Maimon Wealth Management Ltd. Portfolio Stock Holdings
According to the SEC 13F filed on July 24, 2026, Maimon Wealth Management Ltd. disclosed 79 stock positions valued at approximately $129.82M as of quarter-end June 30, 2026. The largest holdings include ISHARES U S ETF TR, PIMCO ETF TR, and VANGUARD BD INDEX FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 79
- Portfolio Value
- $129.82M
Holdings by Sector
Maimon Wealth Management Ltd. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES U S ETF TR | NEAR | Other | 6.75% | 172,910 | +9,750 | +5.98% | $8,759,621 |
| PIMCO ETF TR | MINT | Other | 5.38% | 69,220 | +2,410 | +3.61% | $6,978,068 |
| VANGUARD BD INDEX FDS | BSV | Other | 5.27% | 87,735 | +9,830 | +12.62% | $6,837,049 |
| ISHARES TR | GVI | Other | 4.48% | 54,775 | +7,230 | +15.21% | $5,811,354 |
| VANGUARD INDEX FDS | VTI | Other | 4.32% | 15,148 | +935 | +6.58% | $5,605,695 |
| PIMCO ETF TR | BOND | Other | 4.31% | 60,685 | +11,820 | +24.19% | $5,595,764 |
| ISHARES TR | ICSH | Other | 4.06% | 104,115 | +14,950 | +16.77% | $5,266,137 |
| PIMCO ETF TR | LDUR | Other | 3.94% | 53,530 | +7,180 | +15.49% | $5,118,003 |
| ISHARES TR | ISTB | Other | 3.43% | 92,160 | +6,400 | +7.46% | $4,446,720 |
| AMERICAN CENTY ETF TR | AVSF | Other | 3.18% | 88,580 | +9,200 | +11.59% | $4,125,002 |
| STRYKER CORPORATION | SYK | Healthcare | 2.99% | 12,329 | +10 | +0.08% | $3,881,662 |
| AMERICAN CENTY ETF TR | AVEM | Other | 2.84% | 38,157 | +1,250 | +3.39% | $3,681,769 |
| ISHARES TR | IEFA | Other | 2.79% | 37,520 | +1,025 | +2.81% | $3,623,682 |
| ISHARES TR | QUAL | Other | 2.78% | 16,472 | +1,210 | +7.93% | $3,614,451 |
| AMERICAN CENTY ETF TR | AVUS | Other | 2.61% | 26,502 | -220 | -0.82% | $3,394,376 |
| APPLE INC | AAPL | Technology | 2.09% | 9,395 | -782 | -7.68% | $2,718,537 |
| AMERICAN CENTY ETF TR | AVDE | Other | 1.93% | 28,135 | - | - | $2,509,642 |
| ISHARES TR | LRGF | Other | 1.85% | 31,705 | +3,800 | +13.62% | $2,397,849 |
| AMERICAN CENTY ETF TR | AVUV | Other | 1.82% | 18,910 | +520 | +2.83% | $2,359,212 |
| ISHARES TR | IQLT | Other | 1.81% | 47,387 | +1,415 | +3.08% | $2,348,026 |
| VANGUARD INDEX FDS | VOE | Other | 1.64% | 10,759 | +134 | +1.26% | $2,126,213 |
| NVIDIA CORPORATION | NVDA | Technology | 1.49% | 9,680 | +96 | +1.00% | $1,936,871 |
| ISHARES GOLD TR | IAU | Other | 1.48% | 25,490 | +765 | +3.09% | $1,924,750 |
| ISHARES TR | IVLU | Other | 1.46% | 45,358 | +2,385 | +5.55% | $1,896,872 |
| AMERICAN CENTY ETF TR | AVDV | Other | 1.39% | 17,525 | +160 | +0.92% | $1,805,951 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.20% | 1,665 | +25 | +1.52% | $1,557,558 |
| MICROSOFT CORP | MSFT | Technology | 1.18% | 4,120 | +214 | +5.48% | $1,536,842 |
| ISHARES TR | INTF | Other | 1.17% | 37,225 | +5,335 | +16.73% | $1,524,736 |
| VANGUARD INDEX FDS | VBR | Other | 1.01% | 5,409 | +74 | +1.39% | $1,314,333 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 1.01% | 7,252 | +175 | +2.47% | $1,311,959 |
Showing 30 of 79 holdings in the latest reporting period.