Now live: Pro — the full 13F research suite for serious investorsSee pricing →
MARIPAU WEALTH MANAGEMENT LLC

Q4 2024 · 13F-HR

MARIPAU WEALTH MANAGEMENT LLCholdings as filed

Filed 2025-02-05 · accession 0001890698-25-000001

$168.6M
Reported value
138
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
69374H568PSFFPacer FDS TR Swan (sos FD Of)$16.6M9.84%566,347CommonNONE
78464A854SPYMSPDR Portfolio S&P (500 Etf)$13.8M8.19%200,437CommonNONE
921943858VEAVanguard Tax-Managed (intl FD FTSE Dev MKT Etf)$8.7M5.13%180,908CommonNONE
26922A222ACIOAptus Collard Investment Opportunity$6.0M3.56%149,000CommonNONE
464287200IVViShares Core S&P 500 (etf)$5.4M3.18%9,112CommonNONE
46434V613IUSBiShares TR Core (total Usd)$4.1M2.43%90,621CommonNONE
09661T602BKAGBNY Mellon ETF Trust (core Bond Etf)$3.7M2.20%89,508CommonNONE
922042858VWOVanguard Intl Equity (index FDS FTSE Emr MKT Etf)$3.6M2.13%81,592CommonNONE
46438F101IBITiShares Bitcoin TR (SHS)$3.4M2.01%63,847CommonNONE
67066G104NVDANvidia Corporation$3.3M1.95%24,498CommonNONE
46137V357RSPInvesco Exchange (traded FD TR S&P500 Eql WGT)$3.3M1.93%18,603CommonNONE
26922A388DRSKAptus Defined Risk ETF$3.2M1.91%117,568CommonNONE
46432F339QUALiShares TR MSCI USA (QLT FCT)$3.1M1.86%17,649CommonNONE
922908751VBVanguard Small-Cap (index Fund)$3.0M1.79%12,555CommonNONE
037833100AAPLApple Inc$2.9M1.71%11,497CommonNONE
464288588MBBiShares TR MBS ETF$2.9M1.70%31,328CommonNONE
26922B642JUCYAptus Enhanced Yield$2.8M1.68%124,729CommonNONE
78462F103SPYSPDR S&P500 ETF (trust Trust Unit Depositary Receipt)$2.6M1.55%4,437CommonNONE
922908736VUGVanguard Index FDS (vanguard Growth ETF Formerly Vanguard Index TR)$2.3M1.36%5,598CommonNONE
464287309IVWiShares S&P 500 (growth Etf)$2.0M1.21%20,031CommonNONE
023135106AMZNAmazon.Com Inc$2.0M1.19%9,128CommonNONE
594918104MSFTMicrosoft$1.9M1.15%4,595CommonNONE
92206C102VGSHVanguard Short Term (treasury Etf)$1.9M1.14%33,099CommonNONE
464288877EFViShares TR EAFE (value Etf)$1.9M1.11%35,611CommonNONE
26922A784ADMEAptus Drawdown Managed Equity ETF$1.8M1.10%39,574CommonNONE
09290C103DYNFBlackRock ETF Trust (us EQT Factor)$1.8M1.08%35,545CommonNONE
922908744VTVVanguard Index FDS (vanguard Value ETF Formerly Vanguard)$1.7M1.02%10,174CommonNONE
464288885EFGiShares TR EAFE (GRWTH Etf)$1.7M1.00%17,435CommonNONE
26922A446OSCVETF Series Solutions (opus Small Cap Value Etf)$1.6M0.95%43,377CommonNONE
922908363VOOVanguard Index Funds (S&P 500 ETF Usd)$1.6M0.95%2,966CommonNONE
26922B535DUBSETF Series Solutions (aptus Large Cap Enhanced Yield Etf)$1.3M0.78%40,876CommonNONE
26922B709IDUBAptus International Enhanced Yield$1.3M0.75%62,851CommonNONE
808524839SCHZSchwab Strategic TR (us Aggregate BD Etf)$1.2M0.72%53,830CommonNONE
084670702BRK/BBerkshire Hathaway$1.2M0.69%2,550CommonNONE
464287432TLTiShares TR 20 YR TR (BD Etf)$1.1M0.66%12,772CommonNONE
931142103WMTWal-Mart$1.1M0.65%12,027CommonNONE
464287408IVEiShares S&P 500 (value Etf)$1.0M0.61%5,424CommonNONE
92203J407BNDXVanguard Charlotte (FDS Total Intl BD Etf)$1.0M0.61%21,038CommonNONE
46625H100JPMJPMorgan Chase$1.0M0.61%4,269CommonNONE
921937827BSVVanguard BD Index (FDS Short TRM Bond)$966,2850.57%12,505CommonNONE
88160R101TSLATesla Motors$902,8860.54%2,236CommonNONE
464287721IYWiShares Trust DJ US (technology)$888,3790.53%5,569CommonNONE
02079K305GOOGLAlphabet Inc Cap STK$812,2610.48%4,291CommonNONE
33740F805FIXDFirst Trust TCW Opp (fixed In)$805,6640.48%18,749CommonNONE
