MARIPAU WEALTH MANAGEMENT LLC

CIK

1890698

Location

FORT WAYNE, IN

Portfolio Value

Micro $48,618,853

Diversification

Diversified

Filing Date

Global Rank

#6,517 / 8,232 ▲ 181

Top Industry

Semiconductors 12.3%

3Y Alpha vs SPY

-6.1%

Period ended 2 months ago

Filed May 28, 2026 · 16d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+51.2%

SPY

+76.5%

Annualised alpha

-6.1%

Max drawdown

−18.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

56 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.5%

−2.8 pts

Top 5

41.1%

−2.3 pts

Top 10

57.0%

−2.1 pts

HHI

463

Diversified−52

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	29.4%	$14,289,486	8
Technology	27.3%	$13,278,069	13
Consumer Cyclical	11.4%	$5,541,523	4
Financial Services	7.7%	$3,766,167	6
Communication Services	6.5%	$3,166,440	4
Consumer Defensive	5.3%	$2,560,596	3
Industrials	4.7%	$2,286,983	7
Healthcare	2.6%	$1,285,627	4
Energy	2.2%	$1,060,586	2
Basic Materials	1.7%	$814,649	3
Real Estate	1.2%	$568,727	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FBTC	Fidelity Wise Origin Bitcoin Fund	+6,566	9,432	$556,770
AMZN	Amazon Com Inc	+2,434	12,761	$2,657,733
IAUM	iShares Gold Trust Micro	+1,543	15,405	$719,413
CPRT	Copart Inc	+1,437	11,266	$374,031
AAPL	Apple Inc.	+1,152	15,040	$3,817,001
QQQ	Invesco Qqq Trust, Series 1	+915	2,327	$1,343,097
SLV	iShares Silver Trust	+756	5,352	$364,685
GEVO	Gevo, Inc.	+750	13,460	$36,745
F	Ford Motor Co	+749	46,606	$537,833
MSTR	Strategy Inc	+717	6,252	$780,249
NOW	ServiceNow, Inc.	+715	3,420	$357,561
NFLX	Netflix Inc	+684	4,525	$435,078
MSFT	Microsoft Corp	+567	5,951	$2,202,881
ORCL	Oracle Corp	+473	2,301	$338,500
BRK-B	Berkshire Hathaway Inc	+363	2,544	$1,219,084
COST	Costco Wholesale Corp /New	+322	1,002	$998,422
DIS	Walt Disney Co	+290	2,447	$235,841
PLTR	Palantir Technologies Inc.	+283	1,657	$242,385
WFC	Wells Fargo & Company/Mn	+280	5,215	$415,166
BA	Boeing Co	+275	1,643	$327,006
BR	Broadridge Financial Solutions, Inc.	+245	2,317	$376,466
AMT	American Tower Corp /Ma/	+241	2,977	$513,770
TSLA	Tesla, Inc.	+229	2,453	$911,902
PGR	Progressive Corp/Oh/	+189	2,091	$414,519
SHOP	Shopify Inc.	+172	2,243	$266,064
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
OPEN	Opendoor Technologies Inc.	−4,700	11,743	$54,957
IBIT	iShares Bitcoin Trust ETF	−2,769	133,140	$5,115,238
WMT	Walmart Inc.	−2,597	10,952	$1,361,114
GLDM	World Gold Trust	−2,246	2,709	$251,097
XOM	Exxon Mobil Corp	−1,032	2,319	$393,441
NVDA	Nvidia Corp	−649	20,204	$3,523,577
STLD	Steel Dynamics Inc	−596	2,077	$373,860
GOOGL	Alphabet Inc.	−451	4,902	$1,409,619
MU	Micron Technology Inc	−436	637	$215,204
FANG	Diamondback Energy, Inc.	−189	3,373	$667,145
GLD	Spdr Gold Trust	−81	2,499	$1,075,294
PWR	Quanta Services, Inc.	−66	1,096	$601,725
LLY	ELI LILLY & Co	−30	411	$378,025
JPM	Jpmorgan Chase & Co	−20	2,985	$878,067
LMT	Lockheed Martin Corp	−8	442	$267,140
PH	Parker-Hannifin Corp	−1	237	$212,171
GD	General Dynamics Corp	−1	813	$279,037
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
APH	Amphenol Corp /De/	3,581	$452,459
JNJ	Johnson & Johnson	1,042	$254,706
UBER	Uber Technologies, Inc	3,288	$236,505
TT	Trane Technologies plc	542	$225,873
PG	PROCTER & GAMBLE Co	1,392	$201,060
ABTC	American Bitcoin Corp.	40,573	$37,489
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
IAU	Ishares Gold Trust	4,996	$405,525
ROP	Roper Technologies Inc	597	$265,742
LOW	Lowes Companies Inc	1,055	$254,423
HD	Home Depot, Inc.	726	$249,816
GE	General Electric Co	710	$218,701
ELV	Elevance Health, Inc.	598	$209,628
SYK	Stryker Corp	591	$207,718
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

