Q2 2026 13F · SEC CIK 1760401

Maimon Wealth Management Ltd.

Wealth managerFiled 2026-07-24 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $129.8M
Reported positions: 80
Holdings vs S&P 500, 3 yrs: —
Assets under management: $156.5M

Maimon Wealth Management Ltd. is a wealth manager that reported 80 positions worth $129.8M in its Q2 2026 13F, filed 2026-07-24. Its largest holdings were Ishares U S ETF Tr (NEAR, 6.7%), Pimco Enhanced Short Maturity Active Exc (MINT, 5.4%), Vanguard Bd Index Fds (BSV, 5.3%).

Maimon Wealth Management Ltd. holdings largest 50 of 80 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Maimon Wealth Management Ltd. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NEARIshares U S ETF Tr	6.7%	7.3%	172,910	+6.0%	$8.8M
MINTPimco Enhanced Short Maturity Active Exc	5.4%	5.9%	69,220	+3.6%	$7.0M
BSVVanguard Bd Index Fds	5.3%	5.4%	87,735	+12.6%	$6.8M
GVIIshares Tr	4.5%	4.4%	54,775	+15.2%	$5.8M
VTIVanguard Index Fds	4.3%	3.9%	15,148	+6.6%	$5.6M
BONDPimco ETF Tr	4.3%	3.9%	60,685	+24.2%	$5.6M
ICSHIshares Tr	4.1%	4.0%	104,115	+16.8%	$5.3M
LDURPimco ETF Tr	3.9%	3.9%	53,530	+15.5%	$5.1M
ISTBIshares Tr	3.4%	3.6%	92,160	+7.5%	$4.4M
AVSFAmerican Centy ETF Tr	3.2%	3.3%	88,580	+11.6%	$4.1M
SYKStryker Corporation	3.0%	3.5%	12,329	+0.1%	$3.9M
AVEMAmerican Centy ETF Tr	2.8%	2.5%	38,157	+3.4%	$3.7M
IEFAIshares Tr	2.8%	2.8%	37,520	+2.8%	$3.6M
QUALIshares Tr	2.8%	2.5%	16,472	+7.9%	$3.6M
AVUSAvantis U.S. Equity ETF	2.6%	2.5%	26,502	-0.8%	$3.4M
AAPLApple Inc	2.1%	2.2%	9,395	-7.7%	$2.7M
AVDEAvantis International Equity ETF	1.9%	2.0%	28,135	+0.0%	$2.5M
LRGFIshares Tr	1.8%	1.6%	31,705	+13.6%	$2.4M
AVUVAmerican Centy ETF Tr	1.8%	1.7%	18,910	+2.8%	$2.4M
IQLTIshares Tr	1.8%	1.8%	47,387	+3.1%	$2.3M
VOEVanguard Index Fds	1.6%	1.7%	10,759	+1.3%	$2.1M
NVDANvidia Corporation	1.5%	1.4%	9,680	+1.0%	$1.9M
IAUIshares Gold Tr	1.5%	1.8%	25,490	+3.1%	$1.9M
IVLUIshares Tr	1.5%	1.5%	45,358	+5.5%	$1.9M
AVDVAmerican Centy ETF Tr	1.4%	1.5%	17,525	+0.9%	$1.8M
COSTCostco Wholesale Corporation	1.2%	1.4%	1,665	+1.5%	$1.6M
MSFTMicrosoft Corp	1.2%	1.2%	4,120	+5.5%	$1.5M
INTFIshares Tr	1.2%	1.1%	37,225	+16.7%	$1.5M
AVGVAmerican Centy ETF Tr	1.1%	—	16,200	—	$1.4M
VBRVanguard Index Fds	1.0%	1.0%	5,409	+1.4%	$1.3M
PMPhilip Morris Intl Inc	1.0%	1.0%	7,252	+2.5%	$1.3M
AVLVAmerican Centy ETF Tr	1.0%	0.9%	13,650	+7.6%	$1.2M
QQQInvesco Qqq Tr	0.9%	0.8%	1,665	+8.8%	$1.2M
SPEMSpdr Index Shs Fds	0.8%	0.8%	20,845	+0.0%	$1.1M
GOOGLAlphabet Inc	0.6%	0.5%	2,312	+9.4%	$826K
AVIVAmerican Centy ETF Tr	0.6%	0.7%	10,526	+1.0%	$815K
DEDeere & Co	0.6%	0.6%	1,250	+0.0%	$793K
VTVanguard Intl Equity Index F	0.6%	0.6%	5,040	+0.0%	$791K
AMDAdvanced Micro Devices Inc	0.6%	—	1,358	—	$789K
EMREmerson Elec Co	0.6%	0.6%	5,500	+0.0%	$787K
AMZNAmazon Com Inc	0.5%	0.5%	2,871	+11.1%	$684K
VGTVanguard World Fd	0.5%	0.4%	5,600	+833.3%	$669K
PYLDPimco ETF Tr	0.5%	0.5%	24,900	+11.7%	$660K
MOAltria Group Inc	0.5%	0.5%	8,233	+0.0%	$592K
VSSVanguard Intl Equity Index F	0.4%	0.5%	3,730	+0.0%	$576K
PGProcter & Gamble Co	0.4%	0.5%	3,901	-2.5%	$572K
CATCaterpillar Inc	0.4%	—	525	—	$559K
CSCOCisco Sys Inc	0.4%	—	4,716	—	$554K
TSMTaiwan Semiconductor Manufac	0.4%	—	1,065	—	$509K
AVESAmerican Centy ETF Tr	0.4%	0.4%	7,500	+1.4%	$492K

