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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, GOOGL, IVV, MSFT, and represent 14.06% of Maia Wealth's stock portfolio.
Added to shares of these 10 stocks: VO (+$7.4M), FNDF (+$6.8M), PANW, RSDE, DMAY, QMMY, TDEC, NSCI, NPFI, GOVT.
Started 40 new stock positions in VEU, IDEV, TMO, INTC, SOXX, HPE, RSDE, LRCX, LMUB, EMR.
Reduced shares in these 10 stocks: SNOV (-$5.8M), DLAG, FSK, QMAG, CRM, FLBL, QSPT, XLG, EFV, AMAT.
Sold out of its positions in T, KMX, DEO, BCIL, QMAG, QCJL, SNOV, DLAG, QSPT, FLBL.
Maia Wealth was a net buyer of stock by $36M.
Maia Wealth has $679M in assets under management (AUM), dropping by 14.83%.
Central Index Key (CIK): 0002010858

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Portfolio Holdings for Maia Wealth

Maia Wealth holds 354 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Fundamental Intl (FNDF)	5.2	$35M	+23%	668k	52.76	View chart
Spdr Series Trust St Str P500etf (SPYM)	4.0	$27M	-4%	312k	87.88	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.6	$11M		31k	357.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.6	$11M		15k	748.90	View chart
Microsoft Corporation (MSFT)	1.6	$11M	+11%	29k	373.01	View chart
Ishares Tr Eafe Value Etf (EFV)	1.6	$11M	-11%	141k	76.55	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.5	$10M	-8%	151k	68.01	View chart
Ishares Core Msci Emkt (IEMG)	1.4	$9.6M	-4%	115k	82.84	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.4	$9.5M	-3%	42k	227.06	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.4	$9.5M	-7%	69k	137.53	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	1.4	$9.3M	+24%	120k	77.79	View chart
Apple (AAPL)	1.4	$9.3M	+5%	32k	289.36	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.3	$9.1M	+418%	113k	80.57	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.3	$8.7M	+21%	29k	302.97	View chart
Amazon (AMZN)	1.2	$8.2M		35k	238.34	View chart
NVIDIA Corporation (NVDA)	1.2	$8.1M	+7%	40k	200.09	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.1	$7.5M	-10%	34k	219.43	View chart
Eli Lilly & Co. (LLY)	1.1	$7.3M		6.1k	1199.53	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	1.0	$7.0M	+40%	131k	53.17	View chart
T Rowe Price Exchange-traded Intl Equity Etf (TOUS)	1.0	$6.9M	+8%	181k	38.37	View chart
Applied Materials (AMAT)	1.0	$6.8M	-16%	9.5k	723.02	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.9	$5.8M	-4%	110k	52.72	View chart
First Tr Exchange-traded SHS (FDL)	0.8	$5.7M	+23%	118k	48.66	View chart
Meta Platforms Cl A (META)	0.8	$5.7M	+2%	10k	563.26	View chart
Broadcom (AVGO)	0.8	$5.7M		15k	377.75	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.8	$5.7M	+5%	92k	61.46	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.8	$5.6M	+29%	240k	23.44	View chart
Fortinet (FTNT)	0.8	$5.6M	+16%	37k	153.62	View chart
First Tr Exchange-traded Bitc St F15 Octo (BFOC)	0.8	$5.6M		332k	16.86	View chart
Palo Alto Networks (PANW)	0.8	$5.5M	+746%	16k	341.02	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$5.3M	+4%	7.8k	686.77	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.8	$5.2M	-4%	32k	163.67	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.8	$5.1M	-11%	11k	477.57	View chart
Visa Com Cl A (V)	0.7	$5.1M	+14%	15k	343.08	View chart
UnitedHealth (UNH)	0.7	$5.0M	+9%	12k	415.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$4.9M	+17%	9.8k	500.39	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.7	$4.9M	+100%	387k	12.66	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.7	$4.8M	-9%	30k	161.54	View chart
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)	0.7	$4.7M	+10%	141k	33.49	View chart
JPMorgan Chase & Co. (JPM)	0.7	$4.7M	+11%	14k	327.34	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.7	$4.5M	-9%	90k	50.04	View chart
