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KASEY COOK

Maripau Wealth Management Llc

Assets Managed
$227.454M
Holdings
166
Last Quarter
2026 - Q1
Filed Date
27d ago
Growth Rate
4.62%(2Q avg: 7.03%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Maripau Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 166 positions.

Assets under management

The assets under management (AUM) of Maripau Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 227.454M in assets, with a quarterly growth rate of 4.62% and a 2-quarter average growth rate of 7.03%. The portfolio is managed by KASEY COOK, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 9.98%
8.42%
$19.133M
249,970 shares@ $76.55 avg price
PSFF
Pacer Swan Sos Fund Of Funds
Recent Activity
Increased 3.23%
8.41%
$19.126M
596,870 shares@ $32.05 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 5.26%
5.4%
$12.271M
191,494 shares@ $64.08 avg price
ACIO
Aptus Collared Investment Op
Recent Activity
Increased 6.96%
3.81%
$8.652M
206,200 shares@ $41.96 avg price
BKAG
Bny Mellon Core Bond Etf
Recent Activity
Increased 7.79%
2.72%
$6.185M
146,567 shares@ $42.2 avg price
DRSK
Aptus Defined Risk Etf
Recent Activity
Increased 2.22%
2.44%
$5.549M
203,026 shares@ $27.34 avg price
IBIT
Ishares Bitcoin Trust Etf
Recent Activity
Decreased -2.03%
2.25%
$5.115M
133,140 shares@ $38.42 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 48.06%
2.22%
$5.037M
8,430 shares@ $597.54 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 2.02%
2.14%
$4.864M
7,479 shares@ $650.36 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 30.65%
1.99%
$4.52M
14,089 shares@ $320.82 avg price

1-10 of 166