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Maripau Wealth Management 13F Portfolio

Portfolio Manager
Maripau Wealth Management LLC
Performance
-4.06% (2026 Q1)
AUM (13F)
$227.45M
# of Holdings
166
Performance Rank
Allocation (Top 20)
55.02%
Latest filing
Q1 2026

Maripau Wealth Management Llc Holdings Map

Top 50 Maripau Wealth Management Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPYM
ALPHABET INC
8.41%250.0K$19.1M
+9.97%(+22.67K)
2025-Q1: 243.9K shares2025-Q2: 208.6K shares2025-Q3: 219.3K shares2025-Q4: 227.3K shares2026-Q1: 250.0K shares
$62.23(+39.79%)
2026-03-31
PSFF
ALPHABET INC
8.41%596.9K$19.1M
+3.23%(+18.67K)
2025-Q1: 575.9K shares2025-Q2: 574.8K shares2025-Q3: 573.3K shares2025-Q4: 578.2K shares2026-Q1: 596.9K shares
$24.03(+40.79%)
2026-03-31
VEA
AMAZON COM INC
5.39%191.5K$12.3M
+5.25%(+9.56K)
2025-Q1: 203.3K shares2025-Q2: 166.7K shares2025-Q3: 177.7K shares2025-Q4: 181.9K shares2026-Q1: 191.5K shares
$51.26(+34.75%)
2026-03-31
ACIO
AMERICAN BITCOIN CORP.
3.8%206.2K$8.7M
+6.95%(+13.40K)
2025-Q1: 191.2K shares2025-Q2: 181.3K shares2025-Q3: 178.5K shares2025-Q4: 192.8K shares2026-Q1: 206.2K shares
$39.34(+17.34%)
2026-03-31
BKAG
AMERICAN CENTY ETF TR
2.72%146.6K$6.2M
+7.79%(+10.59K)
2025-Q1: 115.3K shares2025-Q2: 110.7K shares2025-Q3: 114.9K shares2025-Q4: 136.0K shares2026-Q1: 146.6K shares
$42.11(-1.26%)
2026-03-31
DRSK
AMERICAN TOWER CORP
2.44%203.0K$5.5M
+2.21%(+4.40K)
2025-Q1: 170.3K shares2025-Q2: 178.9K shares2025-Q3: 176.3K shares2025-Q4: 198.6K shares2026-Q1: 203.0K shares
$27.49(+6.02%)
2026-03-31
IBIT
AMPHENOL CORP
2.25%133.1K$5.1M
-2.04%(-2.77K)
2025-Q1: 92.7K shares2025-Q2: 109.8K shares2025-Q3: 121.8K shares2025-Q4: 135.9K shares2026-Q1: 133.1K shares
$49.63(-9.69%)
2026-03-31
VOO
APPLE INC
2.21%8.4K$5.0M
+48.05%(+2.74K)
2025-Q1: 3.2K shares2025-Q2: 3.8K shares2025-Q3: 4.4K shares2025-Q4: 5.7K shares2026-Q1: 8.4K shares
$539.88(+25.85%)
2026-03-31
SPY
BERKSHIRE HATHAWAY INC DEL
2.14%7.5K$4.9M
+2.02%(+148)
2025-Q1: 5.1K shares2025-Q2: 5.4K shares2025-Q3: 6.9K shares2025-Q4: 7.3K shares2026-Q1: 7.5K shares
$531.31(+39.12%)
2026-03-31
VTI
BLACKROCK ETF TRUST
1.99%14.1K$4.5M
+30.65%(+3.31K)
2025-Q1: 2.9K shares2025-Q2: 5.0K shares2025-Q3: 7.0K shares2025-Q4: 10.8K shares2026-Q1: 14.1K shares
$310.12(+16.97%)
2026-03-31

About Maripau Wealth Management Llcโ€™s portfolio

Maripau Wealth Management Llc reports $227.45M in US-listed equity holdings across 166 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (8.4%), PSFF (8.4%) and VEA (5.4%). The top 20 holdings account for 55.02% of reported assets. Its disclosed equity book has returned +30.02% on a three-year cumulative basis. Figures reflect the Q1 2026 filing.

Portfolio concentration

Portfolio concentration
SPYM โ€” 10.8% ($19.13M)PSFF โ€” 10.8% ($19.13M)VEA โ€” 6.9% ($12.27M)ACIO โ€” 4.9% ($8.65M)BKAG โ€” 3.5% ($6.19M)DRSK โ€” 3.1% ($5.55M)IBIT โ€” 2.9% ($5.12M)VOO โ€” 2.8% ($5.04M)SPY โ€” 2.7% ($4.86M)VTI โ€” 2.6% ($4.52M)Other โ€” 48.9% ($86.51M)
51%in top 10
  • SPYM10.8%
  • PSFF10.8%
  • VEA6.9%
  • ACIO4.9%
  • BKAG3.5%
  • DRSK3.1%
  • IBIT2.9%
  • VOO2.8%
  • SPY2.7%
  • VTI2.6%
  • Other48.9%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
38
SPYMALPHABET INC+10.0%
VOOAPPLE INC+48.1%
VTIBLACKROCK ETF TRUST+30.6%
GOVTETF SER SOLUTIONS+158.7%
+34 more
Trimmed
12
IEMGETF SER SOLUTIONS-36.2%
EFVETF SER SOLUTIONS-26.7%
DYNFDIMENSIONAL ETF TRUST-20.5%
WMTETF SER SOLUTIONS-19.2%
+8 more

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Source filings

Holdings on this page are parsed from Maripau Wealth Management Llcโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1890698). View Maripau Wealth Management Llcโ€™s 13F filings on SEC

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