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
$367B
$329 Million 0.06% of portfolio
2,413
Q2 2025 Reduced 32.24%
$178B
$299 Million 0.06% of portfolio
2,588
Q2 2025 Added 0.47%
$0
$314 Million 0.06% of portfolio
5,719
Q2 2025 Reduced 0.44%
Proshares Tr
-
$325 Million 0.06% of portfolio
-
Q2 2025 Reduced 32.17%
$0
$304 Million 0.06% of portfolio
1,408
Q2 2025 Reduced 18.85%
$202B
$310 Million 0.06% of portfolio
2,349
Q2 2025 Added 0.86%
$0
$319 Million 0.06% of portfolio
870
Q2 2025 Reduced 6.05%
$182B
$292 Million 0.06% of portfolio
3,133
Q2 2025 Reduced 2.43%
$141B
$326 Million 0.06% of portfolio
9,124
Q2 2025 Reduced 18.29%
Innovator Etfs Trust
-
$293 Million 0.06% of portfolio
-
Q1 2025 Added 1.43%
$0
$287 Million 0.05% of portfolio
1,277
Q1 2025 Added 0.31%
$0
$247 Million 0.05% of portfolio
4,949
Q2 2025 New
$93.6B
$260 Million 0.05% of portfolio
510
Q2 2025 New
$0
$272 Million 0.05% of portfolio
955
Q2 2025 Reduced 22.67%
$0
$281 Million 0.05% of portfolio
5,334
Q2 2025 New
$57.5B
$253 Million 0.05% of portfolio
2,435
Q2 2025 Reduced 11.45%
$0
$271 Million 0.05% of portfolio
5,382
Q2 2025 Added 11.04%
$87.2B
$288 Million 0.05% of portfolio
1,486
Q2 2025 New
$0
$248 Million 0.05% of portfolio
1,870
Q2 2025 Reduced 41.91%
$53.3B
$276 Million 0.05% of portfolio
3,704
Q2 2025 Reduced 23.9%
$83.7B
$273 Million 0.05% of portfolio
2,992
Q2 2025 Reduced 19.55%
$102B
$278 Million 0.05% of portfolio
3,022
Q2 2025 New
$94.7B
$260 Million 0.05% of portfolio
355
Q2 2025 Reduced 11.91%
$0
$256 Million 0.05% of portfolio
7,031
Q2 2025 Added 16.1%
$146B
$259 Million 0.05% of portfolio
1,113
Q2 2025 Reduced 6.39%
Listed Fds Tr
-
$246 Million 0.05% of portfolio
-
Q2 2025 Reduced 35.81%
$138B
$242 Million 0.05% of portfolio
9,974
Q2 2025 Added 8.25%
$0
$242 Million 0.05% of portfolio
3,555
Q1 2025 New
$0
$251 Million 0.05% of portfolio
6,704
Q2 2025 Reduced 20.16%
$0
$273 Million 0.05% of portfolio
5,747
Q2 2025 New
-
$251 Million 0.05% of portfolio
-
Q1 2025 Reduced 21.88%
-
$258 Million 0.05% of portfolio
-
Q2 2025 Reduced 4.0%
$122B
$252 Million 0.05% of portfolio
2,888
Q2 2025 Reduced 17.08%
$0
$246 Million 0.05% of portfolio
9,625
Q2 2025 Added 6.21%
$0
$241 Million 0.05% of portfolio
1,790
Q2 2025 Reduced 5.29%
$64.4B
$272 Million 0.05% of portfolio
1,062
Q2 2025 Reduced 2.57%
$203B
$223 Million 0.04% of portfolio
7,716
Q2 2025 Reduced 3.5%
$0
$213 Million 0.04% of portfolio
5,268
Q2 2025 New
$112B
$228 Million 0.04% of portfolio
788
Q2 2025 Added 1.16%
$142B
$229 Million 0.04% of portfolio
857
Q2 2025 Added 5.41%
-
$201 Million 0.04% of portfolio
-
Q2 2025 New
$36.8B
$203 Million 0.04% of portfolio
1,262
Q2 2025 New
$141B
$228 Million 0.04% of portfolio
3,278
Q2 2025 New
$12.9B
$212 Million 0.04% of portfolio
915
Q2 2025 New
$0
$214 Million 0.04% of portfolio
3,454
Q2 2025 Reduced 48.92%
$201B
$219 Million 0.04% of portfolio
278
Q2 2025 New
$29.2B
$206 Million 0.04% of portfolio
17,944
Q2 2025 Reduced 1.04%
$0
$228 Million 0.04% of portfolio
4,164
Q2 2025 Reduced 0.38%
$0
$202 Million 0.04% of portfolio
476
Q2 2025 New

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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