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
$304B
$844 Million 0.16% of portfolio
5,892
Q2 2025 Added 49.47%
$48.5B
$841 Million 0.16% of portfolio
6,352
Q2 2025 New
$280B
$802 Million 0.15% of portfolio
8,199
Q2 2025 Added 2.22%
$78B
$802 Million 0.15% of portfolio
2,978
Q2 2025 Reduced 10.03%
$251B
$768 Million 0.15% of portfolio
4,215
Q2 2025 Reduced 9.39%
$414B
$764 Million 0.15% of portfolio
16,156
Q2 2025 Reduced 6.8%
$85.8B
$682 Million 0.13% of portfolio
4,482
Q2 2025 New
$329B
$658 Million 0.13% of portfolio
2,555
Q2 2025 New
$120B
$698 Million 0.13% of portfolio
7,775
Q2 2025 Added 53.84%
$149B
$616 Million 0.12% of portfolio
1,725
Q2 2025 New
$409B
$578 Million 0.11% of portfolio
3,113
Q2 2025 Added 2.2%
$60.9B
$565 Million 0.11% of portfolio
2,761
Q2 2025 Reduced 21.0%
$140B
$531 Million 0.1% of portfolio
1,342
Q2 2025 New
$90.6B
$530 Million 0.1% of portfolio
2,316
Q2 2025 Added 72.71%
$48.3B
$511 Million 0.1% of portfolio
7,124
Q2 2025 New
$138B
$532 Million 0.1% of portfolio
1,046
Q2 2025 Added 0.19%
$118B
$512 Million 0.1% of portfolio
8,725
Q2 2025 Added 127.75%
$156B
$477 Million 0.09% of portfolio
2,151
Q2 2025 Reduced 2.63%
$77.6B
$464 Million 0.09% of portfolio
6,249
Q2 2025 Reduced 0.21%
$318B
$495 Million 0.09% of portfolio
6,173
Q2 2025 Reduced 19.47%
$248B
$459 Million 0.09% of portfolio
1,440
Q2 2025 Reduced 2.83%
$287B
$487 Million 0.09% of portfolio
6,882
Q2 2025 New
$410B
$481 Million 0.09% of portfolio
486
Q2 2025 Reduced 6.36%
$281B
$427 Million 0.08% of portfolio
6,152
Q2 2025 Reduced 1.73%
$68B
$398 Million 0.08% of portfolio
12,828
Q2 2025 Added 34.97%
-
$391 Million 0.07% of portfolio
-
Q2 2025 Added 45.88%
$126B
$388 Million 0.07% of portfolio
1,632
Q2 2025 Reduced 18.4%
$12.1B
$348 Million 0.07% of portfolio
2,445
Q2 2025 Added 0.66%
$77.6B
$354 Million 0.07% of portfolio
2,657
Q2 2025 Reduced 0.41%
$298B
$342 Million 0.07% of portfolio
1,437
Q2 2025 New
$150B
$347 Million 0.07% of portfolio
5,675
Q2 2025 Reduced 8.11%
$261B
$374 Million 0.07% of portfolio
2,635
Q2 2025 Reduced 3.13%
$185B
$352 Million 0.07% of portfolio
8,131
Q2 2025 Added 28.15%
$186B
$318 Million 0.06% of portfolio
309
Q2 2025 Added 17.49%
$224B
$330 Million 0.06% of portfolio
1,130
Q2 2025 Reduced 0.35%
$276B
$313 Million 0.06% of portfolio
2,586
Q2 2025 Reduced 21.3%
$93.6B
$311 Million 0.06% of portfolio
1,067
Q2 2025 Added 2.4%
$358B
$329 Million 0.06% of portfolio
2,413
Q2 2025 Reduced 32.24%
$177B
$299 Million 0.06% of portfolio
2,588
Q2 2025 Added 0.47%
$193B
$310 Million 0.06% of portfolio
2,349
Q2 2025 Added 0.86%
$194B
$292 Million 0.06% of portfolio
3,133
Q2 2025 Reduced 2.43%
$138B
$326 Million 0.06% of portfolio
9,124
Q2 2025 Reduced 18.29%
$105B
$260 Million 0.05% of portfolio
510
Q2 2025 New
$57.8B
$253 Million 0.05% of portfolio
2,435
Q2 2025 Reduced 11.45%
$81.6B
$288 Million 0.05% of portfolio
1,486
Q2 2025 New
$50B
$276 Million 0.05% of portfolio
3,704
Q2 2025 Reduced 23.9%
$88.1B
$273 Million 0.05% of portfolio
2,992
Q2 2025 Reduced 19.55%
$103B
$278 Million 0.05% of portfolio
3,022
Q2 2025 New
$111B
$260 Million 0.05% of portfolio
355
Q2 2025 Reduced 11.91%

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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