MAIMON WEALTH MANAGEMENT LTD. — 13F Holdings & Portfolio
CIK 1760401 · latest 13F-HR filed 2026-07-24
MAIMON WEALTH MANAGEMENT LTD. manages $129.8M in 13F-reported U.S. long-equity assets across 80 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NEAR (6.75%), MINT (5.38%), BSV (5.27%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 7 new positions and exited 4; 56 existing positions rose in reported value and 6 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-07-24
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
3 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 45.1%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Apr 28, 2026.
RA'ANANA 4321128
Israel
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| MAIMON, BENSION, SHALOM Control | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER since Jun 2015 | 75% or more | Individual |
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- VANGUARD INDEX FDS$1.2M +26.5%
- AMERICAN CENTY ETF TR$1.1M +491.3%
- PIMCO ETF TR$1.1M +24.4%
- AMERICAN CENTY ETF TR$811.1K +28.3%
- ISHARES TR$768.2K +27.0%
Top Trims
- ISHARES TR-$251.6K -42.4%
- ISHARES GOLD TR-$175.1K -8.3%
- BERKSHIRE HATHAWAY INC DEL-$56.9K -14.9%
- MCDONALDS CORP-$34.3K -9.8%
- WALMART INC-$25.3K -7.2%
New Positions
- DELL TECHNOLOGIES INC$406.9K
- VANGUARD WORLD FD$383.7K
- PALO ALTO NETWORKS INC$298.7K
- VANGUARD INDEX FDS$229.0K
- ISHARES TR$225.4K
Exited Positions
- ELI LILLY & CO$1.2M
- JPMORGAN CHASE & CO$855.9K
- SELECT SECTOR SPDR TR$414.4K
- CHEVRON CORPORATION$210.7K
MAIMON WEALTH MANAGEMENT LTD. Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES U S ETF TR | NEAR | 46431W507 | $8.8M | 6.75% | 172,910 | SH |
| 2 | PIMCO ETF TR | MINT | 72201R833 | $7.0M | 5.38% | 69,220 | SH |
| 3 | VANGUARD BD INDEX FDS | BSV | 921937827 | $6.8M | 5.27% | 87,735 | SH |
| 4 | ISHARES TR | GVI | 464288612 | $5.8M | 4.48% | 54,775 | SH |
| 5 | VANGUARD INDEX FDS | VTI | 922908769 | $5.6M | 4.32% | 15,148 | SH |
| 6 | PIMCO ETF TR | BOND | 72201R775 | $5.6M | 4.31% | 60,685 | SH |
| 7 | ISHARES TR | ICSH | 46434V878 | $5.3M | 4.06% | 104,115 | SH |
| 8 | PIMCO ETF TR | LDUR | 72201R718 | $5.1M | 3.94% | 53,530 | SH |
| 9 | ISHARES TR | ISTB | 46432F859 | $4.4M | 3.43% | 92,160 | SH |
| 10 | AMERICAN CENTY ETF TR | AVSF | 025072687 | $4.1M | 3.18% | 88,580 | SH |
| 11 | STRYKER CORPORATION | SYK | 863667101 | $3.9M | 2.99% | 12,329 | SH |
| 12 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $3.7M | 2.84% | 38,157 | SH |
| 13 | ISHARES TR | IEFA | 46432F842 | $3.6M | 2.79% | 37,520 | SH |
| 14 | ISHARES TR | QUAL | 46432F339 | $3.6M | 2.78% | 16,472 | SH |
| 15 | AMERICAN CENTY ETF TR | AVUS | 025072885 | $3.4M | 2.61% | 26,502 | SH |
| 16 | APPLE INC | AAPL | 037833100 | $2.7M | 2.09% | 9,395 | SH |
| 17 | AMERICAN CENTY ETF TR | AVDE | 025072703 | $2.5M | 1.93% | 28,135 | SH |