First Tr Exchange-traded Vest Gold Strtgy (BGLD)	0.7	$4.5M		273k	16.29	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.6	$4.4M	+22%	76k	57.67	View chart
First Tr Exchng Traded Fd Vi Innovation Lead (ILDR)	0.6	$4.3M	+24%	111k	39.24	View chart
Johnson & Johnson (JNJ)	0.6	$4.2M	+14%	17k	253.96	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$4.2M	-3%	144k	29.43	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.6	$4.1M	+21%	102k	40.59	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.6	$4.1M	+37%	79k	52.41	View chart
Tesla Motors (TSLA)	0.6	$4.0M	+23%	9.5k	420.60	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.6	$3.9M	-8%	90k	43.14	View chart
First Tr Exchng Traded Fd Vi Ft Vest Quar Etf (SQMX)	0.5	$3.7M	-2%	109k	34.21	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.5	$3.7M	-9%	86k	43.11	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$3.6M	-10%	37k	96.49	View chart
Ge Aerospace Com New (GE)	0.5	$3.4M	+29%	9.1k	373.71	View chart
Pgim Etf Tr Tota Retu Bd Etf (PTRB)	0.5	$3.4M	+3%	82k	41.46	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.5	$3.4M	-30%	55k	61.23	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.5	$3.3M	+485%	147k	22.78	View chart
T Rowe Price Exchange-traded Price Blue Chip (TCHP)	0.5	$3.3M	-3%	66k	50.09	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.5	$3.2M	-10%	26k	124.42	View chart
Zacks Trust Small/mid Cap (SMIZ)	0.5	$3.2M	+11%	72k	44.62	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.4	$3.0M	+21%	83k	36.60	View chart
First Tr Exchng Traded Fd Vi Ft Ve Us Eq Equa (RSDE)	0.4	$3.0M	NEW	129k	23.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)	0.4	$3.0M	NEW	64k	47.12	View chart
Ea Series Trust Argent Mid Cap (AMID)	0.4	$3.0M	+15%	82k	36.45	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)	0.4	$3.0M	NEW	113k	26.49	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.4	$3.0M	+9%	32k	92.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.4	$3.0M	-2%	63k	47.44	View chart
First Tr Exchng Traded Fd Vi Ft Ves Mark Dece (TDEC)	0.4	$3.0M	NEW	113k	26.27	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$3.0M	+22%	28k	107.62	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.4	$2.9M	+16%	57k	51.78	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$2.9M	+9%	30k	98.98	View chart
Nushares Etf Tr Nuve Secu In Etf (NSCI)	0.4	$2.9M	NEW	115k	25.26	View chart
Nushares Etf Tr Nuve Pfd Inc Etf (NPFI)	0.4	$2.9M	NEW	110k	26.15	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.4	$2.8M	-17%	28k	103.10	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.4	$2.8M	+6%	15k	190.52	View chart
3M Company (MMM)	0.4	$2.8M	+32%	17k	161.91	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.4	$2.7M	+24%	36k	76.11	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.4	$2.7M	-6%	59k	46.15	View chart
Rocket Lab Corp Put Option (RKLB)	0.4	$2.6M	+246%	26k	101.65	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$2.6M	-2%	7.4k	353.34	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$2.6M		3.5k	746.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Small (SFEB)	0.4	$2.6M	-4%	98k	26.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.4	$2.5M	-2%	45k	55.09	View chart
RBB F/m Us Treasury (TBIL)	0.4	$2.5M	+11%	49k	49.86	View chart
Eaton Corp SHS (ETN)	0.4	$2.4M	+22%	5.7k	426.12	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.4	$2.4M	-5%	66k	36.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (JANM)	0.4	$2.4M	-5%	71k	33.84	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.3	$2.3M	-10%	50k	45.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DHDG)	0.3	$2.2M		61k	36.57	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$2.2M	-8%	8.8k	252.23	View chart
