MARIPAU WEALTH MANAGEMENT LLC

Registered adviser

CIK

1890698

Location

FORT WAYNE, IN

Portfolio Value

Small $279,957,342

Diversification

Diversified

Filing Date

Global Rank

#5,443 / 8,827 ▲ 260

Top Industry

Semiconductors 12.7%

Period ended 4 months ago

Filed Aug 11, 2026 · 3mo

19 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 311934

Roster of Nov 1, 2026

Regulatory AUM

$363,768,300

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$363,768,300	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$296,116,147	Individuals and high net worth (100%)
Apr 2024 to Mar 2025	$235,008,470	Individuals and high net worth (100%)
May 2023 to Mar 2024	$181,514,406	Individuals and high net worth (100%)
Apr 2023	$181,514,406	Individuals and high net worth (100%)
Apr 2022 to Mar 2023	$142,778,983	Individuals and high net worth (100%)

2 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 61.1% of the book (60%+)

Turnover

Low turnover

15.4% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 10.8 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 75.2%; sector active share 69.6% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

177 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

12.6%

−0.4 pts

Top 5

45.7%

−0.5 pts

Top 10

61.1%

−0.6 pts

HHI

524

Diversified−12

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	82.5%	$230,962,774	118
Technology	6.3%	$17,686,749	16
Financial Services	3.3%	$9,264,542	10
Consumer Cyclical	2.9%	$8,243,758	6
Communication Services	1.6%	$4,509,732	5
Consumer Defensive	1.0%	$2,846,825	4
Industrials	0.9%	$2,606,472	8
Healthcare	0.6%	$1,551,071	4
Basic Materials	0.3%	$926,771	3
Energy	0.3%	$818,377	2
Real Estate	0.2%	$540,271	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHD	Schwab U.S. Dividend Equity ETF	+40,605	140,462	$4,454,050
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+40,207	290,177	$25,500,754
BKAG	BNY Mellon ETF Trust	+23,247	169,814	$7,123,697
—		+21,741	227,941	$10,517,197
—		+20,710	150,341	$4,239,616
VXUS	Vanguard Total International Stock ETF	+20,469	25,152	$2,150,244
VUG	VANGUARD GROWTH INDEX FUND	+19,030	22,766	$1,961,063
IUSB	iShares Core Universal USD Bond ETF	+17,166	60,998	$2,815,057
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+16,713	18,840	$2,251,756
VEA	Vanguard FTSE Developed Markets ETF	+14,807	206,301	$14,698,946
FELC	Fidelity Enhanced Large Cap Core ETF	+14,203	66,659	$2,793,678
FBTC	Fidelity Wise Origin Bitcoin Fund	+13,177	22,609	$1,154,189
PSFF	Pacer Swan SOS Fund of Funds ETF	+12,216	609,086	$20,897,740
—		+10,595	82,016	$3,460,255
BUFF		+8,581	25,455	$1,340,969
PGF	Victory Portfolios II	+8,462	59,866	$820,762
—		+8,363	101,148	$2,780,052
—		+8,029	211,055	$6,067,831
—		+7,388	61,187	$3,404,811
CORO		+6,608	26,147	$956,980
—		+6,157	66,814	$2,782,469
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+5,429	19,518	$7,222,440
CPRT	Copart Inc	+4,523	15,789	$445,091
SCHP	Schwab U.S. TIPS ETF	+4,507	81,181	$2,151,296
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+4,460	58,036	$3,464,168
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	−14,706	118,434	$3,942,667
EFV	iShares MSCI EAFE Value ETF	−9,892	5,608	$429,292
THRO		−8,389	11,589	$499,601
BAI	BlackRock ETF Trust	−6,636	18,395	$969,784
BUFR	FT Vest Laddered Buffer ETF	−5,807	45,276	$1,653,932
CPNQ	Calamos Nasdaq-100 Structured Alt Protection ETF - December	−5,329	21,389	$586,272
XTEN	BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF	−4,383	8,754	$399,007
DSCO		−4,172	8,372	$208,713
QUAL	iShares MSCI USA Quality Factor ETF	−3,507	2,077	$455,756
FRDM	Freedom 100 Emerging Markets ETF	−2,244	46,045	$3,356,680
AVEM	Avantis Emerging Markets Equity ETF	−2,149	3,143	$303,268
IVE	iShares S&P 500 Value ETF	−1,949	6,819	$1,548,322
IEMG	iShares Trust	−1,708	14,346	$1,188,422
DYNF	iShares U.S. Equity Factor Rotation Active ETF	−1,373	26,511	$1,803,013
GME	GameStop Corp.	−1,289	60,953	$1,345,842
FAAR	First Trust Alternative Absolute Return Strategy ETF	−1,237	6,713	$212,265
SPMO	Invesco Ltd.	−1,192	2,814	$454,573
TLH	iShares 10-20 Year Treasury Bond ETF	−1,136	4,080	$409,428
CPSD		−1,038	12,827	$342,416
CPRY		−1,009	23,248	$650,595
VTV	VANGUARD VALUE INDEX FUND	−935	6,293	$1,371,433
PFF	iShares Preferred and Income Securities ETF	−793	7,032	$214,405
IAUM	iShares Gold Trust Micro	−757	14,648	$586,066
IVW	iShares S&P 500 Growth ETF	−691	13,778	$1,894,888
FANG	Diamondback Energy, Inc.	−563	2,810	$493,941
No positions match the current search.

