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
50 檔
17.4%
The Q3 2024 SEC filing reveals that Maripau Wealth Management LLC held a total portfolio value of $280.5M, covering 50 public equity positions.
In Q3 2024, Maripau Wealth Management LLC adopted a defensive or profit-taking posture, trimming 2 positions and completely liquidating 34 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-Other | 16.71% | -0.99% | +12.25% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 8.77% | +0.70% | +12.24% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.52% | +0.23% | -12.11% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 5.25% | +0.11% | +10.92% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.96% | -0.14% | +27.96% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.97% | -0.31% | -6.55% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.98% | -0.04% | -9.30% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.79% | -0.36% | +78.96% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.72% | +0.08% | +24.09% | |
| 10 | ACIO | Aptus Collared Invest Opp | ETF-Other | 2.71% | -0.03% | +87.49% | |
| 11 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.69% | -0.07% | -0.74% | |
| 12 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.44% | -0.01% | -12.72% | |
| 13 | MBB | Ishares Mbs ETF | ETF-Other | 2.42% | -0.08% | +7.99% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 2.32% | -0.07% | +21.43% | |
| 15 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.28% | -0.03% | -14.29% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.00% | -0.03% | +33.34% | |
| 17 | DRSK | Aptus Defined Risk ETF | ETF-Other | 1.99% | -0.26% | +59.00% | |
| 18 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 1.98% | -0.13% | +17.24% | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 1.78% | -0.13% | -10.84% | |
| 20 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 1.56% | -0.16% | +143.36% | |
| 21 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.48% | -0.04% | -6.73% | |
| 22 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.35% | -0.84% | +11.31% | |
| 23 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 1.26% | -0.11% | -21.52% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.21% | -0.07% | -28.86% | |
| 25 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.11% | — | +32.85% | |
| 26 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.06% | -0.07% | -11.16% | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.00% | -0.06% | -10.64% | |
| 28 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.96% | — | +68.31% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.82% | -0.17% | +6.09% | |
| 30 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.81% | -0.22% | EXIT | |
| 31 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-Other | 0.78% | +0.05% | +107.15% | |
| 32 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.75% | -0.02% | -3.59% | |
| 33 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.72% | — | -4.00% | |
| 34 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.72% | -0.04% | -9.82% | |
| 35 | JHEQX | Jpmorgan Hedged Equity-i | Stock-Other | 0.71% | — | — | |
| 36 | TDSC | Exchange Listed Funds Trust | ETF-Other | 0.70% | — | +0.22% | |
| 37 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 0.64% | — | +85.95% | |
| 38 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.62% | -0.07% | -6.45% | |
| 39 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-Other | 0.58% | +0.16% | +60.34% | |
| 40 | DUBS | Aptus Lrg Cap Enh Yld ETF | ETF-Other | 0.51% | +0.03% | +81.90% | |
| 41 | IDUB | Aptus Intl Enhan Yld ETF | ETF-Other | 0.51% | -0.02% | +90.05% | |
| 42 | WLDR | Simpl Affi Wor Le Equ Etf-ui | ETF-Other | 0.47% | — | -3.89% | |
| 43 | DMBS | Doubleline Mortgage ETF | ETF-Other | 0.47% | -0.23% | +32.77% | |
| 44 | F | Ford Motor Co | Stock-Consumer Disc | 0.41% | -0.01% | +0.50% | |
| 45 | LSGRX | Loomis Sayles Growth-y | Stock-Other | 0.31% | — | — | |
| 46 | FISR | Ss Fi Sector Rotation | ETF-Other | 0.28% | -0.10% | EXIT | |
| 47 | CLSM | Exchange Listed Funds Trust | ETF-Other | 0.27% | — | — | |
| 48 | HDEF | Xtrackers Msci Eafe High Div | ETF-Other | 0.26% | -0.03% | — | |
| 49 | FKIQX | Franklin Income Fund-a | Stock-Other | 0.20% | — | — | |
