Top 50 Maia Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FNDF | SCHWAB STRATEGIC TR | 4.46% | 539.1K | $26.4M | +37.00%(+145.60K) | $42.42(+24.34%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 4.22% | 326.1K | $25.0M | +0.88%(+2.83K) | $53.24(+64.67%) | 2026-03-31 | |
| EFV | ISHARES TR | 2% | 158.7K | $11.8M | -12.87%(-23.44K) | $54.16(+43.75%) | 2026-03-31 | |
| IVV | ISHARES TR | 1.65% | 15.0K | $9.8M | -3.82%(-594) | $482.05(+55.26%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 1.64% | 166.2K | $9.7M | -10.79%(-20.10K) | $48.04(+39.74%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.62% | 25.9K | $9.6M | +8.02%(+1.92K) | $395.10(-1.17%) | 2026-03-31 | |
| IVE | ISHARES TR | 1.55% | 43.5K | $9.2M | -7.63%(-3.59K) | $190.64(+20.75%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.51% | 31.0K | $8.9M | -4.41%(-1.43K) | $149.09(+141.40%) | 2026-03-31 | |
| IVW | ISHARES TR | 1.44% | 75.1K | $8.5M | -5.15%(-4.08K) | $86.07(+57.33%) | 2026-03-31 | |
| IEMG | ISHARES INC | 1.42% | 120.6K | $8.4M | -16.85%(-24.43K) | $50.64(+57.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.81% | +25.31% |
| Top 20 Holdings Unweighted | +7.40% | +23.87% |
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