New Positions

Positions the filer opened this quarter

20 positions

Ticker	Company	Shares	Value
BKNG	Booking Holdings Inc.	7,390	$1,317,193
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	14,119	$714,139
IALT		21,676	$608,011
SFLR		13,904	$536,416
LRCX	Lam Research Corp	833	$360,963
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	5,728	$348,205
HYD	VanEck High Yield Muni ETF	6,061	$312,202
AMD	Advanced Micro Devices Inc	501	$291,035
GEV	GE Vernova Inc.	210	$246,720
C	Citigroup Inc	1,646	$230,374
MNST	Monster Beverage Corp	2,395	$230,207
IJR	iShares Core S&P Small-Cap ETF	1,535	$227,655
AMAT	Applied Materials Inc	311	$224,853
GLW	Corning Inc	866	$221,202
MS	Morgan Stanley	1,016	$212,384
LOW	Lowes Companies Inc	963	$212,331
HPE	Hewlett Packard Enterprise Co	4,627	$208,723
XLSR	State Street(R) US Sector Rotation ETF	3,155	$204,633
VIG	Vanguard Specialized Funds	849	$200,890
BMNU	T-REX 2X Long BMNR Daily Target ETF	11,000	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
IAGG	iShares Core International Aggregate Bond ETF	11,600	$580,464
BINC		9,590	$498,008
BR	Broadridge Financial Solutions, Inc.	2,317	$376,466
GLDM	World Gold Trust	2,709	$251,097
FISR	State Street(R) Fixed Income Sector Rotation ETF	9,272	$238,475
UBER	Uber Technologies, Inc	3,288	$236,505
SHV	iShares 0-1 Year Treasury Bond ETF	1,879	$207,422
OPEN	Opendoor Technologies Inc.	11,743	$54,957
MSTY	YieldMax(R) MSTR Option Income Strategy ETF	15,521	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

177 tracked positions · $279,957,342 total · filing declares 177 positions · $280,450,892 · as of Jun 30, 2026

