Maimon Wealth Management Ltd. Portfolio Stock Holdings
Maimon Wealth Management Ltd. disclosed 77 stock positions valued at approximately $114.0 million in its latest SEC 13F filing. The largest holdings include ISHARES U S ETF TR, PIMCO ETF TR, and VANGUARD BD INDEX FDS. The filing reflects positions held as of March 31, 2026 and was filed on May 7, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 77
- Portfolio Value
- $114.0M
Holdings by Sector
Maimon Wealth Management Ltd. Portfolio Holdings in Q1 2026
76 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES U S ETF TR | NEAR | Other | 7.26% | 163,160 | +10,470 | +6.86% | $8,278,738 |
| PIMCO ETF TR | MINT | Other | 5.90% | 66,810 | +760 | +1.15% | $6,718,414 |
| VANGUARD BD INDEX FDS | BSV | Other | 5.35% | 77,905 | +7,770 | +11.08% | $6,099,962 |
| ISHARES TR | GVI | Other | 4.44% | 47,545 | +9,685 | +25.58% | $5,063,305 |
| ISHARES TR | ICSH | Other | 3.96% | 89,165 | -8,410 | -8.62% | $4,512,641 |
| PIMCO ETF TR | BOND | Other | 3.95% | 48,865 | +5,765 | +13.38% | $4,498,023 |
| PIMCO ETF TR | LDUR | Other | 3.89% | 46,350 | +3,710 | +8.70% | $4,433,146 |
| VANGUARD INDEX FDS | VTI | Other | 3.89% | 14,213 | +1,378 | +10.74% | $4,429,908 |
| ISHARES TR | ISTB | Other | 3.64% | 85,760 | +6,134 | +7.70% | $4,147,354 |
| STRYKER CORPORATION | SYK | Healthcare | 3.53% | 12,319 | +21 | +0.17% | $4,017,226 |
| AMERICAN CENTY ETF TR | AVSF | Other | 3.25% | 79,380 | +5,200 | +7.01% | $3,707,451 |
| ISHARES TR | IEFA | Other | 2.81% | 36,495 | +1,970 | +5.71% | $3,200,247 |
| AMERICAN CENTY ETF TR | AVUS | Other | 2.54% | 26,722 | -50 | -0.19% | $2,889,183 |
| AMERICAN CENTY ETF TR | AVEM | Other | 2.52% | 36,907 | +4,170 | +12.74% | $2,870,626 |
| ISHARES TR | QUAL | Other | 2.50% | 15,262 | +1,632 | +11.97% | $2,846,210 |
| APPLE INC | AAPL | Technology | 2.20% | 10,177 | +921 | +9.95% | $2,509,954 |
| AMERICAN CENTY ETF TR | AVDE | Other | 2.03% | 28,135 | -70 | -0.25% | $2,313,541 |
| ISHARES GOLD TR | IAU | Other | 1.84% | 24,725 | -3,735 | -13.12% | $2,099,894 |
| ISHARES TR | IQLT | Other | 1.81% | 45,972 | +3,620 | +8.55% | $2,060,465 |
| AMERICAN CENTY ETF TR | AVUV | Other | 1.75% | 18,390 | +1,810 | +10.92% | $1,991,085 |
| VANGUARD INDEX FDS | VOE | Other | 1.69% | 10,625 | -5 | -0.05% | $1,928,012 |
| ISHARES TR | LRGF | Other | 1.57% | 27,905 | +6,465 | +30.15% | $1,789,548 |
| AMERICAN CENTY ETF TR | AVDV | Other | 1.47% | 17,365 | +880 | +5.34% | $1,677,459 |
| ISHARES TR | IVLU | Other | 1.45% | 42,973 | +2,725 | +6.77% | $1,654,890 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.43% | 1,640 | - | - | $1,634,391 |
| NVIDIA CORPORATION | NVDA | Technology | 1.39% | 9,584 | +520 | +5.74% | $1,582,989 |
| MICROSOFT CORP | MSFT | Technology | 1.23% | 3,906 | +80 | +2.09% | $1,402,098 |
| ISHARES TR | INTF | Other | 1.06% | 31,890 | +5,515 | +20.91% | $1,206,399 |
| ELI LILLY & CO | LLY | Healthcare | 1.03% | 1,327 | - | - | $1,176,558 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 1.02% | 7,077 | - | - | $1,166,502 |
| VANGUARD INDEX FDS | VBR | Other | 0.99% | 5,335 | - | - | $1,132,567 |
| AMERICAN CENTY ETF TR | AVLV | Other | 0.88% | 12,685 | +2,635 | +26.22% | $999,832 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.83% | 20,845 | - | - | $947,822 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.75% | 3,016 | - | - | $855,850 |
| INVESCO QQQ TR | QQQ | Other | 0.75% | 1,530 | - | - | $854,168 |
