Maripau Wealth Management LLC
Annual return '25
+11.7%
SPY '25
+17.7%
Alpha
-6.0ptsvs SPY
Invested
$454.9M
Holdings
164
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYM
SPDR SERIES TRUST
Q3 2025: New position (219.3k shares)
8.4%
02
$PSFF
PACER FDS TR
Q3 2025: New position (573.3k shares)
8.4%
03
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: New position (12.0k shares)
5.4%
04
$ACIO
ETF SER SOLUTIONS
Q3 2025: New position (178.5k shares)
3.8%
05
$BKAG
BNY MELLON ETF TRUST
Q3 2025: New position (114.9k shares)
2.7%
06
$DRSK
ETF SER SOLUTIONS
Q3 2025: New position (176.3k shares)
2.4%
07
$IBIT
ISHARES BITCOIN TRUST ETF
Q1 2026: New position (70.0k shares)
2.3%
08
$VOO
VANGUARD INDEX FDS
Q1 2026: New position (60.8k shares)
2.2%
09
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: New position (4.8k shares)
2.1%
10
$VTI
VANGUARD INDEX FDS
Q1 2026: New position (21.3k shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:29 UTC.