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Home > Institutional Investor > Maia Wealth Llc > Profile

Instuitional Investor - Maia Wealth Llc

Fund Profile
Filing Period:
Fund Name: Maia Wealth Llc
Portfolio Value $440,873,886
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 516,007 $32,704,539 7.42%
2.
Ishares Tr - MSCI USA QLT FCT
 75,390 $12,428,013 2.82%
3.
Fs Kkr Capital Corp
 FSK 654,811 $12,369,372 2.81%
4.
Ishares Tr - EAFE VALUE ETF
 205,166 $11,737,557 2.66%
5.
Ishares Trust
 IEF 115,393 $10,499,623 2.38%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)