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Maia Wealth

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

Top 5 stock holdings are FNDF, SPYM, MSFT, EPS, QQQM, and represent 16.53% of Maia Wealth's stock portfolio.
Added to shares of these 10 stocks: FNDF (+$8.4M), SPYM (+$5.6M), ACWX, QQQM, EPS, QJUN, TJUN, XOM, APXM, DQJN.
Started 26 new stock positions in CAIQ, GFLW, APOC, TJUN, QJUN, IAUX, IALT, XOM, GGOV, A.
Reduced shares in these 10 stocks: BFOC (-$5.6M), EFV, QUAL, DSEP, IVV, AVEM, RSSE, , SPMO, XLG.
Sold out of its positions in BLOK, BINC, C, CMCSA, GLW, DVA, DXCM, QTUM, ENB, Exxon Mobil Corporation.
Maia Wealth was a net buyer of stock by $42M.
Maia Wealth has $726M in assets under management (AUM), dropping by 6.90%.
Central Index Key (CIK): 0002010858

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Portfolio Holdings for Maia Wealth

Maia Wealth holds 348 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Fundamental Intl (FNDF)	6.1	$44M	+23%	823k	53.75	View chart
Spdr Series Trust St Str P500etf (SPYM)	4.6	$34M	+19%	375k	89.76	View chart
Microsoft Corporation (MSFT)	2.2	$16M	+5%	30k	512.90	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	1.8	$13M	+38%	166k	79.95	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.8	$13M	+50%	44k	304.64	View chart
Apple (AAPL)	1.6	$12M	+9%	35k	333.02	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$11M	+5%	33k	344.08	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	1.5	$11M	+24%	141k	78.42	View chart
NVIDIA Corporation (NVDA)	1.5	$11M	+14%	46k	228.38	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.4	$10M	+2%	71k	142.26	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.4	$10M	-4%	144k	69.26	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	1.2	$8.9M	+34%	176k	50.35	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$8.7M	-22%	11k	765.87	View chart
Amazon (AMZN)	1.2	$8.7M		35k	249.15	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.1	$8.0M	-16%	35k	228.28	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$8.0M	-14%	99k	81.16	View chart
First Tr Exchange-traded SHS (FDL)	1.1	$7.8M	+35%	160k	49.11	View chart
T Rowe Price Exchange-traded Intl Equity Etf (TOUS)	1.1	$7.7M	+10%	199k	38.43	View chart
Meta Platforms Cl A (META)	1.0	$7.6M	+2%	10k	725.21	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	1.0	$7.5M	+177%	99k	75.62	View chart
Eli Lilly & Co. (LLY)	1.0	$7.4M	+3%	6.4k	1157.10	View chart
Ishares Tr Eafe Value Etf (EFV)	1.0	$7.2M	-34%	92k	79.14	View chart
Palo Alto Networks (PANW)	1.0	$7.0M	+8%	18k	397.30	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.9	$6.8M	+25%	301k	22.59	View chart
Fortinet (FTNT)	0.9	$6.8M	+3%	38k	178.76	View chart
Broadcom (AVGO)	0.9	$6.4M	+20%	18k	351.19	View chart
First Tr Exchng Traded Fd Vi Innovation Lead (ILDR)	0.8	$6.1M	+38%	153k	39.50	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.8	$6.0M	+39%	143k	41.71	View chart
Visa Com Cl A (V)	0.8	$5.8M	+9%	16k	359.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$5.7M	+16%	12k	497.95	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$5.5M		7.9k	700.86	View chart
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)	0.7	$5.4M	+14%	161k	33.70	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.7	$5.4M	+33%	105k	51.23	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.7	$5.4M	-5%	88k	61.26	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.7	$5.4M	+29%	118k	45.66	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.7	$5.3M		32k	166.80	View chart
JPMorgan Chase & Co. (JPM)	0.7	$5.3M	+11%	16k	330.84	View chart
UnitedHealth (UNH)	0.7	$5.2M	+17%	14k	367.07	View chart
