Maimon Wealth Management Ltd. 13F Holdings · Q2 2026
Maimon Wealth Management Ltd. reported 80 securities worth $129.82M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NEAR (6.75%), MINT (5.38%), BSV (5.27%). Among its top 25 positions this quarter: 22 added, 2 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NEAR | ISHARES U S ETF TR | $8.8M | 6.75% | 172,910 | Added |
| 2 | MINT | PIMCO ETF TR | $7.0M | 5.38% | 69,220 | Added |
| 3 | BSV | VANGUARD BD INDEX FDS | $6.8M | 5.27% | 87,735 | Added |
| 4 | GVI | ISHARES TR | $5.8M | 4.48% | 54,775 | Added |
| 5 | VTI | VANGUARD INDEX FDS | $5.6M | 4.32% | 15,148 | Added |
| 6 | BOND | PIMCO ETF TR | $5.6M | 4.31% | 60,685 | Added |
| 7 | ICSH | ISHARES TR | $5.3M | 4.06% | 104,115 | Added |
| 8 | LDUR | PIMCO ETF TR | $5.1M | 3.94% | 53,530 | Added |
| 9 | ISTB | ISHARES TR | $4.4M | 3.43% | 92,160 | Added |
| 10 | AVSF | AMERICAN CENTY ETF TR | $4.1M | 3.18% | 88,580 | Added |
| 11 | SYK | STRYKER CORPORATION | $3.9M | 2.99% | 12,329 | Added |
| 12 | AVEM | AMERICAN CENTY ETF TR | $3.7M | 2.84% | 38,157 | Added |
| 13 | IEFA | ISHARES TR | $3.6M | 2.79% | 37,520 | Added |
| 14 | QUAL | ISHARES TR | $3.6M | 2.78% | 16,472 | Added |
| 15 | AVUS | AMERICAN CENTY ETF TR | $3.4M | 2.61% | 26,502 | Trimmed |
| 16 | AAPL | APPLE INC | $2.7M | 2.09% | 9,395 | Trimmed |
| 17 | AVDE | AMERICAN CENTY ETF TR | $2.5M | 1.93% | 28,135 | Hold |
| 18 | LRGF | ISHARES TR | $2.4M | 1.85% | 31,705 | Added |
| 19 | AVUV | AMERICAN CENTY ETF TR | $2.4M | 1.82% | 18,910 | Added |
| 20 | IQLT | ISHARES TR | $2.3M | 1.81% | 47,387 | Added |
| 21 | VOE | VANGUARD INDEX FDS | $2.1M | 1.64% | 10,759 | Added |
| 22 | NVDA | NVIDIA CORPORATION | $1.9M | 1.49% | 9,680 | Added |
| 23 | IAU | ISHARES GOLD TR | $1.9M | 1.48% | 25,490 | Added |
| 24 | IVLU | ISHARES TR | $1.9M | 1.46% | 45,358 | Added |
| 25 | AVDV | AMERICAN CENTY ETF TR | $1.8M | 1.39% | 17,525 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR