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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.19 Billion 0.27% of portfolio
29,775
Q1 2025 Added 28.91%
$0
$1.13 Billion 0.26% of portfolio
30,093
Q1 2025 Reduced 0.81%
$0
$1.14 Billion 0.26% of portfolio
33,865
Q1 2025 Reduced 4.44%
$0
$1.06 Billion 0.24% of portfolio
13,252
Q1 2025 Added 25.04%
$0
$1.01 Billion 0.23% of portfolio
14,928
Q1 2025 Reduced 4.33%
$54B
$1.03 Billion 0.23% of portfolio
16,943
Q1 2025 Added 24.58%
$0
$1.02 Billion 0.23% of portfolio
4,920
Q1 2025 Reduced 2.9%
$0
$971 Million 0.22% of portfolio
2,123
Q1 2025 Added 3.16%
$0
$974 Million 0.22% of portfolio
22,120
Q1 2025 Reduced 45.47%
$0
$976 Million 0.22% of portfolio
37,844
Q1 2025 Added 17.34%
$0
$976 Million 0.22% of portfolio
16,767
Q1 2025 Reduced 6.24%
$0
$954 Million 0.22% of portfolio
45,122
Q1 2025 Reduced 9.41%
$0
$878 Million 0.2% of portfolio
23,234
Q1 2025 Added 58.79%
$0
$861 Million 0.2% of portfolio
17,794
Q1 2025 Reduced 3.97%
$0
$830 Million 0.19% of portfolio
4,407
Q1 2025 Added 102.06%
$0
$832 Million 0.19% of portfolio
4,157
Q1 2025 Added 6.67%
$0
$788 Million 0.18% of portfolio
41,808
Q1 2025 Reduced 3.55%
$0
$811 Million 0.18% of portfolio
17,900
Q1 2025 Reduced 1.39%
$0
$786 Million 0.18% of portfolio
26,923
Q1 2025 Added 25.03%
$0
$778 Million 0.18% of portfolio
19,143
Q1 2025 Reduced 6.31%
$0
$785 Million 0.18% of portfolio
7,891
Q1 2025 Reduced 7.02%
$0
$779 Million 0.18% of portfolio
4,749
Q1 2025 New
$0
$732 Million 0.17% of portfolio
13,194
Q1 2025 Reduced 13.13%
$0
$757 Million 0.17% of portfolio
10,025
Q1 2025 Added 20.52%
$0
$743 Million 0.17% of portfolio
43,344
Q1 2025 Added 5.57%
$0
$737 Million 0.17% of portfolio
9,447
Q1 2025 Reduced 4.23%
$0
$723 Million 0.16% of portfolio
29,467
Q1 2025 Added 5.23%
$0
$685 Million 0.16% of portfolio
19,157
Q1 2025 Reduced 0.43%
$0
$687 Million 0.16% of portfolio
1,312
Q1 2025 Added 6.67%
$0
$664 Million 0.15% of portfolio
29,110
Q1 2025 Added 17.16%
$0
$658 Million 0.15% of portfolio
2,005
Q1 2025 Added 26.26%
$0
$666 Million 0.15% of portfolio
14,414
Q1 2025 New
$3.53B
$646 Million 0.15% of portfolio
30,855
Q1 2025 Reduced 5.41%
$0
$654 Million 0.15% of portfolio
11,029
Q1 2025 Added 3.87%
$0
$603 Million 0.14% of portfolio
20,027
Q1 2025 Added 132.71%
$0
$636 Million 0.14% of portfolio
4,084
Q1 2025 Reduced 12.29%
$0
$634 Million 0.14% of portfolio
7,241
Q1 2025 Reduced 56.51%
$0
$601 Million 0.14% of portfolio
8,109
Q1 2025 Reduced 6.58%
$0
$555 Million 0.13% of portfolio
21,109
Q1 2025 Added 12.22%
$0
$540 Million 0.12% of portfolio
29,798
Q1 2025 Reduced 4.02%
$0
$515 Million 0.12% of portfolio
6,668
Q1 2025 Reduced 3.22%
$0
$507 Million 0.12% of portfolio
20,648
Q1 2025 Reduced 2.48%
$0
$495 Million 0.11% of portfolio
5,136
Q1 2025 Reduced 4.64%
$0
$422 Million 0.1% of portfolio
9,047
Q1 2025 Reduced 32.24%
$0
$430 Million 0.1% of portfolio
13,811
Q1 2025 Added 0.22%
$0
$453 Million 0.1% of portfolio
4,508
Q1 2025 New
$0
$432 Million 0.1% of portfolio
11,240
Q1 2025 Reduced 4.38%
$0
$453 Million 0.1% of portfolio
6,595
Q1 2025 New
$0
$462 Million 0.1% of portfolio
2,337
Q1 2025 Reduced 23.1%

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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