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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.5 Billion 2.58% of portfolio
652,297
Q2 2025 Reduced 0.38%
$3.86T
$10.3 Billion 1.97% of portfolio
20,756
Q2 2025 Added 6.39%
$1.65T
$7.49 Billion 1.43% of portfolio
10,147
Q2 2025 Reduced 3.04%
$2.24T
$6.91 Billion 1.32% of portfolio
31,508
Q2 2025 Reduced 0.62%
$4.09T
$6.23 Billion 1.19% of portfolio
30,371
Q2 2025 Added 9.05%
$1.45T
$6.08 Billion 1.16% of portfolio
34,527
Q2 2025 Added 3.63%
$214B
$4.42 Billion 0.84% of portfolio
764
Q2 2025 Reduced 13.96%
$1.45T
$4.3 Billion 0.82% of portfolio
18,975
Q2 2025 Reduced 13.99%
$558B
$3.95 Billion 0.75% of portfolio
11,123
Q2 2025 Added 8.64%
$465B
$3.65 Billion 0.7% of portfolio
23,098
Q2 2025 Added 41.88%
$174B
$3.6 Billion 0.69% of portfolio
39,431
Q2 2025 Reduced 10.49%
$543B
$3.5 Billion 0.67% of portfolio
6,231
Q2 2025 Reduced 8.48%
$725B
$3.11 Billion 0.59% of portfolio
3,994
Q2 2025 Added 29.13%
-
$2.79 Billion 0.53% of portfolio
-
Q2 2025 Added 115.82%
$237B
$2.67 Billion 0.51% of portfolio
9,779
Q2 2025 Added 35.84%
$77.5B
$2.56 Billion 0.49% of portfolio
6,571
Q2 2025 Reduced 2.87%
$209B
$2.22 Billion 0.42% of portfolio
17,874
Q2 2025 Reduced 12.08%
$323B
$2.22 Billion 0.42% of portfolio
7,114
Q2 2025 Added 81.11%
$134B
$2.04 Billion 0.39% of portfolio
7,395
Q2 2025 Added 118.21%
$925B
$2.05 Billion 0.39% of portfolio
7,075
Q2 2025 Added 39.03%
$35.3B
$1.97 Billion 0.38% of portfolio
12,524
Q2 2025 Reduced 12.25%
$131B
$1.81 Billion 0.34% of portfolio
3,900
Q2 2025 Added 1.88%
$38.4B
$1.75 Billion 0.33% of portfolio
5,843
Q2 2025 New
$485B
$1.75 Billion 0.33% of portfolio
11,477
Q2 2025 Added 308.14%
$176B
$1.73 Billion 0.33% of portfolio
9,450
Q2 2025 Added 109.44%
$13.1B
$1.66 Billion 0.32% of portfolio
20,386
Q2 2025 New
-
$1.67 Billion 0.32% of portfolio
-
Q2 2025 Reduced 6.12%
$97.1B
$1.6 Billion 0.31% of portfolio
17,514
Q2 2025 Reduced 12.25%
$53.1B
$1.6 Billion 0.3% of portfolio
5,161
Q2 2025 Reduced 11.75%
$7.09B
$1.57 Billion 0.3% of portfolio
23,341
Q2 2025 Reduced 10.57%
$75.6B
$1.47 Billion 0.28% of portfolio
13,956
Q2 2025 Added 11.28%
$187B
$1.41 Billion 0.27% of portfolio
8,841
Q2 2025 Reduced 11.48%
$1.4T
$1.37 Billion 0.26% of portfolio
4,314
Q2 2025 Added 44.57%
$0
$1.39 Billion 0.26% of portfolio
123,389
Q2 2025 Added 23.29%
$164B
$1.34 Billion 0.26% of portfolio
3,463
Q2 2025 Reduced 10.17%
$25.9B
$1.37 Billion 0.26% of portfolio
6,192
Q2 2025 Reduced 34.71%
-
$1.33 Billion 0.25% of portfolio
-
Q2 2025 Reduced 39.58%
$54.3B
$1.24 Billion 0.24% of portfolio
12,326
Q2 2025 Reduced 13.86%
$60.5B
$1.22 Billion 0.23% of portfolio
4,320
Q2 2025 Reduced 12.07%
$79.5B
$1.19 Billion 0.23% of portfolio
6,875
Q2 2025 Reduced 6.0%
$1.48T
$1.17 Billion 0.22% of portfolio
6,622
Q2 2025 Reduced 6.07%
$470B
$1.16 Billion 0.22% of portfolio
10,732
Q2 2025 Added 17.66%
$415B
$1.06 Billion 0.2% of portfolio
2,887
Q2 2025 Added 3.74%
$758B
$1.02 Billion 0.19% of portfolio
4,667
Q2 2025 Reduced 25.85%
$534B
$976 Million 0.19% of portfolio
729
Q2 2025 Added 6.27%
$235B
$929 Million 0.18% of portfolio
6,831
Q2 2025 Added 160.73%
$41.9B
$954 Million 0.18% of portfolio
3,314
Q2 2025 Reduced 12.07%
$364B
$940 Million 0.18% of portfolio
5,901
Q2 2025 Added 39.67%
$66.3B
$903 Million 0.17% of portfolio
8,539
Q2 2025 Added 226.54%

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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