Maripau Wealth Management

FORT WAYNE, INfiles as MARIPAU WEALTH MANAGEMENT LLC

$280m in 177 US stocks at the end of 30 June 2026. The top 10 are 40.0% of the money. It changed about 8.7% of the portfolio this quarter.

Value
$280m
Stocks
177
Top 10 share
40.0%
Turnover
8.7%

What changed this quarter

New

Bought for the first time this quarter.

Added

Bought more of a stock they already held.

  • Spdr Series TrustSPYM
    9.1% of the fund
    +16%
  • Pacer FDS TRPSFF
    7.4% of the fund
    +2%
  • Vanguard Tax-Managed FDSVEA
    5.3% of the fund
    +8%
  • ETF SER SolutionsACIO
    3.8% of the fund
    +11%
  • Vanguard Index FDSVOO
    2.7% of the fund
    +29%
  • Vanguard Index FDSVTI
    2.6% of the fund
    +39%
  • BNY Mellon ETF TrustBKAG
    2.6% of the fund
    +16%
  • State STR Spdr S&P 500 ETF TSPY
    2.4% of the fund
    +22%
  • ETF SER SolutionsDRSK
    2.2% of the fund
    +4%
  • Invesco Exchange Traded FD TRSP
    2.0% of the fund
    +13%
  • AppleAAPL
    1.8% of the fund
    +14%
  • Ishares TRIVV
    1.7% of the fund
    +24%
  • Vanguard Index FDSVB
    1.7% of the fund
    +11%
  • Schwab Strategic TRSCHD
    1.6% of the fund
    +41%
  • Aptus Large Cap Upside ETFUPSD
    1.5% of the fund
    +16%
  • NvidiaNVDA
    1.5% of the fund
    +3%
  • Invesco Exch Traded FD TR IIQQQM
    1.4% of the fund
    +8%
  • Doubleline ETF TrustDMBS
    1.4% of the fund
    +6%
  • Amazon.comAMZN
    1.3% of the fund
    +17%
  • Vanguard Intl Equity Index FVWO
    1.2% of the fund
    +8%
  • ETF SER SolutionsOSCV
    1.2% of the fund
    +15%
  • ETF SER SolutionsADME
    1.2% of the fund
    +14%
  • Ishares TRIUSB
    1.0% of the fund
    +39%
  • Fidelity Covington TrustFELC
    1.0% of the fund
    +27%
  • ETF SER SolutionsDUBS
    1.0% of the fund
    +10%

Cut

Sold some of their stake.

  • Ishares Bitcoin Trust ETFIBIT
    1.4% of the fund
    -11%
  • EA Series TrustFRDM
    1.2% of the fund
    -5%
  • Ishares TRIVW
    0.7% of the fund
    -5%
  • Blackrock ETF TrustDYNF
    0.6% of the fund
    -5%
  • First TR Exchng Traded FD VIBUFR
    0.6% of the fund
    -11%
  • Ishares TRIVE
    0.6% of the fund
    -22%
  • Vanguard Index FDSVTV
    0.5% of the fund
    -13%
  • GameStopGME
    0.5% of the fund
    -2%
  • WalmartWMT
    0.4% of the fund
    -4%
  • IsharesIEMG
    0.4% of the fund
    -11%
  • Blackrock ETF TrustBAI
    0.3% of the fund
    -27%
  • Micron TechnologyMU
    0.2% of the fund
    -11%
  • Calamos ETF TRCPRY
    0.2% of the fund
    -4%
  • Ishares Gold Trust MicroIAUM
    0.2% of the fund
    -5%
  • Calamos ETF TRCPNQ
    0.2% of the fund
    -20%
  • Quanta ServicesPWR
    0.2% of the fund
    -35%
  • Blackrock ETF TrustTHRO
    0.2% of the fund
    -42%
  • Diamondback EnergyFANG
    0.2% of the fund
    -17%
  • Eli LillyLLY
    0.2% of the fund
    -7%
  • Ishares TRQUAL
    0.2% of the fund
    -63%
  • Invesco Exch Traded FD TR IISPMO
    0.2% of the fund
    -30%
  • Ishares TREFV
    0.2% of the fund
    -64%
  • Ishares TRTLH
    0.1% of the fund
    -22%
  • Bondbloxx ETF TrustXTEN
    0.1% of the fund
    -33%
  • Ishares TRMTUM
    0.1% of the fund
    -31%

Sold out

Sold their entire stake.