Johnson & Johnson (JNJ)	0.7	$5.0M	+12%	19k	264.74	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.7	$4.9M		381k	12.89	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.7	$4.9M	+21%	92k	52.86	View chart
Applied Materials (AMAT)	0.7	$4.7M	-2%	9.2k	511.39	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.6	$4.7M	+55%	130k	36.35	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.6	$4.7M	+44%	213k	21.87	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$4.5M	-40%	20k	222.24	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.6	$4.5M	-9%	9.8k	456.19	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$4.4M		145k	30.00	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.6	$4.3M	+65%	98k	44.09	View chart
First Tr Exchange-traded Vest Gold Strtgy (BGLD)	0.6	$4.3M	-3%	263k	16.33	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.6	$4.3M	-17%	91k	47.19	View chart
T Rowe Price Exchange-traded Price Blue Chip (TCHP)	0.6	$4.3M	+24%	83k	51.41	View chart
Tesla Motors (TSLA)	0.5	$4.0M	+18%	11k	354.81	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.5	$3.9M	+33%	76k	51.76	View chart
Nushares Etf Tr Nuve Secu In Etf (NSCI)	0.5	$3.9M	+35%	156k	24.95	View chart
Nushares Etf Tr Nuve Pfd Inc Etf (NPFI)	0.5	$3.8M	+36%	151k	25.13	View chart
Pgim Etf Tr Tota Retu Bd Etf (PTRB)	0.5	$3.7M	+14%	94k	39.44	View chart
First Tr Exchng Traded Fd Vi Ft Vest Quar Etf (SQMX)	0.5	$3.6M	-6%	102k	34.85	View chart
Ge Aerospace Com New (GE)	0.5	$3.5M	+22%	11k	312.29	View chart
Zacks Trust Small/mid Cap (SMIZ)	0.5	$3.4M	+16%	84k	40.93	View chart
3M Company (MMM)	0.5	$3.4M	+21%	21k	164.15	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.5	$3.3M	-9%	81k	40.58	View chart
Ea Series Trust Argent Mid Cap (AMID)	0.4	$3.2M	+7%	88k	36.31	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.4	$3.1M	+97%	64k	48.96	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	0.4	$3.1M	+49%	60k	51.19	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$3.0M	+50%	26k	117.77	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.4	$3.0M	+7%	35k	86.99	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$3.0M	+13%	3.9k	762.68	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.4	$3.0M	+2%	15k	195.75	View chart
Eaton Corp SHS (ETN)	0.4	$3.0M	+21%	6.9k	429.71	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)	0.4	$2.9M	-5%	107k	27.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.4	$2.9M	NEW	84k	34.29	View chart
First Tr Exchng Traded Fd Vi Ft Ves Mark Dece (TDEC)	0.4	$2.8M	-7%	104k	27.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)	0.4	$2.8M	-7%	59k	47.95	View chart
First Tr Exchng Traded Fd Vi Ft Ve Us Eq Equa (RSDE)	0.4	$2.8M	-7%	120k	23.46	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$2.8M	-11%	23k	119.83	View chart
First Tr Exchng Traded Fd Vi Ft Ve Em Ma June (TJUN)	0.4	$2.8M	NEW	121k	22.95	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$2.7M		29k	94.54	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.4	$2.7M	NEW	17k	162.75	View chart
First Tr Exchng Traded Fd Vi Ft Ve Us Eq Apri (APXM)	0.4	$2.7M	NEW	83k	32.15	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.4	$2.6M	-30%	60k	43.98	View chart
First Tr Exchng Traded Fd Vi Vest Nsdq-100 Dl (DQJN)	0.4	$2.6M	NEW	86k	30.20	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.3	$2.5M		66k	37.47	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$2.5M	-45%	16k	151.58	View chart
Chevron Corporation (CVX)	0.3	$2.5M	+16%	12k	204.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.3	$2.4M	-5%	43k	56.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Small (SFEB)	0.3	$2.4M	-4%	94k	25.71	View chart
Global X Fds Defense Tech Etf (SHLD)	0.3	$2.4M	+23%	40k	60.08	View chart
American Beacon Select Funds Glg Nat Res Etf (MGNR)	0.3	$2.4M	+23%	48k	49.32	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.4M	-5%	7.0k	340.75	View chart
