Maia Wealth LLC Portfolio Holdings

Maia Wealth LLC

  • $594 Billion
  • Q3 2025

Maia Wealth LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $594 Billion distributed in 338 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 $29.1B, Msci Eafe Value ETF with a value of $14.9B, Schwab Fundamental Intl Large with a value of $14B, Ishares Msci Usa Quality Facto with a value of $13.5B, and Blackrock ETF Tr U S Equity Fa with a value of $13.4B.

Examining the 13F form we can see an increase of $68.9B in the current position value, from $525B to 594B.

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 $594 Billion
ETFs: $330 Billion
Technology: $51.7 Billion
Financial Services: $32.1 Billion
Communication Services: $22.9 Billion
Healthcare: $22.1 Billion
Consumer Cyclical: $20 Billion
Industrials: $8.47 Billion
Consumer Defensive: $6.73 Billion
Other: $8.9 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.6 Billion 1.78% of portfolio
686,872
Q3 2025 Added 5.3%
$0
$1.19 Billion 0.2% of portfolio
123,970
Q3 2025 Added 0.47%
$0
$499 Million 0.08% of portfolio
24,617
Q3 2025 New
$0
$210 Million 0.04% of portfolio
10,000
Q3 2025 New
$0
$166 Million 0.03% of portfolio
12,848
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 338
  • Current Value $594 Billion
  • Prior Value $525 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 44 stocks
  • Additional Purchases 138 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 152 stocks
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