Maimon Wealth Management LTD.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), Maimon Wealth Management LTD. reported 77 stock positions worth $114.0 million. Its top holding was iShares SH Dba ETF Usd (NEAR) at 7.3% of the portfolio, followed by PIMCO Enhanced Short Maturit (MINT, 5.9%) and Vanguard Short-Term Bond ETF (BSV, 5.4%). Compared with Q4 2025, it opened 7 new positions, sold out of 1, added to 28 and reduced 10. The biggest buy was iShares Intermediate Governm (GVI, shares +26%) and the biggest sale iShares Ultra Short Duration (ICSH, shares −9%).

Most Recent 13F
Q2 2026
Location
RA'ANANA, L3
CIK
0001760401
Portfolio Value
$114.0M (Q1 2026)
SEC Filing
0001951757-26-000801 ↗ filed May 7, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q4 2025: $107.6M Q4 2025 Q1 2026: $114.0M $114.0M Q1 2026 Q2 2026: $129.8M Q2 2026

Holdings 77 stocks · $114.0M
NEAR iShares SH Dba ETF Usd Inc. 7.26% 163,160 $8.3M Add +6.9%
MINT PIMCO Enhanced Short Maturit 5.90% 66,810 $6.7M Add +1.1%
BSV Vanguard Short-Term Bond ETF 5.35% 77,905 $6.1M Add +11.1%
GVI iShares Intermediate Governm 4.44% 47,545 $5.1M Add +25.6%
ICSH iShares Ultra Short Duration 3.96% 89,165 $4.5M Reduce -8.6%
BOND PIMCO Active Bond Exchange-T 3.95% 48,865 $4.5M Add +13.4%
LDUR PIMCO Enhanced Low Duration 3.89% 46,350 $4.4M Add +8.7%
VTI VG Morningstar TS MKT ETF-US 3.89% 14,213 $4.4M Add +10.7%
ISTB iShares Core 1-5 Year Usd Bo 3.64% 85,760 $4.1M Add +7.7%
SYK Stryker Corp. 3.53% 12,319 $4.0M Add +0.2%
AVSF Avantis Short-Term Fixed Inc. 3.25% 79,380 $3.7M Add +7.0%
IEFA iShares Core MSCI Eafe ETF 2.81% 36,495 $3.2M Add +5.7%
AVUS Avantis U.S. Equity ETF 2.54% 26,722 $2.9M Reduce -0.2%
AVEM Avantis Emerging Markets Eq 2.52% 36,907 $2.9M Add +12.7%
QUAL iShares MSCI USA Quality Fac 2.50% 15,262 $2.8M Add +12.0%
AAPL Apple Inc. 2.20% 10,177 $2.5M Add +9.9%
AVDE Avantis International Equity 2.03% 28,135 $2.3M Reduce -0.3%
IAU iShares Gold Trust 1.84% 24,725 $2.1M Reduce -13.1%
IQLT iShares MSCI International Q 1.81% 45,972 $2.1M Add +8.6%
AVUV Avantis US Small Cap Value 1.75% 18,390 $2.0M Add +10.9%
VOE Vngrd Mrngstr MD-Cap Val ETF 1.69% 10,625 $1.9M Reduce -0.1%
LRGF iShares US Equity Factor ETF 1.57% 27,905 $1.8M Add +30.1%
AVDV Avantis Intl S/C Value ETF 1.47% 17,365 $1.7M Add +5.3%
IVLU iShares MSCI International V 1.45% 42,973 $1.7M Add +6.8%
COST Costco Wholesale Corp. 1.43% 1,640 $1.6M No change
NVDA Nvidia Corp. 1.39% 9,584 $1.6M Add +5.7%
MSFT Microsoft Corp. 1.23% 3,906 $1.4M Add +2.1%
INTF iShares International Equity 1.06% 31,890 $1.2M Add +20.9%
LLY Eli Lilly & Co. 1.03% 1,327 $1.2M No change
