Maia Wealth LLC

CIK

2010858

Location

DENVER, CO

Portfolio Value

Small $678,923,298

Diversification

Diversified

Filing Date

Global Rank

#3,194 / 8,793 ▲ 191 · as of Jun 2026

Top Industry

Software - Infrastructure 10.6%

Period ended 3 months ago

Filed Jul 28, 2026 · 2mo

10 quarters · since Dec 2023

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

205 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

16.2%

+6.2 pts

Top 5

38.4%

+6.5 pts

Top 10

49.7%

+7.6 pts

HHI

454

Diversified+159

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	68.0%	$461,435,970	69
Technology	10.1%	$68,446,494	31
Financial Services	5.8%	$39,415,629	23
Healthcare	3.8%	$26,083,491	21
Communication Services	3.5%	$23,894,090	9
Consumer Cyclical	2.7%	$18,047,208	10
Industrials	2.6%	$17,975,991	16
Consumer Defensive	1.3%	$8,809,496	9
Energy	1.2%	$8,030,940	8
Utilities	0.5%	$3,122,252	3
Real Estate	0.3%	$1,964,540	3
Basic Materials	0.2%	$1,697,197	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NCLO	Nuveen AA-BBB CLO ETF	+229,389	259,457	$7,894,085
AFK	VanEck Africa Index ETF	+194,806	388,098	$5,661,397
VB	Vanguard Morningstar Small-Cap ETF	+109,766	149,244	$18,164,413
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+105,972	1,246,635	$109,913,751
FNDA	Schwab Fundamental U.S. Small Company ETF	+75,901	996,099	$44,810,665
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+41,181	575,167	$33,780,932
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	+37,853	842,851	$19,816,226
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	+26,613	122,867	$9,520,473
—		+21,887	108,948	$5,533,636
UBER	Uber Technologies, Inc	+20,679	23,702	$1,710,336
RKLB	Rocket Lab Corp	+18,409	25,892	$2,631,921
LRGE	Legg Mason ETF Investment Trust ClearBridge Large Cap Growth Select ETF	+18,383	102,242	$4,149,491
PANW	Palo Alto Networks Inc	+14,301	16,218	$5,530,662
EDV	Vanguard World Funds Extended Duration ETF	+14,245	17,639	$2,177,847
BEDY	BNY Mellon Enhanced Dividend and Income ETF	+13,633	140,952	$4,720,482
TACN	T. Rowe Price Active Core International Equity ETF	+11,590	247,197	$10,261,480
AAAA	Amplius Aggressive Asset Allocation ETF	+10,941	82,266	$2,998,184
BKNG	Booking Holdings Inc.	+10,399	10,912	$1,944,954
KR	Kroger Co	+7,985	29,362	$1,630,471
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	+7,880	9,440	$779,932
GROZ	Zacks Focus Growth ETF	+7,502	72,018	$3,213,443
SO	Southern Co	+7,341	16,089	$1,539,878
CWI	State Street SPDR MSCI ACWI ex-US ETF	+6,875	73,193	$3,766,906
AHLT	American Beacon AHL Trend ETF	+5,681	39,118	$1,899,178
FTNT	Fortinet, Inc.	+5,257	36,577	$5,618,958
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FSK	FS KKR Capital Corp	−288,022	149,993	$1,574,926
AFGR	First Trust Active Factor Large Cap Growth ETF	−185,112	1,455,501	$47,374,071
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	−24,977	212,670	$6,253,887
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	−19,183	96,697	$7,328,480
ABT	Abbott Laboratories	−14,655	3,736	$339,004
CRM	Salesforce, Inc.	−14,287	5,157	$807,895
ABI	VictoryShares Pioneer Asset-Based Income ETF	−11,822	113,404	$7,550,323
CGCB	Capital Group Core Bond ETF	−10,760	16,710	$459,023
AIRR	First Trust RBA American Industrial Renaissance ETF	−9,330	98,123	$4,541,883
BAI	iShares A.I. Innovation and Tech Active ETF	−8,817	470,392	$25,066,863
—		−8,580	6,328	$617,612
FCAL	First Trust California Municipal High income ETF	−8,509	96,582	$4,205,051
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−6,506	133,136	$8,193,398
BAPR	Innovator U.S. Equity Buffer ETF - April	−6,505	9,120	$489,479
HYSA	BondBloxx USD High Yield Bond Sector Rotation ETF	−5,764	49,804	$2,270,066
SCHW	Schwab Charles Corp	−4,582	22,367	$2,063,803
BCLO	iShares BBB-B CLO Active ETF	−4,113	9,967	$521,672
—		−3,866	34,789	$961,915
BIV	Vanguard Intermediate-Term Bond ETF	−3,297	20,595	$1,502,605
ANEW	ProShares MSCI Transformational Changes ETF	−3,272	13,500	$671,992
GLDM	World Gold Trust	−2,906	14,224	$1,129,670
IQV	Iqvia Holdings Inc.	−2,889	6,564	$1,268,296
DIS	Walt Disney Co	−2,833	7,629	$734,291
SBUX	Starbucks Corp	−2,658	5,558	$567,972
BAC	Bank Of America Corp /De/	−2,636	13,181	$751,053
No positions match the current search.

