MARIPAU WEALTH MANAGEMENT LLC
Sector Allocation
- Other77.1%$216.3M
- Financials8.5%$23.9M
- Technology8.2%$23.0M
- Consumer Discretionary2.6%$7.3M
- Consumer Staples1.0%$2.8M
- Industrials0.8%$2.3M
- Healthcare0.6%$1.6M
- Materials0.4%$1.1M
- Energy0.3%$821,292
- Communication Services0.2%$622,204
AUM History
13fpro.ai/research/fund/maripau-wealth-management-llc-1890698
Conviction and streaks
Stable · top 10 = 40.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- SPDR$25.5M
- PACER$20.8M
- VANGUARD$14.7M
- ETF$10.6M
- VANGUARD$7.4M
- VANGUARD$7.2M
- BNY$7.2M
SPY
$6.8M- ETF$6.1M
IVZ
$5.7MAAPL
$4.9M- ISHARES$4.8M
- VANGUARD$4.8M
- SCHWAB$4.5M
- ETF$4.2M
NVDA
$4.2MIBIT
$3.9MIVZ
$3.9M- DOUBLELINE$3.9M
AMZN
$3.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/maripau-wealth-management-llc-1890698
MARIPAU WEALTH MANAGEMENT LLC 13F holdings — Q2 2026
$280.5M portfolio (+23.3% QoQ) · 177 holdings · Q2 2026 13F · top 10 are 40% of the stock portfolio
- 1
SPDR PORTFOLIO S&P 500 ETF - ST STR P500ETF
$25.5M
9.1% of stocks
+16%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
PACER FDS TR SWAN SOS FD OF - SWAN SOS FD OF
$20.8M
7.4% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD DEVELOPED MARKETS INDEX FUND ETF - VAN FTSE DEV MKT
$14.7M
5.3% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ETF SER SOLUTIONS APTUS COLLRD INV - APTUS COLLRD INV
$10.6M
3.8% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
VANGUARD INDEX FUNDS S&P 500 ETF USD - S&P 500 ETF SHS
$7.4M
2.7% of stocks
+29%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF - TOTAL STK MKT
$7.2M
2.6% of stocks
+39%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
BNY MELLON ETF TRUST CORE BOND ETF - CORE BOND ETF
$7.2M
2.6% of stocks
+16%This quarter—Since filed—HeldAIQuality—Est. buy— $6.8M
2.4% of stocks
+22%This quarter-0.7%Since filed7 qtrsHeld- 9
ETF SER SOLUTIONS APTUS DEFINED - APTUS DEFINED
$6.1M
2.2% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— $5.7M
2.0% of stocks
+13%This quarter-9.0%Since filed7 qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPDR PORTFOLIO S&P 500 ETF - ST STR P500ETF | $25.5M | 9.1% | +16% | — | — | — | — | |
| 2 | PACER FDS TR SWAN SOS FD OF - SWAN SOS FD OF | $20.8M | 7.4% | +2% | — | — | — | — | |
| 3 | VANGUARD DEVELOPED MARKETS INDEX FUND ETF - VAN FTSE DEV MKT | $14.7M | 5.3% | +8% | — | — | — | — | |
| 4 | ETF SER SOLUTIONS APTUS COLLRD INV - APTUS COLLRD INV | $10.6M | 3.8% | +11% | — | — | — | — | |
| 5 | VANGUARD INDEX FUNDS S&P 500 ETF USD - S&P 500 ETF SHS | $7.4M | 2.7% | +29% | — | — | — | — | |
| 6 | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF - TOTAL STK MKT | $7.2M | 2.6% | +39% | — | — | — | — | |
| 7 | BNY MELLON ETF TRUST CORE BOND ETF - CORE BOND ETF | $7.2M | 2.6% | +16% | — | — | — | — | |
