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CIK: 0001890698
Total reported value
$280.5M
$280.5M
134 檔
19.6%
According to the latest 13F quarterly dataset, Maripau Wealth Management LLC managed an equity portfolio of $280.5M at the end of Q1 2025, spanning 134 distinct U.S. exchange-listed positions.
Maripau Wealth Management LLC executed strategic sector rebalancing during Q1 2025, establishing 6 new positions while fully exiting 9 holdings and trimming 16 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-Other | 9.44% | -0.99% | +1.68% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 9.21% | +0.70% | +21.70% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.93% | -0.14% | +12.40% | |
| 4 | ACIO | Aptus Collared Invest Opp | ETF-Other | 4.25% | -0.03% | +28.33% | |
| 5 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 2.79% | -0.16% | +28.81% | |
| 6 | DRSK | Aptus Defined Risk ETF | ETF-Other | 2.67% | -0.26% | +44.87% | |
| 7 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 2.49% | -0.84% | +45.11% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.35% | +0.23% | -19.93% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.19% | +0.03% | +18.22% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.08% | +0.11% | -13.09% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.89% | -0.03% | -10.78% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 1.70% | +0.07% | +6.46% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.64% | +0.30% | +15.15% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.48% | +0.08% | +1.24% | |
| 15 | DMBS | Doubleline Mortgage ETF | ETF-Other | 1.45% | -0.23% | +292.00% | |
| 16 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-Other | 1.26% | +0.05% | +24.55% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.25% | -0.31% | -27.58% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.22% | -0.07% | -20.18% | |
| 19 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 1.20% | — | +37.86% | |
| 20 | MBB | Ishares Mbs ETF | ETF-Other | 1.20% | -0.08% | -29.09% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.10% | -0.01% | +10.97% | |
| 22 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 1.06% | -0.13% | -35.11% | |
| 23 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.03% | -0.36% | -14.10% | |
| 24 | IDUB | Aptus Intl Enhan Yld ETF | ETF-Other | 1.01% | -0.02% | +34.32% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 1.01% | -0.02% | -15.51% | |
| 26 | DUBS | Aptus Lrg Cap Enh Yld ETF | ETF-Other | 0.97% | +0.03% | +33.29% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.95% | +0.45% | +8.63% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.94% | -0.04% | -11.52% | |
| 29 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.89% | -0.07% | -10.77% | |
| 30 | UPSD | Aptus Large Cap Upside ETF | ETF-Large Cap & Growth | 0.87% | +0.07% | — | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | +0.10% | -13.03% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.86% | -0.13% | -14.38% | |
| 33 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.85% | -0.01% | -15.40% | |
| 34 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.84% | — | -24.95% | |
| 35 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.75% | +0.14% | +142.76% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.71% | — | +80.45% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | -0.05% | +12.98% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | -0.17% | +9.62% | |
| 39 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.61% | +0.04% | — | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | — | -22.31% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.60% | -0.05% | +39.60% | |
| 42 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.59% | -0.04% | -17.22% | |
| 43 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.54% | -0.03% | -19.11% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.54% | -0.26% | -9.27% | |
| 45 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.53% | -0.07% | -10.91% | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.51% | +0.24% | +33.82% | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.50% | -0.06% | -10.87% | |
