Maia Wealth LLC
•CIK: 2010858•Filing: Q4 2025
**Maia Wealth LLC** manages $586M across a diversified portfolio of 342 positions. The fund exhibits significant concentration in the technology and dividend sectors, with top holdings including SPYM at $25.9M and FNDF at $20.1M. Notable allocations also include substantial positions in EFV ($14.4M), DYNF ($11.3M), and IEMG ($10.8M). This structure suggests a tactical approach balancing high-growth potential with income-generating assets.
Total AUM
$585.9M
+ $3.4K in options
QoQ Performance
-1.3%
Positions
192
+ 1 option
Top 10 Concentration
24.6%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYM4.4%
FNDF3.4%
EFV2.5%
DYNF1.9%
IEMG1.8%
IVV1.8%
IVE1.8%
GOOGL1.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other75.1%
Technology9.5%
ETF3.3%
Financial3.2%
Consumer3.0%
Healthcare2.5%
Industrial1.1%
Energy0.6%
🚪 Exited Positionssold since Q3 2025
+146 more exited positions
Changes from Q3 2025
NEW13 new positions
↑93 increased
↓94 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q4 2023