| 8 | $6.8M | 2.4% | +22% | -0.7% | 7 qtrsAdded 7 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | ETF SER SOLUTIONS APTUS DEFINED - APTUS DEFINED | $6.1M | 2.2% | +4% | — | — | — | — | |
| 10 | $5.7M | 2.0% | +13% | -9.0% | 7 qtrs | — | Estimated buy price is Pro: unlock with a free trial |
All holdings — MARIPAU WEALTH MANAGEMENT LLC (Q2 2026)
177 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Apple Inc. | Technology | $4.9M | 1.8% | 17K | +14% | 10+ qtrsAdded 3 qtrs in a row | 75.7 | 13F | |
| 12 | — | ISHARES CORE S&P 500 ETF - CORE S&P500 ETFetf/fund | — | $4.8M | 1.7% | 6,402 | +24% | — | — | 13F |
| 13 | — | VANGUARD SMALL-CAP INDEX FUND - SMALL CP ETFetf/fund | — | $4.8M | 1.7% | 16K | +11% | — | — | 13F |
| 14 | — | SCHWAB US DIVIDEND EQUITY ETF - US DIVIDEND EQetf/fund | — | $4.5M | 1.6% | 140K | +41% | — | — | 13F |
| 15 | — | ETF SERIES SOLUTIONS APTUS LARGE CAP UPSIDE ETF - APTUS LRG CAP UPetf/fund | — | $4.2M | 1.5% | 150K | +16% | — | — | 13F |
| 16 | NVIDIA CORP | Technology | $4.2M | 1.5% | 21K | +3% | 10+ qtrs | 86.0 | 13F | |
| 17 | iShares Bitcoin Trust ETFetf/fund | Financials | $3.9M | 1.4% | 118K | -11% | 10+ qtrsTrimmed 2 qtrs in a row | — | 13F | |
| 18 | Invesco Ltd.etf/fund | Financials | $3.9M | 1.4% | 13K | +8% | 7 qtrs | — | 13F | |
| 19 | — | DOUBLELINE ETF TRUST MORTGAGE ETF USD - MORTGAGE ETFetf/fund | — | $3.9M | 1.4% | 78K | +6% | — | — | 13F |
| 20 | AMAZON COM INC | Consumer Discretionary | $3.6M | 1.3% | 15K | +17% | 7 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF - FTSE EMR MKT ETFetf/fund | — | $3.5M | 1.2% | 58K | +8% | — | — | 13F |
| 22 | — | ETF SERIES SOLUTIONS OPUS SMALL CAP VALUE ETF - OPUS SML CP VLetf/fund | — | $3.5M | 1.2% | 82K | +15% | — | — | 13F |
| 23 | — | ETF SER SOLUTIONS APTUS DRAWDOWN - APTUS DRAWDOWNetf/fund | — | $3.4M | 1.2% | 61K | +14% | — | — | 13F |
| 24 | — | EA SERIES TRUST FREEDOM 100 EM - FREEDOM 100 EM | — | $3.4M | 1.2% | 46K | -5% | — | — | 13F |
| 25 | — | ISHARES TRUST CORE UNIVERSAL USD BOND ETF - CORE UNIVRSL USDnote | — | $2.8M | 1.0% | 61K | +39% | — | — | 13F |
| 26 | — | FIDELITY ENHANCED LARGE CAP CORE ETF - ENHANCED LARGE | — | $2.8M | 1.0% | 67K | +27% | |||
| 27 | — | ETF SERIES SOLUTIONS APTUS LARGE CAP ENHANCED YIELD ETF - APTUS LARGE CAP | — | $2.8M | 1.0% | 67K | +10% | |||
| 28 | — | ETF SER SOLUTIONS APTUS INT ENH YL - APTUS INT ENH YL | — | $2.8M | 1.0% | 101K | +9% | |||
| 29 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $2.7M | 1.0% | 3,694 | +59% | |||
| 30 | $MSFT | MICROSOFT CORP | Technology | $2.7M | 1.0% | 7,173 | +21% | |||
| 31 | — | VANECK ETF TRUST SEMICONDUCTR ETF - SEMICONDUCTR ETF | — | $2.5M | 0.9% | 3,886 | +0.5% | |||
| 32 | — | VANGUARD WORLD FD INF TECH ETF - INF TECH ETF | — | $2.3M | 0.8% | 19K | +786% | |||
| 33 | — | SCHWAB STRATEGIC TR US TIPS ETF - US TIPS ETF | — | $2.2M | 0.8% | 81K | +6% | |||
| 34 | — | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND - VG TL INTL STK F | — | $2.2M | 0.8% | 25K | +437% | |||
