Maimon Wealth Management Ltd.
- SEC CIK
- 0001760401
- Latest filing
- Jul 24, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed May 7, 2026. Long positions only.
- Positions
- 71
- No filing for Q3 2025
- Portfolio value
- $107.6M
- No filing for Q3 2025
Maimon Wealth Management Ltd. did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 152,690 | $7.80M | 7.3% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 66,050 | $6.63M | 6.2% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 70,135 | $5.53M | 5.1% | – | – | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 97,575 | $4.94M | 4.6% | – | – | – |
| SYKStryker Corp | Stock | 12,298 | $4.32M | 4.0% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 12,835 | $4.30M | 4.0% | – | – | – |
| PIMCO ETF Tr72201R718 | ENHNCD LW DUR AC | 42,640 | $4.09M | 3.8% | – | – | – |
| iShares Tr464288612 | INTRM GOV CR ETF | 37,860 | $4.06M | 3.8% | – | – | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 43,100 | $4.01M | 3.7% | – | – | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 79,626 | $3.88M | 3.6% | – | – | – |
| American Centy ETF Tr025072687 | AVANTIS SHFXDINC | 74,180 | $3.49M | 3.2% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 34,525 | $3.09M | 2.9% | – | – | – |
| American Centy ETF Tr025072885 | US EQT ETF | 26,772 | $2.99M | 2.8% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 13,630 | $2.71M | 2.5% | – | – | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 32,737 | $2.52M | 2.3% | – | – | – |
| AAPLApple Inc. | Stock | 9,256 | $2.52M | 2.3% | – | – | History |
| American Centy ETF Tr025072703 | INTL EQT ETF | 28,205 | $2.32M | 2.2% | – | – | – |
| IAUiShares Gold Trust | ETF | 28,460 | $2.31M | 2.1% | – | – | History |
| iShares Tr46434V456 | MSCI INTL QUALTY | 42,352 | $1.92M | 1.8% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 10,630 | $1.89M | 1.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 3,826 | $1.85M | 1.7% | – | – | History |
| American Centy ETF Tr025072877 | US SML CP VALU | 16,580 | $1.69M | 1.6% | – | – | – |
| NVDANVIDIA Corp | Stock | 9,064 | $1.69M | 1.6% | – | – | History |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 16,485 | $1.55M | 1.4% | – | – | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 40,248 | $1.53M | 1.4% | – | – | – |
| iShares Tr46434V282 | U S EQUITY FACTR | 21,440 | $1.49M | 1.4% | – | – | – |
| LLYEli Lilly & Co | Stock | 1,327 | $1.43M | 1.3% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 1,640 | $1.41M | 1.3% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 7,077 | $1.14M | 1.1% | – | – | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 5,335 | $1.13M | 1.0% | – | – | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 10,300 | $1.03M | 1.0% | – | – | – |
| iShares Tr46434V274 | INTL EQTY FACTOR | 26,375 | $995.7K | 0.9% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 20,845 | $975.8K | 0.9% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 3,016 | $971.8K | 0.9% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,530 | $939.9K | 0.9% | – | – | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 10,050 | $761.5K | 0.7% | – | – | – |
| EMREmerson Electric Co | Stock | 5,500 | $730.0K | 0.7% | – | – | History |
| Vanguard Total World Stock ETF922042742 | ETF | 5,040 | $710.9K | 0.7% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 2,049 | $641.3K | 0.6% | – | – | History |
| PGProcter & Gamble Co | Stock | 4,147 | $594.3K | 0.6% | – | – | History |
| DEDeere & Co | Stock | 1,250 | $582.0K | 0.5% | – | – | History |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 3,730 | $534.6K | 0.5% | – | – | – |
| AMZNAmazon Com Inc | Stock | 2,299 | $530.7K | 0.5% | – | – | History |
| MOAltria Group, Inc. | Stock | 8,233 | $474.7K | 0.4% | – | – | History |
| Vanguard Information Technology ETF92204A702 | ETF | 600 | $452.3K | 0.4% | – | – | – |
| HDHome Depot, Inc. | Stock | 1,198 | $412.2K | 0.4% | – | – | History |
| MDLZMondelez International, Inc. | Stock | 6,583 | $354.4K | 0.3% | – | – | History |
| MCDMcDonalds Corp | Stock | 1,139 | $348.1K | 0.3% | – | – | History |
| WMTWalmart Inc. | Stock | 2,844 | $316.9K | 0.3% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 4,100 | $315.8K | 0.3% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,000 | $303.9K | 0.3% | – | – | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,003 | $291.1K | 0.3% | – | – | – |
| CATCaterpillar Inc | Stock | 500 | $286.4K | 0.3% | – | – | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 3,775 | $284.8K | 0.3% | – | – | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 3,238 | $270.7K | 0.3% | – | – | – |
| CLColgate Palmolive Co | Stock | 3,266 | $258.1K | 0.2% | – | – | History |
| MMM3M Co | Stock | 1,550 | $248.2K | 0.2% | – | – | History |
| AMDAdvanced Micro Devices Inc | Stock | 1,103 | $236.2K | 0.2% | – | – | History |
| APDAir Products & Chemicals, Inc. | Stock | 950 | $234.7K | 0.2% | – | – | History |
| iShares Tr464288257 | MSCI ACWI ETF | 1,590 | $225.0K | 0.2% | – | – | – |
| KOCoca Cola Co | Stock | 3,204 | $224.0K | 0.2% | – | – | History |
| iShares Tr464288802 | ESG OPTIMIZED | 1,590 | $221.6K | 0.2% | – | – | – |
| TRVTravelers Companies, Inc. | Stock | 734 | $212.9K | 0.2% | – | – | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 3,400 | $212.4K | 0.2% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,100 | $209.7K | 0.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 1,702 | $204.8K | 0.2% | – | – | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 2,239 | $204.6K | 0.2% | – | – | – |
| NBBNuveen Taxable Municipal Income Fund | COM | 10,000 | $158.0K | 0.1% | – | – | History |
| GBABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust | COM | 10,000 | $149.2K | 0.1% | – | – | History |
| BLWBlackRock Ltd Duration Income Trust | COM SHS | 10,000 | $137.4K | 0.1% | – | – | History |
| PCNPIMCO Corporate & Income Strategy Fund | COM | 10,000 | $127.6K | 0.1% | – | – | History |