Maripau Wealth Management LLC 13F Portfolio

CIK 1890698 Filing since Q4 2021 Q2 2026 filed Aug 11, 2026
Holdings as of Jun 30, 2026, from the 13F filed Aug 11, 2026.

Portfolio Snapshot

62 positions · Q2 2026

Maripau Wealth Management LLC reported 62 positions worth $51.69M for the quarter ended Jun 30, 2026, up 20.1% on the prior quarter. It opened 11 new positions, added to 36, trimmed 15 and exited 4. Its largest holding is Apple Inc. at 9.6% of the portfolio.

Portfolio Value
$51.69M
+20.1% QoQ · +5.6% YoY
Positions
62
11 new · 4 sold out
Top 10 Concentration
51.4%
of portfolio value
Largest Position
AAPL 9.6%
Apple Inc.
Net Buying
+$6.70M
$8.79M bought · $2.09M sold
Turnover
4.4%
of the portfolio traded
Top Sector
Technology
43.5% of value
Track Record
19
quarters on file since Q4 2021

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

11 sectors
43.54%
Technology
Technology43.54%
Consumer Discretionary13.41%
Other12.01%
Financial Services10.8%
Industrials6.35%
Consumer Staples5.51%
Healthcare3.01%
Basic Materials2.18%
Energy1.63%
Real Estate1.05%
Communication Services0.525%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyConsumer DiscretionaryOtherFinancial ServicesIndustrialsConsumer StaplesHealthcareBasic MaterialsEnergyReal EstateCommunication ServicesUtilities

Largest Buys

Q2 2026
Holding Change Change % Trade Value Weight
BKNG Booking Holdings Inc. +7,390 – $1.32M 2.55%
FBTC Fidelity Wise Origin Bitcoin Fund +13.2K +139.7% $676.61K 2.25%
AAPL Apple Inc. +2,059 +13.7% $595.76K 9.57%
AVGO Broadcom Inc. +1,417 +93.5% $536.49K 2.15%
AMZN Amazon Com Inc +2,185 +17.1% $521.18K 6.9%
MSFT Microsoft Corp +1,222 +20.5% $460.25K 5.23%
LRCX Lam Research Corp +833 – $360.83K 0.698%
AMD Advanced Micro Devices Inc +501 – $290.87K 0.563%
COST Costco Wholesale Corp +306 +30.5% $286.31K 2.37%
MSTR Strategy Inc +2,897 +46.3% $282.52K 1.73%

Largest Sells

Q2 2026
Holding Change Change % Trade Value Weight
IBIT iShares Bitcoin Trust ETF -14.7K -11.0% $489.46K 7.63%
BR Broadridge Financial Solutions, Inc. -2,317 -100.0% $376.49K Exited
PWR Quanta Services, Inc. -387 -35.3% $280.15K 0.993%
GLDM World Gold Trust -2,709 -100.0% $251.10K Exited
UBER Uber Technologies, Inc -3,288 -100.0% $236.52K Exited
FANG Diamondback Energy, Inc. -563 -16.7% $99.56K 0.961%
MU Micron Technology Inc -72 -11.3% $83.05K 1.26%
OPEN Opendoor Technologies Inc. -11.7K -100.0% $54.96K Exited
WMT Walmart Inc. -429 -3.9% $48.70K 2.31%
LLY ELI LILLY & Co -30 -7.3% $36.02K 0.885%

New Positions

Q2 2026
Holding Shares Trade Value Weight
BKNG Booking Holdings Inc. +7,390 $1.32M 2.55%
LRCX Lam Research Corp +833 $360.83K 0.698%
AMD Advanced Micro Devices Inc +501 $290.87K 0.563%
GEV GE Vernova Inc. +210 $246.79K 0.477%
C Citigroup Inc +1,646 $230.36K 0.446%
MNST Monster Beverage Corp +4,790 $230.20K 0.445%
AMAT Applied Materials Inc +311 $224.86K 0.435%
GLW Corning Inc +866 $221.32K 0.428%
MS Morgan Stanley +1,016 $212.46K 0.411%
LOW Lowes Companies Inc +963 $212.34K 0.411%

Closed Positions

Q2 2026
Holding Shares Sold Trade Value Prior Weight
BR Broadridge Financial Solutions, Inc. -2,317 $376.49K 0.875%
GLDM World Gold Trust -2,709 $251.10K 0.583%
UBER Uber Technologies, Inc -3,288 $236.52K 0.55%
OPEN Opendoor Technologies Inc. -11.7K $54.96K 0.128%
Holdings · Q2 2026

62 Positions

As ofJun 30, 2026
Value$51.69M
Top 1051.4%
Avg position$833.74K
# Activity
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Showing 1–15 of 62 positions 13F filings on SEC EDGAR

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About Maripau Wealth Management LLC’s 13F Portfolio

What are Maripau Wealth Management LLC’s largest holdings?

As of its Q2 2026 13F filing, Maripau Wealth Management LLC’s five largest positions were Apple Inc. (AAPL) at 9.6%, Nvidia Corp (NVDA) at 8.0%, iShares Bitcoin Trust ETF (IBIT) at 7.6%, Amazon Com Inc (AMZN) at 6.9%, Microsoft Corp (MSFT) at 5.2% of the reported portfolio.

How much is Maripau Wealth Management LLC’s portfolio worth?

Maripau Wealth Management LLC reported a 13F portfolio worth $51.69M across 62 positions for Q2 2026. That is up 20.1% from the previous quarter.

What did Maripau Wealth Management LLC buy in Q2 2026?

Its largest purchases by value were Booking Holdings Inc. ($1.32M), Fidelity Wise Origin Bitcoin Fund ($676.61K), Apple Inc. ($595.76K). It opened 11 new positions.

What did Maripau Wealth Management LLC sell in Q2 2026?

Its largest sales by value were iShares Bitcoin Trust ETF ($489.46K), Broadridge Financial Solutions, Inc. ($376.49K), Quanta Services, Inc. ($280.15K). It exited 4 positions entirely.

Where does this data come from?

From the Form 13F-HR reports Maripau Wealth Management LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.