Maripau-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  "GOOGL",
  null,
  null,
  null,
  null,
  null,
  null,
  "AVGO",
  "LOW",
  null,
  null,
  "GD",
  "HD",
  null,
  null,
  null,
  null,
  null,
  null,
  "EMXC",
  null,
  "META",
  null,
  "IVW",
  null,
  null,
  null,
  null,
  null,
  null,
  "PWR",
  "MA",
  null,
  null,
  "MSFT",
  "MS",
  null,
  "GE",
  null,
  "EFG",
  "VHT",
  null,
  "VGSH",
  "PGR",
  "IEMG",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "LMT",
  "PG",
  "MSTR",
  "IEFA",
  null,
  "ROP",
  "GLD",
  null,
  "SPLG",
  "STLD",
  "SYK",
  "CI",
  "BIV",
  "VWO",
  null,
  null,
  null,
  "VCIT",
  null,
  "VYM",
  "AON",
  "F",
  null,
  null,
  null,
  "AMZN",
  null,
  "IVE",
  null,
  null,
  null,
  "VGT",
  "VUG",
  "VEA",
  "BLV",
  null,
  "VGLT",
  "BNDX",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "SCHD",
  "SO",
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  null,
  "ESGU",
  null,
  "BRK-B",
  null,
  "BR",
  "CHE",
  "CVX",
  "CPRT",
  "COST",
  "FANG",
  "RSP",
  "USMV",
  "QQQ",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "NFLX",
  "PH",
  null,
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 134
Total Value: 174250691
Accession Number: 0001890698-25-000002
Form Type: 13F-HR
CIK: maripau-wealth-management
Manager Name: Maripau-Wealth-Management

Data Enrichment

59% identified

79 identified55 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

134 positions • $174.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 7

Sort by:

MICROSOFT CORP

MSFT|594918104

Shares:5.1K

Value:$1.9M

% of Portfolio:1.1% ($1.9M/$174.3M)

26922B642

Shares:80.9K

Value:$1.8M

% of Portfolio:1.1% ($1.8M/$174.3M)

464288877

Shares:30.6K

Value:$1.8M

% of Portfolio:1.0% ($1.8M/$174.3M)

26922B709

Shares:84.4K

Value:$1.8M

% of Portfolio:1.0% ($1.8M/$174.3M)

922908736

VUG|922908736

Shares:4.7K

Value:$1.8M

% of Portfolio:1.0% ($1.8M/$174.3M)

26922B535

Shares:54.5K

Value:$1.7M

% of Portfolio:1.0% ($1.7M/$174.3M)

922908363

VOO|922908363

Shares:3.2K

Value:$1.7M

% of Portfolio:1.0% ($1.7M/$174.3M)

464287309

IVW|464287309

Shares:17.7K

Value:$1.6M

% of Portfolio:0.9% ($1.6M/$174.3M)

09290C103

Shares:31.7K

Value:$1.5M

% of Portfolio:0.9% ($1.5M/$174.3M)

26922B444

Shares:65.5K

Value:$1.5M

% of Portfolio:0.9% ($1.5M/$174.3M)

AMAZON COM INC

AMZN|023135106

Shares:7.9K

Value:$1.5M

% of Portfolio:0.9% ($1.5M/$174.3M)

922908744

VTV|922908744

Shares:8.7K

Value:$1.5M

% of Portfolio:0.9% ($1.5M/$174.3M)

464288885

EFG|464288885

Shares:14.8K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$174.3M)

92206C102

VGSH|92206C102

Shares:24.8K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$174.3M)

46138G649

Shares:6.8K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$174.3M)

VISA INC.

V|92826C839

Shares:3.5K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$174.3M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:4.8K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$174.3M)

Walmart Inc.

WMT|931142103

Shares:13.2K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$174.3M)

