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Chandler te Velde

Maia Wealth Llc

Assets Managed
$591.261M
Holdings
346
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
0.92%(2Q avg: -0.2%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Maia Wealth Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 346 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 591.261M in assets, with a quarterly growth rate of 0.92% and a 2-quarter average growth rate of -0.2%. The portfolio is managed by Chandler te Velde, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FNDF
Schwab Fndmn Intl Lrg Co Etf
Recent Activity
Increased 37%
4.47%
$26.379M
539,122 shares@ $48.93 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 0.88%
4.23%
$24.962M
326,134 shares@ $76.54 avg price
EFV
Ishares Msci Eafe Value Etf
Recent Activity
Decreased -12.86%
2%
$11.798M
158,685 shares@ $74.36 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -3.81%
1.66%
$9.771M
14,959 shares@ $653.19 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -10.79%
1.64%
$9.667M
166,159 shares@ $58.19 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 8.03%
1.62%
$9.573M
25,862 shares@ $370.18 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Decreased -7.62%
1.56%
$9.18M
43,477 shares@ $211.15 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -4.41%
1.51%
$8.905M
30,968 shares@ $287.57 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Decreased -5.15%
1.44%
$8.495M
75,101 shares@ $113.12 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -16.85%
1.43%
$8.409M
120,555 shares@ $69.76 avg price

1-10 of 346