DOSSIER · 13F-HR · Q2 2026

Maia Wealth LLC

$679M in tracked AUM across 357 positions as of Q2 2026.

MW
CIK 0002010858 · last filed Jun 30, 2026
Total AUM
$679M
as of Q2 2026
Holdings
357
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Maia Wealth LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
FNDF
SCHWAB STRATEGIC TR
$35M668K5.2%
02
SPYM
SPDR SERIES TRUST
$27M312K4.0%
03
GOOGL
ALPHABET INC
$11M31K1.6%
04
IVV
ISHARES TR
$11M15K1.6%
05
MSFT
MICROSOFT CORP
$11M29K1.6%
06
EFV
ISHARES TR
$11M141K1.6%
07
DYNF
BLACKROCK ETF TRUST
$10M151K1.5%
08
IEMG
ISHARES INC
$10M115K1.4%
09
IVE
ISHARES TR
$10M42K1.4%
10
IVW
ISHARES TR
$10M69K1.4%

Filing history

2026Q2Jun 30
$679M 14.8%
357 positionsView →
2026Q1Mar 31
$591M 0.9%
350 positionsView →
2025Q4Dec 31
$586M 77.9%
342 positionsView →
2025Q3Sep 30
$329M 37.2%
191 positionsView →
2025Q2Jun 30
$525M 19.0%
324 positionsLocked
2025Q1Mar 31
$441M 5.1%
292 positionsLocked
2024Q4Dec 31
$465M 14.8%
325 positionsLocked
2024Q3Sep 30
$405M 21.8%
279 positionsLocked
2024Q2Jun 30
$332M 34.1%
224 positionsLocked
2023Q4Dec 31
$248M
192 positionsLocked