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CIK: 0001890698
Total reported value
$280.5M
$280.5M
138 檔
18.0%
As reported in its official Q4 2024 Form 13F filing, Maripau Wealth Management LLC's tracked investment portfolio stood at $280.5M with 138 total positions.
In Q4 2024, Maripau Wealth Management LLC displayed an active expansion posture, initiating 24 new positions and adding to 13 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-Other | 9.84% | -0.99% | -15.65% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 8.19% | +0.70% | +33.67% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.13% | -0.14% | +66.79% | |
| 4 | ACIO | Aptus Collared Invest Opp | ETF-Other | 3.56% | -0.03% | +89.04% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.18% | +0.23% | -30.19% | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.43% | +0.11% | -29.51% | |
| 7 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 2.20% | -0.16% | +114.10% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.13% | -0.03% | +69.31% | |
| 9 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 2.01% | -0.84% | +47.58% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.95% | -0.07% | +11.10% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.93% | +0.03% | — | |
| 12 | DRSK | Aptus Defined Risk ETF | ETF-Other | 1.91% | -0.26% | +44.44% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.86% | -0.31% | -30.98% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 1.79% | +0.07% | — | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.71% | +0.08% | -14.62% | |
| 16 | MBB | Ishares Mbs ETF | ETF-Other | 1.70% | -0.08% | +7.36% | |
| 17 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 1.68% | -0.13% | +26.31% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.55% | +0.30% | — | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 1.36% | -0.02% | — | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.21% | -0.04% | -44.33% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.19% | +0.10% | — | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.15% | -0.01% | — | |
| 23 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.14% | — | +76.47% | |
| 24 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.11% | -0.36% | -36.47% | |
| 25 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-Other | 1.10% | +0.05% | +101.86% | |
| 26 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.08% | -0.07% | -43.42% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 1.02% | -0.13% | -13.70% | |
| 28 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.00% | -0.01% | -33.39% | |
| 29 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 0.95% | — | +121.05% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.95% | +0.45% | — | |
| 31 | DUBS | Aptus Lrg Cap Enh Yld ETF | ETF-Other | 0.78% | +0.03% | +120.27% | |
| 32 | IDUB | Aptus Intl Enhan Yld ETF | ETF-Other | 0.75% | -0.02% | +133.83% | |
| 33 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.72% | -0.04% | +49.35% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | — | — | |
| 35 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.66% | -0.03% | -52.33% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.65% | -0.17% | +2.44% | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.61% | -0.26% | — | |
| 38 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.61% | -0.07% | -13.33% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.61% | -0.05% | — | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.57% | -0.06% | -14.40% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.54% | +0.01% | — | |
| 42 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.53% | — | — | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.48% | +0.05% | — | |
| 44 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.48% | — | +1.67% | |
| 45 | TDSC | Exchange Listed Funds Trust | ETF-Other | 0.46% | — | +0.42% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.46% | -0.07% | -39.16% | |
| 47 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.46% | -0.09% | EXIT | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.45% | -0.05% | — | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.45% | +0.38% | — | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.44% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | +1.9% | NEW | New buy |
