MAIMON WEALTH MANAGEMENT LTD.
CIK 1760401 · View on SEC EDGAR ↗
- Portfolio value
- $129.8M
- Positions
- 80
- As of
- June 30, 2026
#7,828 of 9,443 by 13F value · top 82.9%
Portfolio value QoQ: +13.9% 13F does not disclose cash
- Top 10 holdings weight
- 45.10%
- Top 25 holdings weight
- 76.08%
- Positions above 1%
- 31
- Effective number of positions
- 33.6
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 2.68% Est. buys $11,949,442 · sells $3,261,808
- New positions
- 7
- Increased
- 50
- Decreased
- 6
- Closed
- 4
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
6.3%
Health Care
3.0%
Retail
2.3%
Consumer Staples
2.0%
Industrials
1.8%
Consumer products
0.7%
Communication Services
0.6%
Communications
0.4%
Consumer Discretionary
0.2%
Materials
0.2%
Energy
0.2%
Financials
0.2%
Telecommunication
0.1%
Other/Unmapped
81.9%
Full portfolio 80 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| NEAR | $8,759,621 | 6.75% | 172,910 | $480,883 | Up ×2 | ||
| MINT | $6,978,068 | 5.38% | 69,220 | $259,654 | Up ×2 | ||
| BSV | $6,837,049 | 5.27% | 87,735 | $737,087 | Up ×2 | ||
| GVI | $5,811,354 | 4.48% | 54,775 | $748,049 | Up ×2 | ||
| VTI | $5,605,695 | 4.32% | 15,148 | $1,175,787 | Up ×2 | ||
| BOND PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | $5,595,764 | 4.31% | 60,685 | $1,097,741 | Up ×2 | ||
| ICSH | $5,266,137 | 4.06% | 104,115 | $753,496 | Up ×1 | ||
| LDUR | $5,118,003 | 3.94% | 53,530 | $684,857 | Up ×2 | ||
| ISTB iShares Core 1-5 Year USD Bond ETF | $4,446,720 | 3.43% | 92,160 | $299,366 | Up ×2 | ||
| AVSF | $4,125,002 | 3.18% | 88,580 | $417,551 | Up ×2 | ||
| SYK Stryker Corporation Common Stock | $3,881,662 | 2.99% | 12,329 | $-135,564 | Up ×2 | ||
| AVEM | $3,681,769 | 2.84% | 38,157 | $811,143 | Up ×2 | ||
| IEFA | $3,623,682 | 2.79% | 37,520 | $423,435 | Up ×2 | ||
| QUAL | $3,614,451 | 2.78% | 16,472 | $768,241 | Up ×2 | ||
| AVUS | $3,394,376 | 2.61% | 26,502 | $505,193 | Down ×2 | ||
| AAPL Apple Inc. - Common Stock | $2,718,537 | 2.09% | 9,395 | $208,583 | Down ×1 | ||
| AVDE | $2,509,642 | 1.93% | 28,135 | $196,101 | |||
| LRGF | $2,397,849 | 1.85% | 31,705 | $608,301 | Up ×2 | ||
| AVUV | $2,359,212 | 1.82% | 18,910 | $368,127 | Up ×2 | ||
| IQLT | $2,348,026 | 1.81% | 47,387 | $287,561 | Up ×2 | ||
| VOE | $2,126,213 | 1.64% | 10,759 | $198,201 | Up ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1,936,871 | 1.49% | 9,680 | $353,882 | Up ×2 | ||
| IAU | $1,924,750 | 1.48% | 25,490 | $-175,144 | Up ×1 | ||
| IVLU | $1,896,872 | 1.46% | 45,358 | $241,982 | Up ×2 | ||
| AVDV | $1,805,951 | 1.39% | 17,525 | $128,492 | Up ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $1,557,558 | 1.20% | 1,665 | $-76,833 | Up ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1,536,842 | 1.18% | 4,120 | $134,744 | Up ×2 | ||
| INTF | $1,524,736 | 1.17% | 37,225 | $318,337 | Up ×2 | ||
| AVGV | $1,375,056 | 1.06% | 16,200 | $1,142,524 | Up ×1 | ||
| VBR | $1,314,333 | 1.01% | 5,409 | $181,766 | Up ×1 | ||
| PM Philip Morris International Inc Common Stock | $1,311,959 | 1.01% | 7,252 | $145,457 | Up ×1 | ||
| AVLV | $1,245,016 | 0.96% | 13,650 | $245,184 | Up ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1,226,106 | 0.94% | 1,665 | $371,938 | Up ×1 | ||
| SPEM | $1,079,354 | 0.83% | 20,845 | $131,532 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $826,239 | 0.64% | 2,312 | $248,060 | Up ×2 | ||
| AVIV | $814,923 | 0.63% | 10,526 | $58,412 | Up ×1 | ||
| DE Deere & Company Common Stock | $792,912 | 0.61% | 1,250 | $98,537 | |||
| VT | $791,028 | 0.61% | 5,040 | $114,710 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $788,876 | 0.61% | 1,358 | $520,693 | Down ×1 | ||