Kroger (KR)	0.3	$2.3M	+36%	40k	58.62	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$2.3M	-15%	23k	101.10	View chart
Stryker Corporation (SYK)	0.3	$2.3M	+21%	8.3k	275.39	View chart
Reddit Cl A Call Option (RDDT)	0.3	$2.3M	+178%	16k	142.44	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$2.3M	-2%	8.6k	264.90	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (JANM)	0.3	$2.3M	-7%	66k	34.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD)	0.3	$2.3M		74k	30.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DHDG)	0.3	$2.2M	-5%	58k	37.65	View chart
Innovator Etfs Trust Equity Mngd 100 (BFRZ)	0.3	$2.2M		80k	27.07	View chart
ConocoPhillips (COP)	0.3	$2.1M	+13%	17k	125.15	View chart
First Tr Exchange-traded Vest Bi St July (BFJL)	0.3	$2.1M	-7%	109k	19.13	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.3	$2.1M	-28%	20k	105.57	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.3	$2.0M	NEW	14k	150.86	View chart
First Tr Exchng Traded Fd Vi Vest Us Max Buff (JULM)	0.3	$2.0M	NEW	58k	34.96	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.3	$2.0M	-5%	22k	90.11	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$2.0M	+8%	60k	33.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SAUG)	0.3	$2.0M	NEW	73k	27.14	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$2.0M	+4%	90k	22.10	View chart
Coca-Cola Company (KO)	0.3	$2.0M	+21%	23k	86.08	View chart
RBB F/m Us Treasury (TBIL)	0.3	$1.9M	-21%	39k	49.85	View chart
Emerson Electric (EMR)	0.3	$1.9M	+25%	12k	155.09	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.3	$1.9M	+13%	32k	59.51	View chart
Altria (MO)	0.3	$1.9M	+21%	28k	67.34	View chart
Uber Technologies (UBER)	0.3	$1.9M	+16%	28k	68.51	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$1.9M	+10%	17k	109.38	View chart
First Tr Exch Traded Fd Iii Active Factor (AFEM)	0.3	$1.9M	+10%	19k	97.95	View chart
Rocket Lab Corp (RKLB)	0.3	$1.8M		26k	69.68	View chart
Procter & Gamble Company (PG)	0.2	$1.8M	+21%	12k	145.28	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.2	$1.8M	-5%	37k	48.14	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.2	$1.8M	-16%	42k	42.38	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$1.7M	-50%	27k	63.61	View chart
Charles Schwab Corporation (SCHW)	0.2	$1.7M	-22%	17k	97.74	View chart
Lockheed Martin Corporation (LMT)	0.2	$1.7M		3.3k	509.19	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf	0.2	$1.6M		36k	44.45	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$1.6M	-9%	33k	48.46	View chart
Southern Company (SO)	0.2	$1.5M	+15%	19k	82.89	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.2	$1.5M	-5%	40k	36.90	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.5M	-19%	2.7k	551.41	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$1.5M	-16%	10k	145.05	View chart
Booking Holdings (BKNG)	0.2	$1.4M	-19%	8.8k	162.92	View chart
First Tr Exchange-traded Structured Cr In (SCIO)	0.2	$1.4M	+2%	72k	19.93	View chart
Metropcs Communications (TMUS)	0.2	$1.4M	+31%	8.6k	163.08	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$1.4M		26k	54.16	View chart
Advanced Micro Devices (AMD)	0.2	$1.4M	+8%	2.2k	611.79	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$1.3M	-12%	11k	125.67	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.2	$1.3M		17k	76.69	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$1.3M	-62%	14k	94.02	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$1.2M	-4%	16k	78.10	View chart
Nextera Energy (NEE)	0.2	$1.2M	+13%	16k	75.74	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.2	$1.2M	+2%	3.2k	374.22	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.2M		1.6k	739.78	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.2	$1.2M	NEW	40k	29.86	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.2	$1.2M	+19%	56k	20.86	View chart
