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Maia Wealth

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

Top 5 stock holdings are SPLG, EFV, FNDF, QUAL, DYNF, and represent 14.31% of Maia Wealth's stock portfolio.
Added to shares of these 10 stocks: FNDF (+$7.0M), XLG (+$5.4M), First Tr Exchng Traded Fd Vi (+$5.1M), SQMX, SNOV, BAI, QMAG, MAYM, BFJL, SHLD.
Started 45 new stock positions in SG, YJUN, JPST, EQIX, SOFI, QMAG, ASML, FLBL, MAS, QUS.
Reduced shares in these 10 stocks: BGLD (-$7.6M), QMFE (-$5.3M), FHDG, OCTM, SMAY, EFG, IYW, EFV, DJAN, QUAL.
Sold out of its positions in T, BMEA, CRWD, EBAY, EMR, BGLD, QMFE, OCTM, SMAY, DJAN.
Maia Wealth was a net buyer of stock by $36M.
Maia Wealth has $594M in assets under management (AUM), dropping by 13.13%.
Central Index Key (CIK): 0002010858

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Portfolio Holdings for Maia Wealth

Maia Wealth holds 338 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Portfolio S&p500 (SPLG)	4.9	$29M	-2%	363k	80.16	View chart
Ishares Tr Eafe Value Etf (EFV)	2.5	$15M	-17%	213k	69.86	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	2.4	$14M	+98%	315k	44.55	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.3	$14M	-10%	69k	195.91	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.3	$13M	+19%	221k	60.85	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.9	$12M		93k	124.32	View chart
Microsoft Corporation (MSFT)	1.9	$12M	+9%	23k	506.01	View chart
Ishares Core Msci Emkt (IEMG)	1.8	$11M		158k	68.45	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.8	$11M	-2%	16k	684.81	View chart
Fs Kkr Capital Corp (FSK)	1.8	$11M	+5%	687k	15.37	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.7	$10M	+116%	169k	59.66	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.7	$9.8M	-2%	34k	290.10	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.5	$9.0M	+11%	43k	209.37	View chart
Apple (AAPL)	1.5	$8.8M	+7%	33k	269.43	View chart
Amazon (AMZN)	1.4	$8.1M	+3%	33k	248.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SNOV)	1.0	$6.2M	+115%	250k	24.86	View chart
Meta Platforms Cl A (META)	1.0	$6.2M	-3%	9.7k	631.78	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	1.0	$6.1M		41k	149.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SAUG)	1.0	$6.1M	-2%	242k	25.14	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$6.0M	+6%	12k	495.64	View chart
NVIDIA Corporation (NVDA)	1.0	$5.9M	+29%	30k	199.05	View chart
Eli Lilly & Co. (LLY)	0.9	$5.2M	+35%	5.4k	966.72	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$5.2M	+6%	85k	61.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt	0.9	$5.1M	NEW	165k	30.94	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.8	$5.0M	+145%	137k	36.18	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.8	$4.8M		128k	37.98	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.8	$4.8M	+40%	82k	58.77	View chart
T Rowe Price Etf International Eq (TOUS)	0.8	$4.8M	+49%	141k	34.01	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.8	$4.6M	-42%	40k	115.39	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.8	$4.6M	+13%	120k	38.71	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$4.6M		7.3k	626.44	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.8	$4.5M	-18%	15k	295.26	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.7	$4.4M	+13%	163k	26.94	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$4.0M	+91%	14k	291.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (SQMX)	0.7	$3.9M	NEW	120k	32.93	View chart
Visa Com Cl A (V)	0.7	$3.9M	+5%	12k	334.85	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$3.7M		20k	186.98	View chart
Broadcom (AVGO)	0.6	$3.6M	+36%	10k	358.39	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.6	$3.5M	+19%	50k	70.40	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.6	$3.5M	+3%	29k	120.78	View chart
Ishares Tr Core Total Usd (IUSB)	0.6	$3.4M	-27%	73k	46.69	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.6	$3.3M	+18%	72k	46.65	View chart
Booking Holdings (BKNG)	0.6	$3.3M	-11%	675.00	4957.76	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.6	$3.3M	-20%	35k	94.44	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$3.3M	+29%	6.6k	496.98	View chart