| 35 | — | ETF SER SOLUTIONS APTUS ENHANCED - APTUS ENHANCED | — | $2.1M | 0.8% | 96K | +5% | |||
| 36 | — | VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS - GROWTH ETF | — | $2.0M | 0.7% | 23K | +509% | |||
| 37 | — | ISHARES S&P 500 GROWTH ETF - S&P 500 GRWT ETF | — | $1.9M | 0.7% | 14K | -5% | |||
| 38 | $GOOGL | Alphabet Inc. | Technology | $1.9M | 0.7% | 5,261 | +7% | |||
| 39 | — | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF - ISHARES US EQUIT | — | $1.8M | 0.6% | 27K | -5% | |||
| 40 | — | FIRST TR EXCHNG TRADED FD VIII FT VEST LADDERED - FT LADD BUFF ETF | — | $1.7M | 0.6% | 45K | -11% | |||
| 41 | — | ISHARES S&P 500 VALUE ETF - S&P 500 VAL ETF | — | $1.5M | 0.6% | 6,819 | -22% | |||
| 42 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 0.5% | 3,025 | +19% | |||
| 43 | — | VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR - VALUE ETF | — | $1.4M | 0.5% | 6,293 | -13% | |||
| 44 | $GME | GameStop Corp. | Technology | $1.3M | 0.5% | 61K | -2% | |||
| 45 | — | INNOVATOR ETFS TRUST LADERD ALCTN PWR - LADERD ALCTN PWR | — | $1.3M | 0.5% | 25K | +51% | |||
| 46 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $1.3M | 0.5% | 7,390 | New | |||
| 47 | — | DIMENSIONAL ETF TRUST US TARGETED VLU - US TARGETED VLU | — | $1.3M | 0.5% | 19K | +22% | |||
| 48 | — | ISHARES TR US TREAS BD ETF - US TREAS BD ETF | — | $1.3M | 0.5% | 56K | +7% | |||
| 49 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.2M | 0.4% | 1,308 | +31% | |||
| 50 | $META | Meta Platforms, Inc. | Technology | $1.2M | 0.4% | 2,143 | +13% | |||
| 51 | $WMT | Walmart Inc. | Consumer Staples | $1.2M | 0.4% | 11K | -4% | |||
| 52 | — | ISHARES CORE MSCI EMERGING MARKETS ETF - CORE MSCI EMKT | — | $1.2M | 0.4% | 14K | -11% | |||
| 53 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.2M | 0.4% | 2,768 | +13% | |||
| 54 | — | ISHARES TR MBS ETF - MBS ETF | — | $1.2M | 0.4% | 12K | +6% | |||
| 55 | $FBTC | Fidelity Wise Origin Bitcoin Fund | Financials | $1.2M | 0.4% | 23K | +140% | |||
| 56 | $AVGO | Broadcom Inc. | Technology | $1.1M | 0.4% | 2,933 | +93% | |||
| 57 | — | VANGUARD US MINIMUM VOLATILITY ETF - US MINIMUM | — | $992K | 0.3% | 7,124 | +53% | |||
| 58 | $V | VISA INC. | Financials | $984K | 0.3% | 2,864 | +8% | |||
| 59 | — | BLACKROCK ETF TRUST ISHA I IN TE ETF - ISHA I IN TE ETF | — | $970K | 0.3% | 18K | -27% | |||
| 60 | $JPM | JPMORGAN CHASE & CO | Financials | $961K | 0.3% | 2,930 | -2% | |||
| 61 | — | BLACKROCK ETF TRUST ISHA IN CTRY ETF - ISHA IN CTRY ETF | — | $957K | 0.3% | 26K | +34% | |||
| 62 | $GLD | SPDR GOLD TRUST | Financials | $922K | 0.3% | 2,502 | +0.1% | |||
| 63 | $MSTR | Strategy Inc | Financials | $892K | 0.3% | 9,149 | +46% | |||
| 64 | — | VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF - TOTAL INT BD ETF | — | $877K | 0.3% | 18K | +2% | |||
