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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32.7 Billion 7.42% of portfolio
516,007
Q1 2025 Reduced 6.53%
$0
$12.4 Billion 2.82% of portfolio
75,390
Q1 2025 Added 11.46%
$0
$12.4 Billion 2.81% of portfolio
654,811
Q1 2025 Added 2.62%
$0
$11.7 Billion 2.66% of portfolio
205,166
Q1 2025 Reduced 15.27%
$0
$10.5 Billion 2.38% of portfolio
115,393
Q1 2025 Reduced 3.65%
$0
$9.96 Billion 2.26% of portfolio
18,389
Q1 2025 Added 4.6%
$0
$8.71 Billion 1.98% of portfolio
185,291
Q1 2025 Added 1.6%
$0
$8.1 Billion 1.84% of portfolio
383,282
Q1 2025 Reduced 4.15%
$3.56T
$7.57 Billion 1.72% of portfolio
19,509
Q1 2025 Added 10.21%
$0
$7.29 Billion 1.65% of portfolio
74,020
Q1 2025 Reduced 32.07%
$0
$6.53 Billion 1.48% of portfolio
36,206
Q1 2025 Added 35.91%
$2.14T
$5.77 Billion 1.31% of portfolio
31,704
Q1 2025 Added 4.45%
$3.23T
$5.64 Billion 1.28% of portfolio
27,851
Q1 2025 Reduced 1.58%
First Tr Exchng Traded Fd Vi
-
$5.54 Billion 1.26% of portfolio
-
Q1 2025 New
$1.53T
$5.56 Billion 1.26% of portfolio
10,465
Q1 2025 Added 2.39%
$995B
$5.3 Billion 1.2% of portfolio
33,318
Q1 2025 Added 2.78%
$0
$5.09 Billion 1.15% of portfolio
112,111
Q1 2025 Added 3.9%
$0
$4.95 Billion 1.12% of portfolio
42,214
Q1 2025 Reduced 7.58%
First Tr Exchng Traded Fd Vi
-
$4.9 Billion 1.11% of portfolio
-
Q1 2025 New
$0
$4.22 Billion 0.96% of portfolio
30,873
Q1 2025 Added 0.59%
$0
$4.12 Billion 0.94% of portfolio
11,376
Q1 2025 Added 10.83%
First Tr Exchng Traded Fd Vi
-
$4.11 Billion 0.93% of portfolio
-
Q1 2025 New
$211B
$4.05 Billion 0.92% of portfolio
888
Q1 2025 Reduced 0.34%
First Tr Exchng Traded Fd Vi
-
$4.07 Billion 0.92% of portfolio
-
Q1 2025 Reduced 22.34%
$0
$3.95 Billion 0.9% of portfolio
7,972
Q1 2025 Added 9.18%
$0
$3.96 Billion 0.9% of portfolio
79,160
Q1 2025 Reduced 3.96%
$0
$3.73 Billion 0.85% of portfolio
118,291
Q1 2025 Reduced 8.12%
$0
$3.51 Billion 0.8% of portfolio
47,400
Q1 2025 Reduced 0.37%
$508B
$3.49 Billion 0.79% of portfolio
6,808
Q1 2025 Reduced 1.3%
$0
$3.44 Billion 0.78% of portfolio
63,602
Q1 2025 Reduced 11.5%
$554B
$3.43 Billion 0.78% of portfolio
10,238
Q1 2025 Reduced 0.46%
$1.09T
$3.44 Billion 0.78% of portfolio
22,061
Q1 2025 Added 4.87%
$162B
$3.39 Billion 0.77% of portfolio
44,050
Q1 2025 Added 2.03%
$0
$3.08 Billion 0.7% of portfolio
18,777
Q1 2025 Added 3.38%
$0
$3.06 Billion 0.7% of portfolio
125,354
Q1 2025 Reduced 1.71%
$0
$3.02 Billion 0.69% of portfolio
50,520
Q1 2025 Added 73.69%
$89.9B
$2.98 Billion 0.68% of portfolio
6,765
Q1 2025 Added 5.18%
$0
$2.95 Billion 0.67% of portfolio
138,874
Q1 2025 Reduced 13.59%
$0
$2.86 Billion 0.65% of portfolio
127,099
Q1 2025 New
$0
$2.79 Billion 0.63% of portfolio
28,560
Q1 2025 Added 4.53%
First Tr Exchng Traded Fd Vi
-
$2.7 Billion 0.61% of portfolio
-
Q1 2025 New
$0
$2.67 Billion 0.61% of portfolio
53,528
Q1 2025 Reduced 26.38%
First Tr Exchng Traded Fd Vi
-
$2.53 Billion 0.57% of portfolio
-
Q1 2025 New
$0
$2.49 Billion 0.56% of portfolio
27,569
Q1 2025 Added 7.03%
$0
$2.36 Billion 0.53% of portfolio
81,452
Q1 2025 Reduced 4.03%
$0
$2.34 Billion 0.53% of portfolio
102,411
Q1 2025 Added 5.77%
$725B
$2.33 Billion 0.53% of portfolio
3,093
Q1 2025 Added 22.35%
$282B
$2.31 Billion 0.52% of portfolio
3,928
Q1 2025 Added 10.71%
$0
$2.29 Billion 0.52% of portfolio
22,176
Q1 2025 Added 2.49%

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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