DOSSIER · 13F-HR · Q1 2026

Maia Wealth LLC

$591M in tracked AUM across 350 positions as of Q1 2026.

MW
CIK 0002010858 · last filed Mar 31, 2026
Total AUM
$591M
as of Q1 2026
Holdings
350
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · 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

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