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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$47.8B
$908 Million 0.15% of portfolio
14,086
Q3 2025 Added 97.73%
$0
$877 Million 0.15% of portfolio
29,960
Q3 2025 Added 12.98%
$593B
$895 Million 0.15% of portfolio
3,717
Q3 2025 Reduced 20.36%
$136B
$900 Million 0.15% of portfolio
2,534
Q3 2025 Added 88.82%
$0
$913 Million 0.15% of portfolio
17,353
Q3 2025 Reduced 12.2%
$53B
$918 Million 0.15% of portfolio
9,663
Q3 2025 Reduced 21.6%
$0
$890 Million 0.15% of portfolio
1,984
Q3 2025 Added 1.43%
$0
$892 Million 0.15% of portfolio
11,321
Q3 2025 Added 15.78%
$0
$824 Million 0.14% of portfolio
13,894
Q3 2025 New
$57.5B
$857 Million 0.14% of portfolio
3,316
Q3 2025 Reduced 23.24%
$413B
$839 Million 0.14% of portfolio
15,712
Q3 2025 Reduced 2.75%
$306B
$802 Million 0.14% of portfolio
11,379
Q3 2025 Added 65.34%
$46.9B
$803 Million 0.14% of portfolio
6,682
Q3 2025 Added 5.2%
$0
$810 Million 0.14% of portfolio
18,504
Q3 2025 Reduced 5.64%
Innovator Etfs Trust
-
$829 Million 0.14% of portfolio
-
Q3 2025 Reduced 1.21%
$346B
$829 Million 0.14% of portfolio
5,697
Q3 2025 Reduced 3.46%
$0
$778 Million 0.13% of portfolio
32,749
Q3 2025 New
$0
$780 Million 0.13% of portfolio
10,005
Q3 2025 Added 12.75%
$41.2B
$771 Million 0.13% of portfolio
2,606
Q3 2025 Reduced 21.36%
$0
$763 Million 0.13% of portfolio
18,293
Q3 2025 Added 3.08%
$49.1B
$780 Million 0.13% of portfolio
697
Q3 2025 Reduced 4.39%
$279B
$782 Million 0.13% of portfolio
7,636
Q3 2025 Reduced 6.87%
$104B
$730 Million 0.12% of portfolio
12,688
Q3 2025 Added 45.42%
$0
$712 Million 0.12% of portfolio
10,488
Q3 2025 Reduced 7.24%
$0
$685 Million 0.12% of portfolio
5,283
Q3 2025 Added 53.22%
$0
$735 Million 0.12% of portfolio
12,616
Q3 2025 Reduced 18.62%
$237B
$697 Million 0.12% of portfolio
4,494
Q3 2025 Added 6.62%
$0
$709 Million 0.12% of portfolio
36,866
Q3 2025 Reduced 0.81%
Blackrock ETF Trust Ii
-
$723 Million 0.12% of portfolio
-
Q3 2025 Added 22.58%
Vanguard Mun Bd Fds
-
$658 Million 0.11% of portfolio
-
Q3 2025 Reduced 4.9%
$0
$632 Million 0.11% of portfolio
3,215
Q3 2025 Reduced 16.9%
$5.44B
$635 Million 0.11% of portfolio
19,103
Q3 2025 Reduced 18.16%
-
$658 Million 0.11% of portfolio
-
Q3 2025 Added 64.05%
$0
$626 Million 0.11% of portfolio
6,275
Q3 2025 Reduced 5.89%
$414B
$606 Million 0.1% of portfolio
2,771
Q3 2025 Reduced 10.99%
$269B
$565 Million 0.1% of portfolio
2,746
Q3 2025 Added 91.09%
Zacks Trust
-
$579 Million 0.1% of portfolio
-
Q3 2025 Added 1.83%
$73.7B
$608 Million 0.1% of portfolio
2,353
Q3 2025 Reduced 20.99%
$0
$616 Million 0.1% of portfolio
21,990
Q3 2025 Added 31.68%
$0
$605 Million 0.1% of portfolio
6,757
Q3 2025 Reduced 0.82%
$0
$599 Million 0.1% of portfolio
18,126
Q3 2025 Added 25.4%
Innovator Etfs Trust
-
$591 Million 0.1% of portfolio
-
Q3 2025 Added 34.64%
$0
$570 Million 0.1% of portfolio
7,892
Q3 2025 Reduced 37.67%
Exchange Listed Fds Tr
-
$513 Million 0.09% of portfolio
-
Q3 2025 Reduced 7.45%
$168B
$530 Million 0.09% of portfolio
6,251
Q3 2025 Added 90.7%
$13.4B
$540 Million 0.09% of portfolio
8,782
Q3 2025 New
$3.62B
$519 Million 0.09% of portfolio
22,400
Q3 2025 Reduced 27.19%
$0
$529 Million 0.09% of portfolio
19,716
Q3 2025 New
Innovator Etfs Trust
-
$554 Million 0.09% of portfolio
-
Q3 2025 Reduced 12.69%

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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