Maia Wealth LLC
Net buyer this quarter
$679M
162
+$16.8M
15.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 FNDF | $35.2M | 5.19% | Not reported | +23.8% | Q2 2025 |
 GOOGL | $11M | 1.62% | 0.00% | -0.6% | Q4 2023 |
 MSFT | $10.8M | 1.59% | 0.00% | +11.9% | Q4 2023 |
 AAPL | $9.29M | 1.37% | 0.00% | +5.3% | Q4 2023 |
 AMZN | $8.22M | 1.21% | 0.00% | -0.2% | Q4 2023 |
 NVDA | $8.07M | 1.19% | 0.00% | +7.5% | Q4 2023 |
 LLY | $7.35M | 1.08% | 0.00% | -0.4% | Q4 2023 |
 AMAT | $6.85M | 1.01% | 0.00% | -16.7% | Q4 2024 |
 META | $5.74M | 0.85% | Not reported | +2.7% | Q4 2023 |
 AVGO | $5.71M | 0.84% | 0.00% | +1.9% | Q2 2024 |
 FTNT | $5.62M | 0.83% | 0.01% | +16.8% | Q1 2025 |
 PANW | $5.53M | 0.81% | 0.00% | +746.0% | Q4 2023 |
 TSM | $5.14M | 0.76% | 0.00% | -11.7% | Q4 2023 |
 V | $5.07M | 0.75% | 0.00% | +14.6% | Q4 2023 |
 UNH | $5.03M | 0.74% | 0.00% | +9.9% | Q4 2023 |
 BRK.B | $4.92M | 0.73% | Not reported | +17.4% | Q4 2023 |
 JPM | $4.66M | 0.69% | 0.00% | +11.3% | Q4 2023 |
 IGLB | $4.53M | 0.67% | Not reported | -9.8% | Q2 2025 |
 JNJ | $4.25M | 0.63% | 0.00% | +14.8% | Q4 2023 |
 TSLA | $3.98M | 0.59% | 0.00% | +23.6% | Q4 2023 |
| THRO | $3.73M | 0.55% | 1.09% | -9.9% | Q2 2025 |
 GE | $3.39M | 0.50% | 0.00% | +29.3% | Q2 2025 |
 AMID | $3M | 0.44% | 0.15% | +15.3% | Q3 2024 |
 MMM | $2.75M | 0.41% | 0.00% | +32.3% | Q2 2025 |
| GOOG | $2.61M | 0.38% | Not reported | -2.2% | Q4 2023 |
 SPY | $2.58M | 0.38% | Not reported | -0.6% | Q4 2023 |
 ETN | $2.42M | 0.36% | 0.00% | +22.1% | Q2 2025 |
 SYK | $2.16M | 0.32% | 0.00% | +70.0% | Q2 2025 |
 XOM | $2.11M | 0.31% | 0.00% | +5.2% | Q4 2023 |
 SCHW | $2.06M | 0.30% | 0.00% | -17.0% | Q4 2023 |
 BKNG | $1.94M | 0.29% | 0.00% | -14.9% | Q4 2023 |
 SHLD | $1.92M | 0.28% | 0.03% | -1.6% | Q3 2025 |
 CVX | $1.72M | 0.25% | 0.00% | +25.6% | Q4 2023 |
 RKLB | $1.72M | 0.25% | 0.00% | +128.8% | Q1 2026 |
 UBER | $1.71M | 0.25% | 0.00% | +684.1% | Q4 2023 |
 MA | $1.71M | 0.25% | 0.00% | -17.8% | Q4 2023 |
 LMT | $1.7M | 0.25% | 0.00% | +0.9% | Q4 2023 |
 MO | $1.68M | 0.25% | 0.00% | +18.8% | Q2 2024 |
 KR | $1.63M | 0.24% | 0.00% | +37.4% | Q2 2025 |
 FSK | $1.57M | 0.23% | 0.05% | -65.8% | Q4 2023 |
 COP | $1.57M | 0.23% | 0.00% | +13.0% | Q4 2023 |
 SO | $1.54M | 0.23% | 0.00% | +83.9% | Q2 2025 |
 KO | $1.53M | 0.23% | 0.00% | +21.8% | Q2 2025 |
 PG | $1.49M | 0.22% | 0.00% | +25.0% | Q4 2023 |
 SCIO | $1.44M | 0.21% | 0.11% | +24.0% | Q1 2026 |
 EMR | $1.41M | 0.21% | 0.00% | Not reported | Q2 2024 |
 IQV | $1.27M | 0.19% | 0.00% | -30.6% | Q4 2023 |
 NEE | $1.24M | 0.18% | 0.00% | +18.1% | Q2 2025 |
| IAU | $1.24M | 0.18% | 0.00% | -3.3% | Q4 2023 |