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD)	0.3	$2.2M	-3%	75k	29.72	View chart
Innovator Etfs Trust Equity Mngd 100 (BFRZ)	0.3	$2.2M		81k	27.03	View chart
Stryker Corporation (SYK)	0.3	$2.2M	+69%	6.9k	314.82	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$2.2M	+34%	17k	124.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (RSSE)	0.3	$2.1M		91k	23.15	View chart
Exxon Mobil Corporation (XOM)	0.3	$2.1M	+5%	15k	136.72	View chart
Charles Schwab Corporation (SCHW)	0.3	$2.1M	-17%	22k	92.27	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$2.0M	+432%	23k	86.14	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$2.0M	-14%	85k	23.13	View chart
First Tr Exchange-traded Vest Bi St July (BFJL)	0.3	$2.0M		118k	16.73	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.3	$2.0M	-2%	39k	50.50	View chart
Booking Holdings (BKNG)	0.3	$1.9M	+2027%	11k	178.24	View chart
Global X Fds Defense Tech Etf (SHLD)	0.3	$1.9M		32k	59.71	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$1.9M	+3%	55k	34.81	View chart
American Beacon Select Funds Glg Nat Res Etf (MGNR)	0.3	$1.9M	+16%	39k	48.55	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	0.3	$1.8M	+40%	40k	45.75	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.3	$1.8M	-5%	36k	49.78	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.3	$1.7M	-8%	12k	141.89	View chart
Chevron Corporation (CVX)	0.3	$1.7M	+25%	10k	165.76	View chart
Uber Technologies (UBER)	0.3	$1.7M	+684%	24k	72.16	View chart
Mastercard Incorporated Cl A (MA)	0.3	$1.7M	-17%	3.3k	513.64	View chart
Lockheed Martin Corporation (LMT)	0.3	$1.7M		3.3k	509.41	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$1.7M	+12%	28k	59.73	View chart
Altria (MO)	0.2	$1.7M	+18%	23k	71.95	View chart
Kroger (KR)	0.2	$1.6M	+37%	29k	55.53	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.2	$1.6M	+23%	32k	50.37	View chart
First Tr Exch Traded Fd Iii Rivr Frnt Dyn (RFEM)	0.2	$1.6M	+10%	17k	93.92	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$1.6M	+12%	15k	103.05	View chart
Fs Kkr Capital Corp (FSK)	0.2	$1.6M	-65%	150k	10.50	View chart
ConocoPhillips (COP)	0.2	$1.6M	+12%	15k	103.96	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.2	$1.6M	-6%	35k	44.36	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC)	0.2	$1.5M		65k	23.92	View chart
Southern Company (SO)	0.2	$1.5M	+83%	16k	95.71	View chart
Coca-Cola Company (KO)	0.2	$1.5M	+21%	19k	81.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.2	$1.5M		43k	35.61	View chart
Procter & Gamble Company (PG)	0.2	$1.5M	+25%	10k	146.64	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$1.5M	+747%	12k	119.52	View chart
First Tr Exchange-traded Structured Cr In (SCIO)	0.2	$1.4M	+23%	70k	20.67	View chart
Emerson Electric (EMR)	0.2	$1.4M	NEW	9.8k	143.15	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$1.4M	-3%	26k	54.69	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$1.4M	-13%	15k	94.52	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.2	$1.4M	-3%	31k	43.61	View chart
Invesco Exchange Traded Fd T Larg Cap Gro Etf (PWB)	0.2	$1.3M	+14%	7.9k	168.46	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.2	$1.3M	-8%	36k	37.00	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.2	$1.3M	-7%	29k	45.70	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (FHDG)	0.2	$1.3M		36k	36.24	View chart
Iqvia Holdings (IQV)	0.2	$1.3M	-30%	6.6k	193.22	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.2	$1.3M	-5%	17k	73.80	View chart
Nextera Energy (NEE)	0.2	$1.2M	+18%	14k	87.77	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$1.2M	-3%	17k	75.51	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.2M	-9%	13k	96.58	View chart
Advanced Micro Devices (AMD)	0.2	$1.2M	-6%	2.1k	580.91	View chart