Charles Schwab Corporation (SCHW)	0.5	$3.2M	-13%	34k	95.58	View chart
salesforce (CRM)	0.5	$3.2M	+36%	13k	241.71	View chart
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)	0.5	$3.2M	+28%	112k	28.14	View chart
JPMorgan Chase & Co. (JPM)	0.5	$3.1M	+37%	9.7k	316.89	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$3.0M	+18%	28k	107.27	View chart
Pgim Etf Tr Total Return Bon (PTRB)	0.5	$3.0M	+37%	71k	42.18	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$3.0M	-3%	30k	100.16	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq-100 (QMAG)	0.5	$2.9M	NEW	125k	23.46	View chart
UnitedHealth (UNH)	0.5	$2.9M	+27%	9.1k	321.60	View chart
First Tr Exchng Traded Fd Vi Vest Us Eqty Max (MAYM)	0.5	$2.9M	NEW	91k	31.94	View chart
Tesla Motors (TSLA)	0.5	$2.9M	+50%	6.5k	445.23	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.5	$2.8M	+21%	11k	256.58	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.5	$2.8M	+32%	56k	49.98	View chart
Mastercard Incorporated Cl A (MA)	0.5	$2.8M	-19%	5.0k	552.99	View chart
Applied Materials (AMAT)	0.5	$2.7M	+23%	12k	235.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM)	0.5	$2.7M	-3%	83k	32.51	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$2.6M	+12%	112k	23.44	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.4	$2.6M	-3%	76k	33.80	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.4	$2.5M	+56%	30k	81.42	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.4	$2.5M	+46%	26k	93.47	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$2.5M	-9%	3.6k	681.37	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.4	$2.4M	+124%	103k	23.71	View chart
Iqvia Holdings (IQV)	0.4	$2.4M	-8%	12k	213.04	View chart
First Tr Exchange-traded Vest Bitcoin Str (BFJL)	0.4	$2.4M	NEW	118k	19.95	View chart
Johnson & Johnson (JNJ)	0.4	$2.3M	+7%	12k	188.41	View chart
First Tr Exchange-traded SHS (FDL)	0.4	$2.3M	+16%	54k	42.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.4	$2.3M		82k	27.88	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.4	$2.2M	-8%	45k	49.97	View chart
Global X Fds Defense Tech Etf (SHLD)	0.4	$2.2M	NEW	33k	66.89	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$2.2M	-60%	11k	204.85	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.4	$2.1M	NEW	27k	78.01	View chart
Innovator Etfs Trust Equity Mngd 100 (BFRZ)	0.4	$2.1M	+21%	78k	26.89	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$2.1M	+33%	7.1k	295.51	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.3	$2.1M	+323%	38k	53.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (RSSE)	0.3	$2.0M	NEW	97k	21.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.3	$2.0M	-5%	43k	46.98	View chart
Ea Series Trust Argent Mid Cap (AMID)	0.3	$2.0M	+47%	59k	34.30	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.3	$2.0M	+377%	39k	51.07	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.3	$2.0M	+24%	55k	36.27	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.3	$2.0M	+69%	43k	46.44	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.0M	+2%	6.8k	290.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (FHDG)	0.3	$2.0M	-71%	59k	33.40	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.3	$1.9M	-8%	39k	48.64	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.3	$1.9M	-11%	14k	131.96	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$1.8M	+21%	36k	51.70	View chart
AmerisourceBergen (COR)	0.3	$1.8M	-13%	5.1k	364.67	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$1.8M	+9%	38k	47.82	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.3	$1.8M	-7%	40k	44.49	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.7M	+8%	32k	55.27	View chart
Lockheed Martin Corporation (LMT)	0.3	$1.7M		3.9k	452.15	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.3	$1.7M	-34%	29k	59.96	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$1.7M	+6%	18k	95.29	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.3	$1.7M	-6%	24k	71.66	View chart
Walt Disney Company (DIS)	0.3	$1.7M	-15%	15k	112.24	View chart
Anthem (ELV)	0.3	$1.7M	-15%	5.6k	303.77	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.3	$1.7M	+6%	78k	21.38	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.3	$1.7M	+10%	35k	47.46	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.3	$1.6M	+47%	23k	72.38	View chart