| 65 | — | VANGUARD SCOTTSDALE FUNDS LONG-TERM TREASURY ETF - LONG TERM TREAS | — | $864K | 0.3% | 16K | +16% | |||
| 66 | — | SPDR INDEX SHARES FUNDS STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF - ST STR PO EX ETF | — | $856K | 0.3% | 17K | +26% | |||
| 67 | — | SCHWAB STRATEGIC TR US AGGREGATE BD ETF - US AGGREGATE B | — | $843K | 0.3% | 36K | +8% | |||
| 68 | $META | Meta Platforms, Inc. | Technology | $831K | 0.3% | 11K | +2% | |||
| 69 | $IVZ | Invesco Ltd. | Financials | $829K | 0.3% | 60K | +16% | |||
| 70 | $GOOG | Alphabet Inc. | Technology | $801K | 0.3% | 2,265 | +4% | |||
| 71 | — | VANGUARD WORLD FD HEALTH CAR ETF - HEALTH CAR ETF | — | $798K | 0.3% | 2,670 | +37% | |||
| 72 | — | ISHARES TR MRGSTR MD CP GRW - MRGSTR MD CP GRW | — | $788K | 0.3% | 8,021 | +21% | |||
| 73 | — | J P MORGAN EXCHANGE TRADED FD EQUITY PREMIUM - EQUITY PREMIUM | — | $763K | 0.3% | 14K | +31% | |||
| 74 | — | ISHARES TR MSCI ACWI EX US - MSCI ACWI EX US | — | $739K | 0.3% | 9,714 | +20% | |||
| 75 | — | VANGUARD MUN BD FDS TAX EXEMPT BD - TAX EXEMPT BD | — | $714K | 0.3% | 14K | New | |||
| 76 | — | ISHARES LARGE CAP CORE ACTIVE ETF - ISHA LA CORE ETF | — | $697K | 0.3% | 14K | +6% | |||
| 77 | — | SELECT SECTOR SPDR TRUST STATE STREET UTILITIES SELECT SECTOR SPDR ETF - ST STR UTIL ETF | — | $696K | 0.3% | 15K | +38% | |||
| 78 | $APH | AMPHENOL CORP /DE/ | Technology | $667K | 0.2% | 3,776 | +5% | |||
| 79 | — | SPDR SERIES TRUST STATE STREET PORTFOLIO S&P 500 GROWTH ETF - ST STR P500GRW | — | $655K | 0.2% | 5,503 | +67% | |||
| 80 | $MU | MICRON TECHNOLOGY INC | Technology | $652K | 0.2% | 565 | -11% | |||
| 81 | — | CALAMOS ETF TR RUSSE 2000 JANUA - RUSSE 2000 JANUA | — | $651K | 0.2% | 23K | -4% | |||
| 82 | $F | FORD MOTOR CO | Consumer Discretionary | $642K | 0.2% | 46K | -0.9% | |||
| 83 | — | BLACKROCK ETF TRUST ISHA SYST AL ETF - ISHA SYST AL ETF | — | $608K | 0.2% | 22K | New | |||
| 84 | — | SPDR INDEX SHARES FUNDS STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF - ST PORT MARK ETF | — | $602K | 0.2% | 12K | +14% | |||
| 85 | $IAUM | iShares Gold Trust Micro | Financials | $586K | 0.2% | 15K | -5% | |||
| 86 | — | CALAMOS ETF TRUST NASDAQ 100 STRUCTURED ALT PROTECTION ETF - NASDAQ 100 STRU | — | $586K | 0.2% | 21K | -20% | |||
| 87 | — | ISHARES TR CORE MSCI TOTAL - CORE MSCI TOTAL | — | $580K | 0.2% | 6,072 | +0.9% | |||
| 88 | — | SELECT SECTOR SPDR TRUST STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF - ST STR SVC ETF | — | $579K | 0.2% | 5,410 | +37% | |||
| 89 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $544K | 0.2% | 3,303 | +11% | |||
| 90 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $543K | 0.2% | 2,478 | +19% | |||
| 91 | — | INNOVATOR ETFS TRUST QUITY MANAGD FLR - QUITY MANAGD FLR | — | $536K | 0.2% | 14K | New | |||
| 92 | $CHE | CHEMED CORP | Healthcare | $530K | 0.2% | 1,132 | +17% | |||
