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Chandler te Velde

@Maia Wealth Llc

Latest period2024 - Q3ReportedManaged Assets$404.76MTotal holdings274
Assets growth rate21.84%Assets growth rate (2-Q avg)27.98%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Maia Wealth Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 274 positions.

Assets under management

The assets under management (AUM) of Maia Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 404.76M in assets, with a quarterly growth rate of 21.84% and a 2-quarter average growth rate of 27.98%. The portfolio is managed by Chandler te Velde, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BONDPimco Etf Tr
Recent Activity
New Position
0.18%
$697,327
7,555 shares@ $92.31 avg price
BBJPJ P Morgan Exchange Traded F
Recent Activity
New Position
0.15%
$597,967
10,749 shares@ $55.64 avg price
ZJULInnovator Etfs Trust
Recent Activity
New Position
0.14%
$557,111
20,749 shares@ $26.86 avg price
UAUGInnovator Etfs Trust
Recent Activity
New Position
0.14%
$551,304
15,684 shares@ $35.16 avg price
FRIFirst Tr S&p Reit Index Fd
Recent Activity
New Position
0.1%
$369,583
12,524 shares@ $29.51 avg price
GSBDGoldman Sachs Bdc Inc
Recent Activity
New Position
0.1%
$368,463
27,395 shares@ $13.46 avg price
SDVDFirst Tr Exch Traded Fd Iii
Recent Activity
New Position
0.1%
$368,285
16,809 shares@ $21.91 avg price
SPHYSpdr Ser Tr
Recent Activity
New Position
0.09%
$362,348
15,270 shares@ $23.73 avg price
LSAFTwo Rds Shared Tr
Recent Activity
New Position
0.09%
$357,031
8,599 shares@ $41.53 avg price
BBEUJ P Morgan Exchange Traded F
Recent Activity
New Position
0.09%
$351,353
5,851 shares@ $60.06 avg price