account_balance

Investment manager · 13F filer · SEC CIK 2010858

Maia Wealth LLC

Reported value$723Mas of Sep 30, 2026
Positions348 25 new, 31 sold out
Top 10 weight24.1%FNDF alone is 6%
FiledOct 1919 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
FNDF Schwab Strategic Tr 6.1% Added +23%
SPYM SPDR Series Trust 4.6% Added +20%
MSFT Microsoft Corp 2.2% Added +5%
EPS Wisdomtree Tr 1.8% Added +39%
QQQM Invesco Exch Traded Fd Tr II 1.8% Added +51%
AAPL Apple Inc. 1.6% Added +10%GOOGL Alphabet Inc. 1.5% Added +6%
VO Vanguard Index FDS 1.5% Added +24%
NVDA NVIDIA Corp 1.5% Added +14%
IVW iShares Tr 1.4% Added +2%
DYNF BlackRock ETF Trust 1.4% Trimmed −5%
IGIB iShares Tr 1.2% Added +35%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 19, 2026, compared with the Jul 28, 2026 filing
add_circleNew
  • QJUN $2.88M
  • TJUN $2.77M
  • APXM $2.65M
  • DQJN $2.6M
arrow_upwardAdded
  • ACWX +177%
  • BLCR +98%
  • IUSB +66%
  • CORO +56%
arrow_downwardTrimmed
  • XLG −51%
  • SPMO −45%
  • QUAL −40%
  • EFV −35%
remove_circleSold out
  • BFOC $5.6M
  • DSEP $2.98M
  • RSSE $2.11M
  • QCOC $1.55M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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