr Exchng Traded Fd Vi over time
0.76%51,083
$1.73M
0.76%
increased 31.54 percentadded
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
MARIPAU WEALTH MANAGEMENT LLC's holding in Pacer Fds Tr over time
8.41%596,870
$19.13M
8.41%
increased 3.23 percentadded