Maia Wealth LLC

All 13F Filings

Location
Denver, CO
Most recent 13F
Q2 2026
Holdings value ($000)
678,922
Description
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Website
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Founded
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Chairman
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CEO
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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
Q2 2026 7/28/2026 356 678,922 13F-HR Maia Wealth LLC
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): 1.748 K (0.3% of total reported value) · QoQ Δ: +1.558 K
Type Value ($000) Share % Inflow Outflow Net
Stocks 303.2 K 44.8% 24.19 K 0 24.19 K
ETFs 373 K 55.1% 64 K 0 64 K
Debt 934 0.1% 0 2.087 K -2.087 K
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Fund Snapshot

Q2 2026
Latest filed
7/28/2026
Total value ($000)
678,922
Holdings
356
QoQ value change ($000)
87,661 (14.8%)
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.