MARIPAU WEALTH MANAGEMENT LLC

Q1 2026 13F-HR Holdings

Location
Fort Wayne, IN
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
166
Total value ($000)
$227,454
Net value change ($000)
+10,028 (4.6%)
New positions
25
Sold out positions
17
Turnover %
10.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
BKAG 6,185 NEW
VOO 1,483 41.7%
VTI 924 25.7%
VEA 902 7.9%
SPYM 895 4.9%
BSV 820 NEW
GOVT 739 157.2%
CORO 628 NEW
SCHD 594 24.0%
ACWX 553 NEW
Top Reduces (Value $000, Stocks/ETFs)
UPSD -3,198 -100.0%
IBIT -1,633 -24.2%
XLG -925 -100.0%
OEF -634 -100.0%
VHT -571 -100.0%
IEMG -570 -33.7%
DYNF -511 -24.0%
PWR -491 -100.0%
XLC -454 -100.0%
IAU -406 -100.0%
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