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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, EFV, IVV, DYNF, and represent 13.97% of Maia Wealth's stock portfolio.
Added to shares of these 10 stocks: FNDF (+$7.1M), BGLD, JANM, SFEB, CORO, ACWX, EPS, VO, QQQM, BIZD.
Started 24 new stock positions in SFEB, GOVT, XLF, BLCR, FHDG, BND, RKLB, RDDT, ACWX, CVS. DLFE, EAGG, QCJL, MAIN, ACYN, IAUX, BBJP, BGLD, CORO, OCTM, SCIO, SHOP, JANM, YMAR.
Reduced shares in these 10 stocks: XLG, FSK, EFV, IEMG, DYNF, XSMO, IVE, TSM, QUAL, GLDM.
Sold out of its positions in BLOK, DVA, DFIS, FDT, UDEC, PDEC, ZJUL, XSMO, TIP, EEM. ESGD, EVUS, JQUA, PAYC, SPMD, SYY, TMO, VWO, VTEB, VBR.
Maia Wealth was a net buyer of stock by $30M.
Maia Wealth has $591M in assets under management (AUM), dropping by 0.92%.
Central Index Key (CIK): 0002010858

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Portfolio Holdings for Maia Wealth

Maia Wealth holds 346 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Fundamental Intl (FNDF)	4.5	$26M	+36%	539k	48.93	View chart
Spdr Series Trust State Street Spd (SPYM)	4.2	$25M		326k	76.54	View chart
Ishares Tr Eafe Value Etf (EFV)	2.0	$12M	-12%	159k	74.35	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.7	$9.8M	-3%	15k	653.19	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.6	$9.7M	-10%	166k	58.18	View chart
Microsoft Corporation (MSFT)	1.6	$9.6M	+8%	26k	370.17	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.6	$9.2M	-7%	44k	211.15	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$8.9M	-4%	31k	287.56	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.4	$8.5M	-5%	75k	113.11	View chart
Ishares Core Msci Emkt (IEMG)	1.4	$8.4M	-16%	121k	69.75	View chart
Apple (AAPL)	1.3	$7.7M		31k	253.79	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.2	$7.3M	-7%	38k	191.81	View chart
Amazon (AMZN)	1.2	$7.2M		35k	208.27	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	1.1	$6.6M	+34%	96k	68.11	View chart
NVIDIA Corporation (NVDA)	1.1	$6.5M	+17%	38k	174.40	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.1	$6.3M	+36%	22k	287.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SNOV)	1.0	$5.8M		235k	24.82	View chart
First Tr Exchange-traded Bitcoin Strategy (BFOC)	1.0	$5.8M		336k	17.21	View chart
T Rowe Price Etf International Eq (TOUS)	1.0	$5.8M	+5%	167k	34.54	View chart
Meta Platforms Cl A (META)	1.0	$5.7M		9.9k	572.13	View chart
Eli Lilly & Co. (LLY)	1.0	$5.7M	+9%	6.2k	919.73	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.0	$5.6M	+38%	24k	237.62	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.8	$5.0M	+32%	94k	53.22	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.8	$5.0M	+32%	100k	49.63	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.8	$4.9M	+5%	88k	55.52	View chart
First Tr Exchange-traded SHS (FDL)	0.8	$4.9M	+24%	96k	50.80	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.8	$4.7M	-4%	34k	141.42	View chart
First Tr Exchange-traded Vest Gold Strtgy (BGLD)	0.8	$4.7M	NEW	275k	17.14	View chart
Broadcom (AVGO)	0.8	$4.6M	+23%	15k	309.51	View chart
Fs Kkr Capital Corp (FSK)	0.8	$4.5M	-37%	438k	10.18	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$4.4M		7.4k	597.52	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.7	$4.3M	-42%	80k	54.55	View chart
Spdr Series Trust State Street Spd (SPHY)	0.7	$4.3M	+22%	185k	23.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DLAG)	0.7	$4.3M	-6%	139k	30.78	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.7	$4.1M	-14%	12k	337.95	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$4.0M	+16%	8.4k	479.20	View chart
Visa Com Cl A (V)	0.7	$3.9M	+7%	13k	302.24	View chart
Applied Materials (AMAT)	0.7	$3.9M	-4%	11k	341.79	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.7	$3.9M	-3%	98k	39.43	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$3.8M		149k	25.64	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.6	$3.8M	-4%	116k	32.95	View chart
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)	0.6	$3.8M	+3%	127k	29.66	View chart
JPMorgan Chase & Co. (JPM)	0.6	$3.8M	+18%	13k	294.17	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (SQMX)	0.6	$3.7M	-2%	112k	33.29	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.6	$3.7M	-2%	33k	112.11	View chart
