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Maia Wealth

Latest statistics and disclosures from Maia Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPYM, FNDF, EFV, DYNF, IEMG, and represent 14.08% of Maia Wealth's stock portfolio.
Added to shares of these 10 stocks: First Tr Exchange-traded (+$5.8M), FNDF, DSEP, FJAN, TBIL, DHDG, QSPT, IGLB, IGIB, DFAC.
Started 39 new stock positions in FJAN, KKR, EEM, SGOV, FIX, IDHQ, VBR, T, DHDG, PPL.
Reduced shares in these 10 stocks: SAUG (-$6.1M), QUAL (-$5.6M), VEA, VTV, VUG, SPYM, MAYM, DECM, EFV, DYNF.
Sold out of its positions in LCTD, CMG, SAUG, DFEB, MAYM, DECM, FHDG, BUFQ, YJUN, FI.
Maia Wealth was a net seller of stock by $-13M.
Maia Wealth has $586M in assets under management (AUM), dropping by -1.33%.
Central Index Key (CIK): 0002010858

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Portfolio Holdings for Maia Wealth

Maia Wealth holds 342 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYM)	4.4	$26M	-10%	323k	80.16	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	3.4	$20M	+24%	394k	51.15	View chart
Ishares Tr Eafe Value Etf (EFV)	2.5	$14M	-14%	182k	78.88	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.9	$11M	-15%	186k	60.57	View chart
Ishares Core Msci Emkt (IEMG)	1.8	$11M	-8%	145k	74.65	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.8	$11M		16k	684.34	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.8	$10M	+9%	47k	218.98	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.7	$10M	-4%	32k	309.00	View chart
Microsoft Corporation (MSFT)	1.6	$9.6M	+5%	24k	401.84	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.6	$9.5M	-14%	79k	119.49	View chart
Fs Kkr Capital Corp (FSK)	1.6	$9.4M		696k	13.46	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.4	$8.3M	-40%	41k	200.74	View chart
Apple (AAPL)	1.3	$7.9M	-7%	30k	261.73	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.3	$7.9M	-18%	138k	57.24	View chart
Amazon (AMZN)	1.2	$6.9M	+5%	35k	199.60	View chart
Meta Platforms Cl A (META)	1.1	$6.5M	+3%	10k	649.80	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SNOV)	1.0	$6.0M	-4%	238k	25.31	View chart
NVIDIA Corporation (NVDA)	1.0	$6.0M	+6%	32k	186.94	View chart
T Rowe Price Etf International Eq (TOUS)	1.0	$5.9M	+11%	157k	37.54	View chart
Eli Lilly & Co. (LLY)	1.0	$5.9M	+4%	5.6k	1038.34	View chart
First Tr Exchange-traded Bitcoin Strategy	1.0	$5.8M	NEW	341k	17.08	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.9	$5.3M	-7%	14k	368.11	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.9	$5.2M	-13%	35k	147.89	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.9	$5.1M	+42%	71k	70.82	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.8	$4.8M	+17%	16k	298.36	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.8	$4.8M		83k	57.44	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$4.7M		7.5k	626.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DLAG)	0.8	$4.6M	-10%	148k	31.35	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.7	$4.3M	-19%	102k	41.81	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.7	$4.2M	+56%	17k	247.33	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.7	$4.2M	-11%	122k	34.39	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.7	$4.1M	-7%	151k	26.85	View chart
Broadcom (AVGO)	0.7	$4.0M	+19%	12k	331.17	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.7	$4.0M	+15%	34k	118.27	View chart
Applied Materials (AMAT)	0.7	$3.9M	+2%	12k	328.40	View chart
First Tr Exchange-traded SHS (FDL)	0.7	$3.9M	+42%	77k	50.63	View chart
Visa Com Cl A (V)	0.7	$3.9M	+2%	12k	324.17	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.7	$3.9M	+93%	76k	51.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (SQMX)	0.7	$3.9M	-3%	115k	33.49	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.7	$3.8M	+84%	71k	54.20	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.7	$3.8M	-16%	101k	37.98	View chart
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)	0.6	$3.8M	+10%	124k	30.50	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.6	$3.7M	-23%	31k	121.28	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.6	$3.6M	+54%	42k	85.95	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$3.6M	+10%	7.2k	500.01	View chart