| 2 | VB | Vanguard Small-cap ETF | +1.8% | NEW | New buy |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.6% | NEW | New buy |
| 4 | VUG | Vanguard Growth ETF | +1.4% | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | +1.2% | NEW | New buy |
| 6 | MSFT | Microsoft CORP | +1.2% | NEW | New buy |
| 7 | VOO | Vanguard S&p 500 ETF | +1% | NEW | New buy |
| 8 | ACIO | Aptus Collared Invest Opp | +0.9% | +89.04% | Add |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | +0.7% | NEW | New buy |
| 10 | IBIT | Ishares Bitcoin Trust ETF | +0.7% | +47.58% | Add |
| 11 | BKAG | Bny Mellon Core Bond ETF | +0.6% | +114.10% | Add |
| 12 | IVE | Ishares S&p 500 Value ETF | +0.6% | NEW | New buy |
| 13 | JPM | Jpmorgan Chase & Co | +0.6% | NEW | New buy |
| 14 | TSLA | Tesla Inc | +0.5% | NEW | New buy |
| 15 | IYW | Ishares Ustechnology ETF | +0.5% | NEW | New buy |
| 16 | GOOGL | Alphabet Inc-cl A | +0.5% | NEW | New buy |
| 17 | SHV | Ishares 0-1 Year Treasury Bo | +0.5% | NEW | New buy |
| 18 | META | Meta Platforms Inc-class A | +0.5% | NEW | New buy |
| 19 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | NEW | New buy |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | +0.4% | NEW | New buy |
| 21 | VGT | Vanguard Info Tech ETF | +0.4% | NEW | New buy |
| 22 | STIP | Ishares 0-5 Year Tips Bond E | +0.4% | NEW | New buy |
| 23 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | NEW | New buy |
| 24 | GBIL | Goldman Sachs Access Treasur | +0.4% | NEW | New buy |
| 25 | SCHD | Schwab US Dvd Equity ETF | +0.4% | NEW | New buy |
| 26 | CVX | Chevron CORP | +0.4% | NEW | New buy |
| 27 | V | Visa Inc-class A Shares | +0.4% | NEW | New buy |
| 28 | ADME | Aptus Drwdwn Mgd Eqty ETF | +0.3% | +101.86% | Add |
| 29 | OSCV | Opus Small Cap Value ETF | +0.3% | +121.05% | Add |
| 30 | DUBS | Aptus Lrg Cap Enh Yld ETF | +0.3% | +120.27% | Add |
| 31 | IDUB | Aptus Intl Enhan Yld ETF | +0.2% | +133.83% | Add |
| 32 | VGSH | Vanguard Short-term Treasury | +0.2% | +76.47% | Add |
| 33 | VEA | Vanguard Ftse Developed ETF | +0.2% | +66.79% | Add |
| 34 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +69.31% | Add |
| 35 | DRSK | Aptus Defined Risk ETF | -0.1% | +44.44% | Add |
| 36 | NVDA | Nvidia CORP | -0.4% | +11.10% | Add |
| 37 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.6% | +33.67% | Add |
| 38 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.7% | -40.48% | Trim |
| 39 | JHEQX | Jpmorgan Hedged Equity-i | -0.7% | EXIT | Sold out |
| 40 | IEMG | Ishares Core Msci Emerging | -0.8% | -39.16% | Trim |
| 41 | IAUM | Ishares Gold Trust Micro | -0.9% | -62.03% | Trim |
| 42 | EFG | Ishares Msci Eafe Growth ETF | -1.4% | -33.39% | Trim |
| 43 | DYNF | Ishrs US E F R A Etf-usd Inc | -1.6% | -43.42% | Trim |
| 44 | TLT | Ishares 20+ Year Treasury Bd | -1.6% | -52.33% | Trim |
| 45 | EFV | Ishares Msci Eafe Value ETF | -1.7% | -36.47% | Trim |
| 46 | IVW | Ishares S&p 500 Growth ETF | -1.8% | -44.33% | Trim |
| 47 | QUAL | Ishares Msci USA Quality Fac | -2.1% | -30.98% | Trim |
| 48 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -2.8% | -29.51% | Trim |
| 49 | IVV | Ishares Core S&p 500 ETF | -3.3% | -30.19% | Trim |
| 50 | PSFF | Pacer Swan Sos Fund Of Funds | -6.9% | -15.65% | Trim |
According to official SEC Form 13F filings, Maripau Wealth Management LLC reported a total U.S. public equity portfolio value of $280.5M across 138 disclosed positions in Q4 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, VEA) accounted for 18.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
RSP
市值: $3.3M
Top Position Liquidated / Trimmed
JHEQX
前期市值: $819.7K
During Q4 2024, Maripau Wealth Management LLC's top holdings by market value included PSFF (9.8%)、SPYM (8.2%)、VEA (5.1%). The largest single position, PSFF, represented 9.8% of total portfolio value.
In Q4 2024, Maripau Wealth Management LLC made 50 total portfolio adjustments, initiating 24 new buys, adding to 13 positions, trimming 12 holdings, and fully liquidating 1 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.
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