Maia Wealth LLC

Q2 2025 13F Holdings

  • Location
    denver, CO
  • Num holdings

    324

  • Value ($000)

    $524,852

  • Date Filed
    08/12/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE
KRE

SPDR SERIES TRUST

PORTFOLIO S&P500
78464A854
$27.18M
5 %

373,889

EFV
EFV

ISHARES TR

EAFE VALUE ETF
464288877
$16.27M
3 %

256,247

QUAL
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$14.15M
3 %

77,382

FSK
FSK

FS KKR CAP CORP

COM
302635206
$13.54M
3 %

652,297

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$10.32M
2 %

20,756

IVW
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$10.29M
2 %

93,460

DYNF
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$10.05M
2 %

184,472

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$9.95M
2 %

16,022

IEMG
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$9.54M
2 %

159,001

EFG
EFG

ISHARES TR

EAFE GRWTH ETF
464288885
$7.81M
2 %

69,727

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