MARIPAU WEALTH MANAGEMENT LLC

data from 30/09/2025

Capitalization

$ 198.675 M 0.09 %

Average holding period

7 ans

Performance

$ 33.073 M 19.99 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in MARIPAU WEALTH MANAGEMENT LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 PSFF PACER FDS TR 9.12% 18.113 M $ 573269 2021/12/31 643.814 K $ 3.68 %
2025/09/30 SPLG SPDR SERIES TRUST 8.65% 17.180 M $ 219303 2021/12/31 1.178 M $ 7.72 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 5.36% 10.650 M $ 177730 2021/12/31 485.140 K $ 5.07 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 3.98% 7.916 M $ 121790 2024/03/31 416.149 K $ 6.17 %
2025/09/30 ACIO ETF SER SOLUTIONS 3.90% 7.753 M $ 178508 2024/03/31 368.132 K $ 4.88 %
2025/09/30 DRSK ETF SER SOLUTIONS 2.56% 5.083 M $ 176311 2024/03/31 16.103 K $ 0.31 %
2025/09/30 BKAG BNY MELLON ETF TRUST 2.46% 4.895 M $ 114905 2024/06/30 46.509 K $ 0.99 %
2025/09/30 SPY SPDR S&P 500 ETF TR 2.32% 4.603 M $ 6909 2021/12/31 261.465 K $ 7.85 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 1.99% 3.956 M $ 20855 2024/06/30 153.874 K $ 4.34 %
2025/09/30 NVDA NVIDIA CORPORATION 1.92% 3.819 M $ 20469 2023/06/30 650.651 K $ 17.98 %
2025/09/30 VB VANGUARD INDEX FDS 1.70% 3.373 M $ 13265 2021/12/31 208.447 K $ 7.26 %
2025/09/30 DMBS DOUBLELINE ETF TRUST 1.68% 3.347 M $ 67371 2024/06/30 41.616 K $ 1.24 %
2025/09/30 ETF SER SOLUTIONS 1.55% 3.076 M $ 115361 2025/03/31 189.966 K $ 6.98 %
2025/09/30 AAPL APPLE INC 1.46% 2.904 M $ 11403 2021/12/31 788.342 K $ 24.10 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 1.41% 2.801 M $ 51705 2021/12/31 234.475 K $ 9.49 %
2025/09/30 VOO VANGUARD INDEX FDS 1.35% 2.686 M $ 4386 2021/12/31 167.066 K $ 7.81 %
2025/09/30 QQQM INVESCO EXCH TRADED FD TR II 1.35% 2.681 M $ 10850 2024/06/30 188.228 K $ 8.82 %
2025/09/30 IVV ISHARES TR 1.25% 2.481 M $ 3706 2021/12/31 218.864 K $ 7.80 %
2025/09/30 MSFT MICROSOFT CORP 1.24% 2.461 M $ 4751 2021/12/31 117.119 K $ 4.11 %
2025/09/30 OSCV ETF SER SOLUTIONS 1.21% 2.406 M $ 62931 2024/06/30 124.005 K $ 5.82 %
2025/09/30 ETF SER SOLUTIONS 1.16% 2.307 M $ 45181 2024/06/30 115.841 K $ 5.26 %
2025/09/30 VTI VANGUARD INDEX FDS 1.16% 2.297 M $ 6999 2024/06/30 121.296 K $ 7.97 %
2025/09/30 DYNF BLACKROCK ETF TRUST 1.09% 2.156 M $ 36423 2024/03/31 150.566 K $ 8.71 %
2025/09/30 IUSB ISHARES TR 1.06% 2.107 M $ 45105 2021/12/31 29.563 K $ 1.04 %
2025/09/30 SCHD SCHWAB STRATEGIC TR 1.06% 2.103 M $ 77038 2023/09/30 40.946 K $ 3.02 %
2025/09/30 FRDM EA SERIES TRUST 1.06% 2.101 M $ 47426 2025/03/31 175.441 K $ 9.61 %
2025/09/30 DUBS ETF SER SOLUTIONS 1.01% 1.998 M $ 54677 2024/06/30 141.135 K $ 8.07 %
2025/09/30 ETF SER SOLUTIONS 0.99% 1.975 M $ 83868 2024/03/31 81.889 K $ 4.85 %
2025/09/30 VUG VANGUARD INDEX FDS 0.98% 1.937 M $ 4040 2021/12/31 161.378 K $ 9.41 %
2025/09/30 QUAL ISHARES TR 0.97% 1.936 M $ 9952 2022/09/30 157.609 K $ 6.39 %
2025/09/30 FELC FIDELITY COVINGTON TRUST 0.92% 1.829 M $ 49082 2024/06/30 96.062 K $ 8.06 %