First Trust S&P REIT Index Fund (FRI)	0.2	$1.2M	+16%	39k	29.57	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.2	$1.1M	-13%	27k	41.27	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$1.1M		19k	56.22	View chart
Invesco Exchange Traded Fd T Larg Cap Gro Etf (PWB)	0.1	$1.1M	-16%	6.6k	162.15	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.1	$1.1M	-22%	28k	37.92	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.0M		29k	35.93	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$1.0M	-4%	13k	78.31	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$1.0M	-24%	22k	45.84	View chart
Linde SHS (LIN)	0.1	$997k	+14%	2.1k	474.65	View chart
Iqvia Holdings (IQV)	0.1	$989k	-43%	3.7k	268.85	View chart
Tidal Trust I Fund Gran Us Etf (GRNY)	0.1	$969k		35k	27.83	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	0.1	$963k	+69%	14k	69.14	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$962k	-9%	9.9k	97.44	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$961k	-6%	14k	70.61	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.1	$945k	NEW	19k	50.10	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	0.1	$925k	+2%	32k	28.67	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)	0.1	$924k	+48%	32k	29.03	View chart
First Tr Exchange-traded Ft Vest Smid (SDVD)	0.1	$918k	-2%	43k	21.56	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$908k		46k	19.77	View chart
Service Corporation International (SCI)	0.1	$901k		12k	76.15	View chart
Welltower Inc Com reit (WELL)	0.1	$877k	+20%	3.8k	230.22	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$873k	-25%	11k	82.18	View chart
Anthem (ELV)	0.1	$844k	-29%	2.2k	388.86	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$837k		17k	50.21	View chart
AmerisourceBergen (COR)	0.1	$836k	-15%	2.8k	300.20	View chart
Equinix (EQIX)	0.1	$825k	+32%	815.00	1011.79	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$816k	-37%	9.1k	89.62	View chart
Innovator Etfs Trust Equit Defin Jul (JAJL)	0.1	$814k	NEW	27k	30.26	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$813k	-11%	7.2k	113.69	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$809k		9.5k	85.48	View chart
Enterprise Products Partners (EPD)	0.1	$789k	+7%	22k	35.61	View chart
Netflix (NFLX)	0.1	$771k	+30%	11k	69.58	View chart
Home Depot (HD)	0.1	$754k		2.7k	284.45	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$733k	+3%	1.2k	608.96	View chart
Blackrock Etf Trust Isha Us Awar Etf (LCTU)	0.1	$695k	+16%	8.5k	81.67	View chart
Bank of America Corporation (BAC)	0.1	$691k	-3%	13k	54.43	View chart
Wal-Mart Stores (WMT)	0.1	$673k	-4%	6.5k	103.93	View chart
Deere & Company (DE)	0.1	$669k		996.00	671.58	View chart
Public Storage (PSA)	0.1	$665k	+23%	2.4k	282.80	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.1	$652k	+25%	15k	45.09	View chart
Analog Devices (ADI)	0.1	$641k	-5%	1.6k	396.78	View chart
salesforce (CRM)	0.1	$637k	-46%	2.8k	229.61	View chart
Ishares Tr Long Term Muni (LMUB)	0.1	$634k	+38%	14k	46.51	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$632k	-18%	12k	55.03	View chart
Dell Technologies CL C (DELL)	0.1	$629k		1.2k	537.96	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.1	$620k		19k	32.32	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$608k		7.2k	84.97	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$604k		16k	37.02	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$599k	+7%	6.9k	86.80	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$596k	-18%	13k	45.80	View chart
Waste Management (WM)	0.1	$589k	+27%	2.9k	203.95	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.1	$581k	-6%	15k	39.25	View chart