| AMERICAN CENTY ETF TR | AVIV | Other | 0.66% | 10,426 | +10,426 | +100.00% | $756,511 |
| DEERE & CO | DE | Industrials | 0.61% | 1,250 | - | - | $694,375 |
| EMERSON ELEC CO | EMR | Industrials | 0.60% | 5,500 | - | - | $678,150 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.59% | 5,040 | - | - | $676,318 |
| ISHARES TR | SGOV | Other | 0.52% | 5,900 | -4,400 | -42.72% | $593,894 |
| PIMCO ETF TR | PYLD | Other | 0.51% | 22,300 | +22,300 | +100.00% | $581,361 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.51% | 4,002 | -145 | -3.50% | $579,169 |
| ALPHABET INC | GOOGL | Communication Services | 0.51% | 2,114 | +65 | +3.17% | $578,179 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.48% | 8,233 | - | - | $551,776 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 0.46% | 3,730 | - | - | $527,646 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.46% | 2,583 | +284 | +12.35% | $519,054 |
| AMERICAN CENTY ETF TR | AVES | Other | 0.38% | 7,400 | +7,400 | +100.00% | $430,902 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.36% | 3,250 | +3,250 | +100.00% | $414,378 |
| VANGUARD WORLD FD | VGT | Other | 0.35% | 600 | - | - | $401,220 |
| MONDELEZ INTL INC | MDLZ | Consumer Defensive | 0.34% | 6,583 | - | - | $383,460 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.34% | 1,183 | -15 | -1.25% | $382,700 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.33% | 803 | +803 | +100.00% | $381,152 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.31% | 1,139 | - | - | $351,416 |
| WALMART INC | WMT | Consumer Defensive | 0.31% | 2,844 | - | - | $351,234 |
| CATERPILLAR INC | CAT | Industrials | 0.29% | 500 | - | - | $333,715 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.29% | 1,041 | +41 | +4.10% | $329,476 |
| CISCO SYS INC | CSCO | Technology | 0.28% | 4,100 | - | - | $315,864 |
| EXXON MOBIL CORP | XOM | Energy | 0.26% | 1,702 | - | - | $291,842 |
| VANGUARD STAR FDS | VXUS | Other | 0.25% | 3,775 | - | - | $281,728 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.25% | 3,266 | - | - | $279,994 |
| AIR PRODUCTS AND CHEMICALS I | APD | Basic Materials | 0.24% | 950 | - | - | $276,982 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.24% | 1,368 | +265 | +24.03% | $268,183 |
| ISHARES TR | ACWI | Other | 0.23% | 1,990 | +400 | +25.16% | $267,038 |
| VANGUARD INDEX FDS | VO | Other | 0.23% | 933 | -70 | -6.98% | $262,108 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 0.23% | 3,238 | - | - | $258,619 |
| COCA COLA CO | KO | Consumer Defensive | 0.21% | 3,118 | -86 | -2.68% | $237,810 |
| 3M CO | MMM | Industrials | 0.19% | 1,550 | - | - | $220,906 |
| TRAVELERS COMPANIES INC | TRV | Financial Services | 0.19% | 734 | - | - | $214,196 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.19% | 3,400 | - | - | $210,902 |
| CHEVRON CORPORATION | CVX | Energy | 0.18% | 1,000 | +1,000 | +100.00% | $210,710 |
| SPDR SERIES TRUST | BIL | Other | 0.18% | 2,239 | - | - | $205,182 |
| ISHARES TR | SUSA | Other | 0.18% | 1,590 | - | - | $204,458 |
| NUVEEN TAXABLE MUNICPAL INM | NBB | Financial Services | 0.13% | 10,000 | - | - | $152,900 |
| GUGGENHEIM TAXABLE MUNICP BO | GBAB | Financial Services | 0.12% | 10,000 | - | - | $139,900 |
| BLACKROCK LTD DURATION INCOM | BLW | Financial Services | 0.11% | 10,000 | - | - | $121,600 |
| PIMCO CORPORATE & INCM STRG | PCN | Financial Services | 0.10% | 10,000 | - | - | $115,000 |