Maia Wealth LLC
Top Portfolio Positions
136 positions ·
$176,119,023 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
25,862 | $9,573,336 | 5.44% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
30,968 | $8,905,158 | 5.06% | |
| AAPL |
Apple Inc.
Technology
|
30,498 | $7,740,087 | 4.39% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
34,567 | $7,199,269 | 4.09% | |
| NVDA |
Nvidia Corp
Technology
|
37,531 | $6,545,406 | 3.72% | |
| META |
Meta Platforms, Inc.
Communication Services
|
9,922 | $5,676,673 | 3.22% | |
| LLY |
ELI LILLY & Co
Healthcare
|
6,153 | $5,659,344 | 3.21% | |
| AVGO |
Broadcom Inc.
Technology
|
14,825 | $4,588,485 | 2.61% | |
| FSK |
FS KKR Capital Corp
Financial Services
|
438,015 | $4,458,992 | 2.53% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
12,193 | $4,120,624 | 2.34% |
Portfolio Trend
9 quarters · across all stocks
Holdings in GSBD
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $848,040 | 95,500 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,015,770 | 109,458 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,260,774 | 123,970 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,388,126 | 123,389 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,163,930 | 100,080 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,135,839 | 93,871 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $376,955 | 27,395 | Shares | Sole | 2024-10-30 | |
| No 13F history on record for this holder in this stock. | ||||||