30151E715TDSCExchange Listed FDS (TR Cabana Target 10)$777,9930.46%31,842CommonNONE
46434G103IEMGiShares Inc Core (msci Emerging MKTS Etf)$772,8830.46%14,801CommonNONE
464288679SHViShares TR Short (treas BD)$771,6800.46%7,008CommonNONE
30303M102METAMeta Platforms Inc$757,2080.45%1,293CommonNONE
46090E103QQQInvesco QQQ TR Unit (ser 1)$752,9750.45%1,473CommonNONE
92206C409VCSHVanguard Scottsdale (FDS Vanguard Short-Term Corporate BD Index FD ETF SHS)$749,5490.44%9,608CommonNONE
92204A702VGTVanguard World FDS (vanguard Information Technology Etf)$748,6370.44%1,204CommonNONE
092528603BINCBlackRock ETF Trust (ii Flexible Income)$746,9820.44%14,360CommonNONE
92206C771VMBSVanguard Scottsdale (FDS MTG-BKD Secs Etf)$701,5120.42%15,472CommonNONE
316092113FELCFidelity Enhanced (large Cap Core Etf)$695,4250.41%21,118CommonNONE
46434G764EMXCiShares MSCI Emr MRK (ex Chna)$694,3300.41%12,522CommonNONE
46429B747STIPiShares 0-5 Year (tips Bond Etf)$681,7970.40%6,777CommonNONE
922908769VTIVanguard Index FDS (vanguard Total STK MKT Etf)$658,1020.39%2,271CommonNONE
381430529GBILGoldman Sachs ETF TR (acces Treasury)$655,5440.39%6,535CommonNONE
808524797SCHDSchwab US Dividend (equity Etf)$652,0800.39%23,868CommonNONE
46432F834IXUSiShares TR Core MSCI (total)$633,5550.38%9,579CommonNONE
46429B267GOVTiShares TR US Treas (BD Etf)$633,3430.38%27,561CommonNONE
166764100CVXChevron Corp.$632,1550.37%4,365CommonNONE
25861R402DMBSDoubleline ETF Trust (mortgage ETF Usd)$630,3340.37%13,105CommonNONE
92826C839VVisa Inc$620,6550.37%1,964CommonNONE
46138G649QQQMInvesco Exch Traded (FD TR II Nasdaq 100 Etf)$586,0940.35%2,785CommonNONE
11135F101AVGOBroadcom Inc Com$577,6170.34%2,491CommonNONE
46429B697USMViShares TR MSCI USA (min Vol)$577,0420.34%6,499CommonNONE
46436F103IAUMiShares Gold TR (shares Represent)$549,3560.33%20,992CommonNONE
464287226AGGiShares Core US (aggregate Bond Etf)$545,4720.32%5,629CommonNONE
92206C847VGLTVanguard Scottsdale (FDS Long Term Treas)$541,9590.32%9,791CommonNONE
33733E302FDNFirst TR Exchange (traded FD Dow Jones Internet Index FD)$534,4880.32%2,198CommonNONE
464289438IWYiShares TR Rus TP200 (GR Etf)$519,7110.31%2,209CommonNONE
90214Q105WLDRTwo RDS Shared TR (affinity World)$501,1440.30%16,937CommonNONE
464287655IWMiShares Russell 2000 (etf)$482,2970.29%2,183CommonNONE
921937819BIVVanguard BD Index (FDS Intermed Term)$475,7110.28%6,366CommonNONE
46435G425ESGUiShares TR Esg Aware (msci USA Etf)$474,3220.28%3,682CommonNONE
92189F676SMHVaneck ETF Trust (semiconductr Etf)$473,2490.28%1,954CommonNONE
46429B291QLTAiShares Trust Aaa - (a Rated Corp BD Etf)$456,6960.27%9,761CommonNONE
02079K107GOOGAlphabet Inc Cap STK$450,8340.27%2,367CommonNONE
921937793BLVVanguard BD Index (FDS Long Term Bond)$443,2510.26%6,477CommonNONE
91324P102UNHUnitedHealth Group$435,6730.26%861CommonNONE
345370860FFord MTR Co Del Com$435,1260.26%43,952CommonNONE
64110L106NFLXNetflix Inc$430,9180.26%483CommonNONE
33739Q408FTSMFirst TR Exchange (traded FD IV First TR Enhanced Short Short Maturity Etf)$421,3790.25%7,050CommonNONE
11133T103BRBroadridge Finl Solu$420,3220.25%1,852CommonNONE
464288281EMBiShares TR JP Mor Em (MK Etf)$410,5390.24%4,598CommonNONE
78468R663BILSPDR Bloomberg 1-3 (month T-Bill Etf)$390,5450.23%4,272CommonNONE
217204106CPRTCopart Inc Com$390,0010.23%6,796CommonNONE
743315103PGRProgressive Corp Com$386,2750.23%1,612CommonNONE
25278X109FANGDiamondback Energy$379,1420.22%2,314CommonNONE