PM Philip Morris International 1.02% 7,077 $1.2M No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.99% 5,335 $1.1M No change
AVLV Avantis US Large Cap Value 0.88% 12,685 $1000K Add +26.2%
SPEM State Street SP PTF Em ETF 0.83% 20,845 $948K No change
JPM JPMorgan Chase & Co. 0.75% 3,016 $856K No change
QQQ Invesco QQQ Trust Series 1 0.75% 1,530 $854K No change
AVIV Avantis Intl LRG Cap Val ETF 0.66% 10,426 $757K New
DE Deere & Co. 0.61% 1,250 $694K No change
EMR Emerson Electric Co. 0.60% 5,500 $678K No change
VT Vanguard Tot World STK ETF 0.59% 5,040 $676K No change
SGOV iShares 0-3 Month Treasury B 0.52% 5,900 $594K Reduce -42.7%
PYLD PIMCO Multisector Bond Actv 0.51% 22,300 $581K New
PG The Procter & Gamble Co. 0.51% 4,002 $579K Reduce -3.5%
GOOGL Alphabet Inc. Class A 0.51% 2,114 $578K Add +3.2%
MO Altria Group Inc. 0.48% 8,233 $552K No change
VSS Vanguard Ftse All Wo X-US SC 0.46% 3,730 $528K No change
AMZN Amazon.com Inc. 0.46% 2,583 $519K Add +12.3%
AVES Avantis Emerging Markets Val 0.38% 7,400 $431K New
XLK SS Technology Select Sector 0.36% 3,250 $414K New
VGT Vanguard Info Tech ETF 0.35% 600 $401K No change
MDLZ Mondelez International Inc. Class A 0.34% 6,583 $383K No change
HD Home Depot Inc. 0.34% 1,183 $383K Reduce -1.3%
BRK.B Berkshire Hathaway Inc. Class B 0.33% 803 $381K New
MCD McDonald's Corp. 0.31% 1,139 $351K No change
WMT Walmart Inc. 0.31% 2,844 $351K No change
CAT Caterpillar Inc. 0.29% 500 $334K No change
TSM Taiwan Semiconductor-SP ADR 0.29% 1,041 $329K Add +4.1%
CSCO Cisco Systems Inc. 0.28% 4,100 $316K No change
XOM Exxon Mobil Corp. 0.26% 1,702 $292K No change
VXUS Vanguard Total Intl Stock 0.25% 3,775 $282K No change
CL Colgate-Palmolive Co. 0.25% 3,266 $280K No change
APD Air Products & Chemicals Inc. 0.24% 950 $277K No change
AMD Advanced Micro Devices 0.24% 1,368 $268K Add +24.0%
ACWI iShares MSCI Acwi ETF 0.23% 1,990 $267K Add +25.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.23% 933 $262K Reduce -7.0%
VGK Vanguard Ftse Europe ETF 0.23% 3,238 $259K No change
KO The Coca-Cola Co. 0.21% 3,118 $238K Reduce -2.7%
AVGV Avantis All Eq MKTS Val ETF 0.20% 3,050 $233K New
MMM 3M Co. 0.19% 1,550 $221K No change
TRV The Travelers Cos Inc. 0.19% 734 $214K No change
VEA Vanguard Ftse Developed ETF 0.19% 3,400 $211K No change
CVX Chevron Corp. 0.18% 1,000 $211K New
BIL SS SPDR BB 1-3M T-Bill ETF 0.18% 2,239 $205K No change
SUSA iShares ESG Optimized MSCI U 0.18% 1,590 $204K No change
NBB Nuveen Taxable Municipal Inc. 0.13% 10,000 $153K No change
GBAB Guggenheim Taxable Municipal 0.12% 10,000 $140K No change
BLW BlackRock Ltd. Durat Inc. TR 0.11% 10,000 $122K No change
PCN PIMCO Corporate & Income STR 0.10% 10,000 $115K No change