Spdr Series Trust State Street Spd (SPHY)	0.6	$3.6M	+47%	152k	23.70	View chart
Pgim Etf Tr Total Return Bon (PTRB)	0.6	$3.3M	+8%	77k	42.41	View chart
JPMorgan Chase & Co. (JPM)	0.6	$3.3M	+10%	11k	302.64	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.5	$3.2M	-6%	69k	46.89	View chart
Johnson & Johnson (JNJ)	0.5	$3.2M	+5%	13k	244.55	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.5	$3.2M	-2%	34k	93.85	View chart
Charles Schwab Corporation (SCHW)	0.5	$3.1M	-3%	33k	95.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.5	$3.0M	NEW	67k	44.95	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.5	$3.0M	+14%	64k	46.56	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$2.9M	-3%	29k	100.67	View chart
salesforce (CRM)	0.5	$2.9M	+16%	16k	185.43	View chart
Tesla Motors (TSLA)	0.5	$2.9M	+5%	6.9k	417.07	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq-100 (QMAG)	0.5	$2.8M	-4%	120k	23.48	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.5	$2.7M	+7%	28k	93.98	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.4	$2.6M	+17%	64k	40.41	View chart
Booking Holdings (BKNG)	0.4	$2.6M	-7%	623.00	4160.92	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$2.5M	+3%	3.7k	681.27	View chart
Mastercard Incorporated Cl A (MA)	0.4	$2.5M	-4%	4.8k	527.44	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.4	$2.5M	-26%	53k	46.82	View chart
UnitedHealth (UNH)	0.4	$2.5M	-4%	8.6k	284.36	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$2.5M	-6%	104k	23.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.4	$2.4M	NEW	47k	51.79	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$2.4M	-19%	23k	108.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.4	$2.4M	-7%	71k	34.36	View chart
Spdr Series Trust State Street Spd (SPSM)	0.4	$2.4M	+11%	48k	50.40	View chart
RBB Us Treas 3 Mnth (TBIL)	0.4	$2.4M	NEW	47k	49.92	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$2.3M	+10%	7.5k	309.38	View chart
Ea Series Trust Argent Mid Cap (AMID)	0.4	$2.3M	+13%	67k	34.53	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.4	$2.3M	+85%	43k	53.05	View chart
Innovator Etfs Trust Equity Mngd 100 (BFRZ)	0.4	$2.3M	+7%	84k	26.82	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.4	$2.3M	-23%	23k	97.25	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.4	$2.2M	-4%	78k	28.35	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$2.2M	-60%	4.8k	460.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DHDG)	0.4	$2.2M	NEW	63k	34.38	View chart
Global X Fds Defense Tech Etf (SHLD)	0.4	$2.1M	-11%	30k	71.07	View chart
Lockheed Martin Corporation (LMT)	0.4	$2.1M	-14%	3.3k	637.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (RSSE)	0.4	$2.1M	-2%	94k	22.01	View chart
Iqvia Holdings (IQV)	0.4	$2.1M	+6%	12k	168.84	View chart
Exxon Mobil Corporation (XOM)	0.3	$2.0M	+10%	14k	149.93	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.3	$2.0M		39k	52.31	View chart
First Tr Exchange-traded Vest Bitcoin Str (BFJL)	0.3	$2.0M		120k	16.82	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.3	$2.0M	-12%	40k	50.35	View chart
Fortinet (FTNT)	0.3	$1.9M	+23%	23k	84.26	View chart
First Tr Exchng Traded Fd Vi Innovation Lead (ILDR)	0.3	$1.9M	+58%	62k	31.05	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$1.9M		38k	50.29	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$1.9M	-5%	10k	190.80	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$1.9M	+95%	14k	139.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.3	$1.9M	NEW	60k	31.32	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.3	$1.8M	-4%	14k	131.08	View chart
Zacks Trust Small/mid Cap (SMIZ)	0.3	$1.8M	+193%	45k	39.07	View chart
3M Company (MMM)	0.3	$1.7M	+16%	9.7k	174.61	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$1.7M	-2%	18k	96.14	View chart
Ge Aerospace Com New (GE)	0.3	$1.7M	+15%	5.4k	312.87	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$1.7M		53k	31.85	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$1.7M	NEW	41k	40.65	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$1.7M	+6%	18k	92.48	View chart
AmerisourceBergen (COR)	0.3	$1.7M	-5%	4.8k	351.05	View chart
Anthem (ELV)	0.3	$1.7M	-11%	4.9k	336.06	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.3	$1.6M	-7%	27k	59.99	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.3	$1.6M	-10%	36k	44.64	View chart