02072L607

Shares:30.4K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$174.3M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.0K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$174.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSOFT CORP(MSFTcusip594918104)	5.1K	QoQ +10.96% (-504) YoY +43.87% (+1.6K)	All Managers (Combined)	$1.9M	1.1% ($1.9M/$174.3M)	QoQ -1.15% (-$22.3K) YoY +28.38% (+$423.2K)
(cusip26922B642)✕	80.9K	QoQ -35.11% (-43.8K) YoY +7.46% (+5.6K)	All Managers (Combined)	$1.8M	1.1% ($1.8M/$174.3M)	QoQ -34.94% (-$992.4K) YoY +4.94% (+$87.0K)
(cusip464288877)✕	30.6K	QoQ -14.10% (-5.0K) YoY -37.53% (-18.4K)	All Managers (Combined)	$1.8M	1.0% ($1.8M/$174.3M)	QoQ -3.50% (-$65.6K) YoY -32.31% (-$860.9K)
(cusip26922B709)✕	84.4K	QoQ +34.32% (+21.6K) YoY +471.85% (+69.7K)	All Managers (Combined)	$1.8M	1.0% ($1.8M/$174.3M)	QoQ +39.48% (+$498.6K) YoY +473.30% (+$1.5M)
(VUGcusip922908736)	4.7K	QoQ -15.50% (-868) YoY -38.25% (-2.9K)	All Managers (Combined)	$1.8M	1.0% ($1.8M/$174.3M)	QoQ -23.65% (-$543.6K) YoY -33.47% (-$882.8K)
(cusip26922B535)✕	54.5K	QoQ +33.29% (+13.6K) YoY NEW(+54.5K)	All Managers (Combined)	$1.7M	1.0% ($1.7M/$174.3M)	QoQ +27.46% (+$362.5K) YoY NEW(+$1.7M)
(VOOcusip922908363)	3.2K	QoQ +8.63% (+256) YoY +17.59% (+482)	All Managers (Combined)	$1.7M	1.0% ($1.7M/$174.3M)	QoQ +3.59% (+$57.5K) YoY +25.69% (+$338.4K)
(IVWcusip464287309)	17.7K	QoQ -11.52% (-2.3K) YoY -19.91% (-4.4K)	All Managers (Combined)	$1.6M	0.9% ($1.6M/$174.3M)	QoQ -19.10% (-$388.5K) YoY -11.95% (-$223.3K)
(cusip09290C103)✕	31.7K	QoQ -10.76% (-3.8K) YoY -45.20% (-26.2K)	All Managers (Combined)	$1.5M	0.9% ($1.5M/$174.3M)	QoQ -15.10% (-$275.1K) YoY -39.82% (-$1.0M)
(cusip26922B444)✕	65.5K	QoQ NEW(+65.5K) YoY NEW(+65.5K)	All Managers (Combined)	$1.5M	0.9% ($1.5M/$174.3M)	QoQ NEW(+$1.5M) YoY NEW(+$1.5M)
AMAZON COM INC(AMZNcusip023135106)	7.9K	QoQ -13.02% (-1.2K) YoY +57.83% (+2.9K)	All Managers (Combined)	$1.5M	0.9% ($1.5M/$174.3M)	QoQ -24.57% (-$492.2K) YoY +66.45% (+$603.0K)
(VTVcusip922908744)	8.7K	QoQ -14.37% (-1.5K) YoY -36.75% (-5.1K)	All Managers (Combined)	$1.5M	0.9% ($1.5M/$174.3M)	QoQ -12.63% (-$217.7K) YoY -32.91% (-$738.5K)
(EFGcusip464288885)	14.8K	QoQ -15.40% (-2.7K) YoY -34.51% (-7.8K)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$174.3M)	QoQ -12.63% (-$213.2K) YoY -36.90% (-$862.7K)
(VGSHcusip92206C102)	24.8K	QoQ -24.94% (-8.3K) YoY +295.24% (+18.6K)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$174.3M)	QoQ -24.29% (-$467.8K) YoY +299.48% (+$1.1M)
(cusip46138G649)✕	6.8K	QoQ +142.76% (+4.0K) YoY NEW(+6.8K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$174.3M)	QoQ +122.65% (+$718.9K) YoY NEW(+$1.3M)
VISA INC.(Vcusip92826C839)	3.5K	QoQ +80.44% (+1.6K) YoY NEW(+3.5K)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$174.3M)	QoQ +100.11% (+$621.3K) YoY NEW(+$1.2M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	4.8K	QoQ +12.97% (+554) YoY +221.96% (+3.3K)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$174.3M)	QoQ +15.62% (+$159.8K) YoY +294.19% (+$883.0K)
Walmart Inc.(WMTcusip931142103)	13.2K	QoQ +9.62% (+1.2K) YoY +51.99% (+4.5K)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$174.3M)	QoQ +6.55% (+$71.4K) YoY +122.36% (+$638.7K)
(cusip02072L607)✕	30.4K	QoQ NEW(+30.4K) YoY +386.03% (+24.1K)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$174.3M)	QoQ NEW(+$1.1M) YoY +405.08% (+$853.4K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.0K	QoQ -22.31% (-569) YoY -10.03% (-221)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$174.3M)	QoQ -8.76% (-$101.3K) YoY +13.88% (-$128.6K)