Ishares Msci Cda Etf (EWC)	0.1	$571k		9.8k	58.38	View chart
Cisco Systems (CSCO)	0.1	$570k	+2%	5.3k	107.62	View chart
Philip Morris International (PM)	0.1	$569k	-25%	3.0k	190.80	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$551k	-4%	16k	34.95	View chart
Innovator Etfs Trust Equity Define 28 (AJUL)	0.1	$548k	-3%	18k	30.21	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$544k		1.7k	317.29	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$544k	-3%	5.5k	99.08	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.1	$543k	-13%	28k	19.74	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$542k	-6%	8.6k	62.73	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$536k	-24%	2.0k	272.20	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.1	$536k	-13%	27k	19.59	View chart
First Tr Exchng Traded Fd Vi Vest Us Bufr Etf (DLFE)	0.1	$534k		16k	32.48	View chart
Hewlett Packard Enterprise (HPE)	0.1	$531k		8.3k	63.89	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$528k	-3%	10k	52.65	View chart
Abbvie (ABBV)	0.1	$520k	-10%	2.0k	261.58	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$515k	-57%	5.3k	96.87	View chart
Ares Capital Corporation (ARCC)	0.1	$512k		27k	19.10	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.1	$506k	-17%	5.2k	97.28	View chart
Caterpillar (CAT)	0.1	$497k	+5%	613.00	810.90	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$496k	-22%	6.3k	78.29	View chart
Walt Disney Company (DIS)	0.1	$496k	-38%	4.7k	104.89	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.1	$495k	+14%	19k	25.94	View chart
Qualcomm (QCOM)	0.1	$491k	-30%	2.7k	184.06	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.1	$487k	+16%	3.3k	146.16	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$485k	-6%	15k	32.53	View chart
Micron Technology (MU)	0.1	$466k	+8%	437.00	1065.12	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$460k		8.2k	56.32	View chart
Innovator Etfs Trust Inde Aut Inc Etf (ACII)	0.1	$458k	-10%	18k	25.40	View chart
Paypal Holdings (PYPL)	0.1	$458k		8.7k	52.53	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$455k	-9%	1.2k	382.00	View chart
Main Street Capital Corporation (MAIN)	0.1	$454k		8.2k	55.05	View chart
Verizon Communications (VZ)	0.1	$453k		9.9k	45.87	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.1	$452k	-16%	6.9k	65.10	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$444k	-24%	26k	17.05	View chart
First Tr Exchange-traded Ltd Dur Invt Etf (FSIG)	0.1	$442k	-13%	24k	18.38	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$424k	+17%	6.2k	68.06	View chart
Victory Portfolios Ii Vict Fr Grow Etf (GFLW)	0.1	$416k	NEW	12k	33.41	View chart
Adobe Systems Incorporated (ADBE)	0.1	$410k	-22%	1.7k	239.94	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.1	$410k	-3%	10k	39.71	View chart
Costco Wholesale Corporation (COST)	0.1	$410k	-4%	450.00	910.01	View chart
Rex Etf Tr Autocallable In (ATCL)	0.1	$408k	+15%	17k	24.33	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$405k	-7%	4.5k	89.32	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$399k	+294%	1.5k	264.71	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$393k	+5%	217.00	1811.67	View chart
Oracle Corporation (ORCL)	0.1	$392k	-8%	2.9k	137.28	View chart
Innovator Etfs Trust Equi Def Pro Apr (APOC)	0.1	$391k	NEW	15k	26.64	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.1	$388k	+22%	1.1k	351.98	View chart
Fs Kkr Capital Corp (FSK)	0.1	$382k	-76%	35k	10.99	View chart
Innovator Etfs Trust Prem Incm 20 Bar (APRH)	0.1	$380k		15k	24.80	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.1	$370k	-25%	4.7k	78.50	View chart
Proshares Tr Nasdaq 100 High (IQQQ)	0.1	$367k	-8%	7.5k	48.87	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$366k	-18%	7.8k	46.87	View chart
