Maia Wealth LLC has disclosed its latest investment holdings in a recent filing, showcasing a total value exceeding $725 million as of September 30, 2026. This update is significant as it highlights the firm’s strategic positioning in the financial services industry, particularly in a competitive landscape where asset management firms are continuously adapting their strategies to market conditions.
The filing, submitted on October 19, 2026, reveals a diverse portfolio with substantial investments in major corporations, including Apple Inc., Amazon.com Inc., and Alphabet Inc. These holdings reflect Maia Wealth's approach to capitalizing on growth opportunities in the technology sector, which has been a focal point for many investors.
Background
Maia Wealth LLC is a financial services firm that specializes in investment management. The company is categorized under the SIC description for financial services, focusing on asset management and investment advisory. The firm operates out of Denver, Colorado, and has been active in filing reports with the SEC, including several recent 13F filings that outline its investment strategies and portfolio changes.
Recent filings from Maia Wealth include:
- October 19, 2026 - 13F-HR
- July 28, 2026 - N-PX
- July 28, 2026 - 13F-HR
- May 8, 2026 - 13F-HR
- February 17, 2026 - 13F-HR
What the Filing Says
The latest 13F-HR filing indicates that Maia Wealth LLC holds a total of 353 positions, with a reported value of $725,785,113. The filing is signed by Chandler te Velde, the Chief Compliance Officer, and emphasizes the firm's commitment to transparency and regulatory compliance.
Key highlights from the filing include:
- Total number of positions: 353
- Total reported value: $725,785,113
Impact
This filing may influence various stakeholders, including investors, analysts, and competitors in the financial services sector. Investors may look to Maia Wealth's portfolio as a benchmark for identifying trends and potential investment opportunities. Competitors may analyze the firm's holdings to gauge market sentiment and strategic positioning within the industry.
What's Next
The filing does not specify any immediate next steps or actions that Maia Wealth LLC plans to take following this disclosure. However, market observers will likely keep an eye on future filings to assess any changes in the firm’s investment strategy or portfolio adjustments.