2025/09/30 SCHP SCHWAB STRATEGIC TR 0.90% 1.785 M $ 66233 2025/06/30 5.509 K $ 1.01 %
2025/09/30 AMZN AMAZON COM INC 0.89% 1.776 M $ 8089 2021/12/31 1.816 K $ 0.08 %
2025/09/30 IVW ISHARES TR 0.89% 1.765 M $ 14617 2023/09/30 167.689 K $ 9.66 %
2025/09/30 GME GAMESTOP CORP NEW 0.85% 1.694 M $ 62112 2025/06/30 179.717 K $ 11.85 %
2025/09/30 MSTR STRATEGY INC 0.84% 1.679 M $ 5209 2024/12/31 -421.090 K $ -20.33 %
2025/09/30 EFV ISHARES TR 0.84% 1.677 M $ 24717 2021/12/31 147.617 K $ 6.85 %
2025/09/30 JUCY ETF SER SOLUTIONS 0.81% 1.615 M $ 72451 2023/12/31 4.408 K $ 0.27 %
2025/09/30 IVE ISHARES TR 0.76% 1.502 M $ 7274 2024/03/31 81.090 K $ 5.68 %
2025/09/30 VGT VANGUARD WORLD FD 0.75% 1.490 M $ 1996 2024/03/31 127.858 K $ 12.57 %
2025/09/30 IEMG ISHARES INC 0.70% 1.393 M $ 21130 2021/12/31 147.615 K $ 9.82 %
2025/09/30 SMH VANECK ETF TRUST 0.64% 1.276 M $ 3911 2024/03/31 143.959 K $ 17.02 %
2025/09/30 WMT WALMART INC 0.63% 1.253 M $ 12158 2023/12/31 75.868 K $ 5.39 %
2025/09/30 VTV VANGUARD INDEX FDS 0.63% 1.247 M $ 6689 2021/12/31 70.843 K $ 5.52 %
2025/09/30 GOOGL ALPHABET INC 0.57% 1.131 M $ 4650 2023/06/30 365.043 K $ 37.67 %
2025/09/30 MBB ISHARES TR 0.55% 1.099 M $ 11551 2021/12/31 17.689 K $ 1.34 %
2025/09/30 META META PLATFORMS INC 0.52% 1.032 M $ 1405 2023/06/30 -7.538 K $ -0.50 %
2025/09/30 MSTY TIDAL TRUST II 0.47% 933.747 K $ 66887 2025/06/30 -376.444 K $ -37.03 %
2025/09/30 XLG INVESCO EXCHANGE TRADED FD T 0.47% 928.798 K $ 16147 2025/06/30 44.162 K $ 10.41 %
2025/09/30 JPM JPMORGAN CHASE &CO. 0.45% 903.664 K $ 2865 2023/09/30 105.423 K $ 8.82 %
2025/09/30 SCHZ SCHWAB STRATEGIC TR 0.45% 885.346 K $ 37722 2021/12/31 8.571 K $ 0.99 %
2025/09/30 BNDX VANGUARD CHARLOTTE FDS 0.45% 884.735 K $ 17888 2021/12/31 -938.000 $ -0.10 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.44% 880.134 K $ 1751 2023/09/30 37.232 K $ 3.49 %
2025/09/30 GLD SPDR GOLD TR 0.44% 877.098 K $ 2467 2021/12/31 138.753 K $ 16.61 %
2025/09/30 BSV VANGUARD BD INDEX FDS 0.43% 844.286 K $ 10699 2021/12/31 2.346 K $ 0.27 %
2025/09/30 BAI BLACKROCK ETF TRUST 0.42% 841.368 K $ 24630 2025/06/30 56.524 K $ 18.45 %
2025/09/30 V VISA INC 0.42% 835.932 K $ 2449 2024/06/30 -45.931 K $ -3.80 %
2025/09/30 CALAMOS ETF TR 0.42% 829.329 K $ 31844 2025/03/31 28.946 K $ 4.04 %
2025/09/30 PGF INVESCO EXCHANGE TRADED FD T 0.40% 798.802 K $ 54638 2025/03/31 29.651 K $ 3.60 %
2025/09/30 TSLA TESLA INC 0.40% 788.958 K $ 1774 2023/03/31 282.581 K $ 39.07 %
2025/09/30 THRO BLACKROCK ETF TRUST 0.38% 761.592 K $ 20116 2025/06/30 47.287 K $ 6.41 %
2025/09/30 BINC BLACKROCK ETF TRUST II 0.35% 698.912 K $ 13128 2024/03/31 5.180 K $ 0.76 %
2025/09/30 XTEN BONDBLOXX ETF TRUST 0.34% 683.249 K $ 14653 2025/06/30 6.888 K $ 1.02 %
2025/09/30 OEF ISHARES TR 0.32% 644.405 K $ 1936 2025/06/30 30.199 K $ 9.38 %
2025/09/30 VGLT VANGUARD SCOTTSDALE FDS 0.30% 593.817 K $ 10443 2024/06/30 9.065 K $ 1.31 %