Anthem (ELV)	0.2	$1.2M	-24%	3.1k	386.72	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.2M	+2%	1.6k	736.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.2M		3.1k	370.04	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$1.1M		14k	82.65	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$1.1M	-20%	22k	50.60	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$1.1M	-16%	14k	79.42	View chart
Metropcs Communications (TMUS)	0.2	$1.1M	+42%	6.6k	167.73	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$1.1M	-10%	19k	56.48	View chart
First Trust S&P REIT Index Fund (FRI)	0.2	$1.1M	+20%	34k	31.70	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$1.1M	-16%	11k	96.46	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.0M	-14%	15k	71.25	View chart
First Tr Exchange-traded Ft Vest Smid (SDVD)	0.1	$1.0M		44k	23.09	View chart
Reddit Cl A Call Option (RDDT)	0.1	$1.0M	+270%	5.8k	173.58	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.1	$980k	+66%	47k	20.79	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$963k	+11%	29k	33.84	View chart
Tidal Trust I Fund Gran Us Etf (GRNY)	0.1	$962k	-10%	35k	27.65	View chart
Linde SHS (LIN)	0.1	$955k	+12%	1.8k	518.81	View chart
Home Depot (HD)	0.1	$952k		2.7k	352.71	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$951k	-2%	8.1k	117.06	View chart
AmerisourceBergen (COR)	0.1	$937k	-18%	3.3k	283.00	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	0.1	$915k	+33%	32k	29.01	View chart
Service Corporation International (SCI)	0.1	$902k		12k	75.96	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$894k	-9%	14k	63.04	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$864k		45k	19.12	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$835k	-6%	17k	50.39	View chart
salesforce (CRM)	0.1	$808k	-73%	5.2k	156.65	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$780k	+505%	9.4k	82.62	View chart
Wal-Mart Stores (WMT)	0.1	$769k	+2%	6.8k	113.26	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$763k	+120%	1.2k	655.85	View chart
Enterprise Products Partners (EPD)	0.1	$759k	-3%	21k	36.76	View chart
Bank of America Corporation (BAC)	0.1	$751k	-16%	13k	56.98	View chart
Walt Disney Company (DIS)	0.1	$734k	-27%	7.6k	96.25	View chart
Philip Morris International (PM)	0.1	$722k	-12%	4.0k	180.93	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$720k	+26%	16k	45.07	View chart
Welltower Inc Com reit (WELL)	0.1	$718k	+15%	3.2k	227.00	View chart
Qualcomm (QCOM)	0.1	$705k	-29%	3.8k	184.80	View chart
Analog Devices (ADI)	0.1	$679k	-15%	1.7k	397.25	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.1	$679k	-3%	32k	21.40	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.1	$663k	-12%	32k	20.86	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$660k	-10%	8.1k	81.06	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.1	$650k	-10%	16k	41.16	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$644k	-10%	2.6k	247.90	View chart
Equinix (EQIX)	0.1	$640k	+12%	614.00	1042.58	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$633k	-13%	9.2k	68.93	View chart
Deere & Company (DE)	0.1	$630k		993.00	634.34	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$619k	-11%	35k	17.88	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.1	$618k	-29%	6.3k	97.60	View chart
Caterpillar (CAT)	0.1	$616k	+5%	579.00	1064.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)	0.1	$615k		22k	28.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (OCTM)	0.1	$612k	-2%	18k	33.60	View chart
Cisco Systems (CSCO)	0.1	$610k	-8%	5.2k	117.46	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$609k	+4%	7.1k	85.49	View chart
Public Storage (PSA)	0.1	$606k	+28%	1.9k	318.26	View chart
Netflix (NFLX)	0.1	$604k	+18%	8.5k	71.40	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	0.1	$602k	-18%	8.2k	73.34	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$601k		16k	36.84	View chart