Vanguard World Mrngstr Cap Etf (MGC)	0.1	$366k		1.3k	282.30	View chart
American Express Company (AXP)	0.0	$360k	-9%	1.2k	304.07	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.0	$357k	-12%	19k	18.44	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.0	$346k	-20%	6.8k	51.10	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$345k	-5%	2.8k	125.26	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	0.0	$343k	-14%	15k	23.74	View chart
Sixth Street Specialty Lending (TSLX)	0.0	$343k	+2%	19k	18.02	View chart
Airbnb Com Cl A (ABNB)	0.0	$343k	-35%	2.1k	160.65	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$342k	-4%	7.2k	47.34	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$338k		15k	21.94	View chart
Innovator Etfs Trust Equi Auto In Etf (ACEI)	0.0	$337k	-44%	14k	23.55	View chart
Ssga Active Tr State Street Us (XLSR)	0.0	$337k		5.1k	66.41	View chart
Innovator Etfs Trust Uncapped Acclrtd (XUSP)	0.0	$333k	-4%	6.2k	53.56	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$330k	+50%	7.3k	45.25	View chart
Chipotle Mexican Grill (CMG)	0.0	$328k		10k	31.95	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.0	$326k		8.3k	39.51	View chart
Proshares Tr S&p 500 High Etf (ISPY)	0.0	$325k	+28%	6.8k	47.80	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.0	$325k		11k	30.66	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.0	$321k	-5%	7.4k	43.13	View chart
Vanguard World Mrngstr Mega Cap (MGK)	0.0	$315k	-16%	3.4k	92.65	View chart
Calamos Etf Tr Autoc Incom Etf (CAIE)	0.0	$315k	NEW	12k	26.62	View chart
Wells Fargo & Company (WFC)	0.0	$315k	-18%	3.9k	80.06	View chart
International Business Machines (IBM)	0.0	$314k	-10%	1.4k	219.98	View chart
Intercontinental Exchange (ICE)	0.0	$314k		2.1k	152.03	View chart
Marvell Technology (MRVL)	0.0	$313k		1.2k	264.21	View chart
Innovator Etfs Trust Prem Incm 30 Bar (APRJ)	0.0	$312k		13k	24.59	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$312k	-2%	4.3k	72.86	View chart
Medtronic SHS (MDT)	0.0	$307k	-15%	3.6k	86.29	View chart
Two Rds Shared Tr Ldrshs Alpfact (LSAF)	0.0	$306k	-5%	5.8k	53.25	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.0	$303k	+16%	6.3k	47.86	View chart
American Electric Power Company (AEP)	0.0	$303k	+2%	2.6k	118.64	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.0	$300k	-11%	8.4k	35.90	View chart
Innovator Etfs Trust Growt Accel Etf (XDQQ)	0.0	$299k	-14%	7.3k	41.13	View chart
PNC Financial Services (PNC)	0.0	$298k	-2%	1.3k	222.24	View chart
General Dynamics Corporation (GD)	0.0	$297k	-10%	894.00	331.86	View chart
J P Morgan Exchange Traded F Beta Cda Etf New (BBCA)	0.0	$294k	-29%	2.9k	100.36	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$294k	-30%	1.4k	208.02	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$293k		2.8k	105.84	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$288k	-34%	2.1k	136.01	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$285k	-10%	5.7k	50.37	View chart
Roblox Corp Cl A (RBLX)	0.0	$285k	-16%	6.7k	42.37	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$285k	-3%	3.7k	76.40	View chart
Bank of New York Mellon Corporation (BNY)	0.0	$284k	-14%	2.0k	144.62	View chart
Kinder Morgan (KMI)	0.0	$282k		9.3k	30.15	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$282k	-3%	1.9k	148.30	View chart
Comfort Systems USA (FIX)	0.0	$281k	+5%	170.00	1654.09	View chart
Kkr & Co (KKR)	0.0	$274k	+9%	3.0k	91.29	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$272k	-27%	714.00	380.84	View chart
Pfizer (PFE)	0.0	$270k	-4%	9.5k	28.52	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$269k	-23%	5.0k	53.40	View chart
Merck & Co (MRK)	0.0	$269k	+2%	1.9k	145.29	View chart
Thermo Fisher Scientific (TMO)	0.0	$269k	-18%	398.00	675.07	View chart