56 positions · $48,618,853 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 56 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IBIT	iShares Bitcoin Trust ETF	Reduced	133,140	-2,769	$5,115,238	−24.2%	10.52%
SPY	Spdr S&P 500 ETF Trust	Added	7,479	+148	$4,863,892	−2.7%	10.00%
AAPL	Apple Inc. Technology	Added	15,040	+1,152	$3,817,001	+1.1%	7.85%
NVDA	Nvidia Corp Technology	Reduced	20,204	-649	$3,523,577	−9.4%	7.25%
AMZN	Amazon Com Inc Consumer Cyclical	Added	12,761	+2,434	$2,657,733	+11.5%	5.47%
MSFT	Microsoft Corp Technology	Added	5,951	+567	$2,202,881	−15.4%	4.53%
GME	GameStop Corp. Consumer Cyclical	Added	62,242	+19	$1,434,055	+14.8%	2.95%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,902	-451	$1,409,619	−15.9%	2.90%
WMT	Walmart Inc. Consumer Defensive	Reduced	10,952	-2,597	$1,361,114	−9.8%	2.80%
QQQ	Invesco Qqq Trust, Series 1	Added	2,327	+915	$1,343,097	+54.8%	2.76%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,544	+363	$1,219,084	+11.2%	2.51%
META	Meta Platforms, Inc. Communication Services	Added	1,898	+160	$1,085,902	−5.3%	2.23%
GLD	Spdr Gold Trust	Reduced	2,499	-81	$1,075,294	+5.2%	2.21%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,002	+322	$998,422	+70.3%	2.05%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,453	+229	$911,902	−8.8%	1.88%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,985	-20	$878,067	−9.3%	1.81%
V	Visa Inc. Financial Services	Added	2,653	+128	$801,842	−9.5%	1.65%
MSTR	Strategy Inc Technology	Added	6,252	+717	$780,249	−7.2%	1.60%
IAUM	iShares Gold Trust Micro	Added	15,405	+1,543	$719,413	+20.7%	1.48%
FANG	Diamondback Energy, Inc. Energy	Reduced	3,373	-189	$667,145	+24.6%	1.37%
PWR	Quanta Services, Inc. Industrials	Reduced	1,096	-66	$601,725	+22.7%	1.24%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	9,432	+6,566	$556,770	+154.8%	1.15%
F	Ford Motor Co Consumer Cyclical	Added	46,606	+749	$537,833	−10.6%	1.11%
AMT	American Tower Corp /Ma/ Real Estate	Added	2,977	+241	$513,770	+7.0%	1.06%
AVGO	Broadcom Inc. Technology	Added	1,516	+40	$469,217	−8.1%	0.97%
APH	Amphenol Corp /De/ Technology	NEW	3,581	NEW	$452,459	NEW	0.93%
NFLX	Netflix Inc Communication Services	Added	4,525	+684	$435,078	+20.8%	0.89%
WFC	Wells Fargo & Company/Mn Financial Services	Added	5,215	+280	$415,166	−9.7%	0.85%
PGR	Progressive Corp/Oh/ Financial Services	Added	2,091	+189	$414,519	−4.3%	0.85%
LIN	Linde PLC Basic Materials	Added	815	+6	$404,044	+17.1%	0.83%
XOM	Exxon Mobil Corp Energy	Reduced	2,319	-1,032	$393,441	−2.4%	0.81%
LLY	ELI LILLY & Co Healthcare	Reduced	411	-30	$378,025	−20.2%	0.78%
BR	Broadridge Financial Solutions, Inc. Technology	Added	2,317	+245	$376,466	−18.6%	0.77%
CPRT	Copart Inc Industrials	Added	11,266	+1,437	$374,031	−2.8%	0.77%
STLD	Steel Dynamics Inc Basic Materials	Reduced	2,077	-596	$373,860	−17.5%	0.77%
CHE	Chemed Corp Healthcare	Added	970	+50	$366,407	−6.9%	0.75%
SLV	iShares Silver Trust	Added	5,352	+756	$364,685	+23.2%	0.75%
NOW	ServiceNow, Inc. Technology	Added	3,420	+715	$357,561	−13.7%	0.74%
ORCL	Oracle Corp Technology	Added	2,301	+473	$338,500	−5.0%	0.70%
BA	Boeing Co Industrials	Added	1,643	+275	$327,006	+10.1%	0.67%
CI	Cigna Group Healthcare	Added	1,074	+41	$286,489	+0.8%	0.59%
GD	General Dynamics Corp Industrials	Reduced	813	-1	$279,037	+1.8%	0.57%
LMT	Lockheed Martin Corp Industrials	Reduced	442	-8	$267,140	+22.7%	0.55%
SHOP	Shopify Inc. Technology	Added	2,243	+172	$266,064	−20.2%	0.55%
JNJ	Johnson & Johnson Healthcare	NEW	1,042	NEW	$254,706	NEW	0.52%
GLDM	World Gold Trust	Reduced	2,709	-2,246	$251,097	−40.6%	0.52%
PLTR	Palantir Technologies Inc. Technology	Added	1,657	+283	$242,385	−0.8%	0.50%
UBER	Uber Technologies, Inc Technology	NEW	3,288	NEW	$236,505	NEW	0.49%
DIS	Walt Disney Co Communication Services	Added	2,447	+290	$235,841	−3.9%	0.49%
TT	Trane Technologies plc Industrials	NEW	542	NEW	$225,873	NEW	0.46%