Institutional
MAIMON WEALTH MANAGEMENT LTD.
CIK 0001760401
$114.0M
Reported AUM
77
Positions
Q1 2026
Period
2026-05-07
Filed
The Brief · MAIMON WEALTH MANAGEMENT LTD. · Q1 2026
AI · grounded in 13F
MAIMON WEALTH MANAGEMENT LTD. established a new position in AVIV with a $756,511 investment. The fund also opened a new position in PYLD worth $581,361 and increased its holdings in GVI by 25.58%. On the sell side, the fund trimmed its position in SGOV by 42.72% and closed its position in AGG, resulting in a -$209,748 change.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NEAR | ISHARES U S ETF TR | $50.49 | -0.20% | 4.56% | 20.65% | $8.3M | 7.26% | +10,470 | +6.9% |
| 2 | MINT | PIMCO ETF TR | $100.51 | 0.01% | 5.06% | 18.65% | $6.7M | 5.90% | +760 | +1.2% |
| 3 | BSV | VANGUARD BD INDEX FDS | $77.60 | -0.26% | 4.01% | 8.08% | $6.1M | 5.35% | +7,770 | +11.1% |
| 4 | GVI | ISHARES TR | $105.50 | -0.31% | 4.15% | 4.13% | $5.1M | 4.44% | +9,685 | +25.6% |
| 5 | ICSH | ISHARES TR | $50.44 | -0.04% | 4.69% | 19.72% | $4.5M | 3.96% | −8,410 | −8.6% |
| 6 | BOND | PIMCO ETF TR | $91.24 | -0.57% | 6.80% | 0.63% | $4.5M | 3.95% | +5,765 | +13.4% |
| 7 | LDUR | PIMCO ETF TR | $95.10 | -0.16% | 4.75% | 11.59% | $4.4M | 3.89% | +3,710 | +8.7% |
| 8 | VTI | VANGUARD INDEX FDS | $363.38 | -2.68% | 24.59% | 71.45% | $4.4M | 3.89% | +1,378 | +10.7% |
| 9 | ISTB | ISHARES TR | $48.04 | -0.27% | 4.53% | 9.43% | $4.1M | 3.64% | +6,134 | +7.7% |
| 10 | SYK | STRYKER CORPORATION | $305.66 | 1.48% | -19.61% | 18.51% | $4.0M | 3.53% | +21 | +0.2% |
| 11 | AVSF | AMERICAN CENTY ETF TR | $46.38 | -0.28% | 4.47% | 9.15% | $3.7M | 3.25% | +5,200 | +7.0% |
| 12 | IEFA | ISHARES TR | $95.56 | -2.60% | 18.86% | 46.61% | $3.2M | 2.81% | +1,970 | +5.7% |
| 13 | AVUS | AMERICAN CENTY ETF TR | $125.15 | -2.49% | 28.91% | 78.37% | $2.9M | 2.54% | −50 | −0.2% |
| 14 | AVEM | AMERICAN CENTY ETF TR | $91.23 | -6.45% | 40.78% | 58.26% | $2.9M | 2.52% | +4,170 | +12.7% |
| 15 | QUAL | ISHARES TR | $213.14 | -1.93% | 19.32% | 64.31% | $2.8M | 2.50% | +1,632 | +12.0% |
| 16 | AAPL | APPLE INC | $307.34 | -1.25% | 51.31% | 116.17% | $2.5M | 2.20% | +921 | +10.0% |
| 17 | AVDE | AMERICAN CENTY ETF TR | $89.07 | -2.63% | 24.55% | 60.13% | $2.3M | 2.03% | −70 | −0.2% |
| 18 | IAU | ISHARES GOLD TR | $81.22 | -3.63% | 30.01% | 135.01% | $2.1M | 1.84% | −3,735 | −13.1% |
| 19 | IQLT | ISHARES TR | $48.19 | -2.49% | 14.00% | 37.33% | $2.1M | 1.81% | +3,620 | +8.5% |
| 20 | AVUV | AMERICAN CENTY ETF TR | $119.70 | -1.44% | 35.45% | 76.66% | $2.0M | 1.75% | +1,810 | +10.9% |
| 21 | VOE | VANGUARD INDEX FDS | $195.39 | -0.90% | 22.75% | 53.99% | $1.9M | 1.69% | −5 | −0.0% |
| 22 | LRGF | ISHARES TR | $74.85 | -2.51% | 21.57% | 83.62% | $1.8M | 1.57% | +6,465 | +30.2% |
| 23 | AVDV | AMERICAN CENTY ETF TR | $105.99 | -3.19% | 39.79% | 90.17% | $1.7M | 1.47% | +880 | +5.3% |
| 24 | IVLU | ISHARES TR | $42.04 | -2.48% | 32.04% | 97.28% | $1.7M | 1.45% | +2,725 | +6.8% |
| 25 | COST | COSTCO WHOLESALE CORPORATION | $971.87 | -0.05% | -3.70% | 138.72% | $1.6M | 1.43% | — | HELD |
| 26 | NVDA | NVIDIA CORPORATION | $205.10 | -6.20% | 44.92% | 955.49% | $1.6M | 1.39% | +520 | +5.7% |
| 27 | MSFT | MICROSOFT CORP | $416.67 | -2.66% | -10.71% | 52.39% | $1.4M | 1.23% | +80 | +2.1% |
| 28 | INTF | ISHARES TR | $40.75 | -2.23% | 23.01% | 58.23% | $1.2M | 1.06% | +5,515 | +20.9% |
| 29 | LLY | ELI LILLY & CO | $1131.42 | 0.55% | 48.00% | 387.10% | $1.2M | 1.03% | — | HELD |
