MAIMON WEALTH MANAGEMENT LTD.
Sector Allocation
- Other74.3%$96.4M
- Technology12.6%$16.4M
- Consumer Staples4.1%$5.3M
- Healthcare3.2%$4.1M
- Industrials2.3%$2.9M
- Financials1.9%$2.5M
- Consumer Discretionary1.1%$1.4M
- Materials0.2%$285,850
- Energy0.2%$271,116
- Communication Services0.1%$166,603
AUM History
13fpro.ai/research/fund/maimon-wealth-management-ltd-1760401
Conviction and streaks
Stable · top 10 = 45.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$8.8M
- PIMCO$7.0M
META
$6.8M- ISHARES$5.8M
- VANGUARD$5.6M
- PIMCO$5.6M
- ISHARES$5.3M
- PIMCO$5.1M
- ISHARES$4.4M
- AMERICAN$4.1M
SYK
$3.9M- AMERICAN$3.7M
- ISHARES$3.6M
- ISHARES$3.6M
- AMERICAN$3.4M
AAPL
$2.7M- AMERICAN$2.5M
- ISHARES$2.4M
- AMERICAN$2.4M
- ISHARES$2.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/maimon-wealth-management-ltd-1760401
MAIMON WEALTH MANAGEMENT LTD. 13F holdings — Q2 2026
$129.8M portfolio (+13.9% QoQ) · 80 holdings · Q2 2026 13F · top 10 are 45% of the stock portfolio
- 1
ISHARES U S ETF TR - SHOR DURA BD ETF
$8.8M
6.8% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
PIMCO ETF TR - ENHAN SHRT MA AC
$7.0M
5.4% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— $6.8M
5.3% of stocks
+13%This quarter+5.9%Since filed3+ qtrsHeld- 4
ISHARES TR - INTRM GOV CR ETF
$5.8M
4.5% of stocks
+15%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
VANGUARD INDEX FDS - TOTAL STK MKT
$5.6M
4.3% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
PIMCO ETF TR - ACTIVE BD ETF
$5.6M
4.3% of stocks
+24%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - ULTRA SHORT DUR
$5.3M
4.1% of stocks
+17%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
PIMCO ETF TR - ENHNCD LW DUR AC
$5.1M
3.9% of stocks
+15%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES TR - CORE 1 5 YR USD
$4.4M
3.4% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
AMERICAN CENTY ETF TR - AVANTIS SHFXDINC
$4.1M
3.2% of stocks
+12%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 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 | $6.8M | 5.3% | +13% | +5.9% | 3+ qtrsAdded 2 qtrs in a row | 78.0#57 | Estimated buy price is Pro: unlock with a free trial | ||
| 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% | — | — | — | — |
All holdings — MAIMON WEALTH MANAGEMENT LTD. (Q2 2026)
80 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | STRYKER CORP | Healthcare | $3.9M | 3.0% | 12K | +0.1% | 3+ qtrs | 72.1 | 13F | |
| 12 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKTetf/fund | — | $3.7M | 2.8% | 38K | +3% | — | — | 13F |
| 13 | — | ISHARES TR - CORE MSCI EAFEetf/fund | — | $3.6M | 2.8% | 38K | +3% | — | — | 13F |
| 14 | — | ISHARES TR - MSCI USA QLT FCTetf/fund | — | $3.6M | 2.8% | 16K | +8% | — | — | 13F |
| 15 | — | AMERICAN CENTY ETF TR - US EQT ETFetf/fund | — | $3.4M | 2.6% | 27K | -0.8% | — | — | 13F |
| 16 | Apple Inc. | Technology | $2.7M | 2.1% | 9,395 | -8% | 3+ qtrs | 75.7 | 13F | |
| 17 | — | AMERICAN CENTY ETF TR - INTL EQT ETFetf/fund | — | $2.5M | 1.9% | 28K | — | — | — | 13F |
| 18 | — | ISHARES TR - U S EQUITY FACTRetf/fund | — | $2.4M | 1.9% | 32K | +14% | — | — | 13F |
| 19 | — | AMERICAN CENTY ETF TR - US SML CP VALUetf/fund | — | $2.4M | 1.8% | 19K | +3% | — | — | 13F |
| 20 | — | ISHARES TR - MSCI INTL QUALTYetf/fund | — | $2.3M | 1.8% | 47K | +3% | — | — | 13F |
| 21 | — | VANGUARD INDEX FDS - MCAP VL IDXVIPetf/fund | — | $2.1M | 1.6% | 11K | +1% | — | — | 13F |
| 22 | NVIDIA CORP | Technology | $1.9M | 1.5% | 9,680 | +1% | 3+ qtrsAdded 2 qtrs in a row | 86.0 | 13F | |
