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CIK: 0002010858
Total reported value
$678.9M
$678.9M
325 檔
13.5%
According to the latest 13F quarterly dataset, Maia Wealth LLC managed an equity portfolio of $678.9M at the end of Q4 2024, spanning 325 distinct U.S. exchange-listed positions.
During Q4 2024, Maia Wealth LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 325 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 8.38% | -0.18% | +0.24% | |
| 2 | FSK | Fs Kkr Capital CORP | Stock-Financials | 3.13% | -0.52% | +11.39% | |
| 3 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.86% | -0.41% | +9.35% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.66% | -0.14% | +6.56% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.64% | -0.04% | +3.93% | |
| 6 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.39% | -0.07% | +7.69% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.28% | -0.03% | +7.93% | |
| 8 | YMAR | Ft Vt Int Equ M B- Mar-us I | ETF-Other | 2.12% | -0.01% | +235.51% | |
| 9 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.06% | -0.12% | +6.62% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.66% | -0.03% | +11.33% | |
| 11 | BGLD | Ft Vest Gold Strategy Quarte | ETF-Commodities | 1.58% | -0.14% | +63.25% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.54% | -0.01% | +11.12% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.45% | -0.11% | +17.70% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.40% | +0.06% | +7.10% | |
| 15 | YJUN | Ft Vest Int Eq Modt Etf-june | ETF-Other | 1.35% | — | +475067.21% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.34% | +0.11% | +13.15% | |
| 17 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.30% | -0.03% | +3.56% | |
| 18 | OCTM | Ft Vest US Eq Max Buf Oct | ETF-Other | 1.14% | -0.01% | — | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.14% | -0.15% | +8.85% | |
| 20 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.06% | -0.09% | -27.07% | |
| 21 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.04% | -0.09% | -3.91% | |
| 22 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.04% | +0.03% | +0.61% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.92% | -0.01% | +3.12% | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 0.91% | -0.02% | +1.42% | |
| 25 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.90% | -0.08% | +1.60% | |
| 26 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.89% | +0.01% | +19.80% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.89% | -0.04% | +12.48% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.87% | +0.06% | +10.61% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | +0.04% | -5.70% | |
| 30 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.86% | — | +13.26% | |
| 31 | GSUS | Goldman Sachs Marketbeta US | ETF-Commodities | 0.85% | -0.09% | +0.16% | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.82% | -0.03% | -14.23% | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 0.81% | -0.09% | +10.49% | |
| 34 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.77% | -0.13% | +11.49% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.74% | +0.09% | +12.91% | |
| 36 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.71% | -0.04% | -0.02% | |
| 37 | VTV | Vanguard Value ETF | ETF-Other | 0.69% | -0.06% | EXIT | |
| 38 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.65% | -0.08% | +14.66% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.57% | -0.02% | +76.13% | |
| 40 | ELV | Elevance Health Inc | Stock-Healthcare | 0.57% | -0.02% | +19.44% | |
| 41 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.56% | -0.05% | +5.22% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.55% | -0.04% | +30.75% | |
| 43 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.54% | +0.09% | — | |
| 44 | CRM | Salesforce Inc | Stock-Tech | 0.50% | -0.49% | +23.22% | |
| 45 | AMID | Argent Mid Cap ETF | ETF-Other | 0.50% | +0.05% | +146.80% | |
| 46 | MUB | Ishares National Muni Bond E | ETF-Other | 0.50% | +0.04% | +8.63% | |
| 47 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.48% | -0.04% | +2.39% | |
| 48 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.48% | -0.10% | -2.56% | |
| 49 | KMX | Carmax Inc | Stock-Consumer Disc | 0.47% | -0.08% | EXIT | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.45% | -0.06% | +20.66% |
According to official SEC Form 13F filings, Maia Wealth LLC reported a total U.S. public equity portfolio value of $678.9M across 325 disclosed positions in Q4 2024.
During Q4 2024, Maia Wealth LLC's top holdings by market value included SPYM (8.4%)、FSK (3.1%)、EFV (2.9%). The largest single position, SPYM, represented 8.4% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, FSK, EFV) accounted for 13.5% of total reported equity market value during Q4 2024.
In Q4 2024, Maia Wealth LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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