Holdings

  • Spdr Series TrustSPYM
    Share
    9.1%
    Value
    $26m
    Shares
    290,177

    +16%

  • Pacer FDS TRPSFF
    Share
    7.4%
    Value
    $21m
    Shares
    609,086

    +2%

  • Vanguard Tax-Managed FDSVEA
    Share
    5.3%
    Value
    $15m
    Shares
    206,301

    +8%

  • ETF SER SolutionsACIO
    Share
    3.8%
    Value
    $11m
    Shares
    227,941

    +11%

  • Vanguard Index FDSVOO
    Share
    2.7%
    Value
    $7m
    Shares
    10,843

    +29%

  • Vanguard Index FDSVTI
    Share
    2.6%
    Value
    $7m
    Shares
    19,518

    +39%

  • BNY Mellon ETF TrustBKAG
    Share
    2.6%
    Value
    $7m
    Shares
    169,814

    +16%

  • State STR Spdr S&P 500 ETF TSPY
    Share
    2.4%
    Value
    $7m
    Shares
    9,158

    +22%

  • ETF SER SolutionsDRSK
    Share
    2.2%
    Value
    $6m
    Shares
    211,055

    +4%

  • Invesco Exchange Traded FD TRSP
    Share
    2.0%
    Value
    $6m
    Shares
    26,529

    +13%

  • AppleAAPL
    Share
    1.8%
    Value
    $5m
    Shares
    17,099

    +14%

  • Ishares TRIVV
    Share
    1.7%
    Value
    $5m
    Shares
    6,402

    +24%

  • Vanguard Index FDSVB
    Share
    1.7%
    Value
    $5m
    Shares
    15,652

    +11%

  • Schwab Strategic TRSCHD
    Share
    1.6%
    Value
    $4m
    Shares
    140,462

    +41%

  • Aptus Large Cap Upside ETFUPSD
    Share
    1.5%
    Value
    $4m
    Shares
    150,341

    +16%

  • NvidiaNVDA
    Share
    1.5%
    Value
    $4m
    Shares
    20,785

    +3%

  • Ishares Bitcoin Trust ETFIBIT
    Share
    1.4%
    Value
    $4m
    Shares
    118,434

    -11%

  • Invesco Exch Traded FD TR IIQQQM
    Share
    1.4%
    Value
    $4m
    Shares
    12,868

    +8%

  • Doubleline ETF TrustDMBS
    Share
    1.4%
    Value
    $4m
    Shares
    78,416

    +6%

  • Amazon.comAMZN
    Share
    1.3%
    Value
    $4m
    Shares
    14,946

    +17%

  • Vanguard Intl Equity Index FVWO
    Share
    1.2%
    Value
    $3m
    Shares
    58,036

    +8%

  • ETF SER SolutionsOSCV
    Share
    1.2%
    Value
    $3m
    Shares
    82,016

    +15%

  • ETF SER SolutionsADME
    Share
    1.2%
    Value
    $3m
    Shares
    61,187

    +14%

  • EA Series TrustFRDM
    Share
    1.2%
    Value
    $3m
    Shares
    46,045

    -5%

  • Ishares TRIUSB
    Share
    1.0%
    Value
    $3m
    Shares
    60,998

    +39%

  • Fidelity Covington TrustFELC
    Share
    1.0%
    Value
    $3m
    Shares
    66,659

    +27%

  • ETF SER SolutionsDUBS
    Share
    1.0%
    Value
    $3m
    Shares
    66,814

    +10%

  • ETF SER SolutionsIDUB
    Share
    1.0%
    Value
    $3m
    Shares
    101,148

    +9%

  • Invesco QQQ TRQQQ
    Share
    1.0%
    Value
    $3m
    Shares
    3,694

    +59%

  • MicrosoftMSFT
    Share
    1.0%
    Value
    $3m
    Shares
    7,173

    +21%

  • Vaneck ETF TrustSMH
    Share
    0.9%
    Value
    $3m
    Shares
    3,886

    Held

  • Vanguard World FDVGT
    Share
    0.8%
    Value
    $2m
    Shares
    18,840

    +11%

  • Schwab Strategic TRSCHP
    Share
    0.8%
    Value
    $2m
    Shares
    81,181

    +6%

  • Vanguard Star FDSVXUS
    Share
    0.8%
    Value
    $2m
    Shares
    25,152