Portfolio Sells Q4 2025 → Q1 2026
ICSH iShares Ultra Short Duration Reduce -8.6% 3.96% −0.63
SGOV iShares 0-3 Month Treasury B Reduce -42.7% 0.52% −0.44
IAU iShares Gold Trust Reduce -13.1% 1.84% −0.30
AVUS Avantis U.S. Equity ETF Reduce -0.2% 2.54% −0.25
AGG iShares Core U.S. Aggregate Sold out 0.00% −0.19
AVDE Avantis International Equity Reduce -0.3% 2.03% −0.13
VOE Vngrd Mrngstr MD-Cap Val ETF Reduce -0.1% 1.69% −0.06
HD Home Depot Inc. Reduce -1.3% 0.34% −0.05
PG The Procter & Gamble Co. Reduce -3.5% 0.51% −0.04
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -7.0% 0.23% −0.04
KO The Coca-Cola Co. Reduce -2.7% 0.21% +0.00

Portfolio Buys Q4 2025 → Q1 2026
GVI iShares Intermediate Governm Add +25.6% 4.44% +0.67
AVIV Avantis Intl LRG Cap Val ETF New 0.66% +0.66
PYLD PIMCO Multisector Bond Actv New 0.51% +0.51
AVES Avantis Emerging Markets Val New 0.38% +0.38
XLK SS Technology Select Sector New 0.36% +0.36
BRK.B Berkshire Hathaway Inc. Class B New 0.33% +0.33
BOND PIMCO Active Bond Exchange-T Add +13.4% 3.95% +0.22
BSV Vanguard Short-Term Bond ETF Add +11.1% 5.35% +0.22
AVGV Avantis All Eq MKTS Val ETF New 0.20% +0.20
LRGF iShares US Equity Factor ETF Add +30.1% 1.57% +0.19
CVX Chevron Corp. New 0.18% +0.18
AVEM Avantis Emerging Markets Eq Add +12.7% 2.52% +0.18
AVUV Avantis US Small Cap Value Add +10.9% 1.75% +0.18
AVLV Avantis US Large Cap Value Add +26.2% 0.88% +0.17
INTF iShares International Equity Add +20.9% 1.06% +0.13
LDUR PIMCO Enhanced Low Duration Add +8.7% 3.89% +0.09
AVDV Avantis Intl S/C Value ETF Add +5.3% 1.47% +0.03
ISTB iShares Core 1-5 Year Usd Bo Add +7.7% 3.64% +0.03
IVLU iShares MSCI International V Add +6.8% 1.45% +0.03
ACWI iShares MSCI Acwi ETF Add +25.2% 0.23% +0.03
IQLT iShares MSCI International Q Add +8.6% 1.81% +0.02
AMD Advanced Micro Devices Add +24.0% 0.24% +0.02
NEAR iShares SH Dba ETF Usd Inc. Add +6.9% 7.26% +0.01
AVSF Avantis Short-Term Fixed Inc. Add +7.0% 3.25% +0.01
TSM Taiwan Semiconductor-SP ADR Add +4.1% 0.29% +0.01
QUAL iShares MSCI USA Quality Fac Add +12.0% 2.50% −0.02
AMZN Amazon.com Inc. Add +12.3% 0.46% −0.04
IEFA iShares Core MSCI Eafe ETF Add +5.7% 2.81% −0.06
GOOGL Alphabet Inc. Class A Add +3.2% 0.51% −0.09
VTI VG Morningstar TS MKT ETF-US Add +10.7% 3.89% −0.11
AAPL Apple Inc. Add +9.9% 2.20% −0.14
NVDA Nvidia Corp. Add +5.7% 1.39% −0.18
MINT PIMCO Enhanced Short Maturit Add +1.1% 5.90% −0.26
MSFT Microsoft Corp. Add +2.1% 1.23% −0.49
SYK Stryker Corp. Add +0.2% 3.53% −0.49

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 80$129.8MNEAR, MINT, BSV, GVI, VTI
Q1 2026 77$114.0MNEAR, MINT, BSV, GVI, ICSH
Q4 2025 71$107.6MNEAR, MINT, BSV, ICSH, SYK