Maripau Wealth Management LLC Portfolio Holdings

Maripau Wealth Management LLC

  • $158 Million
  • Q1 2025

Maripau Wealth Management LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $158 Million distributed in 134 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pacer Fds Tr Swan Sos Fd Of Fd with a value of $16.4M, Spdr Portfolio S&P 500 ETF (Ma with a value of $16M, Vanguard Ftse Developed Market with a value of $10.3M, ETF Ser Solutions Aptus Collar with a value of $7.4M, and Bny Mellon ETF Tr Core Bond Et with a value of $4.86M.

Examining the 13F form we can see an increase of $700K in the current position value, from $157M to 158M.

Maripau Wealth Management LLC is based out at Fort Wayne, IN

Below you can find more details about Maripau Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $158 Million
ETFs: $130 Million
Technology: $8.13 Million
Financial Services: $5.55 Million
Consumer Cyclical: $3.46 Million
Healthcare: $2.64 Million
Communication Services: $2.13 Million
Industrials: $2.07 Million
Consumer Defensive: $2.02 Million
Other: $1.69 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 134
  • Current Value $158 Million
  • Prior Value $157 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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