13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001890698
Total reported value
$280.5M
$280.5M
165 檔
15.4%
As reported in its official Q2 2024 Form 13F filing, Maripau Wealth Management LLC's tracked investment portfolio stood at $280.5M with 165 total positions.
During Q2 2024, Maripau Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including PSFF, SPYM, IVV) accounted for 15.4% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-Other | 11.36% | -0.99% | +5.32% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.84% | +0.70% | +0.06% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.55% | +0.23% | -12.66% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.58% | +0.11% | -1.76% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.19% | -0.31% | -1.42% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.86% | -0.14% | +38.17% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.51% | -0.04% | +79.28% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.10% | -0.01% | +33.16% | |
| 9 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.03% | -0.07% | +9.34% | |
| 10 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.96% | -0.03% | -0.90% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 1.85% | -0.02% | -5.67% | |
| 12 | MBB | Ishares Mbs ETF | ETF-Other | 1.69% | -0.08% | +10.11% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.56% | +0.08% | +16.23% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.53% | -0.07% | +975.83% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.46% | -0.13% | -4.00% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.34% | -0.01% | +23.81% | |
| 17 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 1.33% | -0.13% | +11.84% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.33% | +0.30% | +16.00% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.25% | -0.07% | +16.55% | |
| 20 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.20% | -0.04% | +3.11% | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.17% | -0.26% | +2.70% | |
| 22 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.14% | -0.36% | -36.03% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.12% | +0.45% | +19.42% | |
| 24 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 1.12% | -0.11% | -21.97% | |
| 25 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.11% | — | -3.99% | |
| 26 | ACIO | Aptus Collared Invest Opp | ETF-Other | 1.08% | -0.03% | +156.27% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.08% | -0.03% | +55.89% | |
| 28 | DRSK | Aptus Defined Risk ETF | ETF-Other | 0.95% | -0.26% | +282.06% | |
| 29 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.91% | -0.07% | -6.92% | |
| 30 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.91% | -0.84% | +88.94% | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.86% | -0.06% | -6.24% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-Other | 0.84% | +0.07% | +47.21% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | +0.10% | +11.07% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.70% | +0.38% | -8.83% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | — | +14.44% | |
| 36 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.64% | — | +8.04% | |
| 37 | GLD | Spdr Gold Shares | ETF-Commodities | 0.63% | -0.14% | +122.75% | |
| 38 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.61% | -0.04% | -8.82% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.59% | +0.05% | +195.73% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.02% | +46.10% | |
| 41 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.57% | -0.02% | -2.33% | |
| 42 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.57% | — | -38.43% | |
| 43 | TDSC | Exchange Listed Funds Trust | ETF-Other | 0.52% | — | -7.50% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | -0.05% | -11.86% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.51% | -0.17% | +27.59% | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.51% | +0.03% | — | |
| 47 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.50% | -0.07% | +0.14% | |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.49% | — | -6.29% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.49% | — | +4.38% | |
| 50 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 0.49% | -0.16% | — |
According to official SEC Form 13F filings, Maripau Wealth Management LLC reported a total U.S. public equity portfolio value of $280.5M across 165 disclosed positions in Q2 2024.
During Q2 2024, Maripau Wealth Management LLC's top holdings by market value included PSFF (11.4%)、SPYM (5.8%)、IVV (5.5%). The largest single position, PSFF, represented 11.4% of total portfolio value.
In Q2 2024, Maripau Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.