MARIPAU WEALTH MANAGEMENT LLC

Q3 2025 13F-HR Holdings

Location
Fort Wayne, IN
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
137
Total value ($000)
$198,675
Net value change ($000)
+170 (0.1%)
New positions
6
Sold out positions
32
Turnover %
8.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPYM 1,913 12.5%
SPY 1,271 38.1%
SCHP 1,240 227.5%
IBIT 1,170 17.3%
VEA 1,081 11.3%
VTI 776 51.0%
SCHD 745 54.9%
FELC 637 53.4%
PSFF 595 3.4%
QQQM 547 25.6%
Top Reduces (Value $000, Stocks/ETFs)
BKAG -4,689 -100.0%
BSV -880 -100.0%
VGSH -845 -100.0%
EFG -805 -79.1%
TDSC -766 -100.0%
IUSB -738 -25.9%
IYW -721 -100.0%
STIP -641 -74.8%
QQQ -613 -56.1%
QUAL -530 -21.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type