MAIMON WEALTH MANAGEMENT LTD.
13F Reported Value
ⓘ$114.0M
Holdings
77
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
MAIMON WEALTH MANAGEMENT LTD. disclosed 77 positions worth $114.0M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 7 new positions and exited 1. The portfolio is most concentrated in Other (72.2% of disclosed assets). All figures are sourced directly from MAIMON WEALTH MANAGEMENT LTD.’s Form 13F-HR filing with the SEC under CIK 1760401.
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
ISHARES U S ETF TR
—Quality
$8.3M163,160 shPIMCO ETF TR
—Quality
$6.7M66,810 sh- 80.9#35
Quality
$6.1M77,905 sh ISHARES TR
—Quality
$5.1M47,545 shISHARES TR
—Quality
$4.5M89,165 shPIMCO ETF TR
—Quality
$4.5M48,865 shPIMCO ETF TR
—Quality
$4.4M46,350 shVANGUARD INDEX FDS
—Quality
$4.4M14,213 shISHARES TR
—Quality
$4.1M85,760 sh- 69.8
Quality
$4.0M12,319 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES U S ETF TR | — | $8.3M | 163,160 |
| PIMCO ETF TR | — | $6.7M | 66,810 |
 Meta Platforms, Inc.$META | 80.9#35 | $6.1M | 77,905 |
| ISHARES TR | — | $5.1M | 47,545 |
| ISHARES TR | — | $4.5M | 89,165 |
| PIMCO ETF TR | — | $4.5M | 48,865 |
| PIMCO ETF TR | — | $4.4M | 46,350 |
| VANGUARD INDEX FDS | — | $4.4M | 14,213 |
| ISHARES TR | — | $4.1M | 85,760 |
 STRYKER CORP$SYK | 69.8 | $4.0M | 12,319 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of MAIMON WEALTH MANAGEMENT LTD.'s 77 positions.
Showing top 10 of 77 holdings.
Sector Allocation
Other
$82.3M
Technology
$13.8M
Healthcare
$5.4M
Financials
$3.6M
Consumer Discretionary
$3.2M
Consumer Staples
$3.2M
Industrials
$1.7M
Energy
$502,552
Full Holdings — MAIMON WEALTH MANAGEMENT LTD. (Q1 2026)
All 77 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES U S ETF TR | $8.3M | 7.3% | +7% | — |
| 2 | — | PIMCO ETF TR | $6.7M | 5.9% | +1% | — |
| 3 | $META | Meta Platforms, Inc. | $6.1M | 5.3% | +11% | 80.9 |
| 4 | — | ISHARES TR | $5.1M | 4.4% | +26% | — |
| 5 | — | ISHARES TR | $4.5M | 4.0% | -9% | — |
| 6 | — | PIMCO ETF TR | $4.5M | 4.0% | +13% | — |
| 7 | — | PIMCO ETF TR | $4.4M | 3.9% | +9% | — |
| 8 | — | VANGUARD INDEX FDS | $4.4M | 3.9% | +11% | — |
| 9 | — | ISHARES TR | $4.1M | 3.6% | +8% | — |
| 10 | $SYK | STRYKER CORP | $4.0M | 3.5% | +0% | 69.8 |
| 11 | — | AMERICAN CENTY ETF TR | $3.7M | 3.3% | +7% | — |
| 12 | — | ISHARES TR | $3.2M | 2.8% | +6% | — |
| 13 | — | AMERICAN CENTY ETF TR | $2.9M | 2.5% | -0% | — |
| 14 | — | AMERICAN CENTY ETF TR | $2.9M | 2.5% | +13% | — |
| 15 | — | ISHARES TR | $2.8M | 2.5% | +12% | — |
| 16 |  $AAPL | Apple Inc. | $2.5M | 2.2% | +10% | 76.1 |
| 17 | — | AMERICAN CENTY ETF TR | $2.3M | 2.0% | -0% | — |
| 18 |  $IAU | ISHARES GOLD TRUST | $2.1M | 1.8% | -13% | — |
| 19 | — | ISHARES TR | $2.1M | 1.8% | +9% | — |
| 20 | — | AMERICAN CENTY ETF TR | $2.0M | 1.8% | +11% | — |
| 21 | — | VANGUARD INDEX FDS | $1.9M | 1.7% | -0% | — |
| 22 | — | ISHARES TR | $1.8M | 1.6% | +30% | — |
| 23 | — | AMERICAN CENTY ETF TR | $1.7M | 1.5% | +5% | — |
| 24 | — | ISHARES TR | $1.7M | 1.4% | +7% | — |
| 25 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.6M | 1.4% | +0% | 67 |
| 26 |  $NVDA | NVIDIA CORP | $1.6M | 1.4% | +6% | 90.2 |
| 27 |  $MSFT | MICROSOFT CORP | $1.4M | 1.2% | +2% | 83.7 |
| 28 | — | ISHARES TR | $1.2M | 1.1% | +21% | — |