| 93 | — | VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF - MTG-BKD SECS ETF | — | $527K | 0.2% | 11K | +2% | |||
| 94 | — | ISHARES TR EAFE GRWTH ETF - EAFE GRWTH ETF | — | $522K | 0.2% | 4,197 | +2% | |||
| 95 | $PWR | QUANTA SERVICES, INC. | Industrials | $513K | 0.2% | 709 | -35% | |||
| 96 | $NOW | ServiceNow, Inc. | Technology | $509K | 0.2% | 5,102 | +49% | |||
| 97 | — | ISHARES US THEMATIC ROTATION ACTIVE ETF - ISHA US THEM ETF | — | $500K | 0.2% | 12K | -42% | |||
| 98 | $FANG | Diamondback Energy, Inc. | Energy | $497K | 0.2% | 2,810 | -17% | |||
| 99 | $STLD | STEEL DYNAMICS INC | Materials | $479K | 0.2% | 2,089 | +0.6% | |||
| 100 | — | VANGUARD WHITEHALL FDS HIGH DIV YLD - HIGH DIV YLD | — | $471K | 0.2% | 2,982 | +14% | |||
| 101 | — | ISHARES TR RUS TP200 GR ETF - RUS TP200 GR ETF | — | $469K | 0.2% | 1,614 | -1% | |||
| 102 | — | VANGUARD REAL ESTATE ETF - REAL ESTATE ETF | — | $466K | 0.2% | 4,832 | +13% | |||
| 103 | $LLY | ELI LILLY & Co | Healthcare | $457K | 0.2% | 381 | -7% | |||
| 104 | — | DIMENSIONAL ETF TRUST INTERNATIONAL SMALL CAP VALUE ETF - INTL SMALL CAP V | — | $457K | 0.2% | 11K | +36% | |||
| 105 | — | ISHARES TR MSCI USA QLT FCT - MSCI USA QLT FCT | — | $455K | 0.2% | 2,077 | -63% | |||
| 106 | $IVZ | Invesco Ltd. | Financials | $455K | 0.2% | 2,814 | -30% | |||
| 107 | — | SPDR SERIES TRUST STATE STREET PORTFOLIO S&P 400 MID CAP ETF - ST STR P400MID | — | $453K | 0.2% | 6,708 | +14% | |||
| 108 | $CPRT | COPART INC | Consumer Discretionary | $448K | 0.2% | 16K | +40% | |||
| 109 | — | VANGUARD MID-CAP INDEX FUND - MID CAP ETF | — | $445K | 0.2% | 5,522 | +357% | |||
| 110 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $444K | 0.2% | 5,376 | +3% | |||
| 111 | — | ISHARES TR EAFE VALUE ETF - EAFE VALUE ETF | — | $429K | 0.1% | 5,608 | -64% | |||
| 112 | $LIN | LINDE PLC | Materials | $426K | 0.1% | 820 | +0.6% | |||
| 113 | $BA | BOEING CO | Industrials | $425K | 0.1% | 1,961 | +19% | |||
| 114 | — | SCHWAB STRATEGIC TR US REIT ETF - US REIT ETF | — | $422K | 0.1% | 18K | +17% | |||
| 115 | — | VANGUARD BD INDEX FDS INTERMED TERM - INTERMED TERM | — | $414K | 0.1% | 5,403 | +2% | |||
| 116 | — | ISHARES TR 10-20 YR TRS ETF - 10-20 YR TRS ETF | — | $409K | 0.1% | 4,080 | -22% | |||
| 117 | — | VANGUARD LARGE-CAP INDEX FUND - LARGE CAP ETF | — | $408K | 0.1% | 1,186 | +15% | |||
| 118 | — | VANGUARD BD INDEX FDS LONG TERM BOND - LONG TERM BOND | — | $406K | 0.1% | 5,892 | +2% | |||
| 119 | — | ISHARES TR CORE MSCI INTL - CORE MSCI INTL | — | $403K | 0.1% | 4,525 | +16% | |||
| 120 | — | ISHARES RUSSELL 2000 ETF - RUSSELL 2000 ETF | — | $400K | 0.1% | 1,333 | +10% | |||
| 121 | $DOV | DOVER Corp | Industrials | $400K | 0.1% | 2,549 | +16% | |||
| 122 | — | BONDBLOXX ETF TRUST BLOOMBERG TEN YR - BLOOMBERG TEN YR | — | $399K | 0.1% | 8,754 | -33% | |||
