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 Market Cap. of $10 Billions to $200 Billions