salesforce (CRM)	0.6	$3.6M	+24%	19k	186.67	View chart
Johnson & Johnson (JNJ)	0.6	$3.6M	+11%	15k	244.44	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.6	$3.5M	-4%	96k	36.22	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.6	$3.4M	+30%	84k	40.54	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.6	$3.3M	-2%	41k	80.58	View chart
Pgim Etf Tr Total Return Bon (PTRB)	0.6	$3.3M	+2%	79k	41.51	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.5	$3.2M	-5%	29k	111.37	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.5	$3.0M	+7%	69k	44.18	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.5	$3.0M		34k	89.59	View chart
Spdr Series Trust State Street Spd (SPSM)	0.5	$3.0M	+30%	62k	48.32	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.5	$3.0M	+32%	57k	52.56	View chart
UnitedHealth (UNH)	0.5	$3.0M	+27%	11k	270.58	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.5	$2.9M	-8%	63k	46.19	View chart
Tesla Motors (TSLA)	0.5	$2.8M	+11%	7.7k	371.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.5	$2.8M	-3%	65k	43.96	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq-100 (QMAG)	0.5	$2.8M		120k	23.15	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.5	$2.7M	+3%	29k	92.28	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$2.7M	-6%	27k	99.27	View chart
First Tr Exchng Traded Fd Vi Innovation Lead (ILDR)	0.4	$2.6M	+42%	89k	29.78	View chart
Fortinet (FTNT)	0.4	$2.6M	+35%	31k	81.72	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.4	$2.5M	+5%	56k	45.86	View chart
Charles Schwab Corporation (SCHW)	0.4	$2.5M	-17%	27k	93.98	View chart
Exxon Mobil Corporation (XOM)	0.4	$2.5M	+7%	15k	169.66	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.4	$2.5M	+168%	193k	12.80	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (JANM)	0.4	$2.5M	NEW	75k	32.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Small (SFEB)	0.4	$2.4M	NEW	103k	23.75	View chart
Zacks Trust Small/mid Cap (SMIZ)	0.4	$2.4M	+42%	65k	37.07	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$2.4M		23k	106.15	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.4	$2.3M		69k	33.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.4	$2.3M		46k	50.41	View chart
Global X Fds Defense Tech Etf (SHLD)	0.4	$2.3M	+10%	33k	70.84	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$2.3M	-4%	99k	23.22	View chart
Ea Series Trust Argent Mid Cap (AMID)	0.4	$2.3M	+6%	71k	32.14	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.4	$2.3M	+26%	49k	46.91	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$2.3M	-6%	3.5k	650.39	View chart
RBB F/m Us Treasury (TBIL)	0.4	$2.2M	-6%	44k	49.86	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	0.4	$2.2M	NEW	68k	32.15	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.4	$2.2M		77k	28.00	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$2.2M		7.5k	286.85	View chart
Booking Holdings (BKNG)	0.4	$2.2M	-17%	513.00	4209.38	View chart
Innovator Etfs Trust Equity Mngd 100 (BFRZ)	0.4	$2.1M	-5%	79k	26.36	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DHDG)	0.4	$2.1M		62k	33.63	View chart
Mastercard Incorporated Cl A (MA)	0.3	$2.0M	-15%	4.0k	499.71	View chart
Lockheed Martin Corporation (LMT)	0.3	$2.0M		3.3k	604.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (RSSE)	0.3	$2.0M		93k	21.52	View chart
Ge Aerospace Com New (GE)	0.3	$2.0M	+30%	7.0k	283.75	View chart
First Tr Exchange-traded Vest Bitcoin Str (BFJL)	0.3	$2.0M		118k	16.77	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.3	$2.0M	NEW	29k	68.47	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.3	$2.0M	+3%	40k	48.71	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.3	$1.9M	+33%	84k	23.00	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$1.9M	-8%	4.4k	436.77	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.3	$1.9M	-2%	38k	49.81	View chart
Abbott Laboratories (ABT)	0.3	$1.9M	+32%	18k	102.67	View chart
3M Company (MMM)	0.3	$1.9M	+32%	13k	145.23	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$1.9M		14k	132.90	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.3	$1.8M	-2%	59k	30.62	View chart
ConocoPhillips (COP)	0.3	$1.8M	+13%	13k	132.00	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$1.7M	-4%	9.6k	181.42	View chart