 AMD | $1.2M | 0.18% | 0.00% | -6.0% | Q2 2024 |
| Q1 2026 | |||||
| FNDF | $26.4M | 4.46% | Not reported | +37.0% | Q2 2025 |
| MSFT | $9.57M | 1.62% | 0.00% | +8.0% | Q4 2023 |
| GOOGL | $8.91M | 1.51% | 0.00% | -4.4% | Q4 2023 |
| AAPL | $7.74M | 1.31% | 0.00% | +1.1% | Q4 2023 |
| AMZN | $7.2M | 1.22% | 0.00% | -0.3% | Q4 2023 |
| NVDA | $6.55M | 1.11% | 0.00% | +17.7% | Q4 2023 |
| META | $5.68M | 0.96% | Not reported | -1.4% | Q4 2023 |
| LLY | $5.66M | 0.96% | 0.00% | +9.0% | Q4 2023 |
| IGLB | $4.97M | 0.84% | Not reported | +32.7% | Q2 2025 |
| AVGO | $4.59M | 0.78% | 0.00% | +23.1% | Q2 2024 |
| FSK | $4.46M | 0.75% | 0.16% | -37.0% | Q4 2023 |
| TSM | $4.12M | 0.70% | 0.00% | -14.6% | Q4 2023 |
| BRK.B | $4.02M | 0.68% | Not reported | +16.2% | Q4 2023 |
| V | $3.9M | 0.66% | 0.00% | +7.4% | Q4 2023 |
| AMAT | $3.89M | 0.66% | 0.00% | -4.8% | Q4 2024 |
| JPM | $3.76M | 0.64% | 0.00% | +18.9% | Q4 2023 |
 CRM | $3.63M | 0.61% | 0.00% | +24.6% | Q4 2023 |
| JNJ | $3.56M | 0.60% | 0.00% | +12.0% | Q4 2023 |
| THRO | $3.47M | 0.59% | 1.21% | -4.8% | Q2 2025 |
| UNH | $2.98M | 0.50% | 0.00% | +27.4% | Q4 2023 |
| TSLA | $2.85M | 0.48% | 0.00% | +11.7% | Q4 2023 |
| FTNT | $2.56M | 0.43% | 0.00% | +35.5% | Q1 2025 |
| SCHW | $2.53M | 0.43% | 0.00% | -17.5% | Q4 2023 |
| XOM | $2.49M | 0.42% | 0.00% | +7.3% | Q4 2023 |
| SHLD | $2.31M | 0.39% | 0.03% | +10.6% | Q3 2025 |
| AMID | $2.29M | 0.39% | 0.13% | +6.6% | Q3 2024 |
| SPY | $2.26M | 0.38% | Not reported | -6.8% | Q4 2023 |
| GOOG | $2.16M | 0.37% | Not reported | +0.7% | Q4 2023 |
| BKNG | $2.16M | 0.37% | 0.00% | -17.7% | Q4 2023 |
| MA | $2.02M | 0.34% | 0.00% | -15.2% | Q4 2023 |
| LMT | $2M | 0.34% | 0.00% | +0.6% | Q4 2023 |
| GE | $1.99M | 0.34% | 0.00% | +30.7% | Q2 2025 |
 ABT | $1.89M | 0.32% | 0.00% | +32.5% | Q4 2023 |
| MMM | $1.87M | 0.32% | 0.00% | +32.8% | Q2 2025 |
| COP | $1.77M | 0.30% | 0.00% | +13.4% | Q4 2023 |
| CVX | $1.71M | 0.29% | 0.00% | -2.2% | Q4 2023 |
| ETN | $1.66M | 0.28% | 0.00% | +30.8% | Q2 2025 |
| IQV | $1.61M | 0.27% | 0.01% | -22.6% | Q4 2023 |
| GLDM | $1.59M | 0.27% | 0.01% | -26.0% | Q4 2024 |
| KR | $1.55M | 0.26% | 0.00% | +30.3% | Q2 2025 |
| IAU | $1.5M | 0.25% | 0.00% | -6.0% | Q4 2023 |
| SYK | $1.33M | 0.22% | 0.00% | +34.2% | Q2 2025 |
| MO | $1.29M | 0.22% | 0.00% | +21.2% | Q2 2024 |
 COR | $1.27M | 0.21% | 0.00% | -15.1% | Q4 2023 |
 ELV | $1.2M | 0.20% | 0.00% | -16.7% | Q4 2023 |
| PG | $1.18M | 0.20% | 0.00% | +23.3% | Q4 2023 |
| KO | $1.17M | 0.20% | 0.00% | +23.9% | Q2 2025 |
| SCIO | $1.16M | 0.20% | 0.09% | New | Q1 2026 |
| NEE | $1.11M | 0.19% | 0.00% | +18.2% | Q2 2025 |
 DIS | $1.01M | 0.17% | 0.00% | -24.6% | Q4 2023 |