| 50 | PGHY | Invesco Global Ex US High Yi | ETF-Other | 0.19% | — | +2.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PSFF | Pacer Swan Sos Fund Of Funds | +5.4% | +12.25% | Add |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +2.9% | +12.24% | Add |
| 3 | VEA | Vanguard Ftse Developed ETF | +2.1% | +27.96% | Add |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +1.7% | +10.92% | Add |
| 5 | EFV | Ishares Msci Eafe Value ETF | +1.7% | +78.96% | Add |
| 6 | ACIO | Aptus Collared Invest Opp | +1.6% | +87.49% | Add |
| 7 | AAPL | Apple Inc | +1.2% | +24.09% | Add |
| 8 | BKAG | Bny Mellon Core Bond ETF | +1.1% | +143.36% | Add |
| 9 | DRSK | Aptus Defined Risk ETF | +1% | +59.00% | Add |
| 10 | IVV | Ishares Core S&p 500 ETF | +1% | -12.11% | Trim |
| 11 | VWO | Vanguard Ftse Emerging Marke | +0.9% | +33.34% | Add |
| 12 | NVDA | Nvidia CORP | +0.8% | +21.43% | Add |
| 13 | JHEQX | Jpmorgan Hedged Equity-i | +0.7% | NEW | New buy |
| 14 | VGSH | Vanguard Short-term Treasury | +0.5% | +68.31% | Add |
| 15 | ADME | Aptus Drwdwn Mgd Eqty ETF | +0.5% | +107.15% | Add |
| 16 | IEMG | Ishares Core Msci Emerging | 0% | -28.86% | Trim |
| 17 | IJH | Ishares Core S&p Midcap ETF | -0.3% | EXIT | Sold out |
| 18 | VCIT | Vanguard Int-term Corporate | -0.3% | EXIT | Sold out |
| 19 | EMB | Ishares Jp Morgan Usd Emergi | -0.3% | EXIT | Sold out |
| 20 | SCHD | Schwab US Dvd Equity ETF | -0.3% | EXIT | Sold out |
| 21 | JPM | Jpmorgan Chase & Co | -0.3% | EXIT | Sold out |
| 22 | HEFA | Isha Curr Hedged Msci Eafe | -0.4% | EXIT | Sold out |
| 23 | DBA | Invesco Db Agriculture Fund | -0.4% | EXIT | Sold out |
| 24 | SHV | Ishares 0-1 Year Treasury Bo | -0.4% | EXIT | Sold out |
| 25 | BLV | Vanguard Long-term Bond ETF | -0.4% | EXIT | Sold out |
| 26 | AVGO | Broadcom Inc | -0.4% | EXIT | Sold out |
| 27 | USMV | Ishares Msci USA Min Vol Fac | -0.4% | EXIT | Sold out |
| 28 | GBIL | Goldman Sachs Access Treasur | -0.4% | EXIT | Sold out |
| 29 | IEFA | Ishares Core Msci Eafe ETF | -0.4% | EXIT | Sold out |
| 30 | IWY | Ishares Russell Top 200 Grow | -0.4% | EXIT | Sold out |
| 31 | BIV | Vanguard Intermediate-term B | -0.4% | EXIT | Sold out |
| 32 | DBB | Invesco Db Base Metals Fund | -0.4% | EXIT | Sold out |
| 33 | ESGU | Ishares Esg Aware Msci USA | -0.5% | EXIT | Sold out |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | -0.5% | EXIT | Sold out |
| 35 | AGG | Ishares Core U.s. Aggregate | -0.5% | EXIT | Sold out |
| 36 | META | Meta Platforms Inc-class A | -0.5% | EXIT | Sold out |
| 37 | RSP | Invesco S&p 500 Equal Weight | -0.5% | EXIT | Sold out |
| 38 | GOOG | Alphabet Inc-cl C | -0.6% | EXIT | Sold out |
| 39 | GOOGL | Alphabet Inc-cl A | -0.6% | EXIT | Sold out |
| 40 | GLD | Spdr Gold Shares | -0.6% | EXIT | Sold out |
| 41 | QQQ | Invesco Qqq Trust Series 1 | -0.7% | EXIT | Sold out |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | -0.7% | EXIT | Sold out |
| 43 | AMZN | Amazon.com Inc | -0.7% | EXIT | Sold out |
| 44 | VB | Vanguard Small-cap ETF | -0.8% | EXIT | Sold out |
| 45 | IYW | Ishares Ustechnology ETF | -1.1% | EXIT | Sold out |
| 46 | VOO | Vanguard S&p 500 ETF | -1.1% | EXIT | Sold out |
| 47 | IVE | Ishares S&p 500 Value ETF | -1.2% | EXIT | Sold out |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.3% | EXIT | Sold out |
| 49 | MSFT | Microsoft CORP | -1.3% | EXIT | Sold out |
| 50 | VUG | Vanguard Growth ETF | -1.9% | EXIT | Sold out |
According to official SEC Form 13F filings, Maripau Wealth Management LLC reported a total U.S. public equity portfolio value of $280.5M across 50 disclosed positions in Q3 2024.
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.
In terms of portfolio concentration, the top 5 core holdings (including PSFF, SPYM, IVV) accounted for 17.4% of total reported equity market value during Q3 2024.
Top New Position Initiated
JHEQX
市值: $819.7K
Top Position Liquidated / Trimmed
VUG
前期市值: $2.7M
During Q3 2024, Maripau Wealth Management LLC's top holdings by market value included PSFF (16.7%)、SPYM (8.8%)、IVV (6.5%). The largest single position, PSFF, represented 16.7% of total portfolio value.
In Q3 2024, Maripau Wealth Management LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 13 positions, trimming 2 holdings, and fully liquidating 34 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.
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.