SEC 13F Intelligence

Managers / Q1 2026

Maia Wealth LLC

CIK 0002010858 · 1401 17TH STREET, SUITE 850, DENVER, CO, 80202 · 7206448803

Reported Value
$591M
Q1 2026
Positions
350
Filings on Record
9
2019–present window
Filed
May 8, 2026
original filing

Summary

Maia Wealth Llc reported $591M in U.S.-listed holdings across 350 positions for Q1 2026.

Its largest position, FNDF, represents 4.5% of the portfolio.

Compared with Q4 2025, the fund opened 24 new positions and exited 20.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $248MQ4 ’23Q2 ’24: $332MQ3 ’24: $405MQ3 ’24Q4 ’24: $465MQ1 ’25: $441MQ1 ’25Q2 ’25: $525MQ3 ’25: $594MQ3 ’25Q4 ’25: $586MQ1 ’26: $591MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 71.1%Common Stock: 26.6%ADR: 0.9%Other: 0.7%MLP: 0.4%Other: 0.3%
  • ETP · 71.1% · $421M
  • Common Stock · 26.6% · $157M
  • ADR · 0.9% · $5M
  • Other · 0.7% · $4M
  • MLP · 0.4% · $2M
  • Other · 0.3% · $2M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$591M350May 8, 202613F-HRchanges · EDGAR ↗
Q4 2025$586M342Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$594M338Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$525M324Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$441M292May 12, 202513F-HRchanges · EDGAR ↗
Q4 2024$465M325Feb 5, 202513F-HRchanges · EDGAR ↗
Q3 2024$405M279Oct 30, 202413F-HRchanges · EDGAR ↗
Q2 2024$332M224Jul 16, 202413F-HRchanges · EDGAR ↗
Q4 2023$248M192Feb 13, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.