| Q4 2025 | |||||
| FNDF | $20.1M | 3.44% | Not reported | +24.9% | Q2 2025 |
| GOOGL | $10M | 1.71% | 0.00% | -4.1% | Q4 2023 |
| MSFT | $9.62M | 1.64% | 0.00% | +5.5% | Q4 2023 |
| FSK | $9.36M | 1.60% | 0.25% | +1.3% | Q4 2023 |
| AAPL | $7.89M | 1.35% | 0.00% | -7.8% | Q4 2023 |
| AMZN | $6.92M | 1.18% | 0.00% | +5.9% | Q4 2023 |
| META | $6.54M | 1.12% | Not reported | +3.3% | Q4 2023 |
| NVDA | $5.96M | 1.02% | 0.00% | +7.0% | Q4 2023 |
| LLY | $5.86M | 1.00% | 0.00% | +4.1% | Q4 2023 |
| TSM | $5.25M | 0.90% | 0.00% | -7.4% | Q4 2023 |
| AVGO | $3.99M | 0.68% | 0.00% | +19.3% | Q2 2024 |
| AMAT | $3.92M | 0.67% | 0.00% | +2.4% | Q4 2024 |
| V | $3.89M | 0.66% | 0.00% | +2.6% | Q4 2023 |
| IGLB | $3.87M | 0.66% | Not reported | +93.4% | Q2 2025 |
| THRO | $3.82M | 0.65% | 1.27% | -16.0% | Q2 2025 |
| BRK.B | $3.61M | 0.62% | Not reported | +10.1% | Q4 2023 |
| JPM | $3.25M | 0.56% | 0.00% | +10.8% | Q4 2023 |
| JNJ | $3.19M | 0.54% | 0.00% | +5.7% | Q4 2023 |
| SCHW | $3.1M | 0.53% | 0.00% | -3.9% | Q4 2023 |
| CRM | $2.89M | 0.49% | 0.00% | +16.6% | Q4 2023 |
| TSLA | $2.86M | 0.49% | 0.00% | +5.8% | Q4 2023 |
| BKNG | $2.59M | 0.44% | 0.00% | -7.7% | Q4 2023 |
| SPY | $2.54M | 0.43% | Not reported | +3.6% | Q4 2023 |
| MA | $2.52M | 0.43% | 0.00% | -4.7% | Q4 2023 |
| UNH | $2.46M | 0.42% | 0.00% | -5.0% | Q4 2023 |
| GOOG | $2.32M | 0.40% | Not reported | +10.6% | Q4 2023 |
| AMID | $2.31M | 0.39% | 0.12% | +13.5% | Q3 2024 |
| GLDM | $2.25M | 0.38% | 0.01% | -23.6% | Q4 2024 |
| SHLD | $2.1M | 0.36% | 0.03% | -11.4% | Q3 2025 |
| LMT | $2.09M | 0.36% | 0.00% | -14.8% | Q4 2023 |
| IQV | $2.06M | 0.35% | 0.01% | +6.6% | Q4 2023 |
| XOM | $2.05M | 0.35% | 0.00% | +10.5% | Q4 2023 |
| FTNT | $1.95M | 0.33% | 0.00% | +23.7% | Q1 2025 |
| MMM | $1.69M | 0.29% | 0.00% | +16.3% | Q2 2025 |
| GE | $1.68M | 0.29% | 0.00% | +15.8% | Q2 2025 |
| IAU | $1.67M | 0.29% | 0.00% | +6.2% | Q4 2023 |
| COR | $1.67M | 0.29% | 0.00% | -5.7% | Q4 2023 |
| ELV | $1.66M | 0.28% | 0.00% | -11.7% | Q4 2023 |
| ABT | $1.55M | 0.26% | 0.00% | +20.3% | Q4 2023 |
| CVX | $1.54M | 0.26% | 0.00% | +11.7% | Q4 2023 |
| DIS | $1.42M | 0.24% | 0.00% | -8.4% | Q4 2023 |
| ETN | $1.39M | 0.24% | 0.00% | +19.4% | Q2 2025 |
| COP | $1.31M | 0.22% | 0.00% | +13.1% | Q4 2023 |
| KR | $1.15M | 0.20% | 0.00% | +16.5% | Q2 2025 |
 HD | $1.13M | 0.19% | 0.00% | -0.3% | Q3 2024 |
 SBUX | $1.12M | 0.19% | 0.00% | -14.5% | Q4 2023 |
| SYK | $1.1M | 0.19% | 0.00% | +18.9% | Q2 2025 |
| MO | $1.09M | 0.19% | 0.00% | +27.6% | Q2 2024 |
| PG | $1.06M | 0.18% | 0.00% | +15.9% | Q4 2023 |
 GSBD | $1.03M | 0.18% | 0.10% | -11.7% | Q3 2024 |
