Maimon Wealth Management LTD.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed May 7, 2026), Maimon Wealth Management LTD. reported 71 stock positions worth $107.6 million. Its top holding was iShares SH Dba ETF Usd (NEAR) at 7.3% of the portfolio, followed by PIMCO Enhanced Short Maturit (MINT, 6.2%) and Vanguard Short-Term Bond ETF (BSV, 5.1%).
- Most Recent 13F
- Q2 2026
- Location
- RA'ANANA, L3
- CIK
- 0001760401
- Portfolio Value
- $107.6M (Q4 2025)
- SEC Filing
- 0001951757-26-000800 ↗ filed May 7, 2026
Holdings Value
Holdings 71 stocks · $107.6M
| NEAR iShares SH Dba ETF Usd Inc. | 7.25% | 152,690 | $7.8M | — |
| MINT PIMCO Enhanced Short Maturit | 6.16% | 66,050 | $6.6M | — |
| BSV Vanguard Short-Term Bond ETF | 5.14% | 70,135 | $5.5M | — |
| ICSH iShares Ultra Short Duration | 4.59% | 97,575 | $4.9M | — |
| SYK Stryker Corp. | 4.02% | 12,298 | $4.3M | — |
| VTI VG Morningstar TS MKT ETF-US | 4.00% | 12,835 | $4.3M | — |
| LDUR PIMCO Enhanced Low Duration | 3.80% | 42,640 | $4.1M | — |
| GVI iShares Intermediate Governm | 3.78% | 37,860 | $4.1M | — |
| BOND PIMCO Active Bond Exchange-T | 3.73% | 43,100 | $4.0M | — |
| ISTB iShares Core 1-5 Year Usd Bo | 3.61% | 79,626 | $3.9M | — |
| AVSF Avantis Short-Term Fixed Inc. | 3.25% | 74,180 | $3.5M | — |
| IEFA iShares Core MSCI Eafe ETF | 2.87% | 34,525 | $3.1M | — |
| AVUS Avantis U.S. Equity ETF | 2.78% | 26,772 | $3.0M | — |
| QUAL iShares MSCI USA Quality Fac | 2.52% | 13,630 | $2.7M | — |
| AVEM Avantis Emerging Markets Eq | 2.34% | 32,737 | $2.5M | — |
| AAPL Apple Inc. | 2.34% | 9,256 | $2.5M | — |
| AVDE Avantis International Equity | 2.16% | 28,205 | $2.3M | — |
| IAU iShares Gold Trust | 2.15% | 28,460 | $2.3M | — |
| IQLT iShares MSCI International Q | 1.79% | 42,352 | $1.9M | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 1.75% | 10,630 | $1.9M | — |
| MSFT Microsoft Corp. | 1.72% | 3,826 | $1.9M | — |
| AVUV Avantis US Small Cap Value | 1.57% | 16,580 | $1.7M | — |
| NVDA Nvidia Corp. | 1.57% | 9,064 | $1.7M | — |
| AVDV Avantis Intl S/C Value ETF | 1.44% | 16,485 | $1.5M | — |
| IVLU iShares MSCI International V | 1.42% | 40,248 | $1.5M | — |
| LRGF iShares US Equity Factor ETF | 1.38% | 21,440 | $1.5M | — |
| LLY Eli Lilly & Co. | 1.33% | 1,327 | $1.4M | — |
| COST Costco Wholesale Corp. | 1.31% | 1,640 | $1.4M | — |
| PM Philip Morris International | 1.05% | 7,077 | $1.1M | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.05% | 5,335 | $1.1M | — |
| SGOV iShares 0-3 Month Treasury B | 0.96% | 10,300 | $1.0M | — |
| INTF iShares International Equity | 0.93% | 26,375 | $996K | — |
| SPEM State Street SP PTF Em ETF | 0.91% | 20,845 | $976K | — |
| JPM JPMorgan Chase & Co. | 0.90% | 3,016 | $972K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.87% | 1,530 | $940K | — |
| AVLV Avantis US Large Cap Value | 0.71% | 10,050 | $761K | — |
| EMR Emerson Electric Co. | 0.68% | 5,500 | $730K | — |
| VT Vanguard Tot World STK ETF | 0.66% | 5,040 | $711K | — |
| GOOGL Alphabet Inc. Class A | 0.60% | 2,049 | $641K | — |
| PG The Procter & Gamble Co. | 0.55% | 4,147 | $594K | — |
| DE Deere & Co. | 0.54% | 1,250 | $582K | — |
| VSS Vanguard Ftse All Wo X-US SC | 0.50% | 3,730 | $535K | — |
| AMZN Amazon.com Inc. | 0.49% | 2,299 | $531K | — |
| MO Altria Group Inc. | 0.44% | 8,233 | $475K | — |
| VGT Vanguard Info Tech ETF | 0.42% | 600 | $452K | — |
| HD Home Depot Inc. | 0.38% | 1,198 | $412K | — |
| MDLZ Mondelez International Inc. Class A | 0.33% | 6,583 | $354K | — |
| MCD McDonald's Corp. | 0.32% | 1,139 | $348K | — |
| WMT Walmart Inc. | 0.29% | 2,844 | $317K | — |
| CSCO Cisco Systems Inc. | 0.29% | 4,100 | $316K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.28% | 1,000 | $304K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.27% | 1,003 | $291K | — |
| CAT Caterpillar Inc. | 0.27% | 500 | $286K | — |
| VXUS Vanguard Total Intl Stock | 0.26% | 3,775 | $285K | — |
| VGK Vanguard Ftse Europe ETF | 0.25% | 3,238 | $271K | — |
| CL Colgate-Palmolive Co. | 0.24% | 3,266 | $258K | — |
| MMM 3M Co. | 0.23% | 1,550 | $248K | — |
| AMD Advanced Micro Devices | 0.22% | 1,103 | $236K | — |
| APD Air Products & Chemicals Inc. | 0.22% | 950 | $235K | — |
| ACWI iShares MSCI Acwi ETF | 0.21% | 1,590 | $225K | — |
| KO The Coca-Cola Co. | 0.21% | 3,204 | $224K | — |
| SUSA iShares ESG Optimized MSCI U | 0.21% | 1,590 | $222K | — |
| TRV The Travelers Cos Inc. | 0.20% | 734 | $213K | — |
| VEA Vanguard Ftse Developed ETF | 0.20% | 3,400 | $212K | — |
| AGG iShares Core U.S. Aggregate | 0.19% | 2,100 | $210K | — |
| XOM Exxon Mobil Corp. | 0.19% | 1,702 | $205K | — |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.19% | 2,239 | $205K | — |
| NBB Nuveen Taxable Municipal Inc. | 0.15% | 10,000 | $158K | — |
| GBAB Guggenheim Taxable Municipal | 0.14% | 10,000 | $149K | — |
| BLW BlackRock Ltd. Durat Inc. TR | 0.13% | 10,000 | $137K | — |
| PCN PIMCO Corporate & Income STR | 0.12% | 10,000 | $128K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.