New Positions

Positions the filer opened this quarter

23 positions

Ticker	Company	Shares	Value
EMR	Emerson Electric Co	9,834	$1,407,737
ACII	Innovator Index Autocallable Income Strategy ETF	20,127	$512,232
DELL	Dell Technologies Inc.	1,155	$498,336
MU	Micron Technology Inc	404	$466,333
HPE	Hewlett Packard Enterprise Co	8,206	$370,172
—		14,567	$361,552
MRVL	Marvell Technology, Inc.	1,181	$351,808
CMG	Chipotle Mexican Grill Inc	10,116	$343,944
CRWD	CrowdStrike Holdings, Inc.	382	$291,519
LRCX	Lam Research Corp	586	$253,931
ICE	Intercontinental Exchange, Inc.	2,056	$253,114
DVA	Davita Inc.	1,131	$251,624
TMO	Thermo Fisher Scientific Inc.	490	$245,666
GLW	Corning Inc /Ny	952	$243,169
KEYS	Keysight Technologies, Inc.	628	$219,843
MS	Morgan Stanley	1,047	$218,864
VRT	Vertiv Holdings Co	642	$214,954
FCA	First Trust China AlphaDEX Fund	2,261	$214,071
C	Citigroup Inc	1,492	$208,820
INTC	Intel Corp	1,490	$208,048
AIEQ	Amplify AI Powered Equity ETF	3,315	$207,618
BNDC	FlexShares Core Select Bond Fund	2,296	$206,456
—		1,210	$200,109
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
BUYZ	Franklin Disruptive Commerce ETF	84,426	$1,941,798
GSBD	Goldman Sachs BDC, Inc.	95,500	$848,040
KMX	Carmax Inc	11,953	$497,005
AMOM	Qraft AI-Enhanced US Large Cap Momentum ETF	18,728	$492,096
DEO	Diageo PLC	6,214	$462,632
OBDC	Blue Owl Capital Corp	30,874	$341,466
T	At&T Inc.	9,101	$263,837
HON	Honeywell International Inc	1,062	$240,043
PPL	PPL Corp	5,702	$217,816
OMC	Omnicom Group Inc.	2,716	$204,541
SNY	Sanofi	4,208	$202,741
SNAP	Snap Inc	10,800	$49,680
PYXS	Pyxis Oncology, Inc.	21,277	$31,064
IAUX	i-80 Gold Corp.	11,402	$17,331
BCDF	Horizon Kinetics Blockchain Development ETF	4,091	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

