Maia Wealth LLC - Portfolio overview

Maia Wealth LLC has 388 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPLG - SPDR SERIES TRUST, 4.48%
2. FNDF - SCHWAB STRATEGIC TR, 4.06%
3. SPYM - SPDR SERIES TRUST, 3.84%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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