MAIMON WEALTH MANAGEMENT LTD.
13F Reported Value
ⓘ$129.8M
Holdings
80
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
MAIMON WEALTH MANAGEMENT LTD. disclosed 80 positions worth $129.8M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 7 new positions and exited 4 — including a new stake in $DELL and a full exit from $LLY. The portfolio is most concentrated in Other (74.3% of disclosed assets). All figures are sourced directly from MAIMON WEALTH MANAGEMENT LTD.’s Form 13F-HR filing with the SEC under CIK 1760401.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
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ISHARES U S ETF TR - SHOR DURA BD ETF
—Quality
$8.8M172,910 shPIMCO ETF TR - ENHAN SHRT MA AC
—Quality
$7.0M69,220 sh- 79.6#35
Quality
$6.8M87,735 sh ISHARES TR - INTRM GOV CR ETF
—Quality
$5.8M54,775 shVANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$5.6M15,148 shPIMCO ETF TR - ACTIVE BD ETF
—Quality
$5.6M60,685 shISHARES TR - ULTRA SHORT DUR
—Quality
$5.3M104,115 shPIMCO ETF TR - ENHNCD LW DUR AC
—Quality
$5.1M53,530 shISHARES TR - CORE 1 5 YR USD
—Quality
$4.4M92,160 shAMERICAN CENTY ETF TR - AVANTIS SHFXDINC
—Quality
$4.1M88,580 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES U S ETF TR - SHOR DURA BD ETF | — | $8.8M | 172,910 |
| PIMCO ETF TR - ENHAN SHRT MA AC | — | $7.0M | 69,220 |
 Meta Platforms, Inc.$META | 79.6#35 | $6.8M | 87,735 |
| ISHARES TR - INTRM GOV CR ETF | — | $5.8M | 54,775 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $5.6M | 15,148 |
| PIMCO ETF TR - ACTIVE BD ETF | — | $5.6M | 60,685 |
| ISHARES TR - ULTRA SHORT DUR | — | $5.3M | 104,115 |
| PIMCO ETF TR - ENHNCD LW DUR AC | — | $5.1M | 53,530 |
| ISHARES TR - CORE 1 5 YR USD | — | $4.4M | 92,160 |
| AMERICAN CENTY ETF TR - AVANTIS SHFXDINC | — | $4.1M | 88,580 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of MAIMON WEALTH MANAGEMENT LTD.'s 80 positions.
Showing top 10 of 80 holdings.
Sector Allocation
Other
$96.4M
Technology
$17.2M
Healthcare
$4.1M
Consumer Staples
$3.4M
Consumer Discretionary
$3.3M
Financials
$2.5M
Industrials
$2.1M
Materials
$285,850
Full Holdings — MAIMON WEALTH MANAGEMENT LTD. (Q2 2026)
All 80 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 - SHOR DURA BD ETF | $8.8M | 6.8% | +6% | — |
| 2 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $7.0M | 5.4% | +4% | — |
| 3 | $META | Meta Platforms, Inc. | $6.8M | 5.3% | +13% | 79.6 |
| 4 | — | ISHARES TR - INTRM GOV CR ETF | $5.8M | 4.5% | +15% | — |
| 5 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $5.6M | 4.3% | +7% | — |
| 6 | — | PIMCO ETF TR - ACTIVE BD ETF | $5.6M | 4.3% | +24% | — |
| 7 | — | ISHARES TR - ULTRA SHORT DUR | $5.3M | 4.1% | +17% | — |
| 8 | — | PIMCO ETF TR - ENHNCD LW DUR AC | $5.1M | 3.9% | +15% | — |
| 9 | — | ISHARES TR - CORE 1 5 YR USD | $4.4M | 3.4% | +7% | — |
| 10 | — | AMERICAN CENTY ETF TR - AVANTIS SHFXDINC | $4.1M | 3.2% | +12% | — |
| 11 |  $SYK | STRYKER CORP | $3.9M | 3.0% | +0% | 72.1 |
| 12 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $3.7M | 2.8% | +3% | — |
| 13 | — | ISHARES TR - CORE MSCI EAFE | $3.6M | 2.8% | +3% | — |
| 14 | — | ISHARES TR - MSCI USA QLT FCT | $3.6M | 2.8% | +8% | — |
| 15 | — | AMERICAN CENTY ETF TR - US EQT ETF | $3.4M | 2.6% | -1% | — |
| 16 |  $AAPL | Apple Inc. | $2.7M | 2.1% | -8% | 76.4 |
| 17 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $2.5M | 1.9% | +0% | — |
| 18 | — | ISHARES TR - U S EQUITY FACTR | $2.4M | 1.9% | +14% | — |
| 19 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $2.4M | 1.8% | +3% | — |
| 20 | — | ISHARES TR - MSCI INTL QUALTY | $2.3M | 1.8% | +3% | — |
| 21 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $2.1M | 1.6% | +1% | — |
| 22 |  $NVDA | NVIDIA CORP | $1.9M | 1.5% | +1% | 85.9 |
| 23 |  $IAU | ISHARES GOLD TRUST | $1.9M | 1.5% | +3% | — |
| 24 | — | ISHARES TR - MSCI INTL VLU FT | $1.9M | 1.5% | +6% | — |
| 25 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $1.8M | 1.4% | +1% | — |
| 26 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.6M | 1.2% | +2% | 66.2 |