74762E102QUREQuanta Services Com$375,6840.22%1,189CommonNONE
30231G102XOMExxonMobil$358,3980.21%3,332CommonNONE
16359R103CHEChemed Corp New Com$358,2180.21%676CommonNONE
776696106ROPRoper Technologies$357,2150.21%687CommonNONE
46137V472XMHQInvesco Exchange (traded FD TR S&P MDCP Quality)$349,3430.21%3,548CommonNONE
92206C870VCITVanguard (intermediate Term Corporate Bond Etf)$349,0270.21%4,348CommonNONE
594972408MSTRMicrostrategy Inc Class A$336,1120.20%1,161CommonNONE
701094104PHParker-Hannifin Corp$323,9040.19%509CommonNONE
539830109LMTLockheed Martin Corp$322,3650.19%663CommonNONE
19761L854EQINColumbia ETF TR I US (equity Income)$316,9130.19%7,146CommonNONE
72201R775BONDPIMCO ETF TR Active (BD Etf)$313,0930.19%3,448CommonNONE
464285204IAUiShares Gold TR (ishares New Isin #us4642852044 Sedol #BKP74N6)$312,5570.19%6,313CommonNONE
949746101WMT2Wells Fargo Co New$311,4880.18%4,435CommonNONE
92206C706VGITVanguard Scottsdale (FDS Inter Term Treas)$309,6230.18%5,338CommonNONE
30151E624CLSMExchange Listed (funds Trust Cabana Target Leading Sctor Moderate Etf)$305,8770.18%15,046CommonNONE
858119100STLDSteel Dynamics Inc$303,9340.18%2,654CommonNONE
46432F842IEFAiShares Trust Core (msci EAFE Etf)$302,8850.18%4,310CommonNONE
464289420IWXiShares TR Rus TP200 (VL Etf)$298,8910.18%3,782CommonNONE
33739P103FTLSFirst TR (exchange-Traded FD III First TR Long/Short Equity)$295,5530.18%4,491CommonNONE
78470P507FISRSsga Active TR SPDR (ssga FXD)$289,4390.17%11,413CommonNONE
78463X434QEFASPDR Index SHS FDS (msci EAFE STRTGC)$286,9400.17%3,957CommonNONE
921946406VYMVanguard Whitehall (FDS High DIV YLD)$282,1880.17%2,212CommonNONE
G0403H108AONAon PLC SHS CL A$275,1230.16%766CommonNONE
921908844VIGVanguard Specialized (funds DIV App Etf)$274,1860.16%1,400CommonNONE
78463V107GLDSPDR Gold TR Gold (SHS)$271,2900.16%1,120CommonNONE
548661107LOWLowes Companies Inc$271,1430.16%1,099CommonNONE
478160104JNJJohnson & Johnson$267,3400.16%1,849CommonNONE
742718109PGProcter & Gamble$245,6820.15%1,465CommonNONE
713448108PEPPepsico Inc$245,1500.15%1,598CommonNONE
46432F396MTUMiShares TR MSCI USA (mmentm)$243,0290.14%1,175CommonNONE
464288307IMCGiShares TR MRGSTR MD (CP GRW)$240,3990.14%3,183CommonNONE
125523100CICIGNA Corp New Com$238,9470.14%865CommonNONE
191216100KOCoca-Cola$233,9270.14%3,757CommonNONE
78470P408XLSRSsga Active TR SPDR (ssga US SCT)$233,2120.14%4,364CommonNONE
92204A108VCRVanguard Consumer (discretionary Etf)$230,8800.14%615CommonNONE
842587107SOSouthern Co$220,9780.13%2,684CommonNONE
33739G103FMFFirst Trust Managed (futures Strategy Fund)$220,7240.13%4,639CommonNONE
464288620USIGiShares TR Usd Inv (grde Etf)$215,8430.13%4,293CommonNONE
33740Y101FAARFirst TR Exchange (trad FD VII Alt Abslt STRG)$212,6240.13%7,591CommonNONE
46138E669PGHYInvesco Exch Traded (FD TR II GBL SRT TRM HY)$210,4930.12%10,712CommonNONE
57636Q104MAMastercard$208,7940.12%397CommonNONE
46435U713IFRAiShares TR US (infrastruc)$207,5980.12%4,485CommonNONE
437076102HDHome Depot$206,6330.12%531CommonNONE
97717X669DGRWWisdomtree TR (us Quality Divid Growth FD)$204,9370.12%2,531CommonNONE
92204A504VHTVanguard Health Care (etf)$203,4700.12%802CommonNONE
97717W109DTDWisdomtree TR US (total Dividnd)$203,2580.12%2,679CommonNONE
369550108GDGeneral Dynamics$202,9030.12%770CommonNONE
97717X511AGGYWisdomtree TR Yield (enhancd Us)$201,7670.12%4,701CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.