| 23 | ISHARES GOLD TRUSTetf/fund | Financials | $1.9M | 1.5% | 25K | +3% | 3+ qtrs | — | 13F | |
| 24 | — | ISHARES TR - MSCI INTL VLU FTetf/fund | — | $1.9M | 1.5% | 45K | +6% | — | — | 13F |
| 25 | — | AMERICAN CENTY ETF TR - INTL SMCP VLUetf/fund | — | $1.8M | 1.4% | 18K | +0.9% | — | — | 13F |
| 26 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.6M | 1.2% | 1,665 | +2% | |||
| 27 | $MSFT | MICROSOFT CORP | Technology | $1.5M | 1.2% | 4,120 | +5% | |||
| 28 | — | ISHARES TR - INTL EQTY FACTOR | — | $1.5M | 1.2% | 37K | +17% | |||
| 29 | — | AMERICAN CENTY ETF TR - AVANTIS ALL EQT | — | $1.4M | 1.1% | 16K | +431% | |||
| 30 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $1.3M | 1.0% | 5,409 | +1% | |||
| 31 | $PM | Philip Morris International Inc. | Consumer Staples | $1.3M | 1.0% | 7,252 | +2% | |||
| 32 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | — | $1.2M | 1.0% | 14K | +8% | |||
| 33 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.2M | 0.9% | 1,665 | +9% | |||
| 34 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $1.1M | 0.8% | 21K | — | |||
| 35 | $GOOGL | Alphabet Inc. | Technology | $826K | 0.6% | 2,312 | +9% | |||
| 36 | — | AMERICAN CENTY ETF TR - INTERNATIONAL LR | — | $815K | 0.6% | 11K | +1.0% | |||
| 37 | $DE | DEERE & CO | Industrials | $793K | 0.6% | 1,250 | — | |||
| 38 | $DOV | DOVER Corp | Industrials | $791K | 0.6% | 5,040 | — | |||
| 39 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $789K | 0.6% | 1,358 | -0.7% | |||
| 40 | $EMR | EMERSON ELECTRIC CO | Industrials | $787K | 0.6% | 5,500 | — | |||
| 41 | $AMZN | AMAZON COM INC | Consumer Discretionary | $684K | 0.5% | 2,871 | +11% | |||
| 42 | — | VANGUARD WORLD FD - INF TECH ETF | — | $669K | 0.5% | 5,600 | +833% | |||
| 43 | — | PIMCO ETF TR - MULTISECTOR BD | — | $660K | 0.5% | 25K | +12% | |||
| 44 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $592K | 0.5% | 8,233 | — | |||
| 45 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | — | $576K | 0.4% | 3,730 | — | |||
| 46 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $572K | 0.4% | 3,901 | -3% | |||
| 47 | $CAT | CATERPILLAR INC | Industrials | $559K | 0.4% | 525 | +5% | |||
| 48 | $CSCO | CISCO SYSTEMS, INC. | Technology | $554K | 0.4% | 4,716 | +15% | |||
| 49 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $509K | 0.4% | 1,065 | +2% | |||
| 50 | — | AMERICAN CENTY ETF TR - EMERGING MKT VAL | — | $492K | 0.4% | 7,500 | +1% | |||
| 51 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $429K | 0.3% | 1,217 | +3% | |||
| 52 | $DELL | Dell Technologies Inc. | Technology | $407K | 0.3% | 943 | New | |||
| 53 | — | ISHARES TR - MSCI ACWI ETF | — | $385K | 0.3% | 2,450 | +23% | |||
| 54 | — | VANGUARD WORLD FD - MEGA GRWTH IND | — | $384K | 0.3% | 4,365 | New | |||
| 55 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $383K | 0.3% | 6,617 | +0.5% | |||
| 56 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $344K | 0.3% | 4,021 | +7% | |||
| 57 | — | ISHARES TR - 0-3 MTH TREASURY | — | $342K | 0.3% | 3,400 | -42% | |||
| 58 | $WMT | Walmart Inc. | Consumer Staples | $326K | 0.3% | 2,878 | +1% | |||
| 59 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $324K | 0.3% | 648 | -19% | |||
| 60 | $MCD | MCDONALDS CORP | Consumer Discretionary | $317K | 0.2% | 1,173 | +3% | |||
| 61 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $301K | 0.2% | 3,732 | +300% | |||
| 62 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $299K | 0.2% | 3,266 | — | |||
