StockDrifts LogoStockDrifts

Maia Wealth LLC

Portfolio Manager
Maia Wealth LLC
Performance
-5.18% (2026 Q1)
AUM (13F)
$591.26M
# of Holdings
346
Performance Rank
Allocation (Top 20)
32.46%

Maia Wealth LLC Holdings Map

Top 50 Maia Wealth LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
FNDF
SCHWAB STRATEGIC TR
4.46%539.1K$26.4M
+37.00%(+145.60K)
2025-Q1: 0 shares2025-Q2: 159.0K shares2025-Q3: 315.0K shares2025-Q4: 393.5K shares2026-Q1: 539.1K shares
$42.42(+24.34%)
2026-03-31
SPYM
SPDR SERIES TRUST
4.22%326.1K$25.0M
+0.88%(+2.83K)
2025-Q1: 516.0K shares2025-Q2: 373.9K shares2025-Q3: 363.2K shares2025-Q4: 323.3K shares2026-Q1: 326.1K shares
$53.24(+64.67%)
2026-03-31
EFV
ISHARES TR
2%158.7K$11.8M
-12.87%(-23.44K)
2025-Q1: 205.2K shares2025-Q2: 256.2K shares2025-Q3: 212.6K shares2025-Q4: 182.1K shares2026-Q1: 158.7K shares
$54.16(+43.75%)
2026-03-31
IVV
ISHARES TR
1.65%15.0K$9.8M
-3.82%(-594)
2025-Q1: 18.4K shares2025-Q2: 16.0K shares2025-Q3: 15.7K shares2025-Q4: 15.6K shares2026-Q1: 15.0K shares
$482.05(+55.26%)
2026-03-31
DYNF
BLACKROCK ETF TRUST
1.64%166.2K$9.7M
-10.79%(-20.10K)
2025-Q1: 185.3K shares2025-Q2: 184.5K shares2025-Q3: 220.9K shares2025-Q4: 186.3K shares2026-Q1: 166.2K shares
$48.04(+39.74%)
2026-03-31
MSFT
MICROSOFT CORP
1.62%25.9K$9.6M
+8.02%(+1.92K)
2025-Q1: 19.5K shares2025-Q2: 20.8K shares2025-Q3: 22.7K shares2025-Q4: 23.9K shares2026-Q1: 25.9K shares
$395.10(-1.17%)
2026-03-31
IVE
ISHARES TR
1.55%43.5K$9.2M
-7.63%(-3.59K)
2025-Q1: 36.2K shares2025-Q2: 38.4K shares2025-Q3: 42.9K shares2025-Q4: 47.1K shares2026-Q1: 43.5K shares
$190.64(+20.75%)
2026-03-31
GOOGL
ALPHABET INC
1.51%31.0K$8.9M
-4.41%(-1.43K)
2025-Q1: 33.3K shares2025-Q2: 34.5K shares2025-Q3: 33.8K shares2025-Q4: 32.4K shares2026-Q1: 31.0K shares
$149.09(+141.40%)
2026-03-31
IVW
ISHARES TR
1.44%75.1K$8.5M
-5.15%(-4.08K)
2025-Q1: 115.4K shares2025-Q2: 93.5K shares2025-Q3: 93.0K shares2025-Q4: 79.2K shares2026-Q1: 75.1K shares
$86.07(+57.33%)
2026-03-31
IEMG
ISHARES INC
1.42%120.6K$8.4M
-16.85%(-24.43K)
2025-Q1: 97.8K shares2025-Q2: 159.0K shares2025-Q3: 158.2K shares2025-Q4: 145.0K shares2026-Q1: 120.6K shares
$50.64(+57.66%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Maia Wealth LLC, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all