AiSiWhale

AI & tech investing

Maia Wealth LLC

CIK 2010858

13F filing for Q2 2026・No. 3,267

Holdings
US$678.92M
Quarter change
+US$87.66M
Entries
357
Net bought (estimate)
+US$21.56M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 40
  • Sold out 32
  • Cut 174
  • Added 132
  • Corporate actions 0
  • Unchanged 8

Largest holdings

354 stocks worth US$677.17M, options and bonds left out.

StockThis quarterValueWeight
SCHWAB STRATEGIC TRFUNDAMENTAL INTLAddedUS$35.23M5.20%
SPDR SERIES TRUSTST STR P500ETFCutUS$27.43M4.05%
GOOGLAlphabetCAP STK CL ACutUS$11M1.62%
IVVISHARES TRCORE S&P500 ETFCutUS$11M1.62%
MSFTMicrosoftCOMAddedUS$10.79M1.59%
ISHARES TREAFE VALUE ETFCutUS$10.77M1.59%
BLACKROCK ETF TRUSTISHARES US EQUITCutUS$10.29M1.52%
IEMGISHARES INCCORE MSCI EMKTCutUS$9.56M1.41%
ISHARES TRS&P 500 VAL ETFCutUS$9.53M1.41%
ISHARES TRS&P 500 GRWT ETFCutUS$9.51M1.40%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.