Abbott Laboratories (ABT)	0.3	$1.5M	+20%	14k	111.47	View chart
American Beacon Select Funds Glg Natural Reso (MGNR)	0.3	$1.5M	+11%	30k	51.32	View chart
Chevron Corporation (CVX)	0.3	$1.5M	+11%	8.4k	182.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC)	0.3	$1.5M	NEW	67k	22.30	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.2	$1.5M	+93%	63k	23.10	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.2	$1.5M	-12%	32k	45.96	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$1.5M	-19%	29k	50.47	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$1.5M	+9%	14k	107.32	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$1.4M	-16%	29k	49.04	View chart
Walt Disney Company (DIS)	0.2	$1.4M	-8%	14k	102.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.2	$1.4M	NEW	44k	32.14	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.2	$1.4M	-3%	40k	34.88	View chart
Eaton Corp SHS (ETN)	0.2	$1.4M	+19%	3.6k	390.33	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.3M	-2%	14k	97.20	View chart
ConocoPhillips (COP)	0.2	$1.3M	+13%	12k	110.83	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$1.3M	+10%	13k	95.19	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.3M	-78%	18k	68.50	View chart
First Tr Exch Traded Fd Iii Rivr Frnt Dyn (RFEM)	0.2	$1.3M	+10%	14k	87.70	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.2	$1.2M	-26%	18k	70.81	View chart
Kroger (KR)	0.2	$1.2M	+16%	16k	70.14	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$1.1M	-12%	19k	59.01	View chart
Home Depot (HD)	0.2	$1.1M		2.9k	390.26	View chart
Starbucks Corporation (SBUX)	0.2	$1.1M	-14%	12k	96.76	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$1.1M	-11%	13k	84.22	View chart
Stryker Corporation (SYK)	0.2	$1.1M	+18%	3.0k	365.80	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.2	$1.1M	-33%	51k	21.37	View chart
Altria (MO)	0.2	$1.1M	+27%	16k	67.01	View chart
Procter & Gamble Company (PG)	0.2	$1.1M	+15%	6.6k	161.20	View chart
Goldman Sachs Bdc SHS (GSBD)	0.2	$1.0M	-11%	110k	9.41	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$1.0M	-2%	1.4k	729.80	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$994k	-4%	3.0k	336.02	View chart
Coca-Cola Company (KO)	0.2	$984k	+9%	13k	79.00	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$981k	-9%	1.6k	600.66	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.2	$978k	+191%	72k	13.61	View chart
Ishares Tr Us Infrastruc (IFRA)	0.2	$969k	-6%	16k	59.57	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$965k	NEW	8.5k	113.39	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.2	$963k		39k	24.52	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$938k		31k	30.51	View chart
Spdr Series Trust State Street Spd (SPTS)	0.2	$938k	+6%	32k	29.31	View chart
Qualcomm (QCOM)	0.2	$937k	-5%	6.8k	138.47	View chart
Service Corporation International (SCI)	0.2	$935k		12k	78.73	View chart
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)	0.2	$933k	-7%	40k	23.14	View chart
Nextera Energy (NEE)	0.2	$932k	+62%	10k	91.93	View chart
Check Point Software Tech Lt Ord (CHKP)	0.2	$898k	+9%	5.5k	164.46	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$898k		18k	48.65	View chart
Philip Morris International (PM)	0.2	$892k	+5%	4.7k	188.96	View chart
Autodesk (ADSK)	0.2	$889k	-2%	4.0k	223.51	View chart
Wal-Mart Stores (WMT)	0.2	$882k	-13%	6.6k	133.64	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$865k	-47%	18k	47.78	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$863k	-16%	9.3k	92.34	View chart
Adobe Systems Incorporated (ADBE)	0.1	$855k	+8%	3.3k	262.52	View chart
Diageo Spon Adr New (DEO)	0.1	$853k	-11%	8.5k	100.05	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$844k	-26%	12k	70.76	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$840k	+58%	31k	26.82	View chart
Bank of America Corporation (BAC)	0.1	$838k		16k	52.52	View chart
Innovator Etfs Trust Prem Inc 20 Barr (JULH)	0.1	$838k	+2%	34k	24.97	View chart
Air Products & Chemicals (APD)	0.1	$820k	-15%	2.8k	291.53	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.1	$815k	-54%	10k	78.96	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$813k	+12%	15k	53.11	View chart