Innovator Etfs Trust Equi Auto In Etf (ACEI)	0.1	$598k		26k	23.15	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$593k	-9%	1.7k	342.85	View chart
Blackrock Etf Trust Isha Us Awar Etf (LCTU)	0.1	$586k	+2%	7.3k	80.17	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$584k	-14%	5.7k	102.30	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.1	$580k	+21%	8.3k	69.59	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$571k	+9%	6.5k	88.54	View chart
Starbucks Corporation (SBUX)	0.1	$568k	-32%	5.6k	102.19	View chart
Innovator Etfs Trust Equi Def Pro Etf (AJUL)	0.1	$568k		19k	30.08	View chart
Ishares Msci Cda Etf (EWC)	0.1	$566k		9.8k	57.64	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$564k	+37%	17k	34.27	View chart
Abbvie (ABBV)	0.1	$562k	-15%	2.2k	251.66	View chart
First Tr Exchng Traded Fd Vi Vest Us Bufr Etf (DLFE)	0.1	$528k	+12%	17k	31.73	View chart
First Tr Exchange-traded Ltd Dur Invt Etf (FSIG)	0.1	$524k	-10%	28k	18.85	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.1	$522k	-29%	10k	52.34	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$519k	-2%	10k	49.99	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.1	$518k	-2%	19k	26.66	View chart
Innovator Etfs Trust Inde Aut Inc Etf (ACII)	0.1	$512k	NEW	20k	25.45	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$507k	+25%	16k	31.71	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.1	$505k		12k	43.75	View chart
Waste Management (WM)	0.1	$504k		2.3k	222.85	View chart
Ishares Tr Long Term Muni (LMUB)	0.1	$503k	NEW	9.8k	51.22	View chart
Dell Technologies CL C (DELL)	0.1	$498k	NEW	1.2k	431.29	View chart
Ares Capital Corporation (ARCC)	0.1	$488k		26k	18.53	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$483k	-9%	1.3k	365.82	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$478k	-25%	3.2k	148.32	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.1	$477k	+32%	6.3k	75.31	View chart
Airbnb Com Cl A (ABNB)	0.1	$472k	-28%	3.3k	143.08	View chart
Micron Technology (MU)	0.1	$466k	NEW	404.00	1154.29	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$464k	-16%	9.6k	48.43	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$463k	+34%	4.9k	94.58	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.1	$459k	-39%	17k	27.47	View chart
Oracle Corporation (ORCL)	0.1	$457k	-8%	3.1k	146.55	View chart
Adobe Systems Incorporated (ADBE)	0.1	$453k	-25%	2.2k	205.06	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$452k	+2%	8.0k	56.33	View chart
International Business Machines (IBM)	0.1	$450k	-2%	1.6k	281.15	View chart
American Express Company (AXP)	0.1	$445k	+4%	1.3k	338.18	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.1	$444k	-9%	8.5k	52.00	View chart
Costco Wholesale Corporation (COST)	0.1	$442k		473.00	935.02	View chart
Roblox Corp Cl A (RBLX)	0.1	$437k	-23%	8.0k	54.38	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$432k	-39%	2.0k	212.80	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.1	$430k	-2%	11k	40.02	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$428k	-5%	22k	19.29	View chart
Main Street Capital Corporation (MAIN)	0.1	$423k		8.2k	51.88	View chart
Masco Corporation (MAS)	0.1	$419k	-22%	5.2k	81.37	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	0.1	$419k	-4%	17k	24.88	View chart
Proshares Tr Nasdaq 100 High (IQQQ)	0.1	$417k		8.2k	50.80	View chart
Verizon Communications (VZ)	0.1	$414k	+4%	9.8k	42.34	View chart
J P Morgan Exchange Traded F Beta Cda Etf New (BBCA)	0.1	$413k	+15%	4.2k	99.40	View chart
Air Products & Chemicals (APD)	0.1	$412k	-32%	1.4k	293.09	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$408k	+5%	205.00	1989.44	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.1	$408k	-2%	2.9k	142.39	View chart
