MARIPAU WEALTH MANAGEMENT LLC

Q2 2026 13F-HR Holdings

Location
Fort Wayne, IN
Holdings as of
6/30/2026
Date filed
8/11/2026
Form type
13F-HR
Num holdings
177
Total value ($000)
$280,451
Net value change ($000)
+52,997 (23.3%)
New positions
22
Sold out positions
7
Turnover %
4.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 6,405 33.5%
IUSB 2,815 NEW
VTI 2,701 59.8%
VEA 2,462 20.1%
VOO 2,409 47.8%
SPY 1,970 40.5%
ACIO 1,929 22.3%
VXUS 1,790 495.8%
PSFF 1,688 8.8%
IVV 1,421 42.1%
Top Reduces (Value $000, Stocks/ETFs)
IBIT -1,173 -22.9%
EFV -723 -62.8%
QUAL -616 -57.5%
BINC -498 -100.0%
BR -376 -100.0%
MSTY -330 -100.0%
IVE -303 -16.4%
GLDM -251 -100.0%
FISR -238 -100.0%
UBER -237 -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