| 29 |  $LLY | ELI LILLY & Co | $1.2M | 1.0% | +0% | 89.3 |
| 30 |  $PM | Philip Morris International Inc. | $1.2M | 1.0% | +0% | 80.5 |
| 31 | — | VANGUARD INDEX FDS | $1.1M | 1.0% | +0% | — |
| 32 | — | AMERICAN CENTY ETF TR | $999,832 | 0.9% | +26% | — |
| 33 | — | SPDR INDEX SHS FDS | $947,822 | 0.8% | +0% | — |
| 34 |  $JPM | JPMORGAN CHASE & CO | $855,850 | 0.8% | +0% | 35.6 |
| 35 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $854,168 | 0.8% | +0% | — |
| 36 | — | AMERICAN CENTY ETF TR | $756,511 | 0.7% | NEW | — |
| 37 |  $DE | DEERE & CO | $694,375 | 0.6% | +0% | 57.4 |
| 38 |  $EMR | EMERSON ELECTRIC CO | $678,150 | 0.6% | +0% | 65.9 |
| 39 |  $DOV | DOVER Corp | $676,318 | 0.6% | +0% | 63.1 |
| 40 | — | ISHARES TR | $593,894 | 0.5% | -43% | — |
| 41 | — | PIMCO ETF TR | $581,361 | 0.5% | NEW | — |
| 42 |  $PG | PROCTER & GAMBLE Co | $579,169 | 0.5% | -3% | 72.9 |
| 43 |  $GOOG | Alphabet Inc. | $578,179 | 0.5% | +3% | 80.2 |
| 44 |  $MO | ALTRIA GROUP, INC. | $551,776 | 0.5% | +0% | 72.1 |
| 45 | — | VANGUARD INTL EQUITY INDEX F | $527,646 | 0.5% | +0% | — |
| 46 |  $AMZN | AMAZON COM INC | $519,054 | 0.5% | +12% | 74.6 |
| 47 | — | AMERICAN CENTY ETF TR | $430,902 | 0.4% | NEW | — |
| 48 | — | SELECT SECTOR SPDR TR | $414,378 | 0.4% | NEW | — |
| 49 | — | VANGUARD WORLD FD | $401,220 | 0.3% | +0% | — |
| 50 |  $MDLZ | Mondelez International, Inc. | $383,460 | 0.3% | +0% | 53.9 |
| 51 |  $HD | HOME DEPOT, INC. | $382,700 | 0.3% | -1% | 69.2 |
| 52 |  $BRK.B | BERKSHIRE HATHAWAY INC | $381,152 | 0.3% | NEW | 64.5 |
| 53 |  $MCD | MCDONALDS CORP | $351,416 | 0.3% | +0% | 73.9 |
| 54 |  $WMT | Walmart Inc. | $351,234 | 0.3% | +0% | 63.2 |
| 55 |  $CAT | CATERPILLAR INC | $333,715 | 0.3% | +0% | 67.8 |
| 56 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $329,476 | 0.3% | +4% | — |
| 57 |  $CSCO | CISCO SYSTEMS, INC. | $315,864 | 0.3% | +0% | 72.3 |
| 58 |  $XOM | EXXON MOBIL CORP | $291,842 | 0.3% | +0% | 61.8 |
| 59 | — | VANGUARD STAR FDS | $281,728 | 0.3% | +0% | — |
| 60 |  $CL | COLGATE PALMOLIVE CO | $279,994 | 0.3% | +0% | 72.4 |
| 61 |  $APD | Air Products & Chemicals, Inc. | $276,982 | 0.2% | +0% | 41.2 |
| 62 |  $AMD | ADVANCED MICRO DEVICES INC | $268,183 | 0.2% | +24% | 78.8 |
| 63 | — | ISHARES TR | $267,038 | 0.2% | +25% | — |
| 64 | — | VANGUARD INDEX FDS | $262,108 | 0.2% | -7% | — |
| 65 | — | VANGUARD INTL EQUITY INDEX F | $258,619 | 0.2% | +0% | — |
| 66 |  $KO | COCA COLA CO | $237,810 | 0.2% | -3% | 74 |
| 67 | — | AMERICAN CENTY ETF TR | $232,532 | 0.2% | NEW | — |
| 68 |  $MMM | 3M CO | $220,906 | 0.2% | +0% | 60.7 |
| 69 |  $TRV | TRAVELERS COMPANIES, INC. | $214,196 | 0.2% | +0% | 71.5 |
| 70 | — | VANGUARD TAX-MANAGED FDS | $210,902 | 0.2% | +0% | — |
| 71 |  $CVX | CHEVRON CORP | $210,710 | 0.2% | NEW | 54.7 |
| 72 | — | SPDR SERIES TRUST | $205,182 | 0.2% | +0% | — |
| 73 | — | ISHARES TR | $204,458 | 0.2% | +0% | — |
| 74 |  $NBB | Nuveen Taxable Municipal Income Fund | $152,900 | 0.1% | +0% | — |
| 75 |  $GBAB | Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust | $139,900 | 0.1% | +0% | — |
| 76 |  $BLW | BLACKROCK Ltd DURATION INCOME TRUST | $121,600 | 0.1% | +0% | — |
| 77 |  $PCN | PIMCO CORPORATE & INCOME STRATEGY FUND | $115,000 | 0.1% | +0% | — |
New Positions (7)
Exited Positions (1)
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