    +437%

  • ETF SER SolutionsJUCY
    Share
    0.8%
    Value
    $2m
    Shares
    95,996

    +5%

  • Vanguard Index FDSVUG
    Share
    0.7%
    Value
    $2m
    Shares
    22,766

    Held

  • Ishares TRIVW
    Share
    0.7%
    Value
    $2m
    Shares
    13,778

    -5%

  • AlphabetGOOGL
    Share
    0.7%
    Value
    $2m
    Shares
    5,261

    +7%

  • Blackrock ETF TrustDYNF
    Share
    0.6%
    Value
    $2m
    Shares
    26,511

    -5%

  • First TR Exchng Traded FD VIBUFR
    Share
    0.6%
    Value
    $2m
    Shares
    45,276

    -11%

  • Ishares TRIVE
    Share
    0.6%
    Value
    $2m
    Shares
    6,819

    -22%

  • Berkshire HathawayBRK-B
    Share
    0.5%
    Value
    $2m
    Shares
    3,025

    +19%

  • Vanguard Index FDSVTV
    Share
    0.5%
    Value
    $1m
    Shares
    6,293

    -13%

  • GameStopGME
    Share
    0.5%
    Value
    $1m
    Shares
    60,953

    -2%

  • Innovator Etfs TrustBUFF
    Share
    0.5%
    Value
    $1m
    Shares
    25,455

    +51%

  • Booking HoldingsBKNG
    Share
    0.5%
    Value
    $1m
    Shares
    7,390

    New

  • Dimensional ETF TrustDFAT
    Share
    0.5%
    Value
    $1m
    Shares
    18,703

    +22%

  • Ishares TRGOVT
    Share
    0.5%
    Value
    $1m
    Shares
    56,230

    +7%

  • Costco WholesaleCOST
    Share
    0.4%
    Value
    $1m
    Shares
    1,308

    +31%

  • Meta PlatformsMETA
    Share
    0.4%
    Value
    $1m
    Shares
    2,143

    +13%

  • WalmartWMT
    Share
    0.4%
    Value
    $1m
    Shares
    10,523

    -4%

  • IsharesIEMG
    Share
    0.4%
    Value
    $1m
    Shares
    14,346

    -11%

  • TeslaTSLA
    Share
    0.4%
    Value
    $1m
    Shares
    2,768

    +13%

  • Ishares TRMBB
    Share
    0.4%
    Value
    $1m
    Shares
    12,294

    +6%

  • Fidelity Wise Origin BitcoinFBTC
    Share
    0.4%
    Value
    $1m
    Shares
    22,609

    +140%

  • BroadcomAVGO
    Share
    0.4%
    Value
    $1m
    Shares
    2,933

    +93%

  • Vanguard Wellington FDVFMV
    Share
    0.4%
    Value
    $992,468
    Shares
    7,124

    +53%

  • VisaV
    Share
    0.4%
    Value
    $984,206
    Shares
    2,864

    +8%

  • Blackrock ETF TrustBAI
    Share
    0.3%
    Value
    $969,692
    Shares
    18,395

    -27%

  • JPMorgan ChaseJPM
    Share
    0.3%
    Value
    $961,322
    Shares
    2,930

    Held

  • Blackrock ETF TrustCORO
    Share
    0.3%
    Value
    $956,944
    Shares
    26,147

    +34%

  • Spdr Gold TRGLD
    Share
    0.3%
    Value
    $921,846
    Shares
    2,502

    Held

  • StrategyMSTR
    Share
    0.3%
    Value
    $892,219
    Shares
    9,149

    +46%

  • Vanguard Charlotte FDSBNDX
    Share
    0.3%
    Value
    $876,960
    Shares
    18,109

    Held

  • Vanguard Scottsdale FDSVGLT
    Share
    0.3%
    Value
    $864,130
    Shares
    15,514

    +16%

  • Spdr Index SHS FDSSPDW
    Share
    0.3%
    Value
    $855,521
    Shares
    16,973

    +26%

  • Schwab Strategic TRSCHZ
    Share
    0.3%
    Value
    $843,000
    Shares
    36,446

    +8%

  • Vanguard BD Index FDSBSV
    Share
    0.3%
    Value
    $830,661
    Shares
    10,663

    Held

  • Invesco Exchange Traded FD TPGF
    Share
    0.3%
    Value
    $829,263
    Shares
    59,866

