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MAIMON WEALTH MANAGEMENT LTD. — 13F Holdings & Portfolio

CIK 1760401 · latest 13F-HR filed 2026-07-24

Backtest portfolio

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, exited 4, added to 56, and trimmed 6.

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.

Filer Information
Address
EHAD HA'AM 54B
RA'ANANA, L3 4321128
Phone
972 54 696 6638
Filing Manager
MAIMON WEALTH MANAGEMENT LTD.
RA'ANANA, L3
Signatory
Bension Maimon
Chief Compliance Officer
Loading holdings…
AUM

$129.8M

Long-equity book

Holdings

80

Distinct positions

Period

2026-06-30

Filed 2026-07-24

Q/Q Activity

+7 / −4 / ↑56 / ↓6

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

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%
Show all 56 →

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%
Show all 6 →

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
Show all 7 →

Exited Positions

  • ELI LILLY & CO$1.2M
  • JPMORGAN CHASE & CO$855.9K
  • SELECT SECTOR SPDR TR$414.4K
  • CHEVRON CORPORATION$210.7K
Show all 4 →
All Holdings

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
Filing History
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