What Maimon Wealth Management Ltd. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VGT Vanguard World Fd+833.3% shares
BOND Pimco ETF Tr+24.2% shares
ICSH Ishares Tr+16.8% shares
INTF Ishares Tr+16.7% shares
LDUR Pimco ETF Tr+15.5% shares
GVI Ishares Tr+15.2% shares
LRGF Ishares Tr+13.6% shares
BSV Vanguard Bd Index Fds+12.6% shares

Reduced

AAPL Apple Inc-7.7% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$129.8M	80
Q1 2026	$114.0M	77
Q4 2025	$107.6M	71

Questions about Maimon Wealth Management Ltd.'s portfolio

What stocks does Maimon Wealth Management Ltd. own?

Maimon Wealth Management Ltd.'s latest 13F, for Q2 2026 and filed Jul 24, 2026, lists 80 positions worth $129.8M. The largest are Ishares U S ETF Tr (NEAR) at 6.7%, Pimco Enhanced Short Maturity Active Exc (MINT) at 5.4%, Vanguard Bd Index Fds (BSV) at 5.3%, Ishares Tr (GVI) at 4.5% and Vanguard Index Fds (VTI) at 4.3%.

What did Maimon Wealth Management Ltd. buy last quarter?

In Q2 2026, Maimon Wealth Management Ltd. added Vanguard World Fd (VGT) (+833.3% shares), Pimco ETF Tr (BOND) (+24.2% shares) and Ishares Tr (ICSH) (+16.8% shares), compared with its Q1 2026 filing.

What did Maimon Wealth Management Ltd. sell last quarter?

In Q2 2026, Maimon Wealth Management Ltd. cut from its top 50 Eli Lilly & Co (LLY), cut from its top 50 Jpmorgan Chase & Co (JPM), cut from its top 50 Ishares Tr (SGOV), cut from its top 50 Select Sector Spdr Tr (XLK), cut from its top 50 Mondelez International (MDLZ) and Apple Inc (AAPL) (-7.7% shares), compared with its Q1 2026 filing.

When is Maimon Wealth Management Ltd.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Maimon Wealth Management Ltd.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Maimon Wealth Management Ltd. manage?

Maimon Wealth Management Ltd. reported $156.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $129.8M.