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
$300B
$533 Million 0.12% of portfolio
3,942
Q1 2025 Added 33.45%
$337B
$546 Million 0.12% of portfolio
3,046
Q1 2025 Added 5.65%
$435B
$509 Million 0.12% of portfolio
519
Q1 2025 Added 7.45%
$140B
$495 Million 0.11% of portfolio
2,209
Q1 2025 Reduced 0.27%
$154B
$488 Million 0.11% of portfolio
1,044
Q1 2025 Reduced 2.79%
$310B
$484 Million 0.11% of portfolio
7,665
Q1 2025 Added 6.7%
$409B
$434 Million 0.1% of portfolio
2,812
Q1 2025 Added 10.32%
$120B
$437 Million 0.1% of portfolio
5,054
Q1 2025 Added 4.68%
$157B
$381 Million 0.09% of portfolio
11,167
Q1 2025 Added 3.88%
$86.5B
$390 Million 0.09% of portfolio
6,262
Q1 2025 Reduced 14.29%
$154B
$384 Million 0.09% of portfolio
6,176
Q1 2025 Added 1.98%
$260B
$397 Million 0.09% of portfolio
1,662
Q1 2025 Added 3.36%
$237B
$379 Million 0.09% of portfolio
1,482
Q1 2025 Added 6.47%
$233B
$335 Million 0.08% of portfolio
2,620
Q1 2025 Reduced 4.31%
$12.9B
$366 Million 0.08% of portfolio
2,429
Q1 2025 Reduced 0.12%
$185B
$342 Million 0.08% of portfolio
2,329
Q1 2025 Added 10.85%
$216B
$358 Million 0.08% of portfolio
1,134
Q1 2025 Reduced 21.25%
$264B
$360 Million 0.08% of portfolio
3,286
Q1 2025 Added 0.67%
$40.3B
$332 Million 0.08% of portfolio
1,559
Q1 2025 Reduced 47.19%
$125B
$357 Million 0.08% of portfolio
2,000
Q1 2025 Added 1.01%
$75.2B
$288 Million 0.07% of portfolio
3,719
Q1 2025 Added 7.39%
$92.7B
$311 Million 0.07% of portfolio
1,341
Q1 2025 Added 10.55%
$69.4B
$288 Million 0.07% of portfolio
9,504
Q1 2025 Reduced 8.46%
$41.9B
$322 Million 0.07% of portfolio
4,867
Q1 2025 Added 0.89%
$53.8B
$293 Million 0.07% of portfolio
2,750
Q1 2025 Added 1.14%
$118B
$293 Million 0.07% of portfolio
3,483
Q1 2025 Added 4.28%
$281B
$330 Million 0.07% of portfolio
3,561
Q1 2025 Reduced 9.55%
$82.4B
$291 Million 0.07% of portfolio
1,042
Q1 2025 Added 1.66%
-
$264 Million 0.06% of portfolio
-
Q1 2025 Reduced 34.27%
$105B
$280 Million 0.06% of portfolio
403
Q1 2025 Added 1.26%
$223B
$257 Million 0.06% of portfolio
2,720
Q1 2025 New
$50.1B
$256 Million 0.06% of portfolio
1,243
Q1 2025 Added 8.56%
$179B
$281 Million 0.06% of portfolio
6,345
Q1 2025 Reduced 46.27%
$84.9B
$253 Million 0.06% of portfolio
2,615
Q1 2025 New
$82.7B
$270 Million 0.06% of portfolio
2,668
Q1 2025 Added 0.38%
-
$262 Million 0.06% of portfolio
-
Q1 2025 Added 0.33%
$122B
$269 Million 0.06% of portfolio
5,198
Q1 2025 Reduced 16.67%
$205B
$210 Million 0.05% of portfolio
263
Q1 2025 Added 3.54%
$191B
$235 Million 0.05% of portfolio
3,211
Q1 2025 Reduced 23.57%
$147B
$227 Million 0.05% of portfolio
813
Q1 2025 New
$60.2B
$241 Million 0.05% of portfolio
1,090
Q1 2025 Added 3.61%
$88.7B
$234 Million 0.05% of portfolio
5,318
Q1 2025 Reduced 3.2%
$103B
$219 Million 0.05% of portfolio
3,831
Q1 2025 Reduced 68.08%
$136B
$213 Million 0.05% of portfolio
2,576
Q1 2025 Added 1.86%
-
$214 Million 0.05% of portfolio
-
Q1 2025 Reduced 21.88%
$160B
$238 Million 0.05% of portfolio
1,189
Q1 2025 Added 4.12%
$116B
$225 Million 0.05% of portfolio
779
Q1 2025 Added 1.04%
$143B
$204 Million 0.05% of portfolio
9,214
Q1 2025 Added 19.88%
$212B
$201 Million 0.05% of portfolio
2,539
Q1 2025 Reduced 3.9%

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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