Maia Wealth LLC

All 13F Filings

Location
Denver, CO
Most recent 13F
Q1 2026
Holdings value ($000)
591,261
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 5/8/2026 349 591,261 13F-HR Maia Wealth LLC
Q4 2025 2/17/2026 342 585,884 13F-HR Maia Wealth LLC
Q3 2025 11/13/2025 338 593,787 13F-HR Maia Wealth LLC
Q2 2025 8/13/2025 324 524,852 13F-HR Maia Wealth LLC
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 190 (0.0% of total reported value) · QoQ Δ: +187
Type Value ($000) Share % Inflow Outflow Net
Stocks 279.1 K 47.2% 0 176.6 K -176.6 K
ETFs 309 K 52.3% 185 K 0 185 K
Debt 3.021 K 0.5% 369 0 369
Other 0 0.0% 0 3.526 K -3.526 K
Swipe for more columns

Fund Snapshot

Q1 2026
Latest filed
5/8/2026
Total value ($000)
591,261
Holdings
349
QoQ value change ($000)
5,377 (0.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.