CIK: 0001760401
Total reported value
$114.0M
Reporting period: 2026-03-31 · Number of holdings: 77
MAIMON WEALTH MANAGEMENT LTD. disclosed 77 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $114.0M and a quarterly turnover rate of 11.4%.
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Maimon Wealth Management LTD.'s disclosed holdings carry a Herfindahl concentration index of 0.031 — mathematically equivalent to about 33 equally-sized positions, well below its 77 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 1.17), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 2.1 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 20% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add GVI
+25.6% $999.0K
Trim ICSH
-8.6% -$422.7K
Trim MSFT
+2.1% -$448.2K
Trim SYK
+0.2% -$305.2K
Trim SGOV
-42.7% -$440.0K
Trim IAU
-13.1% -$210.2K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-Other | 7.26% | +0.01% | +6.86% | |
| 2 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 5.90% | -0.26% | +1.15% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.35% | +0.21% | +11.08% | |
| 4 | GVI | Ishares Intermediate Governm | ETF-Other | 4.44% | +0.66% | +25.58% | |
| 5 | ICSH | Ishares Ultra Short Duration | ETF-Other | 3.96% | -0.63% | -8.62% | |
| 6 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 3.95% | +0.22% | +13.38% | |
| 7 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 3.89% | +0.09% | +8.70% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.89% | -0.11% | +10.74% | |
| 9 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 3.64% | +0.03% | +7.70% | |
| 10 | SYK | Stryker CORP | Stock-Healthcare | 3.53% | -0.49% | +0.17% | |
| 11 | AVSF | Avantis Short-term Fixed INC | ETF-Other | 3.25% | — | +7.01% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.81% | -0.06% | +5.71% | |
| 13 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.54% | -0.24% | -0.19% | |
| 14 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.52% | +0.18% | +12.74% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.50% | -0.02% | +11.97% | |
| 16 | AAPL | Apple INC | Stock-Tech | 2.20% | — | +9.95% | |
| 17 | AVDE | Avantis International Equity | ETF-Other | 2.03% | — | -0.25% | |
| 18 | IAU | Ishares Gold Trust | ETF-Commodities | 1.84% | -0.31% | -13.12% | |
| 19 | IQLT | Ishares Msci International Q | ETF-Other | 1.81% | +0.02% | +8.55% | |
| 20 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.75% | +0.18% | +10.92% | |
| 21 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.69% | -0.06% | -0.05% | |
| 22 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 1.57% | +0.19% | +30.15% | |
| 23 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.47% | +0.03% | +5.34% | |
| 24 | IVLU | Ishares Msci International V | ETF-Other | 1.45% | +0.03% | +6.77% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.43% | +0.12% | — | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 1.39% | -0.18% | +5.74% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 1.23% | -0.49% | +2.09% | |
| 28 | INTF | Ishares International Equity | ETF-Other | 1.06% | +0.13% | +20.91% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.03% | -0.30% | — | |
| 30 | PM | Philip Morris International | Stock-Consumer Staples | 1.02% | — | — | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.99% | — | — | |
| 32 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.88% | +0.17% | +26.22% | |
| 33 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.83% | — | — | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.75% | -0.15% | — | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.75% | -0.12% | — | |
| 36 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.66% | +0.66% | NEW | |
| 37 | DE | Deere & Co | Stock-Industrials | 0.61% | +0.07% | — | |
| 38 | EMR | Emerson Electric Co | Stock-Industrials | 0.60% | -0.08% | — | |
| 39 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.59% | -0.07% | — | |
| 40 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.52% | -0.44% | -42.72% | |
| 41 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.51% | +0.51% | NEW | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.51% | — | -3.50% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | -0.09% | +3.17% | |
| 44 | MO | Altria Group INC | Stock-Consumer Staples | 0.48% | +0.04% | — | |
| 45 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.46% | — | — | |
| 46 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.46% | — | +12.35% | |
| 47 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.38% | +0.38% | NEW | |
| 48 | XLK | Ss Technology Select Sector | ETF-Tech | 0.36% | +0.36% | NEW | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.35% | -0.07% | — | |
| 50 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.34% | — | — |
Performance for Q3 2026
+1.6%
Performance Last 4 Quarters
+1.2%
Based on 5 months of available history
Based on 78% of reported portfolio value with available pricing
Maimon Wealth Management LTD.'s most significant position changes for 2026-03-31: New buy: Avantis Int Lrg Cap Val ETF (AVIV); New buy: Pimco Multisector Bond Actv (PYLD); New buy: Avantis Emerging Markets Val (AVES); New buy: Ss Technology Select Sector (XLK); New buy: Berkshire Hathaway Inc-cl B (BRK-B).
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-07 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-05-07 | 13F-HR | View on EDGAR |
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