Ishares Esg Awr Msci Em (ESGE)	0.3	$1.6M		35k	45.04	View chart
Fortinet (FTNT)	0.3	$1.5M	+118%	19k	82.28	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$1.5M	-2%	52k	29.10	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.3	$1.5M	-21%	36k	41.69	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.2	$1.5M	-13%	42k	35.30	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.5M	+15%	12k	118.22	View chart
Abbott Laboratories (ABT)	0.2	$1.5M	+68%	12k	125.88	View chart
Ge Aerospace Com New (GE)	0.2	$1.4M	+81%	4.6k	311.97	View chart
3M Company (MMM)	0.2	$1.4M	+85%	8.3k	167.68	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.2	$1.3M	+13%	24k	57.07	View chart
First Tr Exchng Traded Fd Vi Innovation Lead (ILDR)	0.2	$1.3M	+14%	39k	33.88	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.2	$1.3M	+4%	18k	74.25	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$1.3M	+5%	17k	77.47	View chart
Roblox Corp Cl A (RBLX)	0.2	$1.3M	-13%	12k	105.36	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$1.2M	+11%	15k	83.73	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$1.2M	-43%	22k	56.72	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.2M	-9%	14k	88.78	View chart
Qualcomm (QCOM)	0.2	$1.2M	-19%	7.1k	171.56	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$1.2M	+333%	23k	52.85	View chart
Autodesk (ADSK)	0.2	$1.2M	-21%	4.1k	298.75	View chart
Goldman Sachs Bdc SHS (GSBD)	0.2	$1.2M		124k	9.63	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$1.2M	-2%	4.6k	255.23	View chart
Chevron Corporation (CVX)	0.2	$1.2M	+28%	7.6k	155.65	View chart
Starbucks Corporation (SBUX)	0.2	$1.1M	-22%	14k	84.60	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$1.1M	+3%	16k	70.63	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$1.1M	-4%	12k	93.39	View chart
Eaton Corp SHS (ETN)	0.2	$1.1M	+72%	3.0k	379.57	View chart
American Beacon Select Funds Glg Natural Reso (MGNR)	0.2	$1.1M	+38%	27k	41.45	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.1M	-9%	1.8k	623.31	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$1.1M	+10%	1.4k	780.29	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$1.1M	+45%	12k	89.83	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$1.1M	-7%	18k	60.19	View chart
Home Depot (HD)	0.2	$1.1M		2.9k	370.43	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$1.1M	-10%	21k	49.64	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.2	$1.1M	+3%	8.1k	129.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN)	0.2	$1.0M	NEW	41k	25.22	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.0M	-18%	3.1k	334.87	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.2	$1.0M	NEW	40k	25.69	View chart
First Tr Exch Traded Fd Iii Rivr Frnt Dyn (RFEM)	0.2	$1.0M	+55%	13k	78.88	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$1.0M	+11%	31k	33.07	View chart
Check Point Software Tech Lt Ord (CHKP)	0.2	$1.0M	-19%	5.0k	202.10	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.2	$997k	+35%	11k	89.54	View chart
Adobe Systems Incorporated (ADBE)	0.2	$991k	-13%	3.0k	328.84	View chart
Service Corporation International (SCI)	0.2	$952k	-41%	12k	80.13	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.2	$947k	-2%	43k	21.97	View chart
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)	0.2	$936k	-13%	44k	21.45	View chart
ConocoPhillips (COP)	0.2	$921k	+34%	10k	88.23	View chart
Diageo Spon Adr New (DEO)	0.2	$919k	-21%	9.7k	95.05	View chart
Ishares Tr Us Infrastruc (IFRA)	0.2	$913k	-12%	17k	52.62	View chart
Kroger (KR)	0.2	$908k	+97%	14k	64.44	View chart
Stryker Corporation (SYK)	0.2	$900k	+88%	2.5k	355.08	View chart
Oracle Corporation (ORCL)	0.2	$895k	-20%	3.7k	240.85	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$892k	+15%	11k	78.78	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$890k		2.0k	448.50	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	0.1	$877k	+12%	30k	29.26	View chart
Air Products & Chemicals (APD)	0.1	$857k	-23%	3.3k	258.41	View chart
Bank of America Corporation (BAC)	0.1	$839k	-2%	16k	53.42	View chart
Procter & Gamble Company (PG)	0.1	$829k	-3%	5.7k	145.51	View chart