    +16%

  • AlphabetGOOG
    Share
    0.3%
    Value
    $800,713
    Shares
    2,265

    +4%

  • Vanguard World FDVHT
    Share
    0.3%
    Value
    $797,662
    Shares
    2,670

    +37%

  • Ishares TRIMCG
    Share
    0.3%
    Value
    $788,083
    Shares
    8,021

    +21%

  • J P Morgan Exchange Traded FJEPI
    Share
    0.3%
    Value
    $763,237
    Shares
    13,520

    +31%

  • Ishares TRACWX
    Share
    0.3%
    Value
    $739,347
    Shares
    9,714

    +20%

  • Vanguard MUN BD FDSVTEB
    Share
    0.3%
    Value
    $714,154
    Shares
    14,119

    New

  • Blackrock ETF TrustBLCR
    Share
    0.2%
    Value
    $697,248
    Shares
    13,845

    +6%

  • Select Sector Spdr TRXLU
    Share
    0.2%
    Value
    $696,382
    Shares
    15,362

    +38%

  • AmphenolAPH
    Share
    0.2%
    Value
    $667,397
    Shares
    3,776

    +5%

  • Spdr Series TrustSPYG
    Share
    0.2%
    Value
    $654,796
    Shares
    5,503

    +67%

  • Micron TechnologyMU
    Share
    0.2%
    Value
    $651,731
    Shares
    565

    -11%

  • Calamos ETF TRCPRY
    Share
    0.2%
    Value
    $650,595
    Shares
    23,248

    -4%

  • Ford MotorF
    Share
    0.2%
    Value
    $641,944
    Shares
    46,183

    Held

  • Blackrock ETF TrustIALT
    Share
    0.2%
    Value
    $608,014
    Shares
    21,676

    New

  • Spdr Index SHS FDSSPEM
    Share
    0.2%
    Value
    $601,580
    Shares
    11,623

    +14%

  • Ishares Gold Trust MicroIAUM
    Share
    0.2%
    Value
    $586,074
    Shares
    14,648

    -5%

  • Calamos ETF TRCPNQ
    Share
    0.2%
    Value
    $585,971
    Shares
    21,389

    -20%

  • Ishares TRIXUS
    Share
    0.2%
    Value
    $579,512
    Shares
    6,072

    Held

  • Select Sector Spdr TRXLC
    Share
    0.2%
    Value
    $579,342
    Shares
    5,410

    +37%

  • American TowerAMT
    Share
    0.2%
    Value
    $543,513
    Shares
    3,303

    +11%

  • ProgressivePGR
    Share
    0.2%
    Value
    $543,415
    Shares
    2,478

    +19%

  • Innovator Etfs TrustSFLR
    Share
    0.2%
    Value
    $536,416
    Shares
    13,904

    New

  • ChemedCHE
    Share
    0.2%
    Value
    $529,765
    Shares
    1,132

    +17%

  • Vanguard Scottsdale FDSVMBS
    Share
    0.2%
    Value
    $526,584
    Shares
    11,250

    Held

  • Ishares TREFG
    Share
    0.2%
    Value
    $522,006
    Shares
    4,197

    Held

  • Quanta ServicesPWR
    Share
    0.2%
    Value
    $513,244
    Shares
    709

    -35%

  • ServiceNowNOW
    Share
    0.2%
    Value
    $509,207
    Shares
    5,102

    +49%

  • Blackrock ETF TrustTHRO
    Share
    0.2%
    Value
    $499,514
    Shares
    11,589

    -42%

  • Diamondback EnergyFANG
    Share
    0.2%
    Value
    $496,908
    Shares
    2,810

    -17%

  • Steel DynamicsSTLD
    Share
    0.2%
    Value
    $479,312
    Shares
    2,089

    Held

  • Vanguard Whitehall FDSVYM
    Share
    0.2%
    Value
    $471,226
    Shares
    2,982

    +14%

Showing the largest 100 of 177.

Over time and by industry

Value over time

Jun '25
 
Dec '25
 
Jun '26

Value is up 41.3% since 30 June 2025.

Where the money is

Technology6.0%
Retail & consumer2.9%
Financial services2.1%
Media & telecom1.6%
Everyday goods1.0%
Industrials0.9%
Health care0.6%
Materials0.3%
Energy0.3%
Real estate0.2%
Other84.0%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.