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CIK: 0002010858
Total reported value
$678.9M
$678.9M
342 檔
12.2%
During the Q4 2025 filing period, Maia Wealth LLC (CIK: 0002010858) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $678.9M across 342 reported positions.
Maia Wealth LLC executed strategic sector rebalancing during Q4 2025, establishing 10 new positions while fully exiting 8 holdings and trimming 15 positions.
Showing top 200 holdings (of 342 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 | 4.42% | -0.18% | -10.98% | |
| 2 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.44% | +0.73% | +24.93% | |
| 3 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.45% | -0.41% | -14.33% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.93% | -0.12% | -15.68% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.85% | -0.01% | -8.38% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.82% | -0.03% | -0.68% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.76% | -0.15% | +9.62% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.71% | +0.11% | -4.14% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.64% | -0.03% | +5.50% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.61% | -0.04% | -14.87% | |
| 11 | FSK | Fs Kkr Capital CORP | Stock-Financials | 1.60% | -0.52% | +1.26% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.42% | -0.14% | -40.14% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.35% | +0.06% | -7.84% | |
| 14 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.34% | -0.23% | -18.36% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.18% | -0.01% | +5.91% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.12% | -0.11% | +3.26% | |
| 17 | SNOV | Ft Vest US Small Cap Moderat | ETF-Small Cap | 1.03% | -0.99% | EXIT | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.02% | +0.08% | +6.97% | |
| 19 | TOUS | T Rowe Prc International Eq | ETF-Other | 1.01% | +0.05% | +11.56% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.00% | +0.12% | +4.13% | |
| 21 | BFOC | Ft Vest Bitcoin Sf15 Etf-oct | ETF-Crypto | 0.99% | -0.16% | — | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.90% | +0.06% | -7.40% | |
| 23 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.89% | -0.03% | -13.90% | |
| 24 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 0.86% | +0.26% | +42.06% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.81% | +0.28% | +17.02% | |
| 26 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.81% | +0.01% | +1.54% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.80% | +0.04% | +1.66% | |
| 28 | DLAG | Ft Vest US Eqt Dd Buff Aug | ETF-Other | 0.79% | -0.72% | EXIT | |
| 29 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.73% | -0.09% | -19.96% | |
| 30 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.72% | +0.34% | +56.16% | |
| 31 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.71% | +0.20% | -11.58% | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.69% | -0.03% | -7.26% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.68% | +0.06% | +19.26% | |
| 34 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.68% | +0.09% | +15.32% | |
| 35 | AMAT | Applied Materials Inc | Stock-Tech | 0.67% | +0.35% | +2.40% | |
| 36 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.66% | +0.03% | +42.45% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.66% | +0.09% | +2.56% | |
| 38 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 0.66% | -0.17% | +93.35% | |
| 39 | SQMX | Ft Vest US Quar Max Buff ETF | ETF-Other | 0.66% | -0.08% | -3.98% | |
| 40 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.65% | +0.19% | +84.92% | |
| 41 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.65% | -0.04% | -16.01% | |
| 42 | BKDV | Bny Mellon Dynamic Value | ETF-Other | 0.64% | +0.06% | +10.12% | |
| 43 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.64% | -0.07% | -23.56% | |
| 44 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.62% | -0.03% | +54.61% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | +0.05% | +10.12% | |
| 46 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.61% | +0.10% | +47.40% | |
| 47 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 0.56% | -0.05% | +8.21% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.56% | +0.05% | +10.82% | |
| 49 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.55% | -0.09% | -6.01% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.54% | +0.03% | +5.71% |
According to official SEC Form 13F filings, Maia Wealth LLC reported a total U.S. public equity portfolio value of $678.9M across 342 disclosed positions in Q4 2025.
During Q4 2025, Maia Wealth LLC's top holdings by market value included SPYM (4.4%)、FNDF (3.4%)、EFV (2.5%). The largest single position, SPYM, represented 4.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, FNDF, EFV) accounted for 12.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
BFOC
市值: $5.8M
Top Position Liquidated / Trimmed
SAUG
前期市值: $6.1M
In Q4 2025, Maia Wealth LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 17 positions, trimming 15 holdings, and fully liquidating 8 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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