1y return+14.8%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2024: $127 against $137 in the S&P 500.2
Maia Wealth LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| FNDFSchwab Strategic Tr | $35.2M | 5.2% | +23.8% |
| SPYMSpdr Series Trust | $27.4M | 4.1% | −4.3% |
| GOOGLAlphabet Inc | $11.0M | 1.6% | |
| IVVIshares Tr | $11.0M | 1.6% | −1.8% |
| MSFTMicrosoft Corp | $10.8M | 1.6% | +11.9% |
| EFVIshares Tr | $10.8M | 1.6% | −11.4% |
| DYNFBlackrock Etf Trust | $10.3M | 1.5% | −8.9% |
| IEMGIshares Inc | $9.6M | 1.4% | −4.3% |
| IVEIshares Tr | $9.5M | 1.4% | −3.5% |
| IVWIshares Tr | $9.5M | 1.4% | −7.9% |
| EPSWisdomtree Tr | $9.3M | 1.4% | +24.3% |
| AAPLApple Inc | $9.3M | 1.4% | +5.3% |
| VOVanguard Index Fds | $9.1M | 1.3% | +29.6% |
| QQQMInvesco Exch Traded Fd Tr II | $8.7M | 1.3% | +21.5% |
| AMZNAmazon Com Inc | $8.2M | 1.2% | |
| NVDANvidia Corporation | $8.1M | 1.2% | +7.5% |
| QUALIshares Tr | $7.5M | 1.1% | −10.3% |
| LLYEli Lilly & Co | $7.3M | 1.1% | |
| IGIBIshares Tr | $7.0M | 1.0% | +40.0% |
| TOUST Rowe Price Exchange-traded | $6.9M | 1.0% | +8.5% |
| AMATApplied Matls Inc | $6.8M | 1.0% | −16.7% |
| BAIBlackrock Etf Trust | $5.8M | 0.9% | −5.0% |
| FDLFirst Tr Exchange-traded Fd | $5.7M | 0.8% | +23.1% |
| METAMeta Platforms Inc | $5.7M | 0.8% | +2.7% |
| AVGOBroadcom Inc | $5.7M | 0.8% | +1.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMATApplied Matls Inc | December 31, 2024 | +344.6% | $6.8M |
| TSMTaiwan Semiconductor Manufac | June 30, 2024 | +174.8% | $5.1M |
| AVGOBroadcom Inc | June 30, 2024 | +135.3% | $5.7M |
| PANWPalo Alto Networks Inc | June 30, 2024 | +101.2% | $5.5M |
| GOOGLAlphabet Inc | June 30, 2024 | +96.2% | $11.0M |
| BAIBlackrock Etf Trust | June 30, 2025 | +82.7% | $5.8M |
| SPMOInvesco Exch Traded Fd Tr II | December 31, 2024 | +70.0% | $4.8M |
| NVDANvidia Corporation | June 30, 2024 | +62.0% | $8.1M |
| JPMJpmorgan Chase & Co | June 30, 2024 | +61.8% | $4.7M |
| FTNTFortinet Inc | March 31, 2025 | +59.6% | $5.6M |
Sold off last quarter
- SNOVFirst Tr Exchng Traded Fd Vi was $5.8M
- DLAGFirst Tr Exchng Traded Fd Vi was $4.3M
- QMAGFirst Tr Exchng Traded Fd Vi was $2.8M
- FLBLFranklin Templeton Etf Tr was $1.9M
- QSPTFirst Tr Exchng Traded Fd Vi was $1.8M
- QCJLFirst Tr Exchng Traded Fd Vi was $1.2M
- SCHPSchwab Strategic Tr was $1.1M
- CMBSIshares Tr was $983K
- GSBDGoldman Sachs Bdc Inc was $848K
- JULHInnovator Etfs Trust was $828K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.0% | +14.8% |
| March 31, 2026 | −3.3% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +5.1% | +7.8% |
| June 30, 2025 | +8.0% | +10.5% |
| March 31, 2025 | −1.9% | −4.6% |
| December 31, 2024 | −0.1% | +2.1% |
| September 30, 2024 | +4.7% | +5.4% |
| March 31, 2024 | +7.1% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Maia Wealth LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2010858&type=13F-HR&dateb=&owner=include&count=40CIK 2010858
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2010858/000201085826000005/Filed July 28, 2026 · accession 0002010858-26-000005