Autodesk (ADSK)	0.1	$401k	-30%	2.1k	194.41	View chart
Wells Fargo & Company (WFC)	0.1	$399k	-17%	4.8k	82.64	View chart
Innovator Etfs Trust Prem Incm 20 Bar (APRH)	0.1	$375k	-15%	15k	24.93	View chart
Check Point Software Tech Lt Ord (CHKP)	0.1	$371k	-33%	2.8k	131.44	View chart
Hewlett Packard Enterprise (HPE)	0.1	$370k	NEW	8.2k	45.11	View chart
Paypal Holdings (PYPL)	0.1	$369k		8.5k	43.18	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$369k		5.3k	69.45	View chart
Lowe's Companies (LOW)	0.1	$368k	-2%	1.7k	220.45	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$363k	+3%	986.00	368.38	View chart
Rex Etf Tr Autocallable In (ATCL)	0.1	$362k	NEW	15k	24.82	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$361k	+397%	2.9k	124.17	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$360k	+521%	4.1k	87.92	View chart
General Dynamics Corporation (GD)	0.1	$356k	-8%	1.0k	354.29	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$355k	+3%	15k	23.15	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$354k		1.3k	273.67	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$353k	+48%	6.6k	53.61	View chart
Marvell Technology (MRVL)	0.1	$352k	NEW	1.2k	297.89	View chart
Innovator Etfs Trust Growt Accel Etf (XDQQ)	0.1	$347k	+2%	8.5k	40.72	View chart
Chipotle Mexican Grill (CMG)	0.1	$344k	NEW	10k	34.00	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.1	$343k		7.8k	43.71	View chart
Innovator Etfs Trust Uncapped Acclrtd (XUSP)	0.1	$341k	-18%	6.5k	52.66	View chart
American Electric Power Company (AEP)	0.0	$339k		2.5k	136.80	View chart
Abbott Laboratories (ABT)	0.0	$339k	-79%	3.7k	90.74	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$338k	-21%	4.4k	76.71	View chart
PNC Financial Services (PNC)	0.0	$337k		1.4k	246.20	View chart
Ssga Active Tr State Street Us (XLSR)	0.0	$335k		5.2k	64.86	View chart
Bank of New York Mellon Corporation (BNY)	0.0	$334k	-23%	2.3k	144.60	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.0	$333k	-16%	3.7k	91.26	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.0	$333k	NEW	9.5k	35.11	View chart
Medtronic SHS (MDT)	0.0	$331k	-4%	4.2k	78.23	View chart
Ecolab (ECL)	0.0	$330k	-27%	1.2k	278.60	View chart
Novartis Sponsored Adr (NVS)	0.0	$328k	-11%	2.1k	156.69	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.0	$321k	-8%	12k	26.23	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.0	$320k	-17%	11k	30.23	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$320k	-23%	6.3k	50.57	View chart
Sixth Street Specialty Lending (TSLX)	0.0	$319k	+2%	19k	17.17	View chart
Comfort Systems USA (FIX)	0.0	$319k	-6%	161.00	1981.95	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.0	$319k		8.3k	38.65	View chart
Two Rds Shared Tr Ldrshs Alpfact (LSAF)	0.0	$316k	-11%	6.1k	51.79	View chart
Innovator Etfs Trust Prem Incm 30 Bar (APRJ)	0.0	$310k		13k	24.75	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$309k		898.00	344.09	View chart
Kinder Morgan (KMI)	0.0	$303k		9.5k	31.97	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$302k	-13%	3.9k	77.92	View chart
Bny Mellon Etf Trust Conce Intl Etf (BKCI)	0.0	$296k	-15%	5.5k	53.97	View chart
McDonald's Corporation (MCD)	0.0	$293k	+16%	1.1k	270.22	View chart
CVS Caremark Corporation (CVS)	0.0	$293k	-3%	2.8k	103.45	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$291k	NEW	382.00	762.73	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$286k		2.8k	103.22	View chart
Norfolk Southern (NSC)	0.0	$286k	-8%	908.00	314.43	View chart
Pepsi (PEP)	0.0	$284k	-6%	2.1k	135.42	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.0	$280k	-38%	5.4k	51.37	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$267k	-22%	889.00	300.54	View chart
