MARIPAU WEALTH MANAGEMENT LLC logo

MARIPAU WEALTH MANAGEMENT LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for MARIPAU WEALTH MANAGEMENT LLC with $193.2M in long positions as of Q3 2025, 81% allocated to ETF, and 43% concentrated in top 10 positions.

Portfolio Value
$193.2M
Top 10 Concentration
43%
Top Sector
ETF (81%)
US Exposure
100%
Market Cap Focus
N/A
Countries
2

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 81.40%ETFTechnology: 6.80%Consumer Cyclical: 3.00%Financial Services: 1.90%Communication Services: 1.50%Industrials: 1.00%Consumer Defensive: 0.80%Healthcare: 0.50%Energy: 0.40%Real Estate: 0.20%Basic Materials: 0.20%
ETF
81.40%
Technology
6.80%
Consumer Cyclical
3.00%
Financial Services
1.90%
Communication Services
1.50%
Industrials
1.00%
Consumer Defensive
0.80%
Healthcare
0.50%
Energy
0.40%
Real Estate
0.20%
Basic Materials
0.20%

Industry Breakdown

29 industries across all sectors

ETF: 81.39%ETFSemiconductors: 2.21%Specialty Retail: 1.80%Software - Infrastructure: 1.58%Consumer Electronics: 1.50%Internet Content & Information: 1.32%23 more: 7.85%
ETF
ETF
81.39%
Semiconductors
Technology
2.21%
Specialty Retail
Consumer Cyclical
1.80%
Software - Infrastructure
Technology
1.58%
Consumer Electronics
Technology
1.50%
Internet Content & Information
Communication Services
1.32%
Software - Application
Technology
1.24%
Discount Stores
Consumer Defensive
0.79%
Auto - Manufacturers
Consumer Cyclical
0.70%
Banks - Diversified
Financial Services
0.68%
Insurance - Diversified
Financial Services
0.46%
Financial - Credit Services
Financial Services
0.43%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 11.03%Mega Cap (> $200B)Large Cap ($10B - $200B): 4.92%Mid Cap ($2B - $10B): 0.29%Small Cap ($300M - $2B): 0.01%N/A (ETF or Unknown): 83.75%N/A (ETF or Unknown)
Mega Cap (> $200B)
11.03%
Large Cap ($10B - $200B)
4.92%
Mid Cap ($2B - $10B)
0.29%
Small Cap ($300M - $2B)
0.01%
N/A (ETF or Unknown)
83.75%

Portfolio Concentration

Top 10 Holdings %
43.46%
Top 20 Holdings %
57.66%
Top 50 Holdings %
82.25%
Top 100 Holdings %
95.79%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
99.86%
International
0.14%
Countries
2
Largest Int'l Market
Canada - 0.14%
United States of America
99.86% ($192.9M)
131 holdings
Canada
0.14% ($271.0K)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
9.7 quarters
Avg. Top 20
10.4 quarters
Avg. All Positions
7.1 quarters
Median Holding Period
6 quarters
Persistence Rate
63.64%
Persistent Holdings Weight
87.06%
Persistent Positions
84
Longest Held
PSFF
Pacer Swan SOS Fund of Funds ETFPSFF - 15 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.15%
Avg. Position Weight
0.76%
Largest Position
PSFF
Pacer Swan SOS Fund of Funds ETFPSFF - 9.37%
Largest Ownership Stake
GameStop Corp. Class A logo
GameStop Corp. Class AGME - 0.01%
Avg. Ownership Stake
0.001%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q4 2021)

Avg. New Position
0.86%
Avg. Ownership Stake
0.000%
Largest Position
iShares Trust iShares ESG Aware MSCI USA ETF logo
iShares Trust iShares ESG Aware MSCI USA ETFESGU - 68.05% (Q4 2021)
Largest Ownership Stake
NXU
Nxu, Inc. Class A Common StockNXU - 0.03% (Q3 2023)

Portfolio Turnover

Current Quarter

Turnover Ratio
9.8%
Value Traded
$18.88M
Positions Added
4
Positions Exited
29

Historical (Since Q4 2021)

Avg. Turnover Ratio
16.5%
Avg. Positions Added
13
Avg. Positions Exited
17
Highest Turnover
50.0%
Q4 2021
Lowest Turnover
3.7%
Q1 2023

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