Innovator Etfs Trust Prem Inc 20 Barr (JULH)	0.1	$829k		33k	25.20	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$824k	NEW	14k	59.32	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$810k	-5%	19k	43.79	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$810k	-5%	44k	18.37	View chart
Airbnb Com Cl A (ABNB)	0.1	$803k	+5%	6.7k	120.20	View chart
Coca-Cola Company (KO)	0.1	$802k	+65%	11k	70.52	View chart
Wal-Mart Stores (WMT)	0.1	$782k	-6%	7.6k	102.42	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$780k	+12%	10k	78.00	View chart
Netflix (NFLX)	0.1	$780k	-4%	697.00	1119.33	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.1	$778k	NEW	33k	23.76	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$771k	-21%	2.6k	295.74	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.1	$763k	+3%	18k	41.70	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$735k	-18%	13k	58.27	View chart
Altria (MO)	0.1	$730k	+45%	13k	57.55	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$723k	+22%	14k	53.12	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$712k	-7%	11k	67.84	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.1	$709k		37k	19.22	View chart
Philip Morris International (PM)	0.1	$697k	+6%	4.5k	155.06	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.1	$685k	+53%	5.3k	129.72	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$659k	+64%	24k	27.40	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.1	$658k	-4%	6.5k	100.80	View chart
CarMax (KMX)	0.1	$635k	-18%	19k	33.25	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$632k	-16%	3.2k	196.48	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$626k	-5%	6.3k	99.75	View chart
First Trust S&P REIT Index Fund (FRI)	0.1	$616k	+31%	22k	28.00	View chart
Ecolab (ECL)	0.1	$608k	-20%	2.4k	258.57	View chart
Abbvie (ABBV)	0.1	$606k	-10%	2.8k	218.73	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$605k		6.8k	89.55	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$599k	+25%	18k	33.06	View chart
Innovator Etfs Trust Equity Defined P (ZJUL)	0.1	$591k	+34%	21k	28.85	View chart
Zacks Trust Small/mid Cap (SMIZ)	0.1	$579k		16k	37.39	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$570k	-37%	7.9k	72.23	View chart
Metropcs Communications (TMUS)	0.1	$565k	+91%	2.7k	205.89	View chart
Innovator Etfs Trust Equity Defined P (AJUL)	0.1	$554k	-12%	19k	28.78	View chart
International Business Machines (IBM)	0.1	$549k		1.8k	309.10	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$546k	-13%	7.3k	75.13	View chart
Wells Fargo & Company (WFC)	0.1	$545k	+2%	6.3k	86.10	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.1	$544k		10k	53.04	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$542k	-8%	2.9k	188.61	View chart
Masco Corporation (MAS)	0.1	$540k	NEW	8.8k	61.47	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$539k	-5%	4.5k	119.12	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$538k	+27%	23k	23.44	View chart
Nextera Energy (NEE)	0.1	$530k	+90%	6.3k	84.78	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$529k	NEW	20k	26.83	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$521k	-20%	2.1k	252.66	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.1	$519k	-27%	22k	23.15	View chart
Advanced Micro Devices (AMD)	0.1	$517k	-19%	2.1k	243.94	View chart
Exchange Listed Fds Tr Bancreek Int Lc (BCIL)	0.1	$513k	-7%	19k	27.75	View chart
American Express Company (AXP)	0.1	$508k	-4%	1.4k	367.93	View chart
Ares Capital Corporation (ARCC)	0.1	$500k	NEW	25k	20.29	View chart
Ishares Msci Cda Etf (EWC)	0.1	$497k	-2%	9.8k	50.89	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$493k	-7%	25k	19.39	View chart
Linde SHS (LIN)	0.1	$489k	+44%	1.2k	420.83	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.1	$487k	+13%	12k	42.25	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$476k	-5%	11k	44.75	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$471k	+9%	4.9k	96.25	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.1	$464k	-9%	18k	25.21	View chart
Southern Company (SO)	0.1	$464k	+69%	5.1k	90.76	View chart
Deere & Company (DE)	0.1	$457k	-7%	964.00	474.39	View chart
Proshares Tr Nasdaq 100 High (IQQQ)	0.1	$455k	+26%	10k	45.15	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$454k	+17%	4.7k	96.56	View chart
