Maimon Wealth Management Ltd.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$114.0M
Q ending 2026-03-31
Prior quarter
$107.6M
Q ending 2025-12-31
Change
+5.9% QoQ
Positions
77
reported holdings
Largest positions
All 77 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares U S Etf Tr | NEAR | Shares | $8.3M | 163K |
| Pimco Etf Tr | MINT | Shares | $6.7M | 67K |
| Vanguard Bd Index Fds | BSV | Shares | $6.1M | 78K |
| Ishares Tr | GVI | Shares | $5.1M | 48K |
| Ishares Tr | ICSH | Shares | $4.5M | 89K |
| Pimco Etf Tr | BOND | Shares | $4.5M | 49K |
| Pimco Etf Tr | LDUR | Shares | $4.4M | 46K |
| Vanguard Index Fds | VTI | Shares | $4.4M | 14K |
| Ishares Tr | ISTB | Shares | $4.1M | 86K |
| Stryker Corporation | SYK | Shares | $4.0M | 12K |
| American Centy Etf Tr | AVSF | Shares | $3.7M | 79K |
| Ishares Tr | IEFA | Shares | $3.2M | 36K |
| American Centy Etf Tr | AVUS | Shares | $2.9M | 27K |
| American Centy Etf Tr | AVEM | Shares | $2.9M | 37K |
| Ishares Tr | QUAL | Shares | $2.8M | 15K |
| Apple Inc | AAPL | Shares | $2.5M | 10K |
| American Centy Etf Tr | AVDE | Shares | $2.3M | 28K |
| Ishares Gold Tr | IAU | Shares | $2.1M | 25K |
| Ishares Tr | IQLT | Shares | $2.1M | 46K |
| American Centy Etf Tr | AVUV | Shares | $2.0M | 18K |
| Vanguard Index Fds | VOE | Shares | $1.9M | 11K |
| Ishares Tr | LRGF | Shares | $1.8M | 28K |
| American Centy Etf Tr | AVDV | Shares | $1.7M | 17K |
| Ishares Tr | IVLU | Shares | $1.7M | 43K |
| Costco Wholesale Corporation | COST | Shares | $1.6M | 2K |
| Nvidia Corporation | NVDA | Shares | $1.6M | 10K |
| Microsoft Corp | MSFT | Shares | $1.4M | 4K |
| Ishares Tr | INTF | Shares | $1.2M | 32K |
| Eli Lilly & Co | LLY | Shares | $1.2M | 1K |
| Philip Morris Intl Inc | PM | Shares | $1.2M | 7K |
| Vanguard Index Fds | VBR | Shares | $1.1M | 5K |
| American Centy Etf Tr | AVLV | Shares | $1000K | 13K |
| Spdr Index Shs Fds | SPEM | Shares | $948K | 21K |
| Jpmorgan Chase & Co | JPM | Shares | $856K | 3K |
| Invesco Qqq Tr | QQQ | Shares | $854K | 2K |
| American Centy Etf Tr | AVIV | Shares | $757K | 10K |
| Deere & Co | DE | Shares | $694K | 1K |
| Emerson Elec Co | EMR | Shares | $678K | 6K |
| Vanguard Intl Equity Index F | VT | Shares | $676K | 5K |
| Ishares Tr | SGOV | Shares | $594K | 6K |
| Pimco Etf Tr | PYLD | Shares | $581K | 22K |
| Procter & Gamble Co | PG | Shares | $579K | 4K |
| Alphabet Inc | GOOGL | Shares | $578K | 2K |
| Altria Group Inc | MO | Shares | $552K | 8K |
| Vanguard Intl Equity Index F | VSS | Shares | $528K | 4K |
| Amazon Com Inc | AMZN | Shares | $519K | 3K |
| American Centy Etf Tr | AVES | Shares | $431K | 7K |
| Select Sector Spdr Tr | XLK | Shares | $414K | 3K |
| Vanguard World Fd | VGT | Shares | $401K | 600 |
| Mondelez Intl Inc | MDLZ | Shares | $383K | 7K |
| Home Depot Inc | HD | Shares | $383K | 1K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $381K | 803 |
| Mcdonalds Corp | MCD | Shares | $351K | 1K |
| Walmart Inc | WMT | Shares | $351K | 3K |
| Caterpillar Inc | CAT | Shares | $334K | 500 |
| Taiwan Semiconductor Manufac | TSM | Shares | $329K | 1K |
| Cisco Sys Inc | CSCO | Shares | $316K | 4K |
| Exxon Mobil Corp | XOM | Shares | $292K | 2K |
| Vanguard Star Fds | VXUS | Shares | $282K | 4K |
| Colgate Palmolive Co | CL | Shares | $280K | 3K |
| Air Products And Chemicals I | APD | Shares | $277K | 950 |
| Advanced Micro Devices Inc | AMD | Shares | $268K | 1K |
| Ishares Tr | ACWI | Shares | $267K | 2K |
| Vanguard Index Fds | VO | Shares | $262K | 933 |
| Vanguard Intl Equity Index F | VGK | Shares | $259K | 3K |
| Coca Cola Co | KO | Shares | $238K | 3K |
| American Centy Etf Tr | AVGV | Shares | $233K | 3K |
| 3M Co | MMM | Shares | $221K | 2K |
| Travelers Companies Inc | TRV | Shares | $214K | 734 |
| Vanguard Tax-Managed Fds | VEA | Shares | $211K | 3K |
| Chevron Corporation | CVX | Shares | $211K | 1K |
| Spdr Series Trust | BIL | Shares | $205K | 2K |
| Ishares Tr | SUSA | Shares | $204K | 2K |
| Nuveen Taxable Municpal Inm | NBB | Shares | $153K | 10K |
| Guggenheim Taxable Municp Bo | GBAB | Shares | $140K | 10K |
| Blackrock Ltd Duration Incom | BLW | Shares | $122K | 10K |
| Pimco Corporate & Incm Strg | PCN | Shares | $115K | 10K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.