Enterprise Products Partners (EPD)	0.1	$813k	+112%	23k	35.42	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.1	$810k	+14%	6.1k	133.48	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$802k	+201%	44k	18.26	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$799k	+33%	8.4k	95.67	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.1	$795k	-16%	36k	22.19	View chart
Roblox Corp Cl A (RBLX)	0.1	$767k		12k	63.15	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.1	$763k		18k	41.87	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$757k	-6%	41k	18.34	View chart
Ishares Tr Cmbs Etf (CMBS)	0.1	$756k	+90%	15k	49.43	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.1	$756k	-42%	10k	73.41	View chart
Metropcs Communications (TMUS)	0.1	$743k	+25%	3.5k	214.66	View chart
First Trust S&P REIT Index Fund (FRI)	0.1	$742k	+14%	25k	29.44	View chart
Airbnb Com Cl A (ABNB)	0.1	$739k	-4%	6.4k	115.95	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.1	$736k	NEW	19k	39.76	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$714k	NEW	20k	36.07	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$689k	+3%	25k	27.80	View chart
Masco Corporation (MAS)	0.1	$684k		8.8k	77.54	View chart
Innovator Etfs Trust Equity Autocalla (ACEI)	0.1	$678k	+148%	28k	24.30	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$675k	+17%	3.4k	200.82	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$673k	-10%	9.4k	71.34	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$666k	-22%	1.5k	431.05	View chart
Proshares Tr S&p 500 High Inc (ISPY)	0.1	$662k	NEW	15k	45.33	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$657k	+9%	8.0k	82.13	View chart
Ecolab (ECL)	0.1	$651k	-7%	2.2k	300.67	View chart
CarMax (KMX)	0.1	$651k	-16%	16k	40.96	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$645k	-57%	10k	64.02	View chart
Linde SHS (LIN)	0.1	$640k	+16%	1.4k	472.82	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$627k	-5%	17k	37.05	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$621k	-5%	3.0k	204.94	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$594k	+36%	1.8k	334.99	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$593k	-2%	18k	33.64	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$592k	-10%	7.1k	83.76	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$589k		4.6k	129.39	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.1	$583k	-17%	30k	19.21	View chart
Deere & Company (DE)	0.1	$583k		974.00	598.11	View chart
Abbvie (ABBV)	0.1	$577k	-8%	2.5k	227.50	View chart
Analog Devices (ADI)	0.1	$570k	+2%	1.7k	331.29	View chart
Oracle Corporation (ORCL)	0.1	$570k	-2%	3.6k	156.49	View chart
Innovator Etfs Trust Equity Defined P (AJUL)	0.1	$560k		19k	29.17	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.1	$560k		10k	53.96	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$557k	+8%	2.2k	250.16	View chart
Netflix (NFLX)	0.1	$550k	+939%	7.2k	75.86	View chart
Ishares Msci Cda Etf (EWC)	0.1	$539k		9.8k	55.26	View chart
Verizon Communications (VZ)	0.1	$538k	+18%	11k	49.46	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$535k	+17%	5.5k	96.83	View chart
Southern Company (SO)	0.1	$526k	+11%	5.7k	92.55	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$526k	-49%	4.1k	128.64	View chart
Wells Fargo & Company (WFC)	0.1	$523k	-4%	6.1k	86.29	View chart
Exchange Listed Fds Tr Bancreek Int Lc (BCIL)	0.1	$521k		19k	27.87	View chart
Waste Management (WM)	0.1	$513k		2.2k	230.97	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.1	$511k	-4%	22k	23.80	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$503k		11k	47.18	View chart
Lowe's Companies (LOW)	0.1	$491k	-9%	1.7k	285.51	View chart
Ares Capital Corporation (ARCC)	0.1	$489k		25k	19.47	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$484k	-38%	6.2k	78.34	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$469k	+9%	5.3k	88.75	View chart
Costco Wholesale Corporation (COST)	0.1	$469k	+3%	470.00	998.16	View chart
Advanced Micro Devices (AMD)	0.1	$458k	+5%	2.2k	205.91	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$457k	-8%	23k	19.52	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.1	$455k		12k	39.42	View chart
International Business Machines (IBM)	0.1	$454k		1.7k	259.59	View chart
