StockDriftsStockDriftsTop 50 Maia Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FNDF | SCHWAB STRATEGIC TR | 5.2% | 667.6K | $35.2M | +23.84%(+128.53K) | $43.90(+25.94%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 4.05% | 312.1K | $27.4M | -4.30%(-14.03K) | $53.24(+71.00%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.62% | 30.8K | $11.0M | -0.59%(-182) | $149.09(+135.74%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.62% | 14.7K | $11.0M | -1.80%(-270) | $482.05(+61.26%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.59% | 28.9K | $10.8M | +11.90%(+3.08K) | $392.01(+28.25%) | 2026-06-30 | |
| EFV | ISHARES TR | 1.59% | 140.7K | $10.8M | -11.36%(-18.03K) | $54.16(+51.12%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 1.52% | 151.3K | $10.3M | -8.93%(-14.83K) | $48.04(+45.76%) | 2026-06-30 | |
| IEMG | ISHARES INC | 1.41% | 115.4K | $9.6M | -4.28%(-5.16K) | $50.64(+58.41%) | 2026-06-30 | |
| IVE | ISHARES TR | 1.41% | 42.0K | $9.5M | -3.46%(-1.51K) | $190.64(+24.17%) | 2026-06-30 | |
| IVW | ISHARES TR | 1.4% | 69.2K | $9.5M | -7.89%(-5.92K) | $86.07(+64.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (9 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +29.76% |
| Top 20 Holdings Unweighted | — | — | — | — | +28.65% |
Maia Wealth LLC reports $678.92M in US-listed equity holdings across 354 positions in its most recent 13F filing. Its largest disclosed positions are FNDF (5.2%), SPYM (4.0%) and GOOGL (1.6%). The top 20 holdings account for 33.45% of reported assets. Its disclosed equity book has returned +29.76% cumulatively over 9 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Maia Wealth LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Maia Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2010858). View Maia Wealth LLC’s 13F filings on SEC