| 123 | — | VANGUARD WORLD FD CONSUM DIS ETF - CONSUM DIS ETF | — | $388K | 0.1% | 979 | +3% | |||
| 124 | — | ISHARES TR MSCI USA MIN VOL - MSCI USA MIN ETF | — | $374K | 0.1% | 3,879 | — | |||
| 125 | $IVZ | Invesco Ltd. | Financials | $369K | 0.1% | 4,101 | +46% | |||
| 126 | $LRCX | LAM RESEARCH CORP | Technology | $361K | 0.1% | 833 | New | |||
| 127 | $ORCL | ORACLE CORP | Technology | $351K | 0.1% | 2,396 | +4% | |||
| 128 | $NFLX | NETFLIX INC | Communication Services | $351K | 0.1% | 4,914 | +9% | |||
| 129 | — | SPDR SERIES TRUST STATE STREET PORTFOLIO S&P 500 VALUE ETF - ST STR P500VAL | — | $348K | 0.1% | 5,728 | New | |||
| 130 | — | ISHARES TR MSCI USA MMENTM - MSCI USA MMENTM | — | $346K | 0.1% | 1,008 | -31% | |||
| 131 | — | CALAMOS ETF TRUST S&P 500 STRUCTURED ALT PRTCTION ETF DEC - S&P 500 STRUCTU | — | $342K | 0.1% | 13K | -7% | |||
| 132 | — | GLOBAL X FDS DEFENSE TECH ETF - DEFENSE TECH ETF | — | $338K | 0.1% | 5,653 | +23% | |||
| 133 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $324K | 0.1% | 2,373 | +2% | |||
| 134 | $CI | Cigna Group | Healthcare | $316K | 0.1% | 1,147 | +7% | |||
| 135 | — | VANECK ETF TRUST HIGH YLD MUNIETF - HIGH YLD MUNIETF | — | $312K | 0.1% | 6,061 | New | |||
| 136 | — | DIMENSIONAL ETF TRUST INTERNATIONAL SMALL CAP ETF - INTL SMALL CAP E | — | $311K | 0.1% | 8,877 | +1% | |||
| 137 | — | DIMENSIONAL ETF TRUST INTL CORE EQT MK - INTL CORE EQT MK | — | $306K | 0.1% | 7,426 | +5% | |||
| 138 | — | AVANTIS EMERGING MARKETS EQUITY ETF - AVANTIS EMGMKT | — | $303K | 0.1% | 3,143 | -41% | |||
| 139 | — | ISHARES TR 20 YR TR BD ETF - 20 YR TR BD ETF | — | $296K | 0.1% | 3,424 | -8% | |||
| 140 | — | DIMENSIONAL ETF TRUST DIMENSIONAL WORLD EQUITY ETF - WORLD EQUITY ETF | — | $295K | 0.1% | 3,562 | +4% | |||
| 141 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $291K | 0.1% | 501 | New | |||
| 142 | $GD | GENERAL DYNAMICS CORP | Industrials | $289K | 0.1% | 817 | +0.5% | |||
| 143 | — | FIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF - NASDAQ CYB ETF | — | $288K | 0.1% | 3,204 | -11% | |||
| 144 | $SLV | iShares Silver Trust | Financials | $288K | 0.1% | 5,377 | +0.5% | |||
| 145 | — | ISHARES TR RUS TP200 VL ETF - RUS TP200 VL ETF | — | $280K | 0.1% | 2,658 | -2% | |||
| 146 | — | DIMENSIONAL ETF TRUST DIMENSIONAL INTERNATIONAL CORE FIXED INCOME ETF - INTL COR FIX ETF | — | $279K | 0.1% | 5,215 | +13% | |||
| 147 | $SHOP | SHOPIFY INC. | Technology | $274K | 0.1% | 2,501 | +12% | |||
| 148 | $DIS | Walt Disney Co | Communication Services | $271K | 0.1% | 2,819 | +15% | |||
| 149 | — | DBX ETF TR XTRACK MSCI EAFE - XTRACK MSCI EAFE | — | $261K | 0.1% | 8,130 | — | |||
| 150 | — | BLACKROCK ETF TRUST ISHARES DEFENSE - ISHARES DEFENSE | — | $257K | 0.1% | 8,095 | +15% |
What changed in Q2 2026
Against the previous quarter's 13F: 20 new, 112 added to, 43 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.