American Beacon Select Funds Glg Natural Reso (MGNR)	0.3	$1.7M	+11%	33k	51.58	View chart
Chevron Corporation (CVX)	0.3	$1.7M	-2%	8.3k	206.91	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.3	$1.7M		13k	125.13	View chart
Eaton Corp SHS (ETN)	0.3	$1.7M	+30%	4.6k	357.67	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$1.6M		53k	30.50	View chart
Iqvia Holdings (IQV)	0.3	$1.6M	-22%	9.5k	170.53	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$1.6M	-26%	17k	92.69	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$1.6M	-4%	17k	94.95	View chart
Kroger (KR)	0.3	$1.5M	+30%	21k	72.36	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.3	$1.5M	-5%	25k	59.78	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$1.5M	-5%	17k	88.16	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$1.5M	-8%	38k	38.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC)	0.2	$1.4M		66k	21.99	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$1.4M	-2%	28k	50.04	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.2	$1.4M	-9%	33k	43.59	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$1.4M	+50%	13k	110.47	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$1.4M		14k	99.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.2	$1.4M	-2%	43k	31.46	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.2	$1.3M	-2%	31k	43.13	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.2	$1.3M	-3%	39k	34.05	View chart
Stryker Corporation (SYK)	0.2	$1.3M	+34%	4.0k	328.56	View chart
Altria (MO)	0.2	$1.3M	+21%	20k	65.99	View chart
First Tr Exch Traded Fd Iii Rivr Frnt Dyn (RFEM)	0.2	$1.3M	+8%	16k	82.16	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.2	$1.3M	+3%	18k	70.36	View chart
AmerisourceBergen (COR)	0.2	$1.3M	-15%	4.0k	314.14	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.2M		14k	90.53	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$1.2M	-2%	13k	92.74	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$1.2M	+11%	21k	56.68	View chart
Anthem (ELV)	0.2	$1.2M	-16%	4.1k	292.78	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$1.2M	-9%	26k	45.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (FHDG)	0.2	$1.2M	NEW	35k	33.80	View chart
Procter & Gamble Company (PG)	0.2	$1.2M	+23%	8.1k	144.44	View chart
Coca-Cola Company (KO)	0.2	$1.2M	+23%	15k	76.05	View chart
First Tr Exchange-traded Structured Cr In (SCIO)	0.2	$1.2M	NEW	56k	20.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCJL)	0.2	$1.2M	NEW	50k	23.40	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.2	$1.1M	+54%	29k	39.48	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$1.1M	+2%	14k	82.75	View chart
Nextera Energy (NEE)	0.2	$1.1M	+18%	12k	92.88	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.1M	-6%	17k	64.08	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$1.1M	+29%	41k	26.61	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.2	$1.1M	NEW	26k	41.06	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$1.0M	+3%	1.4k	697.66	View chart
Walt Disney Company (DIS)	0.2	$1.0M	-24%	11k	96.38	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$996k	+5%	3.1k	320.81	View chart
Ishares Tr Cmbs Etf (CMBS)	0.2	$983k	+31%	20k	48.73	View chart
Service Corporation International (SCI)	0.2	$980k		12k	82.51	View chart
Metropcs Communications (TMUS)	0.2	$969k	+33%	4.6k	210.03	View chart
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)	0.2	$941k	+7%	43k	21.70	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.2	$923k		39k	23.87	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$915k	-3%	1.6k	577.33	View chart
Ishares Tr Us Infrastruc (IFRA)	0.2	$898k	-3%	16k	57.20	View chart
Home Depot (HD)	0.2	$894k	-5%	2.7k	328.83	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.1	$874k	+14%	6.9k	125.92	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$866k	+2%	45k	19.30	View chart
Goldman Sachs Bdc SHS (GSBD)	0.1	$848k	-12%	96k	8.88	View chart
Southern Company (SO)	0.1	$844k	+53%	8.7k	96.52	View chart
Innovator Etfs Trust Prem Inc 20 Barr (JULH)	0.1	$828k		34k	24.69	View chart
Wal-Mart Stores (WMT)	0.1	$822k		6.6k	124.27	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$812k	-3%	18k	45.65	View chart
Linde SHS (LIN)	0.1	$811k	+20%	1.6k	495.84	View chart
Enterprise Products Partners (EPD)	0.1	$806k	-7%	21k	37.84	View chart
