MARIPAU WEALTH MANAGEMENT LLC

RIA/Wealth

MARIPAU WEALTH MANAGEMENT LLC is a RIA/Wealth based in Fort Wayne, IN led by Jonah Miles Collier, reporting $296.1M in AUM as of Q3 2025 with 81% ETF concentration.

PresidentJonah Miles Collier

Portfolio Value: $193.2M
Positions: 132
Top Holding: PSFF at 9.37%
Last Reported: Q3 2025

Address4509 Maplecrest Road, Fort Wayne, IN, 46835, United States

Top Holdings

Largest long holdings in MARIPAU WEALTH MANAGEMENT LLC's portfolio (43.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 PSFF Pacer Swan SOS Fund of Funds PSFF	ETF ETF	$18.1M	9.37%	-$49.4K Sold	— 573.3K shares	Q4 2021 Held for 3y 11m
2 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$17.2M	8.89%	+$841.7K Bought	— 219.3K shares	Q4 2021 Held for 3y 11m
3 Vanguard FTSE Developed Markets VEA	ETF ETF	$10.6M	5.51%	+$660.0K Bought	— 177.7K shares	Q4 2021 Held for 3y 11m
4 iShares Bitcoin Trust IBIT	ETF ETF	$7.9M	4.10%	+$779.2K Bought	— 121.8K shares	Q1 2024 Held for 1y 8m
5 Aptus Collared Investment Opportunity ACIO	ETF ETF	$7.8M	4.01%	-$123.3K Sold	— 178.5K shares	Q1 2024 Held for 1y 8m
6 Aptus Defined Risk DRSK	ETF ETF	$5.1M	2.63%	-$75.4K Sold	— 176.3K shares	Q1 2024 Held for 1y 8m
7 BKAG BNY Mellon Core Bond BKAG	ETF ETF	$4.9M	2.53%	+$177.6K Bought	— 114.9K shares	Q2 2024 Held for 1y 5m
8 SPDR S&P 500 ETF Trust SPY	ETF ETF	$4.6M	2.38%	+$998.6K Bought	— 6.9K shares	Q4 2021 Held for 3y 11m
9 Invesco S&P 500 Equal Weight ETF RSP	ETF ETF	$4.0M	2.05%	+$289.1K Bought	— 20.9K shares	Q2 2024 Held for 1y 5m
10 Nvidia NVDA	Semiconductors Technology	$3.8M	1.98%	-$427.1K Sold	0.00% 20.5K shares	Q2 2023 Held for 2y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in MARIPAU WEALTH MANAGEMENT LLC's latest filing

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Market Value

$193.2M

Prior: $194.1M

Q/Q Change

-0.439%

-$852.6K

Net Flows % of MV

-5.67%

Turnover Ratio

9.77%

New Purchases

4 stocks

$1.2M

Added To

47 stocks

+$12.0M

Sold Out Of

29 stocks

$9.5M

Reduced Holdings

78 stocks

-$14.6M

Increased Positions

Position	Shares Δ	Change
1 GLDM SPDR Gold MiniShares Trust GLDM	New	0 → 4.5K +$341.3K
2 JPMorgan Equity Premium Income JEPI	New	0 → 5.9K +$336.7K
3 Shopify SHOP	New	0 → 1.8K +$271.0K
4 Global X Defense Tech SHLD	New	0 → 3.1K +$218.7K
5 Schwab U.S. TIPS SCHP	+224.56%	20.4K → 66.2K +$1.2M

Decreased Positions

Position	Shares Δ	Change
1 Vanguard Short-Term Treasury VGSH	Sold	14.3K → 0 −$844.5K
2 Cabana Target Drawdown 10 TDSC	Sold	31.7K → 0 −$766.1K
3 iShares U.S. Technology IYW	Sold	4.2K → 0 −$721.0K
4 Raytheon Technologies RTX	Sold	3.5K → 0 −$514.1K
5 Procter & Gamble PG	Sold	2.5K → 0 −$399.2K