| 27 |  $MSFT | MICROSOFT CORP | $1.5M | 1.2% | +5% | 79.8 |
| 28 | — | ISHARES TR - INTL EQTY FACTOR | $1.5M | 1.2% | +17% | — |
| 29 | — | AMERICAN CENTY ETF TR - AVANTIS ALL EQT | $1.4M | 1.1% | +431% | — |
| 30 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $1.3M | 1.0% | +1% | — |
| 31 |  $PM | Philip Morris International Inc. | $1.3M | 1.0% | +2% | 75.9 |
| 32 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $1.2M | 1.0% | +8% | — |
| 33 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.2M | 0.9% | +9% | — |
| 34 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $1.1M | 0.8% | +0% | — |
| 35 |  $GOOG | Alphabet Inc. | $826,239 | 0.6% | +9% | 78.2 |
| 36 | — | AMERICAN CENTY ETF TR - INTERNATIONAL LR | $814,923 | 0.6% | +1% | — |
| 37 |  $DE | DEERE & CO | $792,912 | 0.6% | +0% | 55.4 |
| 38 |  $DOV | DOVER Corp | $791,028 | 0.6% | +0% | 58.1 |
| 39 |  $AMD | ADVANCED MICRO DEVICES INC | $788,876 | 0.6% | -1% | 79.8 |
| 40 |  $EMR | EMERSON ELECTRIC CO | $787,325 | 0.6% | +0% | 65.3 |
| 41 |  $AMZN | AMAZON COM INC | $684,274 | 0.5% | +11% | 68.7 |
| 42 | — | VANGUARD WORLD FD - INF TECH ETF | $669,312 | 0.5% | +833% | — |
| 43 | — | PIMCO ETF TR - MULTISECTOR BD | $660,348 | 0.5% | +12% | — |
| 44 |  $MO | ALTRIA GROUP, INC. | $592,364 | 0.5% | +0% | 67.4 |
| 45 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | $575,502 | 0.4% | +0% | — |
| 46 |  $PG | PROCTER & GAMBLE Co | $572,043 | 0.4% | -3% | 64.6 |
| 47 |  $CAT | CATERPILLAR INC | $559,072 | 0.4% | +5% | 66.5 |
| 48 |  $CSCO | CISCO SYSTEMS, INC. | $553,941 | 0.4% | +15% | 70.3 |
| 49 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $508,612 | 0.4% | +2% | — |
| 50 | — | AMERICAN CENTY ETF TR - EMERGING MKT VAL | $492,000 | 0.4% | +1% | — |
| 51 |  $HD | HOME DEPOT, INC. | $429,212 | 0.3% | +3% | 60.3 |
| 52 |  $DELL | Dell Technologies Inc. | $406,867 | 0.3% | NEW | 71.2 |
| 53 | — | ISHARES TR - MSCI ACWI ETF | $384,576 | 0.3% | +23% | — |
| 54 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $383,727 | 0.3% | NEW | — |
| 55 |  $MDLZ | Mondelez International, Inc. | $382,727 | 0.3% | +1% | 56.4 |
| 56 | — | VANGUARD STAR FDS - VG TL INTL STK F | $343,755 | 0.3% | +7% | — |
| 57 | — | ISHARES TR - 0-3 MTH TREASURY | $342,278 | 0.3% | -42% | — |
| 58 |  $WMT | Walmart Inc. | $325,962 | 0.3% | +1% | 60.2 |
| 59 |  $BRK.B | BERKSHIRE HATHAWAY INC | $324,253 | 0.3% | -19% | 73.8 |
| 60 |  $MCD | MCDONALDS CORP | $317,074 | 0.2% | +3% | 69 |
| 61 | — | VANGUARD INDEX FDS - MID CAP ETF | $300,687 | 0.2% | +300% | — |
| 62 |  $CL | COLGATE PALMOLIVE CO | $299,427 | 0.2% | +0% | 61.3 |
| 63 |  $PANW | Palo Alto Networks Inc | $298,734 | 0.2% | NEW | 65.5 |
| 64 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | $286,693 | 0.2% | +0% | — |
| 65 |  $APD | Air Products & Chemicals, Inc. | $285,850 | 0.2% | +3% | 46.4 |
| 66 |  $XOM.R34088 | EXXON MOBIL CORP | $271,116 | 0.2% | +17% | 57.9 |
| 67 |  $KO | COCA COLA CO | $260,552 | 0.2% | +3% | 69.5 |
| 68 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $254,861 | 0.2% | +5% | — |
| 69 |  $MMM | 3M CO | $250,960 | 0.2% | +0% | 64.9 |
| 70 | — | ISHARES TR - ESG OPTIMIZED | $245,337 | 0.2% | +0% | — |
| 71 |  $TRV | TRAVELERS COMPANIES, INC. | $242,308 | 0.2% | +0% | 75.9 |
| 72 | — | VANGUARD INDEX FDS - GROWTH ETF | $228,960 | 0.2% | NEW | — |
| 73 | — | ISHARES TR - MSCI EAFE ETF | $225,420 | 0.2% | NEW | — |
| 74 | — | ISHARES TR - RUS 1000 VAL ETF | $206,066 | 0.2% | NEW | — |
| 75 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $205,182 | 0.2% | +0% | — |
| 76 |  $T | AT&T INC. | $166,603 | 0.1% | NEW | 65.7 |
| 77 |  $NBB | Nuveen Taxable Municipal Income Fund | $157,800 | 0.1% | +0% | — |
| 78 |  $GBAB | Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust | $144,600 | 0.1% | +0% | — |
| 79 |  $BLW | BLACKROCK Ltd DURATION INCOME TRUST | $124,900 | 0.1% | +0% | — |
| 80 |  $PCN | PIMCO CORPORATE & INCOME STRATEGY FUND | $119,500 | 0.1% | +0% | — |
New Positions (7)
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