New positions (20)
$BKNGBooking Holdings Inc.$1.3M
first bought this quarter
- VANGUARD MUN BD FDS TAX EXEMPT BD - TAX EXEMPT BD$714K
first bought this quarter
- BLACKROCK ETF TRUST ISHA SYST AL ETF - ISHA SYST AL ETF$608K
first bought this quarter
- INNOVATOR ETFS TRUST QUITY MANAGD FLR - QUITY MANAGD FLR$536K
first bought this quarter
$LRCXLAM RESEARCH CORP$361K
first bought this quarter
- SPDR SERIES TRUST STATE STREET PORTFOLIO S&P 500 VALUE ETF - ST STR P500VAL$348K
first bought this quarter
+14 more in the Excel export
Added to (112)
- SPDR PORTFOLIO S&P 500 ETF - ST STR P500ETF+16%
now $25.5M
- VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF - TOTAL STK MKT+39%
now $7.2M
- VANGUARD WORLD FD INF TECH ETF - INF TECH ETF+786%
now $2.3M
- VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND - VG TL INTL STK F+437%
now $2.2M
- VANGUARD INDEX FUNDS S&P 500 ETF USD - S&P 500 ETF SHS+29%
now $7.4M
- VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS - GROWTH ETF+509%
now $2.0M
+106 more in the Excel export
Trimmed (43)
- ISHARES TR MSCI USA QLT FCT - MSCI USA QLT FCT-63%
now $455K
- ISHARES TR EAFE VALUE ETF - EAFE VALUE ETF-64%
now $429K
$IBITiShares Bitcoin Trust ETF-11%
now $3.9M · held 10+ qtrs, 2 trims in a row
- ISHARES S&P 500 VALUE ETF - S&P 500 VAL ETF-22%
now $1.5M
- ISHARES US THEMATIC ROTATION ACTIVE ETF - ISHA US THEM ETF-42%
now $500K
- BLACKROCK ETF TRUST ISHA I IN TE ETF - ISHA I IN TE ETF-27%
now $970K
+37 more in the Excel export
Holdings by quarter
Every 13F MARIPAU WEALTH MANAGEMENT LLC has filed, 18 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 11, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of MARIPAU WEALTH MANAGEMENT's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
+0.8%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 16% over the last 4
Top 10 weight
40%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
90%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
MARIPAU WEALTH MANAGEMENT LLC disclosed 177 positions worth $280.5M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 20 new positions and exited 9 — including a new stake in $BKNG. The portfolio is most concentrated in Other (77.1% of disclosed assets). All figures are sourced directly from MARIPAU WEALTH MANAGEMENT LLC’s Form 13F-HR filing with the SEC under CIK 1890698.
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AI-Powered Hedge Fund Analysis: MARIPAU WEALTH MANAGEMENT LLC
13F Pro is an AI hedge fund tracker and stock research platform. For MARIPAU WEALTH MANAGEMENT LLC (SEC CIK: 1890698), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in MARIPAU WEALTH MANAGEMENT LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.