Maia Wealth LLC

Q3 2025 13F Holdings

  • Location
    denver, CO
  • Num holdings

    338

  • Value ($000)

    $593,787

  • Date Filed
    11/13/2025
  • Form type
    13F-HR
  • CIK
    0002010858
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE
KRE

SPDR SERIES TRUST

PORTFOLIO S&P500
$29.11 M
5 %

363,171

EFV
EFV

ISHARES TR

EAFE VALUE ETF
$14.85 M
3 %

212,594

FNDF
FNDF

SCHWAB STRATEGIC TR

FUNDAMENTAL INTL
$14.03 M
2 %

314,998

QUAL
QUAL

ISHARES TR

MSCI USA QLT FCT
$13.53 M
2 %

69,072

DYNF
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
$13.44 M
2 %

220,888

IVW
IVW

ISHARES TR

S&P 500 GRWT ETF
$11.56 M
2 %

93,008

MSFT
MSFT

MICROSOFT CORP

COM
$11.48 M
2 %

22,692

IEMG
IEMG

ISHARES INC

CORE MSCI EMKT
$10.83 M
2 %

158,244

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$10.72 M
2 %

15,659

FSK
FSK

FS KKR CAP CORP

COM
$10.56 M
2 %

686,872

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