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
Vanguard Wellington Fd
-
$327 Million 0.06% of portfolio
-
Q3 2025 Reduced 8.08%
$9.97B
$386 Million 0.06% of portfolio
2,312
Q3 2025 Added 152.68%
$0
$334 Million 0.06% of portfolio
6,598
Q3 2025 New
$0
$350 Million 0.06% of portfolio
4,716
Q3 2025 Reduced 19.3%
$0
$331 Million 0.06% of portfolio
7,767
Q3 2025 New
$342B
$347 Million 0.06% of portfolio
1,792
Q3 2025 Reduced 25.74%
$79.5B
$362 Million 0.06% of portfolio
5,682
Q3 2025 Reduced 17.35%
$0
$339 Million 0.06% of portfolio
1,391
Q3 2025 Reduced 1.21%
$61.4B
$367 Million 0.06% of portfolio
1,695
Q3 2025 Reduced 38.61%
$0
$380 Million 0.06% of portfolio
5,835
Q3 2025 Added 2.67%
$0
$383 Million 0.06% of portfolio
9,811
Q3 2025 Reduced 8.43%
$0
$336 Million 0.06% of portfolio
7,257
Q3 2025 Reduced 2.04%
$283B
$335 Million 0.06% of portfolio
2,633
Q3 2025 Added 1.82%
$0
$363 Million 0.06% of portfolio
3,409
Q3 2025 Reduced 23.43%
-
$377 Million 0.06% of portfolio
-
Q3 2025 Added 32.4%
$94.5B
$341 Million 0.06% of portfolio
975
Q3 2025 Reduced 8.62%
$224B
$303 Million 0.05% of portfolio
1,012
Q3 2025 Reduced 10.44%
$875M
$314 Million 0.05% of portfolio
10,287
Q3 2025 New
$0
$318 Million 0.05% of portfolio
5,176
Q3 2025 Reduced 9.49%
$291B
$315 Million 0.05% of portfolio
552
Q3 2025 Reduced 7.85%
$0
$290 Million 0.05% of portfolio
3,319
Q3 2025 Reduced 31.41%
$62.3B
$306 Million 0.05% of portfolio
2,495
Q3 2025 Added 2.46%
Listed Fds Tr
-
$274 Million 0.05% of portfolio
-
Q3 2025 Reduced 8.61%
$72.7B
$278 Million 0.05% of portfolio
1,476
Q3 2025 Reduced 0.67%
$0
$277 Million 0.05% of portfolio
574
Q3 2025 Added 20.59%
$0
$282 Million 0.05% of portfolio
895
Q3 2025 Reduced 6.28%
$0
$290 Million 0.05% of portfolio
4,201
Q3 2025 Reduced 33.89%
$121B
$302 Million 0.05% of portfolio
351
Q3 2025 Reduced 1.13%
$128B
$271 Million 0.05% of portfolio
2,923
Q3 2025 Added 1.21%
$71.5B
$296 Million 0.05% of portfolio
358
Q3 2025 New
$0
$303 Million 0.05% of portfolio
6,791
Q3 2025 Reduced 9.93%
$0
$285 Million 0.05% of portfolio
10,673
Q3 2025 New
$11.1B
$292 Million 0.05% of portfolio
2,429
Q3 2025 Reduced 0.65%
$204B
$298 Million 0.05% of portfolio
2,089
Q3 2025 Reduced 11.07%
Innovator Etfs Trust
-
$303 Million 0.05% of portfolio
-
Q3 2025 Added 2.5%
$0
$322 Million 0.05% of portfolio
1,283
Q3 2025 Added 0.47%
$0
$299 Million 0.05% of portfolio
8,255
Q3 2025 Reduced 31.25%
$22.2B
$299 Million 0.05% of portfolio
9,776
Q3 2025 New
$0
$318 Million 0.05% of portfolio
6,624
Q3 2025 Added 15.26%
Innovator Etfs Trust
-
$281 Million 0.05% of portfolio
-
Q3 2025 New
$130B
$272 Million 0.05% of portfolio
720
Q3 2025 New
$65.7B
$289 Million 0.05% of portfolio
1,007
Q3 2025 Reduced 5.18%
$120B
$276 Million 0.05% of portfolio
10,186
Q3 2025 Added 11.64%
$0
$257 Million 0.04% of portfolio
6,595
Q3 2025 Reduced 6.2%
$405B
$239 Million 0.04% of portfolio
230
Q3 2025 New
$0
$225 Million 0.04% of portfolio
2,026
Q3 2025 New
$0
$264 Million 0.04% of portfolio
3,972
Q3 2025 Reduced 2.34%
$0
$263 Million 0.04% of portfolio
4,772
Q3 2025 New
$0
$257 Million 0.04% of portfolio
5,139
Q3 2025 Reduced 4.52%

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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