MARIPAU WEALTH MANAGEMENT LLC

Q4 2025 13F-HR Holdings

Location
Fort Wayne, IN
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
154
Total value ($000)
$217,426
Net value change ($000)
+18,751 (9.4%)
New positions
22
Sold out positions
5
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VTI 1,299 56.6%
SPYM 1,058 6.2%
BUFR 925 227.8%
AAPL 870 30.0%
VOO 868 32.3%
VEA 719 6.8%
ACIO 679 8.8%
AMZN 609 34.3%
PSFF 595 3.3%
IVE 587 39.1%
Top Reduces (Value $000, Stocks/ETFs)
IBIT -1,168 -14.8%
TIDAL TR II -934 -100.0%
MSTR -838 -49.9%
QUAL -782 -40.4%
GME -445 -26.3%
QLTA -248 -100.0%
STIP -216 -100.0%
EFG -213 -100.0%
CIFR -176 -100.0%
PH -173 -45.3%
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