Medtronic SHS (MDT)	0.1	$448k	+52%	4.4k	100.88	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$446k	-89%	2.2k	204.64	View chart
Innovator Etfs Trust Prem Incm 20 Bar (APRH)	0.1	$443k		18k	24.82	View chart
Welltower Inc Com reit (WELL)	0.1	$442k	+21%	2.1k	208.17	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$442k	-26%	5.0k	89.24	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.1	$440k	-5%	17k	25.31	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.1	$440k	-3%	9.5k	46.45	View chart
Caterpillar (CAT)	0.1	$439k	+4%	578.00	758.62	View chart
American Express Company (AXP)	0.1	$437k	-7%	1.3k	342.99	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.1	$437k		11k	39.24	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$436k	+34%	965.00	451.39	View chart
Cisco Systems (CSCO)	0.1	$425k	-5%	5.7k	75.00	View chart
Bny Mellon Etf Trust Concentrated Int (BKCI)	0.1	$424k	-5%	8.1k	52.24	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$423k	+2%	7.7k	55.15	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$422k	-5%	2.5k	171.96	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$418k	+24%	8.2k	50.68	View chart
Equinix (EQIX)	0.1	$417k	+21%	435.00	958.05	View chart
Pepsi (PEP)	0.1	$416k	+18%	2.5k	167.22	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$411k		7.9k	51.81	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$410k	+74%	13k	31.34	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$409k	-44%	7.0k	58.30	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$408k	+24%	9.6k	42.31	View chart
Novartis Sponsored Adr (NVS)	0.1	$406k	-4%	2.5k	161.15	View chart
General Dynamics Corporation (GD)	0.1	$396k	+19%	1.2k	340.88	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.1	$393k		5.9k	66.70	View chart
Comcast Corp Cl A (CMCSA)	0.1	$393k	+21%	12k	31.82	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.1	$382k	-2%	13k	29.65	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.1	$379k	+26%	6.0k	63.00	View chart
Innovator Etfs Trust Uncapped Acclrtd (XUSP)	0.1	$373k		7.9k	47.17	View chart
Owl Rock Capital Corporation (OBDC)	0.1	$366k	NEW	31k	11.86	View chart
DaVita (DVA)	0.1	$364k		2.4k	149.97	View chart
Unilever Spon Adr New (UL)	0.1	$363k	NEW	4.9k	73.46	View chart
Proshares Tr Nasdaq 100 High (IQQQ)	0.1	$359k	-18%	8.2k	43.54	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$358k	-8%	13k	27.01	View chart
Bank of New York Mellon Corporation (BK)	0.1	$350k	+3%	3.0k	114.91	View chart
Dex (DXCM)	0.1	$350k	NEW	5.4k	65.08	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$348k	-35%	15k	23.56	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.1	$345k	-6%	4.4k	78.41	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$343k	-61%	4.3k	78.97	View chart
McKesson Corporation (MCK)	0.1	$342k	+6%	373.00	917.04	View chart
Paypal Holdings (PYPL)	0.1	$339k	+35%	8.7k	39.08	View chart
Innovator Etfs Trust Growth Accelerat (XDQQ)	0.1	$333k	-12%	8.6k	38.90	View chart
Public Storage (PSA)	0.1	$324k	+23%	1.1k	292.25	View chart
Two Rds Shared Tr Ldrshs Alpfact (LSAF)	0.1	$322k		6.9k	46.68	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$319k		1.3k	248.18	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$319k	-12%	3.0k	107.37	View chart
Norfolk Southern (NSC)	0.1	$312k		992.00	314.64	View chart
Ssga Active Tr State Street Us (XLSR)	0.1	$311k		5.1k	60.79	View chart
Kinder Morgan (KMI)	0.1	$311k	NEW	9.8k	31.69	View chart
McDonald's Corporation (MCD)	0.1	$311k	-7%	935.00	332.03	View chart
American Electric Power Company (AEP)	0.1	$310k		2.5k	126.42	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$308k	-35%	3.2k	97.26	View chart
Innovator Etfs Trust Prem Incm 30 Bar (APRJ)	0.1	$306k		12k	24.74	View chart
Palo Alto Networks (PANW)	0.1	$305k	+10%	1.9k	162.81	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.1	$305k		8.3k	36.96	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.1	$304k	+30%	6.5k	46.64	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$303k	-14%	784.00	386.95	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.1	$301k	NEW	7.8k	38.37	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$300k	-17%	1.2k	259.58	View chart
Becton, Dickinson and (BDX)	0.1	$299k	+38%	1.7k	177.80	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$281k		896.00	313.14	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$280k	+9%	5.6k	49.74	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.0	$279k	-18%	5.9k	47.00	View chart