| EMR Emerson Electric Company Common Stock | $787,325 | 0.61% | 5,500 | $109,175 | |||
| AMZN Amazon.com, Inc. - Common Stock | $684,274 | 0.53% | 2,871 | $165,220 | Up ×2 | ||
| VGT | $669,312 | 0.52% | 5,600 | $268,092 | Up ×1 | ||
| PYLD | $660,348 | 0.51% | 24,900 | $78,987 | Up ×1 | ||
| MO Altria Group, Inc. | $592,364 | 0.46% | 8,233 | $40,588 | |||
| VSS | $575,502 | 0.44% | 3,730 | $47,856 | |||
| PG Procter & Gamble Company (The) Common Stock | $572,043 | 0.44% | 3,901 | $-7,126 | Down ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $559,072 | 0.43% | 525 | $225,357 | Up ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $553,941 | 0.43% | 4,716 | $238,077 | Up ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $508,612 | 0.39% | 1,065 | $179,136 | Up ×2 | ||
| AVES | $492,000 | 0.38% | 7,500 | $61,098 | Up ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $429,212 | 0.33% | 1,217 | $46,512 | Up ×1 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $406,867 | 0.31% | 943 | Up ×1 | |||
| ACWI iShares MSCI ACWI ETF | $384,576 | 0.30% | 2,450 | $117,538 | Up ×2 | ||
| MGK | $383,727 | 0.30% | 4,365 | Up ×1 | |||
| MDLZ Mondelez International, Inc. - Class A Common Stock | $382,727 | 0.29% | 6,617 | $-733 | Up ×1 | ||
| VXUS Vanguard Total International Stock ETF | $343,755 | 0.26% | 4,021 | $62,027 | Up ×1 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $342,278 | 0.26% | 3,400 | $-251,616 | Down ×2 | ||
| WMT Walmart Inc. - Common Stock | $325,962 | 0.25% | 2,878 | $-25,272 | Up ×1 | ||
| BRKB | $324,253 | 0.25% | 648 | $-56,899 | Down ×1 | ||
| MCD McDonald's Corporation Common Stock | $317,074 | 0.24% | 1,173 | $-34,342 | Up ×1 | ||
| VO | $300,687 | 0.23% | 3,732 | $38,579 | Up ×1 | ||
| CL Colgate-Palmolive Company Common Stock | $299,427 | 0.23% | 3,266 | $19,433 | |||
| PANW Palo Alto Networks, Inc. - Common Stock | $298,734 | 0.23% | 876 | Up ×1 | |||
| VGK | $286,693 | 0.22% | 3,238 | $28,074 | |||
| APD Air Products and Chemicals, Inc. Common Stock | $285,850 | 0.22% | 975 | $8,868 | Up ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $271,116 | 0.21% | 1,983 | $-20,726 | Up ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $260,552 | 0.20% | 3,206 | $22,742 | Up ×1 | ||
| VEA | $254,861 | 0.20% | 3,577 | $43,959 | Up ×1 | ||
| MMM 3M Company Common Stock | $250,960 | 0.19% | 1,550 | $30,054 | |||
| SUSA | $245,337 | 0.19% | 1,590 | $40,879 | |||
| TRV The Travelers Companies, Inc. Common Stock | $242,308 | 0.19% | 734 | $28,112 | |||
| VUG | $228,960 | 0.18% | 2,658 | Up ×1 | |||
| EFA | $225,420 | 0.17% | 2,170 | Up ×1 | |||
| IWD | $206,066 | 0.16% | 850 | Up ×1 | |||
| BIL | $205,182 | 0.16% | 2,239 | $0 | |||
| T AT&T Inc. | $166,603 | 0.13% | 150,840 | Up ×1 | |||
| NBB Nuveen Taxable Municipal Income Fund Common Shares of Beneficial Interest | $157,800 | 0.12% | 10,000 | $4,900 | |||
| GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust Common Shares of Beneficial Interest | $144,600 | 0.11% | 10,000 | $4,700 | |||
| BLW Blackrock Limited Duration Income Trust | $124,900 | 0.10% | 10,000 | $3,300 | |||
| PCN Pimco Corporate & Income Strategy Fund Common Stock | $119,500 | 0.09% | 10,000 | $4,500 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| VTI | Bought more | +935 | +$1.2M |
| BOND | Bought more | +12K | +$1.1M |
| AVEM | Bought more | +1K | +$811K |
| QUAL | Bought more | +1K | +$768K |
| ICSH | Bought more | +15K | +$753K |
| GVI | Bought more | +7K | +$748K |
| BSV | Bought more | +10K | +$737K |
| LDUR | Bought more | +7K | +$685K |
| LRGF | Bought more | +4K | +$608K |
| AMD | Trimmed | -10 | +$521K |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.