MAIMON WEALTH MANAGEMENT LTD. — 13F Holdings & Portfolio
CIK 1760401 · latest 13F-HR filed 2026-05-07
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.
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AUM
$114.0M
Long-equity book
Holdings
77
Distinct positions
Period
2026-03-31
Filed 2026-05-07
Q/Q Activity
+7 / −1 / ↑29 / ↓19
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$999.0K +24.6%
- VANGUARD BD INDEX FDS$572.6K +10.4%
- PIMCO ETF TR$486.3K +12.1%
- ISHARES U S ETF TR$476.3K +6.1%
- AMERICAN CENTY ETF TR$349.2K +13.9%
Top Trims
- MICROSOFT CORP-$448.2K -24.2%
- ISHARES TR-$440.0K -42.6%
- ISHARES TR-$422.7K -8.6%
- STRYKER CORPORATION-$305.2K -7.1%
- ELI LILLY & CO-$249.5K -17.5%
New Positions
- AMERICAN CENTY ETF TR$756.5K
- PIMCO ETF TR$581.4K
- AMERICAN CENTY ETF TR$430.9K
- SELECT SECTOR SPDR TR$414.4K
- BERKSHIRE HATHAWAY INC DEL$381.2K
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 | $8.3M | 7.26% | 163,160 | SH |
| 2 | PIMCO ETF TR | MINT | 72201R833 | $6.7M | 5.90% | 66,810 | SH |
| 3 | VANGUARD BD INDEX FDS | BSV | 921937827 | $6.1M | 5.35% | 77,905 | SH |
| 4 | ISHARES TR | GVI | 464288612 | $5.1M | 4.44% | 47,545 | SH |
| 5 | ISHARES TR | ICSH | 46434V878 | $4.5M | 3.96% | 89,165 | SH |
| 6 | PIMCO ETF TR | BOND | 72201R775 | $4.5M | 3.95% | 48,865 | SH |
| 7 | PIMCO ETF TR | LDUR | 72201R718 | $4.4M | 3.89% | 46,350 | SH |
| 8 | VANGUARD INDEX FDS | VTI | 922908769 | $4.4M | 3.89% | 14,213 | SH |
| 9 | ISHARES TR | ISTB | 46432F859 | $4.1M | 3.64% | 85,760 | SH |
| 10 | STRYKER CORPORATION | SYK | 863667101 | $4.0M | 3.53% | 12,319 | SH |
| 11 | AMERICAN CENTY ETF TR | AVSF | 025072687 | $3.7M | 3.25% | 79,380 | SH |
| 12 | ISHARES TR | IEFA | 46432F842 | $3.2M | 2.81% | 36,495 | SH |
| 13 | AMERICAN CENTY ETF TR | AVUS | 025072885 | $2.9M | 2.54% | 26,722 | SH |
| 14 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $2.9M | 2.52% | 36,907 | SH |
| 15 | ISHARES TR | QUAL | 46432F339 | $2.8M | 2.50% | 15,262 | SH |
| 16 | APPLE INC | AAPL | 037833100 | $2.5M | 2.20% | 10,177 | SH |
| 17 | AMERICAN CENTY ETF TR | AVDE | 025072703 | $2.3M | 2.03% | 28,135 | SH |
| 18 | ISHARES GOLD TR | IAU | 464285204 | $2.1M | 1.84% | 24,725 | SH |
| 19 | ISHARES TR | IQLT | 46434V456 | $2.1M | 1.81% | 45,972 | SH |
| 20 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $2.0M | 1.75% | 18,390 | SH |
| 21 | VANGUARD INDEX FDS | VOE | 922908512 | $1.9M | 1.69% | 10,625 | SH |
| 22 | ISHARES TR | LRGF | 46434V282 | $1.8M | 1.57% | 27,905 | SH |
| 23 | AMERICAN CENTY ETF TR | AVDV | 025072802 | $1.7M | 1.47% | 17,365 | SH |
| 24 | ISHARES TR | IVLU | 46435G409 | $1.7M | 1.45% | 42,973 | SH |
| 25 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $1.6M | 1.43% | 1,640 | SH |
| 26 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.6M | 1.39% | 9,584 | SH |
| 27 | MICROSOFT CORP | MSFT | 594918104 | $1.4M | 1.23% | 3,906 | SH |
| 28 | ISHARES TR | INTF | 46434V274 | $1.2M | 1.06% | 31,890 | SH |
| 29 | ELI LILLY & CO | LLY | 532457108 | $1.2M | 1.03% | 1,327 | SH |
| 30 | PHILIP MORRIS INTL INC | PM | 718172109 | $1.2M | 1.02% | 7,077 | SH |
| 31 | VANGUARD INDEX FDS | VBR | 922908611 | $1.1M | 0.99% | 5,335 | SH |
| 32 | AMERICAN CENTY ETF TR | AVLV | 025072349 | $999.8K | 0.88% | 12,685 | SH |
| 33 | SPDR INDEX SHS FDS | SPEM | 78463X509 | $947.8K | 0.83% | 20,845 | SH |
| 34 | JPMORGAN CHASE & CO | JPM | 46625H100 | $855.9K | 0.75% | 3,016 | SH |
| 35 | INVESCO QQQ TR | QQQ | 46090E103 | $854.2K | 0.75% | 1,530 | SH |
| 36 | AMERICAN CENTY ETF TR | AVIV | 025072364 | $756.5K | 0.66% | 10,426 | SH |
| 37 | DEERE & CO | DE | 244199105 | $694.4K | 0.61% | 1,250 | SH |
| 38 | EMERSON ELEC CO | EMR | 291011104 | $678.1K | 0.60% | 5,500 | SH |
| 39 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $676.3K | 0.59% | 5,040 | SH |
| 40 | ISHARES TR | SGOV | 46436E718 | $593.9K | 0.52% | 5,900 | SH |
| 41 | PIMCO ETF TR | PYLD | 72201R585 | $581.4K | 0.51% | 22,300 | SH |
| 42 | PROCTER & GAMBLE CO | PG | 742718109 | $579.2K | 0.51% | 4,002 | SH |
| 43 | ALPHABET INC | GOOGL | 02079K305 | $578.2K | 0.51% | 2,114 | SH |
| 44 | ALTRIA GROUP INC | MO | 02209S103 | $551.8K | 0.48% | 8,233 | SH |
| 45 | VANGUARD INTL EQUITY INDEX F | VSS | 922042718 | $527.6K | 0.46% | 3,730 | SH |
| 46 | AMAZON COM INC | AMZN | 023135106 | $519.1K | 0.46% | 2,583 | SH |
| 47 | AMERICAN CENTY ETF TR | AVES | 025072372 | $430.9K | 0.38% | 7,400 | SH |
| 48 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $414.4K | 0.36% | 3,250 | SH |
| 49 | VANGUARD WORLD FD | VGT | 92204A702 | $401.2K | 0.35% | 600 | SH |
| 50 | MONDELEZ INTL INC | MDLZ | 609207105 | $383.5K | 0.34% | 6,583 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-07 | $114.0M | 77 | 0001951757-26-000801 |
| 2025-12-31 | 2026-05-07 | $107.6M | 71 | 0001951757-26-000800 |