Maia Wealth LLC

Q1 2025 13F Holdings

  • Location
    denver, CO
  • Num holdings

    292

  • Value ($000)

    $440,874

  • Date Filed
    05/12/2025
  • Form type
    13F-HR
  • CIK
    0002010858
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE
KRE

SPDR SER TR

PORTFOLIO S&P500
78464A854
$32.70M
7 %

516,007

QUAL
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$12.43M
3 %

75,390

FSK
FSK

FS KKR CAP CORP

COM
302635206
$12.37M
3 %

654,811

EFV
EFV

ISHARES TR

EAFE VALUE ETF
464288877
$11.74M
3 %

205,166

IVW
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$10.50M
2 %

115,393

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$9.96M
2 %

18,389

DYNF
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$8.71M
2 %

185,291

BGLD
BGLD

FIRST TR EXCHANGE-TRADED FD

VEST GOLD STRTGY
33733E849
$8.10M
2 %

383,282

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$7.57M
2 %

19,509

EFG
EFG

ISHARES TR

EAFE GRWTH ETF
464288885
$7.29M
2 %

74,020

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