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Filers›Family Office›Maia Wealth LLC
DOSSIER · 13F-HR · Q1 2026

Maia Wealth LLC

Maia Wealth's family office based in Greenwich, CT — $591M in tracked AUM across 350 positions as of Q1 2026.

MW
Maia Wealth·Greenwich, CT·Family Office
CIK 0002010858 · last filed Mar 31, 2026
Total AUM
$591M
▲ 19.3%
vs prior
Holdings
350
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Financials
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Maia Wealth LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
FNDF
SCHWAB STRATEGIC TR
$26M539K4.5%
02
SPYM
SPDR SERIES TRUST
$25M326K4.2%
03
EFV
ISHARES TR
$12M159K2.0%
04
IVV
ISHARES TR
$10M15K1.7%
05
DYNF
BLACKROCK ETF TRUST
$10M166K1.6%
06
MSFT
MICROSOFT CORP
$10M26K1.6%
07
IVE
ISHARES TR
$9M43K1.6%
08
GOOGL
ALPHABET INC
$9M31K1.5%
09
IVW
ISHARES TR
$8M75K1.4%
10
IEMG
ISHARES INC
$8M121K1.4%

Filing history

Filing history loading…
AI Agent · grounded in Maia
haiku-4-5 · 350 positions indexed
Sector mix
  • Financials9%
  • Health Care5%
  • Cons. Disc.8%
  • Communications18%
  • Industrials50%
  • Energy18%
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