| 63 | $PANW | Palo Alto Networks Inc | Technology | $299K | 0.2% | 876 | New | |||
| 64 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | — | $287K | 0.2% | 3,238 | — | |||
| 65 | $APD | Air Products & Chemicals, Inc. | Materials | $286K | 0.2% | 975 | +3% | |||
| 66 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $271K | 0.2% | 1,983 | +17% | |||
| 67 | $KO | COCA COLA CO | Consumer Staples | $261K | 0.2% | 3,206 | +3% | |||
| 68 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $255K | 0.2% | 3,577 | +5% | |||
| 69 | $MMM | 3M CO | Healthcare | $251K | 0.2% | 1,550 | — | |||
| 70 | — | ISHARES TR - ESG OPTIMIZED | — | $245K | 0.2% | 1,590 | — | |||
| 71 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $242K | 0.2% | 734 | — | |||
| 72 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $229K | 0.2% | 2,658 | New | |||
| 73 | — | ISHARES TR - MSCI EAFE ETF | — | $225K | 0.2% | 2,170 | New | |||
| 74 | — | ISHARES TR - RUS 1000 VAL ETF | — | $206K | 0.2% | 850 | New | |||
| 75 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $205K | 0.2% | 2,239 | — | |||
| 76 | $T | AT&T INC. | Communication Services | $167K | 0.1% | 151K | New | |||
| 77 | $NBB | Nuveen Taxable Municipal Income Fund | Other | $158K | 0.1% | 10K | — | |||
| 78 | $GBAB | Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust | — | $145K | 0.1% | 10K | — | |||
| 79 | $BLW | BLACKROCK Ltd DURATION INCOME TRUST | — | $125K | 0.1% | 10K | — | |||
| 80 | $PCN | PIMCO CORPORATE & INCOME STRATEGY FUND | Other | $120K | 0.1% | 10K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 7 new, 50 added to, 6 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.
New positions (7)
$DELLDell Technologies Inc.$407K
first bought this quarter
- VANGUARD WORLD FD - MEGA GRWTH IND$384K
first bought this quarter
$PANWPalo Alto Networks Inc$299K
first bought this quarter
- VANGUARD INDEX FDS - GROWTH ETF$229K
first bought this quarter
- ISHARES TR - MSCI EAFE ETF$225K
first bought this quarter
- ISHARES TR - RUS 1000 VAL ETF$206K
first bought this quarter
+1 more in the Excel export
Added to (50)
- AMERICAN CENTY ETF TR - AVANTIS ALL EQT+431%
now $1.4M
- PIMCO ETF TR - ACTIVE BD ETF+24%
now $5.6M
- ISHARES TR - INTRM GOV CR ETF+15%
now $5.8M
now $6.8M · held 3+ qtrs, 2 adds in a row
- ISHARES TR - ULTRA SHORT DUR+17%
now $5.3M
- PIMCO ETF TR - ENHNCD LW DUR AC+15%
now $5.1M
+44 more in the Excel export
Trimmed (6)
- ISHARES TR - 0-3 MTH TREASURY-42%
now $342K
now $2.7M · held 3+ qtrs
$BRK.BBERKSHIRE HATHAWAY INC-19%
now $324K · held 2 qtrs
- AMERICAN CENTY ETF TR - US EQT ETF-0.8%
now $3.4M
$PGPROCTER & GAMBLE Co-3%
now $572K · held 3+ qtrs, 2 trims in a row
$AMDADVANCED MICRO DEVICES INC-0.7%
now $789K · held 3+ qtrs
Holdings by quarter
Every 13F MAIMON WEALTH MANAGEMENT LTD. has filed, 2 earlier quarters. Pick one to see what it held then.
Is it too late to follow MAIMON WEALTH MANAGEMENT LTD.?
Q2 2026 13F filed with the SEC on Jul 24, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of MAIMON WEALTH MANAGEMENT LTD.'s top 20 holdings: 74/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+4.6%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter
Top 10 weight
45%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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.
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AI-Powered Hedge Fund Analysis: MAIMON WEALTH MANAGEMENT LTD.
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