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CIK: 0002010858
Total reported value
$678.9M
$678.9M
292 檔
11.7%
As reported in its official Q1 2025 Form 13F filing, Maia Wealth LLC's tracked investment portfolio stood at $678.9M with 292 total positions.
During Q1 2025, Maia Wealth LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, QUAL, FSK) accounted for 11.7% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 292 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 | 7.42% | -0.18% | -6.53% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.82% | -0.14% | +11.46% | |
| 3 | FSK | Fs Kkr Capital CORP | Stock-Financials | 2.81% | -0.52% | +2.62% | |
| 4 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.66% | -0.41% | -15.27% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.38% | -0.04% | -3.65% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.26% | -0.03% | +4.60% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.98% | -0.12% | +1.60% | |
| 8 | BGLD | Ft Vest Gold Strategy Quarte | ETF-Commodities | 1.84% | -0.14% | -4.15% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.72% | -0.03% | +10.21% | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.65% | -0.07% | -32.07% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.48% | -0.15% | +35.91% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.31% | -0.01% | +4.45% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.28% | +0.06% | -1.58% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.26% | -0.11% | +2.39% | |
| 15 | SAUG | Ft Vest US Small Cap Moderat | ETF-Small Cap | 1.26% | — | — | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.20% | +0.11% | +2.78% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.16% | -0.01% | +20.27% | |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.15% | -0.09% | +3.90% | |
| 19 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.12% | -0.03% | -7.58% | |
| 20 | QMFE | Ft Ndq100 Mod Buff ETF - Feb | ETF-Other | 1.11% | — | — | |
| 21 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.96% | +0.03% | +0.59% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 0.94% | -0.02% | +10.83% | |
| 23 | SMAY | Ft Vest U.s. Small Cap Moder | ETF-Small Cap | 0.93% | — | — | |
| 24 | OCTM | Ft Vest US Eq Max Buf Oct | ETF-Other | 0.92% | -0.01% | -22.34% | |
| 25 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.92% | -0.08% | -0.34% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.90% | -0.04% | -3.96% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.90% | +0.04% | +9.18% | |
| 28 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.85% | -0.09% | -8.12% | |
| 29 | GSUS | Goldman Sachs Marketbeta US | ETF-Commodities | 0.80% | -0.09% | -0.37% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.79% | -0.09% | -1.30% | |
| 31 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.78% | — | -11.50% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.78% | +0.06% | +4.87% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.78% | +0.09% | -0.46% | |
| 34 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.77% | -0.13% | +2.03% | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.70% | -0.06% | EXIT | |
| 36 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.70% | -0.04% | -1.71% | |
| 37 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.69% | -0.01% | +73.69% | |
| 38 | ELV | Elevance Health Inc | Stock-Healthcare | 0.68% | -0.02% | +5.18% | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.67% | -0.03% | -13.59% | |
| 40 | YSEP | Ft Vst Int Eq Mb Etf-usd Inc | ETF-Other | 0.65% | — | — | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.63% | -0.02% | +4.54% | |
| 42 | DECM | Ft Vest US Eq Max Buf Dec | ETF-Other | 0.61% | — | — | |
| 43 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.61% | +0.01% | -26.38% | |
| 44 | SNOV | Ft Vest US Small Cap Moderat | ETF-Small Cap | 0.57% | -0.99% | EXIT | |
| 45 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.56% | +0.09% | +7.03% | |
| 46 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.53% | -0.05% | -4.03% | |
| 47 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.53% | -0.10% | +5.77% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | +0.12% | +22.35% | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.52% | +0.24% | +10.71% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-Other | 0.52% | +0.04% | +2.49% |
According to official SEC Form 13F filings, Maia Wealth LLC reported a total U.S. public equity portfolio value of $678.9M across 292 disclosed positions in Q1 2025.
During Q1 2025, Maia Wealth LLC's top holdings by market value included SPYM (7.4%)、QUAL (2.8%)、FSK (2.8%). The largest single position, SPYM, represented 7.4% of total portfolio value.
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In Q1 2025, 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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