Unilever Spon Adr New (UL)	0.0	$263k	-12%	4.4k	60.11	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.0	$257k		5.2k	49.49	View chart
Comcast Corp Cl A (CMCSA)	0.0	$256k	-12%	10k	24.55	View chart
Proshares Tr S&p 500 High Etf (ISPY)	0.0	$255k	-37%	5.3k	48.19	View chart
Becton, Dickinson and (BDX)	0.0	$255k	-6%	1.7k	151.32	View chart
Lam Research Corp Com New (LRCX)	0.0	$254k	NEW	586.00	433.33	View chart
Intercontinental Exchange (ICE)	0.0	$253k	NEW	2.1k	123.11	View chart
Enbridge (ENB)	0.0	$253k		4.7k	54.21	View chart
Kkr & Co (KKR)	0.0	$253k		2.8k	91.78	View chart
DaVita (DVA)	0.0	$252k	NEW	1.1k	222.48	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$252k	-20%	7.6k	33.29	View chart
Raytheon Technologies Corp (RTX)	0.0	$251k	+5%	1.3k	189.77	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$250k		4.7k	53.11	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$249k	-28%	2.9k	86.41	View chart
Thermo Fisher Scientific (TMO)	0.0	$246k	NEW	490.00	501.37	View chart
Dex (DXCM)	0.0	$246k	-21%	3.6k	67.35	View chart
Corning Incorporated (GLW)	0.0	$243k	NEW	952.00	255.56	View chart
Chubb (CB)	0.0	$241k		707.00	340.56	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$239k	-17%	2.2k	106.46	View chart
McKesson Corporation (MCK)	0.0	$239k	-13%	316.00	756.36	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$238k	NEW	3.5k	68.40	View chart
Pfizer (PFE)	0.0	$237k	+6%	9.9k	24.08	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.0	$234k	NEW	2.8k	84.61	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$233k	-17%	4.6k	50.23	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.0	$233k	-62%	3.9k	59.20	View chart
Merck & Co (MRK)	0.0	$232k	+4%	1.8k	128.52	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$231k	NEW	951.00	242.87	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$230k	-3%	3.1k	73.41	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.0	$230k	-51%	4.9k	46.94	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$229k	+8%	4.8k	47.41	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$224k	-11%	2.0k	114.18	View chart
Spdr Series Trust St Str Msci Usaq (QUS)	0.0	$223k		1.2k	186.87	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$220k	NEW	344.00	640.74	View chart
Keysight Technologies (KEYS)	0.0	$220k	NEW	628.00	350.07	View chart
Morgan Stanley Com New (MS)	0.0	$219k	NEW	1.0k	209.04	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$215k	NEW	642.00	334.74	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.0	$214k	NEW	2.3k	94.68	View chart
Veeva Sys Cl A Com (VEEV)	0.0	$210k	-32%	1.2k	177.53	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.0	$210k	NEW	3.2k	66.03	View chart
Citigroup Com New (C)	0.0	$209k	NEW	1.5k	139.96	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$208k	NEW	2.3k	89.00	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.0	$208k	NEW	3.1k	67.56	View chart
Intel Corporation (INTC)	0.0	$208k	NEW	1.5k	139.59	View chart
Amplify Etf Tr Block Techn Etf (BLOK)	0.0	$208k	NEW	3.3k	62.63	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.0	$207k	NEW	2.3k	89.92	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.0	$204k	-13%	8.0k	25.52	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$203k	NEW	2.4k	83.75	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.0	$200k	NEW	4.7k	42.44	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.0	$200k	NEW	1.2k	165.36	View chart
Nuveen Ins Ca Tx Fr Adv Mun (NKX)	0.0	$161k		13k	12.53	View chart
Immunitybio (IBRX)	0.0	$126k		14k	8.76	View chart
Adt (ADT)	0.0	$80k	-14%	12k	6.50	View chart
Grab Holdings Class A Ord (GRAB)	0.0	$68k		18k	3.77	View chart

Past Filings by Maia Wealth

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

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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