CIK: 0001890698
Total reported value
$227.5M
Reporting period: 2026-03-31 · Number of holdings: 166
MARIPAU WEALTH MANAGEMENT LLC disclosed 166 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $227.5M and a quarterly turnover rate of 14.9%.
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Maripau Wealth Management LLC's disclosed holdings carry a Herfindahl concentration index of 0.026 — mathematically equivalent to about 38 equally-sized positions, well below its 166 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.85), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 12% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim IBIT
-2.0% -$1.6M
Add VOO
+48.1% $1.5M
Add VTI
+30.6% $924.0K
Add GOVT
+158.7% $739.5K
Trim IEMG
-36.2% -$570.2K
Trim DYNF
-20.5% -$510.3K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 8.41% | +0.02% | +9.97% | |
| 2 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-Other | 8.41% | -0.19% | +3.23% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.39% | +0.16% | +5.25% | |
| 4 | ACIO | Aptus Collared Invest Opp | ETF-Other | 3.80% | — | +6.95% | |
| 5 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 2.72% | +0.06% | +7.79% | |
| 6 | DRSK | Aptus Defined Risk ETF | ETF-Other | 2.44% | — | +2.21% | |
| 7 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 2.25% | -0.85% | -2.04% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.21% | +0.58% | +48.05% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.14% | — | +2.02% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.99% | +0.34% | +30.65% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.99% | +0.07% | +8.22% | |
| 12 | AAPL | Apple INC | Stock-Tech | 1.68% | — | +8.29% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 1.63% | +0.04% | +5.11% | |
| 14 | DMBS | Doubleline Mortgage ETF | ETF-Other | 1.61% | — | -2.58% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.55% | -0.24% | -3.11% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.48% | +0.12% | +19.68% | |
| 17 | UPSD | Aptus Large Cap Upside ETF | ETF-Large Cap & Growth | 1.45% | — | +8.59% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.35% | +0.21% | +9.99% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.27% | — | +3.37% | |
| 20 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.25% | — | +6.35% | |
| 21 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 1.24% | +0.11% | +7.76% | |
| 22 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-Other | 1.17% | — | +9.12% | |
| 23 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.17% | +0.07% | +23.57% | |
| 24 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 1.16% | — | +1.67% | |
| 25 | IDUB | Aptus Intl Enhan Yld ETF | ETF-Other | 1.01% | — | +6.65% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.97% | -0.23% | +10.53% | |
| 27 | DUBS | Aptus Lrg Cap Enh Yld ETF | ETF-Other | 0.96% | — | +8.21% | |
| 28 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.90% | — | +1.56% | |
| 29 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 0.89% | — | +2.79% | |
| 30 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.89% | — | -0.71% | |
| 31 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-Other | 0.84% | — | +3.90% | |
| 32 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.81% | -0.15% | -10.98% | |
| 33 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.76% | +0.15% | +31.54% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.72% | — | +1.09% | |
| 35 | VUG | Vanguard Growth ETF | ETF-Other | 0.72% | -0.16% | -4.30% | |
| 36 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-Other | 0.71% | -0.27% | -20.49% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.65% | — | +6.88% | |
| 38 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.65% | — | +1.58% | |
| 39 | GME | Gamestop Corp-class A | Stock-Consumer Disc | 0.63% | — | +0.03% | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.62% | — | +4.24% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | -0.15% | -8.43% | |
| 42 | WMT | Walmart INC | Stock-Consumer Staples | 0.60% | — | -19.17% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.59% | +0.19% | +64.80% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | — | +16.64% | |
| 45 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.53% | +0.31% | +158.67% | |
| 46 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.51% | -0.18% | -26.70% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.49% | -0.29% | -36.16% | |
| 48 | MBB | Ishares Mbs ETF | ETF-Other | 0.49% | — | +5.00% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | — | +9.21% | |
| 50 | GLD | Spdr Gold Shares | ETF-Commodities | 0.47% | — | -3.14% |
Performance for Q3 2026
+1.5%
Performance Last 4 Quarters
+15.9%
Based on 80% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 166 | $227.5M | 15 | |
| 2025-12-31 | 154 | $217.4M | 15 | |
| 2025-09-30 | 137 | $198.7M | 36 | |
| 2025-06-30 | 160 | $198.5M | 0 | |
| 2025-03-31 | 134 | $174.3M | 0 | |
| 2024-12-31 | 138 | $168.6M | 0 | |
| 2024-09-30 | 50 | $115.5M | 0 | |
| 2024-06-30 | 165 | $146.4M | 0 | |
| 2024-03-31 | 159 | $133.3M | 0 | |
| 2023-12-31 | 109 | $115.0M | 0 | |
| 2023-09-30 | 101 | $108.7M | 0 | |
| 2023-06-30 | 100 | $112.4M | 0 | |
| 2023-03-31 | 78 | $96.2M | 0 | |
| 2022-12-31 | 79 | $96.1M | 0 | |
| 2022-09-30 | 83 | $92.7M | 0 | |
| 2022-06-30 | 72 | $92.5M | 0 | |
| 2022-03-31 | 87 | $110.7M | 0 | |
| 2021-12-31 | 81 | $105.5M | 0 |
Maripau Wealth Management LLC's most significant position changes for 2026-03-31: Sold out: Invesco S&p 500 Top 50 ETF (XLG); Sold out: Ishares S&p 100 ETF (OEF); New buy: Ish Intl Ctry Rot Act ETF (CORO); New buy: Ishares Msci Acwi Ex US ETF (ACWX); New buy: Ishares Lrg Cp Cr Act Etf-ui (BLCR).
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-28 | Amendment | View on EDGAR |
| 2026-03-31 | 2026-05-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-12 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-13 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-05 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-21 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-31 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-14 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-15 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-06-07 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-20 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-04 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-11 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-10 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-11 | 13F-HR | View on EDGAR |
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