Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Maia Wealth LLC (CIK 2010858) reported $591.3M across 340 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FNDF ($26.4M, 4.46%), SPLG ($25.0M, 4.22%), EFV ($11.8M, 2.00%), IVV ($9.8M, 1.65%), DYNF ($9.7M, 1.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FNDF | SCHWAB STRATEGIC TR | $26.4M | 4.46% | 539,122 | Added |
| 2 | SPLG | SPDR SERIES TRUST | $25.0M | 4.22% | 326,134 | Added |
| 3 | EFV | ISHARES TR | $11.8M | 2.00% | 158,685 | Trimmed |
| 4 | IVV | ISHARES TR | $9.8M | 1.65% | 14,959 | Trimmed |
| 5 | DYNF | BLACKROCK ETF TRUST | $9.7M | 1.64% | 166,159 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $9.6M | 1.62% | 25,862 | Added |
| 7 | IVE | ISHARES TR | $9.2M | 1.55% | 43,477 | Trimmed |
| 8 | GOOGL | ALPHABET INC | $8.9M | 1.51% | 30,968 | Trimmed |
| 9 | IVW | ISHARES TR | $8.5M | 1.44% | 75,101 | Trimmed |
| 10 | IEMG | ISHARES INC | $8.4M | 1.42% | 120,555 | Trimmed |
| 11 | AAPL | APPLE INC | $7.7M | 1.31% | 30,498 | Added |
| 12 | QUAL | ISHARES TR | $7.3M | 1.24% | 38,125 | Trimmed |
| 13 | AMZN | AMAZON COM INC | $7.2M | 1.22% | 34,567 | Trimmed |
| 14 | EPS | WISDOMTREE TR | $6.6M | 1.11% | 96,254 | Added |
| 15 | NVDA | NVIDIA CORPORATION | $6.5M | 1.11% | 37,531 | Added |
| 16 | VO | VANGUARD INDEX FDS | $6.3M | 1.06% | 21,813 | Added |
| 17 | SNOV | FIRST TR EXCHNG TRADED FD VI | $5.8M | 0.99% | 234,791 | Trimmed |
| 18 | FTCS | FIRST TR EXCHANGE-TRADED FD | $5.8M | 0.98% | 336,088 | Trimmed |
| 19 | TOUS | T ROWE PRICE ETF INC | $5.8M | 0.97% | 166,783 | Added |
| 20 | LLY | ELI LILLY & CO | $5.7M | 0.96% | 6,153 | Added |
| 21 | META | META PLATFORMS INC | $5.7M | 0.96% | 9,922 | Trimmed |
| 22 | QQQM | INVESCO EXCH TRADED FD TR II | $5.6M | 0.95% | 23,709 | Added |
| 23 | IGLB | ISHARES TR | $5.0M | 0.84% | 100,217 | Added |
| 24 | IGIB | ISHARES TR | $5.0M | 0.84% | 93,587 | Added |
| 25 | JEPQ | J P MORGAN EXCHANGE TRADED F | $4.9M | 0.83% | 88,000 | Added |
Source: SEC Form 13F filings · as of 2026-03-31