Maia Wealth LLC Portfolio Holdings

Maia Wealth LLC

  • $525 Billion
  • Q2 2025

Maia Wealth LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $525 Billion distributed in 324 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 $27.2B, Msci Eafe Value ETF with a value of $16.3B, Ishares Msci Usa Quality Facto with a value of $14.1B, Fs Kkr Capital Corp with a value of $13.5B, and Microsoft Corp with a value of $10.3B.

Examining the 13F form we can see an increase of $84B in the current position value, from $441B to 525B.

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 $525 Billion
ETFs: $297 Billion
Technology: $44 Billion
Financial Services: $33.4 Billion
Communication Services: $20.9 Billion
Consumer Cyclical: $20.5 Billion
Healthcare: $18.1 Billion
Consumer Defensive: $6.6 Billion
Industrials: $6.6 Billion
Other: $6.6 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$524 Million 0.1% of portfolio
27,617
Q2 2025 Reduced 7.32%
$0
$504 Million 0.1% of portfolio
20,250
Q2 2025 Reduced 1.93%
$0
$464 Million 0.09% of portfolio
14,455
Q2 2025 Added 4.66%
$0
$462 Million 0.09% of portfolio
9,994
Q1 2025 Reduced 1.12%
$0
$472 Million 0.09% of portfolio
11,256
Q2 2025 Added 0.14%
$0
$452 Million 0.09% of portfolio
16,700
Q2 2025 Reduced 55.87%
$0
$473 Million 0.09% of portfolio
4,452
Q2 2025 Added 31.4%
$0
$465 Million 0.09% of portfolio
9,047
Q1 2025 Reduced 32.24%
$0
$480 Million 0.09% of portfolio
9,002
Q2 2025 New
$0
$405 Million 0.08% of portfolio
3,448
Q2 2025 Added 28.18%
$0
$434 Million 0.08% of portfolio
16,329
Q2 2025 Reduced 22.64%
$0
$415 Million 0.08% of portfolio
11,680
Q1 2025 Reduced 4.46%
$0
$443 Million 0.08% of portfolio
11,913
Q2 2025 Reduced 2.55%
$0
$421 Million 0.08% of portfolio
9,083
Q2 2025 Added 19.36%
$0
$412 Million 0.08% of portfolio
12,007
Q2 2025 Reduced 0.8%
$0
$401 Million 0.08% of portfolio
5,844
Q2 2025 Reduced 1.96%
$0
$410 Million 0.08% of portfolio
8,175
Q2 2025 New
$0
$417 Million 0.08% of portfolio
17,959
Q2 2025 Added 21.7%
$0
$441 Million 0.08% of portfolio
5,925
Q2 2025 Reduced 0.25%
$0
$393 Million 0.07% of portfolio
6,355
Q2 2025 Added 31.68%
$0
$391 Million 0.07% of portfolio
5,042
Q2 2025 New
$0
$384 Million 0.07% of portfolio
4,007
Q2 2025 Reduced 0.99%
$0
$350 Million 0.07% of portfolio
5,683
Q2 2025 New
$0
$347 Million 0.07% of portfolio
4,769
Q2 2025 Added 2.34%
$0
$363 Million 0.07% of portfolio
1,192
Q2 2025 Reduced 0.91%
$0
$391 Million 0.07% of portfolio
4,839
Q2 2025 Added 20.46%
$0
$374 Million 0.07% of portfolio
10,714
Q2 2025 Reduced 1.58%
$0
$368 Million 0.07% of portfolio
4,761
Q1 2025 New
$0
$326 Million 0.06% of portfolio
7,408
Q2 2025 Reduced 11.04%
$0
$299 Million 0.06% of portfolio
11,745
Q2 2025 Reduced 25.22%
$0
$320 Million 0.06% of portfolio
7,540
Q2 2025 Reduced 2.95%
$0
$314 Million 0.06% of portfolio
5,719
Q2 2025 Reduced 0.44%
$0
$304 Million 0.06% of portfolio
1,408
Q2 2025 Reduced 18.85%
$0
$319 Million 0.06% of portfolio
870
Q2 2025 Reduced 6.05%
$0
$287 Million 0.05% of portfolio
1,277
Q1 2025 Added 0.31%
$0
$247 Million 0.05% of portfolio
4,949
Q2 2025 New
$0
$272 Million 0.05% of portfolio
955
Q2 2025 Reduced 22.67%
$0
$281 Million 0.05% of portfolio
5,334
Q2 2025 New
$0
$282 Million 0.05% of portfolio
2,581
Q2 2025 Reduced 2.09%
$0
$271 Million 0.05% of portfolio
5,382
Q2 2025 Added 11.04%
$0
$248 Million 0.05% of portfolio
1,870
Q2 2025 Reduced 41.91%
$0
$256 Million 0.05% of portfolio
7,031
Q2 2025 Added 16.1%
$0
$242 Million 0.05% of portfolio
3,555
Q1 2025 New
$0
$251 Million 0.05% of portfolio
6,704
Q2 2025 Reduced 20.16%
$0
$273 Million 0.05% of portfolio
5,747
Q2 2025 New
$0
$246 Million 0.05% of portfolio
9,625
Q2 2025 Added 6.21%
$0
$241 Million 0.05% of portfolio
1,790
Q2 2025 Reduced 5.29%
$0
$213 Million 0.04% of portfolio
5,268
Q2 2025 New
$0
$214 Million 0.04% of portfolio
3,454
Q2 2025 Reduced 48.92%

Summary

  • Portfolio
  • No. of Stocks 324
  • Current Value $525 Billion
  • Prior Value $441 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 51 stocks
  • Additional Purchases 118 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 144 stocks
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