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

Showing 1–50 of 177 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	290,177	+40,207	$25,500,754	+33.3%	19	before history	9.11%
PSFF	Pacer Swan SOS Fund of Funds ETF	Added	609,086	+12,216	$20,897,740	+9.3%	19	before history	7.46%
VEA	Vanguard FTSE Developed Markets ETF	Added	206,301	+14,807	$14,698,946	+19.8%	19	before history	5.25%
		Added	227,941	+21,741	$10,517,197	+21.6%	10	$40.15	3.76%
VOO	VANGUARD 500 INDEX FUND	Added	10,843	+2,413	$7,447,080	+47.8%	7	unpriced	2.66%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	19,518	+5,429	$7,222,440	+59.8%	7	unpriced	2.58%
BKAG	BNY Mellon ETF Trust	Added	169,814	+23,247	$7,123,697	+15.2%	9	$42.04	2.54%
SPY	Spdr S&P 500 ETF Trust	Added	9,158	+1,679	$6,838,919	+40.6%	7	$627.34	2.44%
		Added	211,055	+8,029	$6,067,831	+9.4%	10	$27.67	2.17%
RSP	Victory Portfolios II	Added	26,529	+2,992	$5,644,575	+25.0%	7	$184.95	2.02%
AAPL	Apple Inc. Technology	Added	17,099	+2,059	$4,947,766	+29.6%	19	before history	1.77%
IVV	iShares Core S&P 500 ETF	Added	6,402	+1,240	$4,794,393	+42.2%	19	before history	1.71%
VB	Vanguard Index Funds	Added	15,652	+1,508	$4,744,434	+28.1%	7	unpriced	1.69%
SCHD	Schwab U.S. Dividend Equity ETF	Added	140,462	+40,605	$4,454,050	+45.4%	7	unpriced	1.59%
		Added	150,341	+20,710	$4,239,616	+28.3%	6	$24.61	1.51%
NVDA	Nvidia Corp Technology	Added	20,785	+581	$4,158,870	+18.0%	13	unpriced	1.49%
IBIT	iShares Bitcoin Trust ETF	Reduced	118,434	-14,706	$3,942,667	−22.9%	10	$47.95	1.41%
QQQM	Invesco Ltd. Financial Services	Added	12,868	+899	$3,898,617	+37.1%	7	$219.86	1.39%
DMBS	DoubleLine Mortgage ETF	Added	78,416	+4,434	$3,849,441	+5.4%	9	$48.64	1.38%
AMZN	Amazon Com Inc Consumer Cyclical	Added	14,946	+2,185	$3,562,229	+34.0%	7	$216.76	1.27%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	58,036	+4,460	$3,464,168	+19.6%	19	before history	1.24%
		Added	82,016	+10,595	$3,460,255	+22.8%	9	$37.69	1.24%
		Added	61,187	+7,388	$3,404,811	+28.0%	9	$47.45	1.22%
FRDM	Freedom 100 Emerging Markets ETF	Reduced	46,045	-2,244	$3,356,680	+27.2%	6	unpriced	1.20%
IUSB	iShares Core Universal USD Bond ETF	Added	60,998	+17,166	$2,815,057	+39.0%	19	before history	1.01%
FELC	Fidelity Enhanced Large Cap Core ETF	Added	66,659	+14,203	$2,793,678	+46.8%	9	$34.37	1.00%
		Added	66,814	+6,157	$2,782,469	+27.2%	9	$33.17	0.99%
		Added	101,148	+8,363	$2,780,052	+21.5%	10	$21.93	0.99%
QQQ	Invesco Qqq Trust, Series 1	Added	3,694	+1,367	$2,720,261	+102.5%	7	$616.13	0.97%
MSFT	Microsoft Corp Technology	Added	7,173	+1,222	$2,675,672	+21.5%	7	$427.87	0.96%
SMH	VanEck Semiconductor ETF	Added	3,886	+19	$2,548,788	+71.9%	7	unpriced	0.91%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	18,840	+16,713	$2,251,756	+51.7%	7	unpriced	0.80%
SCHP	Schwab U.S. TIPS ETF	Added	81,181	+4,507	$2,151,296	+5.4%	5	$26.69	0.77%
VXUS	Vanguard Total International Stock ETF	Added	25,152	+20,469	$2,150,244	+495.5%	2	$82.93	0.77%
		Added	95,996	+4,280	$2,109,992	+3.9%	11	$23.30	0.75%
VUG	VANGUARD GROWTH INDEX FUND	Added	22,766	+19,030	$1,961,063	+20.2%	7	unpriced	0.70%
IVW	iShares S&P 500 Growth ETF	Reduced	13,778	-691	$1,894,888	+15.8%	12	unpriced	0.68%
GOOGL	Alphabet Inc. Communication Services	Added	5,261	+359	$1,880,123	+33.4%	7	$198.30	0.67%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Reduced	26,511	-1,373	$1,803,013	+11.1%	10	$44.06	0.64%
BUFR	FT Vest Laddered Buffer ETF	Reduced	45,276	-5,807	$1,653,932	−4.1%	5	unpriced	0.59%
IVE	iShares S&P 500 Value ETF	Reduced	6,819	-1,949	$1,548,322	−16.4%	7	unpriced	0.55%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,025	+481	$1,513,679	+24.2%	7	$475.94	0.54%
VTV	VANGUARD VALUE INDEX FUND	Reduced	6,293	-935	$1,371,433	−3.3%	19	before history	0.49%
GME	GameStop Corp. Consumer Cyclical	Reduced	60,953	-1,289	$1,345,842	−6.2%	5	$26.80	0.48%
BUFF		Added	25,455	+8,581	$1,340,969	+60.8%	5	$48.98	0.48%
BKNG	Booking Holdings Inc. Consumer Cyclical	NEW	7,390	NEW	$1,317,193	NEW	1	unpriced	0.47%
DFAT	Dimensional U.S. Targeted Value ETF	Added	18,703	+3,339	$1,307,339	+36.3%	3	$61.40	0.47%
GOVT	iShares U.S. Treasury Bond ETF	Added	56,230	+3,438	$1,280,919	+5.9%	19	before history	0.46%
COST	Costco Wholesale Corp Consumer Defensive	Added	1,308	+306	$1,223,594	+22.6%	6	$959.98	0.44%
META	Meta Platforms, Inc. Communication Services	Added	2,143	+245	$1,207,130	+11.2%	7	$618.23	0.43%

Showing the top 50 of 177 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.