First Trust S&P REIT Index Fund (FRI)	0.1	$799k	+11%	28k	28.46	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$798k	-3%	9.0k	88.49	View chart
Bank of America Corporation (BAC)	0.1	$771k		16k	48.75	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.1	$765k	-28%	37k	20.96	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$760k		8.4k	90.94	View chart
Philip Morris International (PM)	0.1	$753k	-3%	4.6k	165.35	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$746k	+10%	28k	27.15	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$746k	-16%	26k	29.13	View chart
Starbucks Corporation (SBUX)	0.1	$736k	-28%	8.2k	89.59	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$731k	-8%	14k	51.93	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$729k	-11%	11k	68.78	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.1	$725k	-3%	18k	41.32	View chart
Adobe Systems Incorporated (ADBE)	0.1	$719k	-9%	3.0k	243.10	View chart
Autodesk (ADSK)	0.1	$714k	-25%	3.0k	239.43	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.1	$706k	-8%	33k	21.57	View chart
Qualcomm (QCOM)	0.1	$694k	-20%	5.4k	128.77	View chart
Spdr Series Trust State Street Spd (SPTS)	0.1	$691k	-26%	24k	29.18	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$691k	-5%	39k	17.75	View chart
Netflix (NFLX)	0.1	$687k		7.1k	96.15	View chart
Analog Devices (ADI)	0.1	$646k	+17%	2.0k	318.13	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$645k		3.4k	191.92	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$636k		1.6k	407.72	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$627k		10k	62.30	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$619k	-3%	9.1k	68.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (OCTM)	0.1	$610k	NEW	19k	32.53	View chart
Air Products & Chemicals (APD)	0.1	$608k	-25%	2.1k	290.44	View chart
Check Point Software Tech Lt Ord (CHKP)	0.1	$602k	-22%	4.2k	142.84	View chart
Innovator Etfs Trust Equity Autocalla (ACEI)	0.1	$601k	-6%	26k	23.14	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)	0.1	$592k	NEW	22k	27.35	View chart
Roblox Corp Cl A (RBLX)	0.1	$592k	-13%	11k	56.56	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.1	$588k	+2%	31k	18.94	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$585k	-3%	2.9k	200.80	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.1	$580k	-6%	20k	28.95	View chart
Airbnb Com Cl A (ABNB)	0.1	$580k	-28%	4.6k	126.27	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.1	$578k	NEW	28k	20.38	View chart
Abbvie (ABBV)	0.1	$578k	+4%	2.7k	217.52	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$575k	NEW	25k	22.91	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.1	$567k		10k	54.62	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$562k	-16%	17k	33.97	View chart
Innovator Etfs Trust Equity Defined P (AJUL)	0.1	$557k		19k	29.00	View chart
Deere & Company (DE)	0.1	$554k		983.00	563.29	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$551k	+122%	12k	48.05	View chart
Welltower Inc Com reit (WELL)	0.1	$540k	+28%	2.7k	197.68	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$539k	-4%	4.3k	124.31	View chart
Equinix (EQIX)	0.1	$537k	+25%	548.00	980.46	View chart
Ishares Msci Cda Etf (EWC)	0.1	$534k		9.8k	54.79	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$526k	-5%	6.7k	78.66	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$526k	-14%	6.8k	77.10	View chart
Waste Management (WM)	0.1	$512k		2.2k	229.81	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$508k	+31%	13k	40.14	View chart
Oracle Corporation (ORCL)	0.1	$502k	-6%	3.4k	147.09	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.1	$501k	-30%	7.1k	70.14	View chart
CarMax (KMX)	0.1	$497k	-24%	12k	41.58	View chart
Exchange Listed Fds Tr Bancreek Int Lc (BCIL)	0.1	$492k		19k	26.28	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$487k	+11%	5.9k	82.43	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$485k		11k	45.50	View chart
Rocket Lab Corp (RKLB)	0.1	$481k	NEW	7.5k	64.22	View chart
Costco Wholesale Corporation (COST)	0.1	$478k	+2%	480.00	995.85	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$478k	-43%	10k	47.08	View chart
Verizon Communications (VZ)	0.1	$468k	-14%	9.3k	50.20	View chart
