MW
Maimon Wealth Management LTD. — 13F Portfolio Analysis & Stock Picks (Q2 2026)
Maimon Wealth Management LTD.CIK: 0001760401
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$129.8M
Reporting period: 2026-06-30 · Number of holdings: 80
MAIMON WEALTH MANAGEMENT LTD. disclosed 80 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $129.8M and a quarterly turnover rate of 18.7%.
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Personality snowflake
- Concentration
- 11.9
- Portfolio Stability
- 18.66
- Momentum
- 100
- Sector conviction
- 69.64
- Diversification
- 100
- Sizing Uniformity
- 88.18
Maimon Wealth Management LTD.'s disclosed holdings carry a Herfindahl concentration index of 0.030 — mathematically equivalent to about 34 equally-sized positions, well below its 80 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 1.18), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 18% 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.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govSold out LLY
Add AVGV
+431.1% $1.1M
Sold out JPM
Trim SYK
+0.1% -$135.6K
Trim MINT
+3.6% $259.7K
Trim NEAR
+6.0% $480.9K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 6.75% | -0.51% | +5.98% | |
| 2 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 5.38% | -0.52% | +3.61% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.27% | -0.08% | +12.62% | |
| 4 | GVI | Ishares Intermediate Governm | ETF-Other | 4.48% | +0.04% | +15.21% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.32% | +0.43% | +6.58% | |
| 6 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 4.31% | +0.36% | +24.19% | |
| 7 | ICSH | Ishares Ultra Short Duration | ETF-Other | 4.06% | +0.10% | +16.77% | |
| 8 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 3.94% | +0.05% | +15.49% | |
| 9 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 3.43% | -0.21% | +7.46% | |
| 10 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 3.18% | -0.07% | +11.59% | |
| 11 | SYK | Stryker CORP | Stock-Healthcare | 2.99% | -0.54% | +0.08% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.84% | +0.32% | +3.39% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.79% | -0.02% | +2.81% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.78% | +0.28% | +7.93% | |
| 15 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.61% | +0.07% | -0.82% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 2.09% | -0.11% | -7.68% | |
| 17 | AVDE | Avantis International Equity | ETF-Other | 1.93% | -0.10% | — | |
| 18 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 1.85% | +0.28% | +13.62% | |
| 19 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.82% | +0.07% | +2.83% | |
| 20 | IQLT | Ishares Msci International Q | ETF-Other | 1.81% | — | +3.08% | |
| 21 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.64% | -0.05% | +1.26% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.49% | +0.10% | +1.00% | |
| 23 | IAU | Ishares Gold Trust | ETF-Commodities | 1.48% | -0.36% | +3.09% | |
| 24 | IVLU | Ishares Msci International V | ETF-Other | 1.46% | +0.01% | +5.55% | |
| 25 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.39% | -0.08% | +0.92% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.20% | -0.23% | +1.52% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 1.18% | -0.05% | +5.48% | |
| 28 | INTF | Ishares International Equity | ETF-Other | 1.17% | +0.11% | +16.73% | |
| 29 | AVGV | Avantis All Eq Mkts Val ETF | ETF-Other | 1.06% | +0.86% | +431.15% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.01% | +0.02% | +1.39% | |
| 31 | PM | Philip Morris International | Stock-Consumer Staples | 1.01% | -0.01% | +2.47% | |
| 32 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.96% | +0.08% | +7.61% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.94% | +0.19% | +8.82% | |
| 34 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.83% | — | — | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | +0.13% | +9.37% | |
| 36 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.63% | -0.03% | +0.96% | |
| 37 | DE | Deere & Co | Stock-Industrials | 0.61% | — | — | |
| 38 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.61% | +0.02% | — | |
| 39 | AMD | Advanced Micro Devices | Stock-Tech | 0.61% | +0.37% | -0.73% | |
| 40 | EMR | Emerson Electric Co | Stock-Industrials | 0.61% | +0.01% | — | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | +0.07% | +11.15% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.52% | +0.17% | +833.33% | |
| 43 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.51% | — | +11.66% | |
| 44 | MO | Altria Group Inc | Stock-Consumer Staples | 0.46% | -0.02% | — | |
| 45 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.44% | -0.02% | — | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.44% | -0.07% | -2.52% | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.43% | +0.14% | +5.00% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.43% | +0.15% | +15.02% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.39% | +0.10% | +2.31% | |
| 50 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.38% | — | +1.35% |
1–50 of 80
Portfolio Performance
Performance for Q3 2026
+2.3%
Performance Last 4 Quarters
+4%
- Stdev
- +10%
- Beta
- +0.5
- Alpha
- -4.1%
- Max Drawdown
- 0%
- Annualized Perf
- +8.1%
- Batting Avg vs S&P
- +50%
- Sortino
- +1.33
- Stutzer
- +0.25
- Treynor
- +0.17
- Sterling
- —
- Calmar
- +464.04
- Information Ratio
- -1.65
- Tracking Error
- +9.9%
- Stdev Down
- +6.2%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.31
- Sharpe
- +0.83
- Stdev Sectors
- +11.6%
- Skewness
- -0.78
- Kurtosis
- -0.18
- Upside Potential
- +2.75
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Maimon Wealth Management LTD.'s most significant position changes for 2026-06-30: Sold out: Eli Lilly & Co (LLY); Sold out: Jpmorgan Chase & Co (JPM); Sold out: Ss Technology Select Sector (XLK); New buy: Dell Technologies -c (DELL); New buy: Vanguard Mega Cap Growth ETF (MGK).
1–50 of 84
Filing History
FAQ
What is Maimon Wealth Management LTD. and what type of investor is it?
Maimon Wealth Management LTD. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $129.8M, spread across 80 disclosed positions.
What are Maimon Wealth Management LTD.'s largest equity positions?
Based on the latest 13F filing, Maimon Wealth Management LTD.'s top holdings by market value are:
1. Ishares Sh Dba ETF Usd Inc (NEAR) — $8.8M (6.8%)
2. Pimco Enhanced Short Maturit (MINT) — $7.0M (5.4%)
3. Vanguard Short-term Bond ETF (BSV) — $6.8M (5.3%)
4. Ishares Intermediate Governm (GVI) — $5.8M (4.5%)
5. Vanguard Total Stock Mkt ETF (VTI) — $5.6M (4.3%)
What changes did Maimon Wealth Management LTD. make in its most recent portfolio filing?
In the latest reported quarter, Maimon Wealth Management LTD. made 67 notable position adjustments: 7 new positions were initiated, 50 existing holdings were added to, 6 positions were partially reduced, and 4 were completely exited. The largest of these moves: Sold out: Eli Lilly & Co (LLY); Sold out: Jpmorgan Chase & Co (JPM); Sold out: Ss Technology Select Sector (XLK); New buy: Dell Technologies -c (DELL); New buy: Vanguard Mega Cap Growth ETF (MGK)
What sectors does Maimon Wealth Management LTD. focus on?
Maimon Wealth Management LTD. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 37.2%
• Consumer Staples: 22.5%
• Health Care: 16.5%
• Industrials: 10.2%
• Consumer Discretionary: 6.1%
• Communication Services: 4.2%
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Investment Profile
Maimon Wealth Management LTD. returned an annualized 8.1% over the trailing 6 months — underperforming the S&P 500 by 4.1 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.50 (less volatile than the market) and a 50% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 37.2% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 19 over the past 2 quarters — a shift toward more active trading.
It has added to its GVI position over the past two quarters (+$1.7M, now $5.8M), while trimming SGOV over the same stretch (-$691.6K, still holding $342.3K).
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