Maia Wealth LLC Portfolio Holdings

Maia Wealth LLC

  • $441 Billion
  • Q1 2025

Maia Wealth LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $441 Billion distributed in 292 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $32.7B, Ishares Msci Usa Quality Facto with a value of $12.4B, Fs Kkr Capital Corp with a value of $12.4B, Msci Eafe Value ETF with a value of $11.7B, and Ishares S&P 500 Growth ETF with a value of $10.5B.

Examining the 13F form we can see an decrease of $23.7B in the current position value, from $465B to 441B.

Maia Wealth LLC is based out at Denver, CO

Below you can find more details about Maia Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $441 Billion
ETFs: $258 Billion
Technology: $33.5 Billion
Financial Services: $29.6 Billion
Communication Services: $16.4 Billion
Consumer Cyclical: $16.2 Billion
Healthcare: $14.2 Billion
Consumer Defensive: $5.24 Billion
Industrials: $3.76 Billion
Other: $4.86 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.4 Billion 2.81% of portfolio
654,811
Q1 2025 Added 2.62%
$3.25T
$7.57 Billion 1.72% of portfolio
19,509
Q1 2025 Added 10.21%
$1.9T
$5.77 Billion 1.31% of portfolio
31,704
Q1 2025 Added 4.45%
$3.2T
$5.64 Billion 1.28% of portfolio
27,851
Q1 2025 Reduced 1.58%
$1.25T
$5.56 Billion 1.26% of portfolio
10,465
Q1 2025 Added 2.39%
$957B
$5.3 Billion 1.2% of portfolio
33,318
Q1 2025 Added 2.78%
$206B
$4.05 Billion 0.92% of portfolio
888
Q1 2025 Reduced 0.34%
$535B
$3.49 Billion 0.79% of portfolio
6,808
Q1 2025 Reduced 1.3%
$570B
$3.43 Billion 0.78% of portfolio
10,238
Q1 2025 Reduced 0.46%
$915B
$3.44 Billion 0.78% of portfolio
22,061
Q1 2025 Added 4.87%
$152B
$3.39 Billion 0.77% of portfolio
44,050
Q1 2025 Added 2.03%
$99.3B
$2.98 Billion 0.68% of portfolio
6,765
Q1 2025 Added 5.18%
$781B
$2.33 Billion 0.53% of portfolio
3,093
Q1 2025 Added 22.35%
$379B
$2.31 Billion 0.52% of portfolio
3,928
Q1 2025 Added 10.71%
$28.3B
$2.15 Billion 0.49% of portfolio
14,273
Q1 2025 Reduced 2.5%
$27.6B
$2.09 Billion 0.47% of portfolio
9,484
Q1 2025 Reduced 3.9%
$694B
$2.04 Billion 0.46% of portfolio
3,846
Q1 2025 Added 19.7%
$273B
$1.83 Billion 0.42% of portfolio
7,199
Q1 2025 Added 7.26%
$284B
$1.8 Billion 0.41% of portfolio
16,280
Q1 2025 Added 12.5%
$124B
$1.82 Billion 0.41% of portfolio
3,828
Q1 2025 Added 2.13%
$10.5B
$1.76 Billion 0.4% of portfolio
26,099
Q1 2025 Added 0.61%
$97.4B
$1.71 Billion 0.39% of portfolio
19,958
Q1 2025 Reduced 3.25%
$168B
$1.72 Billion 0.39% of portfolio
20,331
Q1 2025 Added 10.09%
$64.4B
$1.58 Billion 0.36% of portfolio
14,310
Q1 2025 Added 9.14%
$79.5B
$1.55 Billion 0.35% of portfolio
7,314
Q1 2025 Reduced 1.06%
$53.1B
$1.52 Billion 0.35% of portfolio
5,848
Q1 2025 Added 4.35%
-
$1.5 Billion 0.34% of portfolio
-
Q1 2025 Reduced 13.7%
$157B
$1.39 Billion 0.32% of portfolio
9,988
Q1 2025 Added 4.77%
$177B
$1.35 Billion 0.31% of portfolio
3,855
Q1 2025 Added 11.93%
$60.4B
$1.34 Billion 0.3% of portfolio
4,913
Q1 2025 Added 0.72%
-
$1.28 Billion 0.29% of portfolio
-
Q1 2025 New
$741B
$1.19 Billion 0.27% of portfolio
5,089
Q1 2025 Added 3.6%
$1.01T
$1.14 Billion 0.26% of portfolio
7,050
Q1 2025 Added 14.8%
$370B
$994 Million 0.23% of portfolio
2,783
Q1 2025 Reduced 8.48%
$0
$1.02 Billion 0.23% of portfolio
100,080
Q1 2025 Added 6.61%
$430B
$943 Million 0.21% of portfolio
9,121
Q1 2025 Reduced 3.99%
$33.3B
$843 Million 0.19% of portfolio
3,769
Q1 2025 Reduced 2.13%
$403B
$847 Million 0.19% of portfolio
6,294
Q1 2025 Reduced 1.46%
$72.7B
$790 Million 0.18% of portfolio
3,310
Q1 2025 Reduced 1.19%
$268B
$733 Million 0.17% of portfolio
4,652
Q1 2025 Reduced 3.49%
$270B
$760 Million 0.17% of portfolio
8,021
Q1 2025 Added 8.09%
$885B
$753 Million 0.17% of portfolio
2,984
Q1 2025 Reduced 15.47%
$376B
$715 Million 0.16% of portfolio
4,225
Q1 2025 Reduced 3.05%
$39.2B
$714 Million 0.16% of portfolio
12,541
Q1 2025 Reduced 15.1%
$133B
$652 Million 0.15% of portfolio
4,512
Q1 2025 Added 37.02%
$330B
$636 Million 0.14% of portfolio
17,334
Q1 2025 Added 1.4%
$81.3B
$605 Million 0.14% of portfolio
3,389
Q1 2025 Added 5.94%
$505B
$639 Million 0.14% of portfolio
686
Q1 2025 Added 0.73%
$56.3B
$594 Million 0.13% of portfolio
3,495
Q1 2025 Reduced 1.55%

Summary

  • Portfolio
  • No. of Stocks 292
  • Current Value $441 Billion
  • Prior Value $465 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 38 stocks
  • Additional Purchases 140 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 111 stocks
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