Kkr & Co (KKR)	0.0	$278k	NEW	2.7k	101.11	View chart
Paycom Software (PAYC)	0.0	$277k		2.3k	119.74	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$274k	-15%	195.00	1406.87	View chart
At&t (T)	0.0	$263k	NEW	9.1k	28.80	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$261k		581.00	448.96	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.0	$261k		6.6k	39.60	View chart
Honeywell International (HON)	0.0	$255k	NEW	1.1k	239.94	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$255k	NEW	2.5k	103.39	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.0	$253k		4.1k	61.73	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$251k	-75%	5.1k	48.80	View chart
PNC Financial Services (PNC)	0.0	$251k	NEW	1.1k	229.77	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$250k	-3%	9.8k	25.50	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$249k	-7%	1.6k	156.37	View chart
Pfizer (PFE)	0.0	$248k	-11%	9.0k	27.47	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$247k		2.8k	88.98	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$246k	-41%	4.9k	50.77	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$245k	+89%	4.5k	53.98	View chart
Spdr Series Trust State Street Spd (SPAB)	0.0	$243k		9.4k	25.96	View chart
Raytheon Technologies Corp (RTX)	0.0	$243k	-10%	1.2k	201.19	View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)	0.0	$243k	-23%	2.6k	95.04	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.0	$242k		3.6k	66.72	View chart
Enbridge (ENB)	0.0	$242k	-5%	4.7k	51.84	View chart
Chubb (CB)	0.0	$233k	-13%	701.00	332.73	View chart
Innovator Etfs Trust Equity Defined P (ZJUL)	0.0	$227k	-62%	7.8k	29.19	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$226k		2.0k	111.23	View chart
Comfort Systems USA (FIX)	0.0	$226k	NEW	174.00	1300.02	View chart
Thermo Fisher Scientific (TMO)	0.0	$225k	NEW	442.00	509.83	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$223k	-87%	3.9k	57.76	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$219k	NEW	3.6k	60.86	View chart
Uber Technologies (UBER)	0.0	$219k	+9%	3.1k	71.22	View chart
PPL Corporation (PPL)	0.0	$218k	NEW	6.0k	36.61	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$217k		3.4k	63.33	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$215k	-20%	2.1k	102.86	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$214k	NEW	2.1k	100.50	View chart
Spdr Series Trust State Street Spd (QUS)	0.0	$211k		1.2k	177.59	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$211k	NEW	519.00	406.06	View chart
Amplify Etf Tr Blockchain Techn (BLOK)	0.0	$210k		4.0k	52.66	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.0	$210k	NEW	2.3k	92.70	View chart
Merck & Co (MRK)	0.0	$207k	-27%	1.7k	119.23	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$206k		4.8k	43.36	View chart
SYSCO Corporation (SYY)	0.0	$206k	NEW	2.3k	89.91	View chart
Sixth Street Specialty Lending (TSLX)	0.0	$205k	+2%	10k	20.12	View chart
Omni (OMC)	0.0	$205k	NEW	3.1k	67.27	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$205k	NEW	896.00	228.85	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$203k	NEW	5.6k	36.25	View chart
Sanofi Sa Sponsored Adr (SNY)	0.0	$202k	NEW	4.3k	47.03	View chart
Spdr Series Trust State Street Spd (SPMD)	0.0	$202k	NEW	3.3k	61.90	View chart
Ishares Tr Esg Awr Msci Usa (EVUS)	0.0	$201k	NEW	6.0k	33.44	View chart
Nuveen Ins Ca Tx Fr Adv Mun (NKX)	0.0	$169k		13k	13.14	View chart
Adt (ADT)	0.0	$118k		16k	7.64	View chart
Immunitybio (IBRX)	0.0	$95k		14k	6.62	View chart
Grab Holdings Class A Ord (GRAB)	0.0	$77k	+71%	18k	4.27	View chart
Pyxis Oncology Common Stock (PYXS)	0.0	$30k	NEW	22k	1.35	View chart
Snap Cl A Call Option (SNAP)	0.0	$3.4k	NEW	11k	0.32	View chart

Past Filings by Maia Wealth

SEC 13F filings are viewable for Maia Wealth going back to 2024

Maia Wealth 2025 Q4 filed Feb. 17, 2026
Maia Wealth 2025 Q3 filed Nov. 13, 2025
Maia Wealth 2025 Q2 filed Aug. 13, 2025
Maia Wealth 2025 Q1 filed May 12, 2025
Maia Wealth 2024 Q4 filed Feb. 5, 2025
Maia Wealth 2024 Q3 filed Oct. 30, 2024
Maia Wealth 2024 Q2 filed July 16, 2024

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