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CIK: 0001760401
Total reported value
$129.8M
$129.8M
77 檔
23.6%
At the close of Q1 2026, Maimon Wealth Management LTD. disclosed equity holdings valued at approximately $129.8M, spread across 77 reported holdings.
In Q1 2026, Maimon Wealth Management LTD. displayed an active expansion posture, initiating 7 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 7.26% | -0.51% | +6.86% | |
| 2 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 5.90% | -0.52% | +1.15% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.35% | -0.08% | +11.08% | |
| 4 | GVI | Ishares Intermediate Governm | ETF-Other | 4.44% | +0.04% | +25.58% | |
| 5 | ICSH | Ishares Ultra Short Duration | ETF-Other | 3.96% | +0.10% | -8.62% | |
| 6 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 3.95% | +0.36% | +13.38% | |
| 7 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 3.89% | +0.05% | +8.70% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.89% | +0.43% | +10.74% | |
| 9 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 3.64% | -0.21% | +7.70% | |
| 10 | SYK | Stryker CORP | Stock-Healthcare | 3.53% | -0.54% | +0.17% | |
| 11 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 3.25% | -0.07% | +7.01% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.81% | -0.02% | +5.71% | |
| 13 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.54% | +0.07% | -0.19% | |
| 14 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.52% | +0.32% | +12.74% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.50% | +0.28% | +11.97% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 2.20% | -0.11% | +9.95% | |
| 17 | AVDE | Avantis International Equity | ETF-Other | 2.03% | -0.10% | -0.25% | |
| 18 | IAU | Ishares Gold Trust | ETF-Commodities | 1.84% | -0.36% | -13.12% | |
| 19 | IQLT | Ishares Msci International Q | ETF-Other | 1.81% | — | +8.55% | |
| 20 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.75% | +0.07% | +10.92% | |
| 21 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.69% | -0.05% | -0.05% | |
| 22 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 1.57% | +0.28% | +30.15% | |
| 23 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.47% | -0.08% | +5.34% | |
| 24 | IVLU | Ishares Msci International V | ETF-Other | 1.45% | +0.01% | +6.77% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.43% | -0.23% | — | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 1.39% | +0.10% | +5.74% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 1.23% | -0.05% | +2.09% | |
| 28 | INTF | Ishares International Equity | ETF-Other | 1.06% | +0.11% | +20.91% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.03% | -1.03% | EXIT | |
| 30 | PM | Philip Morris International | Stock-Consumer Staples | 1.02% | -0.01% | — | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.99% | +0.02% | — | |
| 32 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.88% | +0.08% | +26.22% | |
| 33 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.83% | — | — | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.75% | -0.75% | EXIT | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.75% | +0.19% | — | |
| 36 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.66% | -0.03% | — | |
| 37 | DE | Deere & Co | Stock-Industrials | 0.61% | — | — | |
| 38 | EMR | Emerson Electric Co | Stock-Industrials | 0.60% | +0.01% | — | |
| 39 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.59% | +0.02% | — | |
| 40 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.52% | -0.26% | -42.72% | |
| 41 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.51% | — | — | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.51% | -0.07% | -3.50% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | +0.13% | +3.17% | |
| 44 | MO | Altria Group Inc | Stock-Consumer Staples | 0.48% | -0.02% | — | |
| 45 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.46% | -0.02% | — | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | +0.07% | +12.35% | |
| 47 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.38% | — | — | |
| 48 | XLK | Ss Technology Select Sector | ETF-Tech | 0.36% | -0.36% | EXIT | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.35% | +0.17% | — | |
| 50 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.34% | -0.05% | — |
According to official SEC Form 13F filings, Maimon Wealth Management LTD. reported a total U.S. public equity portfolio value of $129.8M across 77 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including NEAR, MINT, BSV) accounted for 23.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
AVIV
市值: $756.5K
Top Position Liquidated / Trimmed
AGG
前期市值: $209.7K
During Q1 2026, Maimon Wealth Management LTD.'s top holdings by market value included NEAR (7.3%)、MINT (5.9%)、BSV (5.3%). The largest single position, NEAR, represented 7.3% of total portfolio value.
In Q1 2026, Maimon Wealth Management LTD. made 46 total portfolio adjustments, initiating 7 new buys, adding to 28 positions, trimming 10 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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