Wells Fargo & Company (WFC)	0.1	$467k	-3%	5.9k	79.61	View chart
Ares Capital Corporation (ARCC)	0.1	$465k	+2%	26k	18.02	View chart
Diageo Spon Adr New (DEO)	0.1	$463k	-27%	6.2k	74.45	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$462k	-18%	1.5k	317.99	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$457k	-14%	1.9k	240.02	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$451k	+12%	8.9k	50.66	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$449k		24k	19.00	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$446k		7.8k	57.07	View chart
Advanced Micro Devices (AMD)	0.1	$445k		2.2k	203.40	View chart
Cisco Systems (CSCO)	0.1	$439k		5.7k	77.59	View chart
Innovator Etfs Trust Prem Incm 20 Bar (APRH)	0.1	$438k		18k	24.52	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.1	$437k		18k	24.77	View chart
Ecolab (ECL)	0.1	$435k	-24%	1.6k	266.01	View chart
First Tr Exchng Traded Fd Vi Vest Us Eqty Dua (DLFE)	0.1	$435k	NEW	15k	29.43	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.1	$432k		12k	37.49	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$430k	-9%	5.6k	77.17	View chart
Main Street Capital Corporation (MAIN)	0.1	$430k	NEW	8.1k	52.96	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$419k		8.3k	50.61	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.1	$413k	+13%	6.9k	60.26	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$412k		957.00	430.29	View chart
Lowe's Companies (LOW)	0.1	$406k		1.7k	236.25	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.1	$406k		9.4k	43.20	View chart
Public Storage (PSA)	0.1	$403k	+34%	1.5k	270.85	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$402k	-31%	12k	33.46	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.1	$399k		11k	36.11	View chart
Masco Corporation (MAS)	0.1	$399k	-25%	6.6k	60.37	View chart
International Business Machines (IBM)	0.1	$398k	-6%	1.6k	242.33	View chart
Paypal Holdings (PYPL)	0.1	$394k		8.7k	45.23	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$392k	-2%	13k	30.68	View chart
Caterpillar (CAT)	0.1	$389k	-4%	550.00	708.02	View chart
Medtronic SHS (MDT)	0.1	$383k		4.4k	86.65	View chart
American Express Company (AXP)	0.1	$382k		1.3k	302.58	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.1	$379k		5.9k	64.35	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.1	$379k		13k	29.36	View chart
General Dynamics Corporation (GD)	0.1	$378k	-5%	1.1k	343.10	View chart
Proshares Tr S&p 500 High Inc (ISPY)	0.1	$368k	-41%	8.5k	43.35	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$366k	-14%	1.9k	196.16	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$364k	-43%	9.5k	38.42	View chart
Novartis Sponsored Adr (NVS)	0.1	$361k	-6%	2.4k	152.72	View chart
Bank of New York Mellon Corporation (BK)	0.1	$356k		3.0k	118.62	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$355k	-28%	2.9k	121.17	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$351k	-18%	4.0k	86.69	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$351k		13k	26.30	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$351k	+2%	4.5k	78.41	View chart
Innovator Etfs Trust Uncapped Acclrtd (XUSP)	0.1	$349k		7.9k	44.16	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$348k	-33%	3.7k	95.44	View chart
Pepsi (PEP)	0.1	$347k	-9%	2.2k	155.28	View chart
Proshares Tr Nasdaq 100 High (IQQQ)	0.1	$345k		8.3k	41.69	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$343k		15k	23.14	View chart
Comcast Corp Cl A (CMCSA)	0.1	$342k	-3%	12k	28.71	View chart
Owl Rock Capital Corporation (OBDC)	0.1	$342k		31k	11.06	View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)	0.1	$338k	+40%	3.6k	94.06	View chart
Sixth Street Specialty Lending (TSLX)	0.1	$334k	+77%	18k	18.38	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.1	$330k	NEW	4.8k	68.91	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.1	$325k		4.4k	74.55	View chart
American Electric Power Company (AEP)	0.1	$323k		2.5k	131.08	View chart
Kinder Morgan (KMI)	0.1	$323k		9.6k	33.53	View chart
Bny Mellon Etf Trust Concentrated Int (BKCI)	0.1	$319k	-20%	6.5k	49.47	View chart
Two Rds Shared Tr Ldrshs Alpfact (LSAF)	0.1	$317k		6.9k	45.90	View chart
McKesson Corporation (MCK)	0.1	$316k	-2%	365.00	866.20	View chart