Waste Management (WM)	0.1	$451k	-2%	2.2k	200.48	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$445k	+8%	1.3k	343.75	View chart
Lowe's Companies (LOW)	0.1	$444k	-11%	1.9k	233.04	View chart
Bny Mellon Etf Trust Concentrated Int (BKCI)	0.1	$440k	-5%	8.6k	51.47	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$438k	+2%	9.3k	47.02	View chart
Innovator Etfs Trust Prem Incm 20 Bar (APRH)	0.1	$438k	+3%	18k	24.92	View chart
Cisco Systems (CSCO)	0.1	$432k	-2%	6.0k	72.09	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.1	$427k	-4%	11k	38.22	View chart
Paypal Holdings (PYPL)	0.1	$424k	+2%	6.4k	66.25	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$418k	-71%	8.3k	50.40	View chart
Costco Wholesale Corporation (COST)	0.1	$416k	-6%	455.00	914.71	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.1	$414k	-18%	9.8k	42.42	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$402k	+10%	5.3k	76.39	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$399k	+57%	7.8k	51.22	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$399k		4.7k	84.48	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.1	$394k	-10%	15k	27.00	View chart
Ishares Tr Cmbs Etf (CMBS)	0.1	$393k	NEW	8.0k	48.97	View chart
Analog Devices (ADI)	0.1	$391k	+3%	1.7k	232.05	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.1	$390k	-3%	13k	29.42	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$389k	-4%	4.8k	80.92	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$389k	NEW	7.5k	51.78	View chart
Paycom Software (PAYC)	0.1	$386k	+152%	2.3k	166.82	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$383k	+5%	917.00	417.91	View chart
Innovator Etfs Trust Growth Accelerat (XDQQ)	0.1	$383k	-8%	9.8k	39.04	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.1	$380k	+2%	5.8k	65.15	View chart
Innovator Etfs Trust Uncapped Acclrtd (XUSP)	0.1	$377k	+32%	7.9k	47.73	View chart
Palo Alto Networks (PANW)	0.1	$367k	-38%	1.7k	216.50	View chart
Verizon Communications (VZ)	0.1	$367k	+13%	9.2k	39.85	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$363k	-23%	3.4k	106.40	View chart
Fiserv (FI)	0.1	$363k	-17%	5.7k	63.80	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.1	$350k	-19%	4.7k	74.24	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.1	$350k	NEW	25k	14.19	View chart
Palantir Technologies Cl A (PLTR)	0.1	$347k	-25%	1.8k	193.61	View chart
Unilever Spon Adr New (UL)	0.1	$344k		5.7k	60.81	View chart
General Dynamics Corporation (GD)	0.1	$341k	-8%	975.00	349.64	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$339k		1.4k	243.98	View chart
Enterprise Products Partners (EPD)	0.1	$337k	-15%	11k	31.28	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$336k	-2%	7.3k	46.23	View chart
Novartis Sponsored Adr (NVS)	0.1	$335k		2.6k	127.18	View chart
Welltower Inc Com reit (WELL)	0.1	$334k	NEW	1.8k	191.07	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$334k	NEW	6.6k	50.62	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$331k	NEW	7.8k	42.58	View chart
Bank of New York Mellon Corporation (BK)	0.1	$328k		3.0k	110.96	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.1	$328k	-8%	3.2k	101.42	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$322k		1.3k	251.06	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.1	$318k	-9%	5.2k	61.51	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$318k	+15%	6.6k	48.01	View chart
Caterpillar (CAT)	0.1	$315k	-7%	552.00	570.77	View chart
Chipotle Mexican Grill (CMG)	0.1	$314k	NEW	10k	30.48	View chart
American Electric Power Company (AEP)	0.1	$306k	+2%	2.5k	122.55	View chart
Two Rds Shared Tr Ldrshs Alpfact (LSAF)	0.1	$303k	-9%	6.8k	44.64	View chart
McDonald's Corporation (MCD)	0.1	$303k	-10%	1.0k	299.24	View chart
Innovator Etfs Trust Prem Incm 30 Bar (APRJ)	0.1	$303k	+2%	12k	24.80	View chart
McKesson Corporation (MCK)	0.1	$302k		351.00	860.17	View chart
Sofi Technologies (SOFI)	0.1	$299k	NEW	9.8k	30.54	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.1	$299k	-31%	8.3k	36.16	View chart
Pepsi (PEP)	0.1	$298k	-11%	2.1k	142.64	View chart
Equinix (EQIX)	0.0	$297k	NEW	358.00	828.20	View chart
