MARIPAU WEALTH MANAGEMENT LLC
CIK: 0001890698SEC EDGAR →
Portfolio Value
$217.4M
Holdings
154
As of
Q4 2025
New Positions
6
Closed Positions
28
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | PACER FDS TR SWAN SOS FD OF | 578,197 | $18.7M | 8.60% |
| 2 | SPDR PORTFOLIO S&P 500 ETF | 227,302 | $18.2M | 8.39% |
| 3 | VANGUARD DEVELOPED MARKETS INDEX FUND ETF | 181,937 | $11.4M | 5.23% |
| 4 | ETF SER SOLUTIONS APTUS COLLRD INV | 192,796 | $8.4M | 3.88% |
| 5 | ISHARES BITCOIN TRUST ETF | 135,909 | $6.7M | 3.10% |
| 6 | BNY MELLON ETF TRUST CORE BOND ETF | 135,976 | $5.8M | 2.65% |
| 7 | ETF SER SOLUTIONS APTUS DEFINED | 198,628 | $5.7M | 2.60% |
| 8 | SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT | 7,331 | $5.0M | 2.28% |
| 9 | INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT | 21,750 | $4.2M | 1.92% |
| 10 | NVIDIA CORPORATION COM | 20,853 | $3.9M | 1.79% |
Quarterly Changes
Top Buys
New Positions (22)
$582K · 10K shares
$480K · 16K shares
$361K · 5K shares
$344K · 809 shares
$334K · 1K shares
$302K · 5K shares
$297K · 1K shares
$269K · 3K shares
$269K · 7K shares
$264K · 8K shares
$252K · 3K shares
$250K · 2K shares
$245K · 2K shares
$243K · 5K shares
$222K · 768 shares
$221K · 3K shares
$219K · 4K shares
$209K · 598 shares
$207K · 591 shares
$206K · 8K shares
$205K · 834 shares
$95K · 16K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 98 | $175.8M | 80.9% |
| Technology | 12 | $13.6M | 6.3% |
| Unknown | 11 | $9.8M | 4.5% |
| Consumer Cyclical | 6 | $5.7M | 2.6% |
| Communication Services | 5 | $4.0M | 1.8% |
| Industrials | 8 | $2.4M | 1.1% |
| Consumer Defensive | 2 | $2.1M | 1.0% |
| Healthcare | 5 | $1.6M | 0.7% |
| Energy | 2 | $938K | 0.4% |
| Basic Materials | 3 | $821K | 0.4% |
| Real Estate | 2 | $575K | 0.3% |