| Q3 2025 | |||||
| FNDF | $14M | 2.36% | Not reported | +98.2% | Q2 2025 |
| MSFT | $11.5M | 1.93% | 0.00% | +9.3% | Q4 2023 |
| FSK | $10.6M | 1.78% | 0.25% | +5.3% | Q4 2023 |
| GOOGL | $9.8M | 1.65% | 0.00% | -2.1% | Q4 2023 |
| AAPL | $8.82M | 1.48% | 0.00% | +7.7% | Q4 2023 |
| AMZN | $8.13M | 1.37% | 0.00% | +3.9% | Q4 2023 |
| META | $6.16M | 1.04% | Not reported | -4.0% | Q4 2023 |
| NVDA | $5.93M | 1.00% | 0.00% | +29.0% | Q4 2023 |
| LLY | $5.24M | 0.88% | 0.00% | +35.7% | Q4 2023 |
| THRO | $4.64M | 0.78% | 1.52% | +13.9% | Q2 2025 |
| TSM | $4.55M | 0.77% | 0.00% | -18.8% | Q4 2023 |
| V | $3.92M | 0.66% | 0.00% | +5.3% | Q4 2023 |
| AVGO | $3.62M | 0.61% | 0.00% | +36.5% | Q2 2024 |
| BKNG | $3.35M | 0.56% | 0.00% | -11.7% | Q4 2023 |
| BRK.B | $3.26M | 0.55% | Not reported | +29.5% | Q4 2023 |
| SCHW | $3.25M | 0.55% | 0.00% | -13.8% | Q4 2023 |
| CRM | $3.23M | 0.54% | 0.00% | +36.8% | Q4 2023 |
| JPM | $3.08M | 0.52% | 0.00% | +37.2% | Q4 2023 |
| UNH | $2.93M | 0.49% | 0.00% | +28.0% | Q4 2023 |
| TSLA | $2.89M | 0.49% | 0.00% | +50.3% | Q4 2023 |
| MA | $2.77M | 0.47% | 0.00% | -19.6% | Q4 2023 |
| AMAT | $2.74M | 0.46% | 0.00% | +23.4% | Q4 2024 |
| GLDM | $2.47M | 0.42% | 0.01% | +56.7% | Q4 2024 |
| SPY | $2.45M | 0.41% | Not reported | -9.5% | Q4 2023 |
| IQV | $2.44M | 0.41% | 0.01% | -8.5% | Q4 2023 |
| JNJ | $2.32M | 0.39% | 0.00% | +7.4% | Q4 2023 |
| SHLD | $2.23M | 0.38% | 0.03% | New | Q3 2025 |
| AMID | $2.02M | 0.34% | 0.11% | +47.6% | Q3 2024 |
| IGLB | $1.99M | 0.34% | Not reported | +377.9% | Q2 2025 |
| GOOG | $1.97M | 0.33% | Not reported | +2.3% | Q4 2023 |
| COR | $1.84M | 0.31% | 0.00% | -13.5% | Q4 2023 |
| LMT | $1.74M | 0.29% | 0.00% | -1.2% | Q4 2023 |
| DIS | $1.7M | 0.29% | 0.00% | -15.2% | Q4 2023 |
| ELV | $1.69M | 0.29% | 0.00% | -15.1% | Q4 2023 |
| FTNT | $1.54M | 0.26% | 0.00% | +118.9% | Q1 2025 |
| XOM | $1.46M | 0.25% | 0.00% | +15.3% | Q4 2023 |
| ABT | $1.45M | 0.24% | 0.00% | +69.0% | Q4 2023 |
| GE | $1.45M | 0.24% | 0.00% | +81.5% | Q2 2025 |
| MMM | $1.4M | 0.24% | 0.00% | +85.8% | Q2 2025 |
| IAU | $1.32M | 0.22% | 0.00% | +5.4% | Q4 2023 |
 RBLX | $1.27M | 0.21% | 0.00% | -13.8% | Q4 2024 |
 QCOM | $1.22M | 0.21% | 0.00% | -19.3% | Q4 2023 |
 ADSK | $1.21M | 0.20% | 0.00% | -21.2% | Q4 2023 |
| GSBD | $1.19M | 0.20% | 0.11% | +0.5% | Q3 2024 |
| CVX | $1.18M | 0.20% | 0.00% | +28.3% | Q4 2023 |
| SBUX | $1.14M | 0.19% | 0.00% | -22.9% | Q4 2023 |
| ETN | $1.13M | 0.19% | 0.00% | +72.4% | Q2 2025 |
 QQQ | $1.12M | 0.19% | Not reported | -9.4% | Q4 2023 |
| IBIT | $1.08M | 0.18% | 0.00% | -7.3% | Q4 2024 |
| HD | $1.07M | 0.18% | 0.00% | +0.2% | Q3 2024 |