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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$232B
$2.67 Billion 0.51% of portfolio
9,779
Q2 2025 Added 35.84%
$70.7B
$2.56 Billion 0.49% of portfolio
6,571
Q2 2025 Reduced 2.87%
$0
$2.51 Billion 0.48% of portfolio
78,849
Q2 2025 Reduced 3.2%
$0
$2.46 Billion 0.47% of portfolio
3,975
Q2 2025 Added 0.4%
$0
$2.47 Billion 0.47% of portfolio
23,639
Q2 2025 Added 6.6%
$621B
$2.46 Billion 0.47% of portfolio
5,060
Q2 2025 Added 31.57%
$0
$2.42 Billion 0.46% of portfolio
49,077
Q2 2025 Added 15.95%
$0
$2.31 Billion 0.44% of portfolio
99,233
Q2 2025 Reduced 3.1%
Bny Mellon ETF Trust Ii
-
$2.33 Billion 0.44% of portfolio
-
Q2 2025 Added 406.61%
$0
$2.18 Billion 0.42% of portfolio
38,335
Q2 2025 Added 13.29%
$207B
$2.22 Billion 0.42% of portfolio
17,874
Q2 2025 Reduced 12.08%
$0
$2.19 Billion 0.42% of portfolio
54,358
Q2 2025 New
$245B
$2.22 Billion 0.42% of portfolio
7,114
Q2 2025 Added 81.11%
$0
$2.2 Billion 0.42% of portfolio
82,743
Q2 2025 Reduced 33.99%
$0
$2.16 Billion 0.41% of portfolio
51,731
Q2 2025 Added 26.5%
$0
$2.1 Billion 0.4% of portfolio
42,792
Q2 2025 Added 55.32%
$0
$2.03 Billion 0.39% of portfolio
45,558
Q2 2025 New
$0
$2.05 Billion 0.39% of portfolio
9,020
Q2 2025 Added 104.67%
$859B
$2.05 Billion 0.39% of portfolio
7,075
Q2 2025 Added 39.03%
$34.5B
$1.97 Billion 0.38% of portfolio
12,524
Q2 2025 Reduced 12.25%
$0
$2 Billion 0.38% of portfolio
7,133
Q2 2025 New
$0
$1.92 Billion 0.37% of portfolio
42,251
Q2 2025 Added 40.4%
$0
$1.94 Billion 0.37% of portfolio
46,337
Q2 2025 Added 55.62%
$0
$1.95 Billion 0.37% of portfolio
16,037
Q2 2025 Reduced 6.92%
$0
$1.89 Billion 0.36% of portfolio
43,048
Q2 2025 Reduced 7.9%
$0
$1.84 Billion 0.35% of portfolio
46,419
Q2 2025 Reduced 10.48%
$113B
$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
$452B
$1.75 Billion 0.33% of portfolio
11,477
Q2 2025 Added 308.14%
$162B
$1.73 Billion 0.33% of portfolio
9,450
Q2 2025 Added 109.44%
$12.7B
$1.66 Billion 0.32% of portfolio
20,386
Q2 2025 New
-
$1.67 Billion 0.32% of portfolio
-
Q2 2025 Reduced 6.12%
$0
$1.68 Billion 0.32% of portfolio
25,311
Q2 2025 Added 20.07%
$0
$1.66 Billion 0.32% of portfolio
18,011
Q2 2025 Added 22.41%
$108B
$1.6 Billion 0.31% of portfolio
17,514
Q2 2025 Reduced 12.25%
Blackrock ETF Trust
-
$1.61 Billion 0.31% of portfolio
-
Q2 2025 New
Innovator Etfs Trust
-
$1.64 Billion 0.31% of portfolio
-
Q2 2025 New
$53.1B
$1.6 Billion 0.3% of portfolio
5,161
Q2 2025 Reduced 11.75%
$0
$1.58 Billion 0.3% of portfolio
16,809
Q2 2025 Added 1.25%
$8.95B
$1.57 Billion 0.3% of portfolio
23,341
Q2 2025 Reduced 10.57%
$0
$1.51 Billion 0.29% of portfolio
29,540
Q2 2025 New
First Tr Exchange Traded Fd
-
$1.53 Billion 0.29% of portfolio
-
Q2 2025 Added 45.57%
$0
$1.49 Billion 0.28% of portfolio
31,585
Q2 2025 Added 119.13%
$0
$1.48 Billion 0.28% of portfolio
53,583
Q2 2025 New
$70.6B
$1.47 Billion 0.28% of portfolio
13,956
Q2 2025 Added 11.28%
$0
$1.49 Billion 0.28% of portfolio
34,930
Q2 2025 Added 50.34%
$0
$1.43 Billion 0.27% of portfolio
43,944
Q2 2025 Added 119.42%
$173B
$1.41 Billion 0.27% of portfolio
8,841
Q2 2025 Reduced 11.48%
$0
$1.42 Billion 0.27% of portfolio
28,993
Q2 2025 Added 0.27%

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
Track This Portfolio

Track Maia Wealth LLC Portfolio

Follow Maia Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Maia Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Maia Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email