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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
VEAVanguard Tax-managed Fds
Recent Activity
Increased 1.61%
0.92%
$3.713M
73,277 shares@ $50.67 avg price
BUFDFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 2.21%
0.8%
$3.213M
127,560 shares@ $25.19 avg price
MAMastercard Incorporated
Recent Activity
Increased 9.49%
0.79%
$3.188M
6,243 shares@ $510.66 avg price
SCHWSchwab Charles Corp
Recent Activity
Increased 13.48%
0.7%
$2.811M
38,722 shares@ $72.59 avg price
VTVVanguard Index Fds
Recent Activity
Increased 3.78%
0.67%
$2.708M
15,486 shares@ $174.87 avg price
IQVIqvia Hldgs Inc
Recent Activity
Increased 10.5%
0.67%
$2.703M
12,767 shares@ $211.71 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 9.23%
0.66%
$2.644M
52,590 shares@ $50.28 avg price
VVisa Inc
Recent Activity
Increased 11.55%
0.64%
$2.58M
9,109 shares@ $283.21 avg price
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 3.43%
0.6%
$2.423M
80,659 shares@ $30.04 avg price
SCHZSchwab Strategic Tr
Recent Activity
Increased 86.73%
0.57%
$2.302M
99,367 shares@ $23.18 avg price