205 tracked positions · $678,923,298 total · filing declares 357 positions · $678,922,273 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 205 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	1,246,635	+105,972	$109,913,751	—	16.19%
AFGR	First Trust Active Factor Large Cap Growth ETF	Reduced	1,455,501	-185,112	$47,374,071	−1.9%	6.98%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	996,099	+75,901	$44,810,665	+23.2%	6.60%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	575,167	+41,181	$33,780,932	+13.1%	4.98%
BAI	iShares A.I. Innovation and Tech Active ETF	Reduced	470,392	-8,817	$25,066,863	+21.0%	3.69%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Added	842,851	+37,853	$19,816,226	+6.2%	2.92%
VB	Vanguard Morningstar Small-Cap ETF	Added	149,244	+109,766	$18,164,413	+128.8%	2.68%
IVZ	Invesco Ltd. Financial Services	Added	66,313	+1,947	$13,863,766	+44.6%	2.04%
GOOGL	Alphabet Inc. Communication Services	Reduced	38,162	-349	$13,608,154	+22.9%	2.00%
MSFT	Microsoft Corp Technology	Added	28,939	+3,077	$10,794,825	+12.8%	1.59%
TACN	T. Rowe Price Active Core International Equity ETF	Added	247,197	+11,590	$10,261,480	+16.6%	1.51%
CAAA	First Trust AAA CMBS ETF	Added	308,000	+4,329	$9,770,439	+2.4%	1.44%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Added	122,867	+26,613	$9,520,473	+45.2%	1.40%
AAPL	Apple Inc. Technology	Added	32,100	+1,602	$9,288,456	+20.0%	1.37%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	34,492	-75	$8,220,823	+14.2%	1.21%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Reduced	133,136	-6,506	$8,193,398	+3.9%	1.21%
NVDA	Nvidia Corp Technology	Added	40,356	+2,825	$8,074,832	+23.4%	1.19%
ACSG	American Century Small Cap Growth Insights ETF	Reduced	77,713	-92	$7,896,254	+17.3%	1.16%
NCLO	Nuveen AA-BBB CLO ETF	Added	259,457	+229,389	$7,894,085	+380.2%	1.16%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Reduced	113,404	-11,822	$7,550,323	+2.1%	1.11%
LLY	ELI LILLY & Co Healthcare	Reduced	6,126	-27	$7,347,708	+29.8%	1.08%
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	Reduced	96,697	-19,183	$7,328,480	−5.8%	1.08%
AMAT	Applied Materials Inc /De Technology	Reduced	9,473	-1,897	$6,848,979	+76.2%	1.01%
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	Reduced	212,670	-24,977	$6,253,887	−4.6%	0.92%
META	Meta Platforms, Inc. Communication Services	Added	10,192	+270	$5,741,051	+1.1%	0.85%
AVGO	Broadcom Inc. Technology	Added	15,104	+279	$5,705,536	+24.3%	0.84%
AFK	VanEck Africa Index ETF	Added	388,098	+194,806	$5,661,397	+112.1%	0.83%
FTNT	Fortinet, Inc. Technology	Added	36,577	+5,257	$5,618,958	+119.5%	0.83%
		Added	108,948	+21,887	$5,533,636	+41.9%	0.82%
PANW	Palo Alto Networks Inc Technology	Added	16,218	+14,301	$5,530,662	+1699.6%	0.81%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	10,765	-1,428	$5,141,041	+24.8%	0.76%
V	Visa Inc. Financial Services	Added	14,770	+1,880	$5,067,439	+30.1%	0.75%
UNH	Unitedhealth Group Inc Healthcare	Added	12,104	+1,089	$5,030,785	+68.8%	0.74%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	9,840	+1,457	$4,923,837	+22.6%	0.73%
BEDY	BNY Mellon Enhanced Dividend and Income ETF	Added	140,952	+13,633	$4,720,482	+25.0%	0.70%
JPM	Jpmorgan Chase & Co Financial Services	Added	14,231	+1,445	$4,658,233	+23.9%	0.69%
AIRR	First Trust RBA American Industrial Renaissance ETF	Reduced	98,123	-9,330	$4,541,883	+1.0%	0.67%
JNJ	Johnson & Johnson Healthcare	Added	16,733	+2,151	$4,249,680	+19.2%	0.63%
FCAL	First Trust California Municipal High income ETF	Reduced	96,582	-8,509	$4,205,051	+1.5%	0.62%
LRGE	Legg Mason ETF Investment Trust ClearBridge Large Cap Growth Select ETF	Added	102,242	+18,383	$4,149,491	+22.1%	0.61%
TSLA	Tesla, Inc. Consumer Cyclical	Added	9,468	+1,808	$3,982,240	+39.8%	0.59%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Added	73,193	+6,875	$3,766,906	+22.0%	0.55%
GE	General Electric Co Industrials	Added	9,075	+2,057	$3,391,599	+70.3%	0.50%
AAAD	PGIM AAA CLO Aggregate Duration ETF	Added	81,751	+2,793	$3,389,396	+3.4%	0.50%
GROZ	Zacks Focus Growth ETF	Added	72,018	+7,502	$3,213,443	+34.4%	0.47%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	19,520	+889	$3,073,397	+43.6%	0.45%
BKF	iShares MSCI BIC ETF	Added	17,989	+1,669	$3,043,456	+33.9%	0.45%
AAAA	Amplius Aggressive Asset Allocation ETF	Added	82,266	+10,941	$2,998,184	+30.8%	0.44%
BILZ	PIMCO Ultra Short Government Active ETF	Added	32,370	+2,929	$2,984,837	+9.9%	0.44%
MMM	3M Co Industrials	Added	17,015	+4,153	$2,754,898	+47.5%	0.41%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.