| 48 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-Other | 0.48% | +0.16% | +27.83% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.46% | +0.38% | +16.29% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.46% | +0.58% | +28.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DMBS | Doubleline Mortgage ETF | +1.1% | +292.00% | Add |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1% | +21.70% | Add |
| 3 | UPSD | Aptus Large Cap Upside ETF | +0.9% | NEW | New buy |
| 4 | VEA | Vanguard Ftse Developed ETF | +0.8% | +12.40% | Add |
| 5 | DRSK | Aptus Defined Risk ETF | +0.8% | +44.87% | Add |
| 6 | ACIO | Aptus Collared Invest Opp | +0.7% | +28.33% | Add |
| 7 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.6% | NEW | New buy |
| 8 | BKAG | Bny Mellon Core Bond ETF | +0.6% | +28.81% | Add |
| 9 | IBIT | Ishares Bitcoin Trust ETF | +0.5% | +45.11% | Add |
| 10 | QQQM | Invesco Nasdaq 100 ETF | +0.4% | +142.76% | Add |
| 11 | V | Visa Inc-class A Shares | +0.3% | +80.45% | Add |
| 12 | PGF | Invesco Financial Preferred | +0.3% | NEW | New buy |
| 13 | CPRY | Clmos R 2000 S A P ETF - Jan | +0.3% | NEW | New buy |
| 14 | COST | Costco Wholesale CORP | +0.3% | NEW | New buy |
| 15 | RSP | Invesco S&p 500 Equal Weight | +0.3% | +18.22% | Add |
| 16 | IDUB | Aptus Intl Enhan Yld ETF | +0.3% | +34.32% | Add |
| 17 | OSCV | Opus Small Cap Value ETF | +0.3% | +37.86% | Add |
| 18 | GLD | Spdr Gold Shares | +0.2% | +116.96% | Add |
| 19 | MA | Mastercard Inc - A | +0.2% | +172.54% | Add |
| 20 | GE | General Electric | +0.2% | NEW | New buy |
| 21 | CI | THE Cigna Group | +0.2% | +107.63% | Add |
| 22 | DUBS | Aptus Lrg Cap Enh Yld ETF | +0.2% | +33.29% | Add |
| 23 | ADME | Aptus Drwdwn Mgd Eqty ETF | +0.2% | +24.55% | Add |
| 24 | META | Meta Platforms Inc-class A | +0.2% | +39.60% | Add |
| 25 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | -0.2% | EXIT | Sold out |
| 26 | VGIT | Vanguard Intermediate-term T | -0.2% | EXIT | Sold out |
| 27 | EQIN | Columbia US Eqty Inc ETF | -0.2% | EXIT | Sold out |
| 28 | BOND | Pimco Active Bond Exchange-t | -0.2% | EXIT | Sold out |
| 29 | DYNF | Ishrs US E F R A Etf-usd Inc | -0.2% | -10.77% | Trim |
| 30 | XMHQ | Invesco S&p Midcap Qual ETF | -0.2% | EXIT | Sold out |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | -0.2% | -50.77% | Trim |
| 32 | AAPL | Apple Inc | -0.2% | +1.24% | Add |
| 33 | VWO | Vanguard Ftse Emerging Marke | -0.2% | -10.78% | Trim |
| 34 | CVX | Chevron CORP | -0.3% | -71.73% | Trim |
| 35 | GBIL | Goldman Sachs Access Treasur | -0.3% | -62.31% | Trim |
| 36 | TSLA | Tesla Inc | -0.3% | -11.99% | Trim |
| 37 | IVW | Ishares S&p 500 Growth ETF | -0.3% | -11.52% | Trim |
| 38 | IWM | Ishares Russell 2000 ETF | -0.3% | EXIT | Sold out |
| 39 | WLDR | Simpl Affi Wor Le Equ Etf-ui | -0.3% | EXIT | Sold out |
| 40 | VGSH | Vanguard Short-term Treasury | -0.3% | -24.95% | Trim |
| 41 | FDN | First Trust Dj Internet Ind | -0.3% | EXIT | Sold out |
| 42 | AMZN | Amazon.com Inc | -0.3% | -13.03% | Trim |
| 43 | VUG | Vanguard Growth ETF | -0.4% | -15.51% | Trim |
| 44 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.4% | -13.09% | Trim |
| 45 | FIXD | First Trust Smith Opportunis | -0.5% | EXIT | Sold out |
| 46 | MBB | Ishares Mbs ETF | -0.5% | -29.09% | Trim |
| 47 | QUAL | Ishares Msci USA Quality Fac | -0.6% | -27.58% | Trim |
| 48 | JUCY | Aptus Enhanced Yield ETF | -0.6% | -35.11% | Trim |
| 49 | NVDA | Nvidia CORP | -0.7% | -20.18% | Trim |
| 50 | IVV | Ishares Core S&p 500 ETF | -0.8% | -19.93% | 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 134 disclosed positions in Q1 2025.
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 19.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
UPSD
市值: $1.5M
Top Position Liquidated / Trimmed
FIXD
前期市值: $805.7K
During Q1 2025, Maripau Wealth Management LLC's top holdings by market value included PSFF (9.4%)、SPYM (9.2%)、VEA (5.9%). The largest single position, PSFF, represented 9.4% of total portfolio value.
In Q1 2025, Maripau Wealth Management LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 19 positions, trimming 16 holdings, and fully liquidating 9 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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