2025/09/30 IAGG ISHARES TR 0.30% 588.325 K $ 11484 2025/06/30 1.553 K $ 0.27 %
2025/09/30 VMBS VANGUARD SCOTTSDALE FDS 0.28% 563.875 K $ 12008 2021/12/31 8.307 K $ 1.34 %
2025/09/30 F FORD MTR CO 0.28% 558.903 K $ 46731 2021/12/31 50.381 K $ 10.23 %
2025/09/30 IAUM ISHARES GOLD TR 0.27% 542.196 K $ 14083 2022/06/30 83.465 K $ 16.70 %
2025/09/30 IWY ISHARES TR 0.27% 538.270 K $ 1967 2021/12/31 55.012 K $ 11.01 %
2025/09/30 TLH ISHARES TR 0.27% 536.092 K $ 5205 2025/06/30 7.030 K $ 1.37 %
2025/09/30 IXUS ISHARES TR 0.27% 531.320 K $ 6434 2021/12/31 40.336 K $ 6.82 %
2025/09/30 PWR QUANTA SVCS INC 0.25% 490.882 K $ 1185 2024/12/31 61.850 K $ 9.63 %
2025/09/30 GOVT ISHARES TR 0.25% 490.260 K $ 21205 2021/12/31 3.689 K $ 0.61 %
2025/09/30 IMCG ISHARES TR 0.25% 489.175 K $ 5913 2024/12/31 11.095 K $ 3.09 %
2025/09/30 BUFF INNOVATOR ETFS TRUST 0.24% 486.503 K $ 9958 2025/06/30 10.445 K $ 3.96 %
2025/09/30 QQQ INVESCO QQQ TR 0.24% 479.850 K $ 799 2021/12/31 96.582 K $ 8.83 %
2025/09/30 VHT VANGUARD WORLD FD 0.24% 479.400 K $ 1847 2024/12/31 15.426 K $ 4.53 %
2025/09/30 FANG DIAMONDBACK ENERGY INC 0.24% 478.981 K $ 3347 2024/06/30 27.097 K $ 4.14 %
2025/09/30 BR BROADRIDGE FINL SOLUTIONS IN 0.23% 461.202 K $ 1936 2024/06/30 -12.922 K $ -1.99 %
2025/09/30 AVGO BROADCOM INC 0.23% 454.581 K $ 1378 2023/12/31 90.288 K $ 19.69 %
2025/09/30 AMT AMERICAN TOWER CORP NEW 0.22% 445.692 K $ 2317 2025/06/30 -88.539 K $ -12.96 %
2025/09/30 NOW SERVICENOW INC 0.22% 438.318 K $ 476 2025/06/30 -65.865 K $ -10.52 %
2025/09/30 BIV VANGUARD BD INDEX FDS 0.21% 426.966 K $ 5468 2021/12/31 4.359 K $ 0.97 %
2025/09/30 PGR PROGRESSIVE CORP 0.21% 424.598 K $ 1719 2024/12/31 -44.379 K $ -7.42 %
2025/09/30 XLU SELECT SECTOR SPDR TR 0.21% 424.167 K $ 4864 2025/03/31 19.458 K $ 6.92 %
2025/09/30 BLV VANGUARD BD INDEX FDS 0.21% 418.314 K $ 5904 2021/12/31 8.156 K $ 1.88 %
2025/09/30 XLC SELECT SECTOR SPDR TR 0.21% 413.685 K $ 3495 2025/06/30 24.491 K $ 9.16 %
2025/09/30 WFC WELLS FARGO CO NEW 0.21% 413.379 K $ 4932 2024/12/31 18.455 K $ 4.62 %
2025/09/30 BUFR FIRST TR EXCHNG TRADED FD VI 0.20% 406.320 K $ 12158 2025/06/30 14.165 K $ 5.09 %
2025/09/30 USMV ISHARES TR 0.20% 404.726 K $ 4254 2021/12/31 10.471 K $ 1.35 %
2025/09/30 CPRT COPART INC 0.20% 398.948 K $ 8871 2024/12/31 -48.211 K $ -8.30 %
2025/09/30 IAU ISHARES GOLD TR 0.20% 396.742 K $ 5452 2023/06/30 56.130 K $ 16.69 %
2025/09/30 ROP ROPER TECHNOLOGIES INC 0.20% 388.912 K $ 780 2024/06/30 -72.239 K $ -11.95 %
2025/09/30 TLT ISHARES TR 0.19% 384.470 K $ 4302 2021/12/31 5.164 K $ 1.27 %
2025/09/30 PH PARKER-HANNIFIN CORP 0.19% 382.356 K $ 504 2023/12/31 55.144 K $ 8.55 %
2025/09/30 GOOG ALPHABET INC 0.19% 380.659 K $ 1563 2023/06/30 103.209 K $ 36.49 %
2025/09/30 CHE CHEMED CORP NEW 0.19% 379.219 K $ 847 2024/12/31 -41.423 K $ -7.91 %
2025/09/30 EMB ISHARES TR 0.19% 378.393 K $ 3975 2022/12/31 14.332 K $ 2.77 %
2025/09/30 STLD STEEL DYNAMICS INC 0.19% 372.453 K $ 2671 2022/09/30 30.491 K $ 8.92 %