| 18 | ISHARES TR | LRGF | 46434V282 | $2.4M | 1.85% | 31,705 | SH |
| 19 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $2.4M | 1.82% | 18,910 | SH |
| 20 | ISHARES TR | IQLT | 46434V456 | $2.3M | 1.81% | 47,387 | SH |
| 21 | VANGUARD INDEX FDS | VOE | 922908512 | $2.1M | 1.64% | 10,759 | SH |
| 22 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.9M | 1.49% | 9,680 | SH |
| 23 | ISHARES GOLD TR | IAU | 464285204 | $1.9M | 1.48% | 25,490 | SH |
| 24 | ISHARES TR | IVLU | 46435G409 | $1.9M | 1.46% | 45,358 | SH |
| 25 | AMERICAN CENTY ETF TR | AVDV | 025072802 | $1.8M | 1.39% | 17,525 | SH |
| 26 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $1.6M | 1.20% | 1,665 | SH |
| 27 | MICROSOFT CORP | MSFT | 594918104 | $1.5M | 1.18% | 4,120 | SH |
| 28 | ISHARES TR | INTF | 46434V274 | $1.5M | 1.17% | 37,225 | SH |
| 29 | AMERICAN CENTY ETF TR | AVGV | 025072216 | $1.4M | 1.06% | 16,200 | SH |
| 30 | VANGUARD INDEX FDS | VBR | 922908611 | $1.3M | 1.01% | 5,409 | SH |
| 31 | PHILIP MORRIS INTL INC | PM | 718172109 | $1.3M | 1.01% | 7,252 | SH |
| 32 | AMERICAN CENTY ETF TR | AVLV | 025072349 | $1.2M | 0.96% | 13,650 | SH |
| 33 | INVESCO QQQ TR | QQQ | 46090E103 | $1.2M | 0.94% | 1,665 | SH |
| 34 | SPDR INDEX SHS FDS | SPEM | 78463X509 | $1.1M | 0.83% | 20,845 | SH |
| 35 | ALPHABET INC | GOOGL | 02079K305 | $826.2K | 0.64% | 2,312 | SH |
| 36 | AMERICAN CENTY ETF TR | AVIV | 025072364 | $814.9K | 0.63% | 10,526 | SH |
| 37 | DEERE & CO | DE | 244199105 | $792.9K | 0.61% | 1,250 | SH |
| 38 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $791.0K | 0.61% | 5,040 | SH |
| 39 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $788.9K | 0.61% | 1,358 | SH |
| 40 | EMERSON ELEC CO | EMR | 291011104 | $787.3K | 0.61% | 5,500 | SH |
| 41 | AMAZON COM INC | AMZN | 023135106 | $684.3K | 0.53% | 2,871 | SH |
| 42 | VANGUARD WORLD FD | VGT | 92204A702 | $669.3K | 0.52% | 5,600 | SH |
| 43 | PIMCO ETF TR | PYLD | 72201R585 | $660.3K | 0.51% | 24,900 | SH |
| 44 | ALTRIA GROUP INC | MO | 02209S103 | $592.4K | 0.46% | 8,233 | SH |
| 45 | VANGUARD INTL EQUITY INDEX F | VSS | 922042718 | $575.5K | 0.44% | 3,730 | SH |
| 46 | PROCTER & GAMBLE CO | PG | 742718109 | $572.0K | 0.44% | 3,901 | SH |
| 47 | CATERPILLAR INC | CAT | 149123101 | $559.1K | 0.43% | 525 | SH |
| 48 | CISCO SYS INC | CSCO | 17275R102 | $553.9K | 0.43% | 4,716 | SH |
| 49 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $508.6K | 0.39% | 1,065 | SH |
| 50 | AMERICAN CENTY ETF TR | AVES | 025072372 | $492.0K | 0.38% | 7,500 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-24 | $129.8M | 80 | 0001951757-26-001049 |
| 2026-03-31 | 2026-05-07 | $114.0M | 77 | 0001951757-26-000801 |
| 2025-12-31 | 2026-05-07 | $107.6M | 71 | 0001951757-26-000800 |
RA'ANANA, L3 4321128