Maia Wealth LLC Portfolio Holdings

Maia Wealth LLC

  • $441 Billion
  • Q1 2025

Maia Wealth LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $441 Billion distributed in 292 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 $32.7B, Ishares Msci Usa Quality Facto with a value of $12.4B, Fs Kkr Capital Corp with a value of $12.4B, Msci Eafe Value ETF with a value of $11.7B, and Ishares S&P 500 Growth ETF with a value of $10.5B.

Examining the 13F form we can see an decrease of $23.7B in the current position value, from $465B to 441B.

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 $441 Billion
ETFs: $258 Billion
Technology: $33.5 Billion
Financial Services: $29.6 Billion
Communication Services: $16.4 Billion
Consumer Cyclical: $16.2 Billion
Healthcare: $14.2 Billion
Consumer Defensive: $5.24 Billion
Industrials: $3.76 Billion
Other: $4.86 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$254 Million 0.06% of portfolio
2,690
Q1 2025 Added 94.22%
$0
$252 Million 0.06% of portfolio
4,980
Q1 2025 New
$0
$285 Million 0.06% of portfolio
4,017
Q1 2025 Added 6.44%
$0
$277 Million 0.06% of portfolio
5,744
Q1 2025 Added 0.54%
$78.7B
$253 Million 0.06% of portfolio
2,615
Q1 2025 New
$0
$262 Million 0.06% of portfolio
1,890
Q1 2025 Added 38.26%
$75.9B
$270 Million 0.06% of portfolio
2,668
Q1 2025 Added 0.38%
-
$262 Million 0.06% of portfolio
-
Q1 2025 Added 0.33%
$120B
$269 Million 0.06% of portfolio
5,198
Q1 2025 Reduced 16.67%
$196B
$210 Million 0.05% of portfolio
263
Q1 2025 Added 3.54%
$166B
$235 Million 0.05% of portfolio
3,211
Q1 2025 Reduced 23.57%
$0
$219 Million 0.05% of portfolio
5,815
Q1 2025 Added 18.19%
$0
$228 Million 0.05% of portfolio
9,062
Q1 2025 Reduced 9.88%
$0
$207 Million 0.05% of portfolio
3,555
Q1 2025 New
$153B
$227 Million 0.05% of portfolio
813
Q1 2025 New
$0
$200 Million 0.05% of portfolio
2,454
Q1 2025 New
$90.7B
$234 Million 0.05% of portfolio
5,318
Q1 2025 Reduced 3.2%
$107B
$219 Million 0.05% of portfolio
3,831
Q1 2025 Reduced 68.08%
$127B
$213 Million 0.05% of portfolio
2,576
Q1 2025 Added 1.86%
-
$214 Million 0.05% of portfolio
-
Q1 2025 Reduced 21.88%
$0
$205 Million 0.05% of portfolio
6,056
Q1 2025 Reduced 56.25%
$0
$233 Million 0.05% of portfolio
2,328
Q1 2025 Reduced 6.95%
$0
$201 Million 0.05% of portfolio
5,370
Q1 2025 Added 0.04%
$149B
$238 Million 0.05% of portfolio
1,189
Q1 2025 Added 4.12%
$0
$235 Million 0.05% of portfolio
3,241
Q1 2025 New
$0
$214 Million 0.05% of portfolio
4,365
Q1 2025 Reduced 3.79%
$118B
$225 Million 0.05% of portfolio
779
Q1 2025 Added 1.04%
$135B
$204 Million 0.05% of portfolio
9,214
Q1 2025 Added 19.88%
$0
$211 Million 0.05% of portfolio
4,180
Q1 2025 Reduced 3.71%
$0
$241 Million 0.05% of portfolio
4,847
Q1 2025 Reduced 14.38%
$200B
$201 Million 0.05% of portfolio
2,539
Q1 2025 Reduced 3.9%
$0
$239 Million 0.05% of portfolio
2,636
Q1 2025 Added 2.41%
$198B
$217 Million 0.05% of portfolio
7,996
Q1 2025 Reduced 60.72%
$0
$216 Million 0.05% of portfolio
3,743
Q1 2025 Reduced 5.69%
J P Morgan Exchange Traded F
-
$213 Million 0.05% of portfolio
-
Q3 2024 Added 0.25%
Qxo Inc
-
$146 Million 0.03% of portfolio
-
Q1 2025 New
$25.5B
$145 Million 0.03% of portfolio
18,132
Q1 2025 Added 0.52%
$7B
$97.7 Million 0.02% of portfolio
12,119
Q1 2025 Added 2.85%
$52.7M
$23.7 Million 0.01% of portfolio
14,617
Q1 2025 Added 0.1%
$1.15B
$41.6 Million 0.01% of portfolio
14,396
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 292
  • Current Value $441 Billion
  • Prior Value $465 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 38 stocks
  • Additional Purchases 140 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 111 stocks
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