DaVita (DVA)	0.0	$292k		2.4k	120.17	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.0	$290k	-33%	4.2k	69.09	View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)	0.0	$290k	-31%	3.3k	87.32	View chart
Norfolk Southern (NSC)	0.0	$289k	-5%	1.0k	286.97	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$285k	NEW	11k	26.67	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$282k	-6%	895.00	315.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.0	$282k	NEW	8.0k	35.36	View chart
Innovator Etfs Trust Equity Autocalla	0.0	$281k	NEW	11k	25.09	View chart
Vistra Energy (VST)	0.0	$278k		1.5k	188.31	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$277k	+20%	574.00	481.85	View chart
Comcast Corp Cl A (CMCSA)	0.0	$276k	+11%	10k	27.12	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.0	$274k	-8%	4.1k	67.47	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$272k	NEW	720.00	378.38	View chart
Medtronic SHS (MDT)	0.0	$271k		2.9k	92.66	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.0	$265k		3.6k	74.39	View chart
Uber Technologies (UBER)	0.0	$264k	-10%	2.8k	94.10	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.0	$264k	-2%	4.0k	66.45	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.0	$263k	NEW	4.8k	55.08	View chart
Servicenow (NOW)	0.0	$259k	-3%	299.00	866.30	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$259k	-13%	10k	25.43	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.0	$257k	-6%	6.6k	39.03	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$257k	-4%	5.1k	50.05	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$257k		2.8k	92.63	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$251k	-39%	1.6k	158.88	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$249k	+12%	4.1k	60.03	View chart
Pfizer (PFE)	0.0	$249k	+2%	10k	24.39	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$248k	NEW	2.6k	94.85	View chart
Public Storage (PSA)	0.0	$246k	NEW	901.00	272.84	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$244k	NEW	15k	16.69	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.0	$242k	-2%	9.4k	25.84	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$242k	-7%	1.7k	140.52	View chart
Raytheon Technologies Corp (RTX)	0.0	$241k	-8%	1.3k	178.98	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$239k	NEW	230.00	1040.61	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.0	$239k		3.6k	65.79	View chart
Enbridge (ENB)	0.0	$236k	-3%	4.9k	47.92	View chart
Chubb (CB)	0.0	$234k	+3%	812.00	288.36	View chart
Blackrock Etf Trust World Ex Us Carb (LCTD)	0.0	$232k	+7%	4.3k	54.35	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.0	$231k	-11%	5.0k	46.42	View chart
Innovator Etfs Trust Us Equity Accele (XDSQ)	0.0	$230k	-15%	5.7k	40.73	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$225k	NEW	2.0k	110.91	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$223k	-6%	3.6k	61.96	View chart
Becton, Dickinson and (BDX)	0.0	$221k	NEW	1.2k	181.59	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$217k	-2%	2.4k	90.37	View chart
Nrg Energy Com New (NRG)	0.0	$211k		1.3k	166.72	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$211k		3.4k	62.61	View chart
Sixth Street Specialty Lending (TSLX)	0.0	$210k	NEW	10k	20.99	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$209k	NEW	8.7k	23.94	View chart
Merck & Co (MRK)	0.0	$207k	NEW	2.4k	86.76	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.0	$207k	-11%	2.1k	100.01	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$205k	NEW	1.0k	202.27	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$203k	NEW	4.8k	42.70	View chart
Spdr Series Trust Msci Usa Strtgic (QUS)	0.0	$203k	NEW	1.2k	172.19	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$201k	NEW	7.5k	26.77	View chart
Nuveen Ins Ca Tx Fr Adv Mun (NKX)	0.0	$166k	NEW	13k	12.88	View chart
Adt (ADT)	0.0	$127k		16k	8.13	View chart
Grab Holdings Class A Ord (GRAB)	0.0	$62k	NEW	11k	5.90	View chart
Immunitybio (IBRX)	0.0	$31k		14k	2.16	View chart
Sweetgreen Com Cl A Call Option (SG)	0.0	$2.0k	NEW	78k	0.03	View chart

Past Filings by Maia Wealth

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

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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