Palo Alto Networks (PANW)	0.1	$307k	+2%	1.9k	160.32	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$307k	-28%	1.8k	175.61	View chart
Innovator Etfs Trust Growth Accelerat (XDQQ)	0.1	$307k	-3%	8.3k	36.99	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$305k		1.3k	236.41	View chart
Innovator Etfs Trust Prem Incm 30 Bar (APRJ)	0.1	$303k		12k	24.50	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.1	$300k		8.3k	36.30	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$299k	-22%	5.4k	55.20	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.1	$299k		6.5k	45.80	View chart
Ssga Active Tr State Street Us (XLSR)	0.0	$294k		5.1k	57.74	View chart
Dex (DXCM)	0.0	$291k	-13%	4.6k	62.80	View chart
McDonald's Corporation (MCD)	0.0	$290k		934.00	310.80	View chart
PNC Financial Services (PNC)	0.0	$290k	+27%	1.4k	208.14	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$290k	-8%	2.7k	106.52	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$288k	+3%	4.7k	61.27	View chart
Unilever Spon Adr New (UL)	0.0	$285k		5.0k	56.97	View chart
Norfolk Southern (NSC)	0.0	$285k		991.00	287.12	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$284k		1.1k	248.05	View chart
Becton, Dickinson and (BDX)	0.0	$282k	+6%	1.8k	157.20	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$279k		5.6k	49.95	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.0	$277k		7.8k	35.37	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$268k		897.00	299.00	View chart
At&t (T)	0.0	$264k		9.1k	28.99	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$264k	NEW	2.2k	118.62	View chart
Pfizer (PFE)	0.0	$260k	+2%	9.3k	28.08	View chart
Kkr & Co (KKR)	0.0	$257k		2.8k	92.51	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$256k		194.00	1320.83	View chart
Enbridge (ENB)	0.0	$252k		4.7k	54.14	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$251k	-15%	2.7k	93.95	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$249k		584.00	426.40	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$248k		9.8k	25.33	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$246k	+14%	2.4k	100.65	View chart
Raytheon Technologies Corp (RTX)	0.0	$243k	+4%	1.3k	192.95	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$242k	-15%	659.00	367.59	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.0	$242k	-11%	5.3k	46.13	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$242k		1.6k	151.41	View chart
Honeywell International (HON)	0.0	$240k		1.1k	225.98	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$239k	NEW	3.3k	73.64	View chart
Comfort Systems USA (FIX)	0.0	$239k		173.00	1378.99	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.0	$237k		4.1k	57.94	View chart
Spdr Series Trust State Street Spd (SPAB)	0.0	$236k		9.2k	25.62	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$235k		2.8k	84.91	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.0	$232k		3.6k	63.91	View chart
Chubb (CB)	0.0	$230k		704.00	326.15	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$226k	-8%	2.2k	100.73	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$220k	NEW	4.4k	49.37	View chart
PPL Corporation (PPL)	0.0	$218k	-4%	5.7k	38.20	View chart
Uber Technologies (UBER)	0.0	$217k		3.0k	71.93	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$211k	NEW	4.4k	47.55	View chart
Reddit Cl A (RDDT)	0.0	$210k	NEW	1.6k	134.65	View chart
CVS Caremark Corporation (CVS)	0.0	$210k	NEW	2.9k	71.83	View chart
Merck & Co (MRK)	0.0	$208k		1.7k	120.27	View chart
Omni (OMC)	0.0	$205k	-11%	2.7k	75.31	View chart
Spdr Series Trust State Street Spd (QUS)	0.0	$204k		1.2k	171.67	View chart
Sanofi Sa Sponsored Adr (SNY)	0.0	$203k		4.2k	48.18	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$202k		527.00	383.35	View chart
Nuveen Ins Ca Tx Fr Adv Mun (NKX)	0.0	$153k		13k	11.90	View chart
Immunitybio (IBRX)	0.0	$110k		14k	7.67	View chart
Adt (ADT)	0.0	$95k	-6%	14k	6.57	View chart
Grab Holdings Class A Ord (GRAB)	0.0	$66k		18k	3.66	View chart
Snap Cl A (SNAP)	0.0	$50k		11k	4.60	View chart
Pyxis Oncology Common Stock (PYXS)	0.0	$31k	-3%	21k	1.46	View chart
I-80 Gold Corp (IAUX)	0.0	$17k	NEW	11k	1.52	View chart

Past Filings by Maia Wealth

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

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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