Novartis Sponsored Adr (NVS)	0.0	$267k	-10%	1.9k	142.54	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.0	$266k	-15%	3.1k	85.78	View chart
J P Morgan Exchange Traded F Nasdaq Equity (ROCQ)	0.0	$263k	NEW	4.6k	56.58	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.0	$262k	NEW	5.5k	47.43	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.0	$261k		5.1k	50.72	View chart
Norfolk Southern (NSC)	0.0	$257k	-8%	832.00	308.88	View chart
Becton, Dickinson and (BDX)	0.0	$256k	-14%	1.4k	179.05	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.0	$253k	+7%	3.0k	84.65	View chart
Hp (HPQ)	0.0	$250k	NEW	8.0k	31.28	View chart
Autodesk (ADSK)	0.0	$250k	-42%	1.2k	209.00	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.0	$245k	-16%	10k	23.85	View chart
Innovator Etfs Trust Equi Defi 1 July (ZJUL)	0.0	$245k	NEW	8.1k	30.25	View chart
Chubb (CB)	0.0	$245k	+6%	753.00	325.15	View chart
Air Products & Chemicals (APD)	0.0	$243k	-37%	874.00	278.11	View chart
Lowe's Companies (LOW)	0.0	$239k	-22%	1.3k	184.28	View chart
Marathon Petroleum Corp (MPC)	0.0	$239k	NEW	604.00	395.64	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$238k	+18%	2.9k	82.97	View chart
Bny Mellon Etf Trust Conce Intl Etf (BKCI)	0.0	$237k	-16%	4.6k	51.66	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$237k	-18%	3.8k	61.50	View chart
At&t (T)	0.0	$236k	NEW	9.7k	24.40	View chart
Masco Corporation (MAS)	0.0	$236k	-32%	3.5k	67.40	View chart
Abbott Laboratories (ABT)	0.0	$236k	-36%	2.4k	98.82	View chart
Palantir Technologies Cl A (PLTR)	0.0	$233k	NEW	1.2k	187.05	View chart
Keysight Technologies (KEYS)	0.0	$233k		639.00	364.04	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$231k		3.5k	66.80	View chart
Spdr Series Trust St Str Msci Usaq (QUS)	0.0	$227k		1.2k	190.12	View chart
Starbucks Corporation (SBUX)	0.0	$226k	-56%	2.4k	93.96	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$222k	-2%	4.5k	49.22	View chart
Unilever Spon Adr New (UL)	0.0	$222k	-16%	3.7k	60.73	View chart
Raytheon Technologies Corp (RTX)	0.0	$221k	-9%	1.2k	185.72	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$218k	-11%	786.00	277.90	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.0	$218k		3.2k	68.68	View chart
Ecolab (ECL)	0.0	$217k	-33%	790.00	274.52	View chart
Pepsi (PEP)	0.0	$216k	-18%	1.7k	126.73	View chart
McKesson Corporation (MCK)	0.0	$215k	-20%	252.00	854.94	View chart
CVS Caremark Corporation (CVS)	0.0	$212k	-12%	2.5k	85.68	View chart
Agilent Technologies Inc C ommon (A)	0.0	$212k	NEW	1.2k	172.31	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$212k	NEW	2.1k	101.11	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$212k	-3%	3.0k	70.15	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.0	$212k		2.3k	93.69	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.0	$212k	-3%	4.7k	44.78	View chart
Ishares Tr Esg Awr Msci Usa (EVUS)	0.0	$211k	NEW	5.8k	36.26	View chart
Calamos Etf Tr Nasdaq Autocalll (CAIQ)	0.0	$210k	NEW	8.0k	26.19	View chart
McDonald's Corporation (MCD)	0.0	$204k	-18%	884.00	231.01	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.0	$203k	+4%	8.3k	24.36	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$203k	-3%	2.3k	89.47	View chart
Nuveen Ins Ca Tx Fr Adv Mun (NKX)	0.0	$135k		13k	10.53	View chart
Adt (ADT)	0.0	$93k	+23%	15k	6.08	View chart
Grab Holdings Class A Ord (GRAB)	0.0	$56k		18k	3.11	View chart
I-80 Gold Corp (IAUX)	0.0	$23k	NEW	14k	1.66	View chart

Past Filings by Maia Wealth

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

Maia Wealth 2026 Q3 filed Oct. 19, 2026
Maia Wealth 2026 Q2 filed July 28, 2026
Maia Wealth 2026 Q1 filed May 8, 2026
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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