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CIK: 0002010858
Total reported value
$678.9M
$678.9M
324 檔
12.0%
In Q2 2025, Maia Wealth LLC's U.S. equity holdings reached a combined market value of $678.9M, distributed across 324 disclosed stock positions.
During Q2 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, EFV, QUAL) accounted for 12.0% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 324 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 | 5.18% | -0.18% | -27.54% | |
| 2 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.10% | -0.41% | +24.90% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.70% | -0.14% | +2.64% | |
| 4 | FSK | Fs Kkr Capital CORP | Stock-Financials | 2.58% | -0.52% | -0.38% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 1.97% | -0.03% | +6.39% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.96% | -0.04% | -19.01% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.91% | -0.12% | -0.44% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.90% | -0.03% | -12.87% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.82% | -0.01% | +62.53% | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.49% | -0.07% | -5.80% | |
| 11 | BGLD | Ft Vest Gold Strategy Quarte | ETF-Commodities | 1.45% | -0.14% | -7.32% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.43% | -0.15% | +6.19% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.43% | -0.11% | -3.04% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.32% | -0.01% | -0.62% | |
| 15 | FHDG | Ftequity Qrtrly Dyn Buff ETF | ETF-Other | 1.24% | -0.01% | — | |
| 16 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.21% | +0.73% | — | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.19% | +0.06% | +9.05% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.16% | +0.11% | +3.63% | |
| 19 | SAUG | Ft Vest US Small Cap Moderat | ETF-Small Cap | 1.11% | — | -2.43% | |
| 20 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.04% | -0.03% | -4.68% | |
| 21 | QMFE | Ft Ndq100 Mod Buff ETF - Feb | ETF-Other | 1.01% | — | -2.61% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 0.94% | -0.02% | -1.17% | |
| 23 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.89% | -0.09% | -9.59% | |
| 24 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.89% | +0.03% | -13.16% | |
| 25 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.87% | -0.09% | +9.54% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.86% | -0.04% | +0.45% | |
| 27 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.84% | -0.08% | -13.96% | |
| 28 | OCTM | Ft Vest US Eq Max Buf Oct | ETF-Other | 0.82% | -0.01% | +1.67% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.82% | +0.06% | -13.99% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.79% | +0.04% | -7.88% | |
| 31 | SMAY | Ft Vest U.s. Small Cap Moder | ETF-Small Cap | 0.79% | — | -3.13% | |
| 32 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.77% | -0.23% | +59.73% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.75% | +0.09% | +8.64% | |
| 34 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.71% | -0.04% | — | |
| 35 | GSUS | Goldman Sachs Marketbeta US | ETF-Commodities | 0.71% | -0.09% | -7.67% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.70% | +0.08% | +41.88% | |
| 37 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.69% | -0.13% | -10.49% | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.67% | -0.03% | +3.75% | |
| 39 | VTV | Vanguard Value ETF | ETF-Other | 0.67% | -0.06% | EXIT | |
| 40 | MA | Mastercard Inc - A | Stock-Financials | 0.67% | -0.09% | -8.48% | |
| 41 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.60% | +0.01% | +8.71% | |
| 42 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.60% | +0.09% | +1.96% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.59% | +0.12% | +29.13% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.59% | -0.02% | +8.40% | |
| 45 | TOUS | T Rowe Prc International Eq | ETF-Other | 0.58% | +0.05% | +33.08% | |
| 46 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.53% | -0.10% | +115.82% | |
| 47 | DECM | Ft Vest US Eq Max Buf Dec | ETF-Other | 0.52% | — | -2.74% | |
| 48 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 0.51% | +0.26% | +94.91% | |
| 49 | SNOV | Ft Vest US Small Cap Moderat | ETF-Small Cap | 0.51% | -0.99% | EXIT | |
| 50 | CRM | Salesforce Inc | Stock-Tech | 0.51% | -0.49% | +35.84% |
According to official SEC Form 13F filings, Maia Wealth LLC reported a total U.S. public equity portfolio value of $678.9M across 324 disclosed positions in Q2 2025.
During Q2 2025, Maia Wealth LLC's top holdings by market value included SPYM (5.2%)、EFV (3.1%)、QUAL (2.7%). The largest single position, SPYM, represented 5.2% of total portfolio value.
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In Q2 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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