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 |
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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 |
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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.