| 30 | PM | PHILIP MORRIS INTL INC | $178.29 | 1.89% | 1.58% | 123.17% | $1.2M | 1.02% | — | HELD |
| 31 | VBR | VANGUARD INDEX FDS | $234.32 | -1.10% | — | — | $1.1M | 0.99% | — | HELD |
| 32 | AVLV | AMERICAN CENTY ETF TR | $89.80 | -1.74% | — | — | $1000K | 0.88% | +2,635 | +26.2% |
| 33 | SPEM | SPDR INDEX SHS FDS | $50.53 | -4.04% | — | — | $948K | 0.83% | — | HELD |
| 34 | JPM | JPMORGAN CHASE & CO | $312.37 | 0.48% | — | — | $856K | 0.75% | — | HELD |
| 35 | QQQ | INVESCO QQQ TR | $705.06 | -4.80% | — | — | $854K | 0.75% | — | HELD |
| 36 | AVIV | AMERICAN CENTY ETF TR | $77.78 | -2.42% | — | — | $757K | 0.66% | +10,426 | NEW |
| 37 | DE | DEERE & CO | $583.44 | -1.40% | — | — | $694K | 0.61% | — | HELD |
| 38 | EMR | EMERSON ELEC CO | $138.12 | -2.77% | — | — | $678K | 0.60% | — | HELD |
| 39 | VT | VANGUARD INTL EQUITY INDEX F | $153.68 | -3.07% | — | — | $676K | 0.59% | — | HELD |
| 40 | SGOV | ISHARES TR | $100.45 | 0.03% | — | — | $594K | 0.52% | −4,400 | −42.7% |
| 41 | PYLD | PIMCO ETF TR | $26.24 | -0.34% | — | — | $581K | 0.51% | +22,300 | NEW |
| 42 | PG | PROCTER & GAMBLE CO | $146.54 | 4.09% | — | — | $579K | 0.51% | −145 | −3.5% |
| 43 | GOOGL | ALPHABET INC | $368.53 | -0.98% | — | — | $578K | 0.51% | +65 | +3.2% |
| 44 | MO | ALTRIA GROUP INC | $72.19 | 2.25% | — | — | $552K | 0.48% | — | HELD |
| 45 | VSS | VANGUARD INTL EQUITY INDEX F | $154.39 | -3.51% | — | — | $528K | 0.46% | — | HELD |
| 46 | AMZN | AMAZON COM INC | $246.03 | -3.06% | — | — | $519K | 0.46% | +284 | +12.4% |
| 47 | AVES | AMERICAN CENTY ETF TR | $64.47 | -4.91% | — | — | $431K | 0.38% | +7,400 | NEW |
| 48 | XLK | SELECT SECTOR SPDR TR | $180.30 | -6.66% | — | — | $414K | 0.36% | +3,250 | NEW |
| 49 | VGT | VANGUARD WORLD FD | $115.28 | -6.14% | — | — | $401K | 0.35% | — | HELD |
| 50 | MDLZ | MONDELEZ INTL INC | $62.04 | 1.72% | — | — | $383K | 0.34% | — | HELD |
| 51 | HD | HOME DEPOT INC | $310.78 | 0.27% | — | — | $383K | 0.34% | −15 | −1.3% |
| 52 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $381K | 0.33% | +803 | NEW |
| 53 | MCD | MCDONALDS CORP | $279.84 | 2.61% | — | — | $351K | 0.31% | — | HELD |
| 54 | WMT | WALMART INC | $118.88 | 0.97% | — | — | $351K | 0.31% | — | HELD |
| 55 | CAT | CATERPILLAR INC | $904.28 | -3.85% | — | — | $334K | 0.29% | — | HELD |
| 56 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $415.17 | -6.69% | — | — | $329K | 0.29% | +41 | +4.1% |
| 57 | CSCO | CISCO SYS INC | $121.64 | -6.43% | — | — | $316K | 0.28% | — | HELD |
| 58 | XOM | EXXON MOBIL CORP | $149.92 | -1.39% | — | — | $292K | 0.26% | — | HELD |
| 59 | VXUS | VANGUARD STAR FDS | $83.03 | -3.73% | — | — | $282K | 0.25% | — | HELD |
| 60 | CL | COLGATE PALMOLIVE CO | $88.58 | 4.09% | — | — | $280K | 0.25% | — | HELD |
| 61 | APD | AIR PRODUCTS AND CHEMICALS I | $282.35 | -0.18% | — | — | $277K | 0.24% | — | HELD |
| 62 | AMD | ADVANCED MICRO DEVICES INC | $466.38 | -10.86% | — | — | $268K | 0.24% | +265 | +24.0% |
| 63 | ACWI | ISHARES TR | $154.39 | -2.98% | — | — | $267K | 0.23% | +400 | +25.2% |
| 64 | VO | VANGUARD INDEX FDS | $78.53 | -2.06% | — | — | $262K | 0.23% | −70 | −7.0% |
| 65 | VGK | VANGUARD INTL EQUITY INDEX F | $87.13 | -1.98% | — | — | $259K | 0.23% | — | HELD |
| 66 | KO | COCA COLA CO | $79.48 | 3.46% | — | — | $238K | 0.21% | −86 | −2.7% |
| 67 | AVGV | AMERICAN CENTY ETF TR | $83.94 | -2.19% | — | — | $233K | 0.20% | +3,050 | NEW |
| 68 | MMM | 3M CO | $153.76 | 0.65% | — | — | $221K | 0.19% | — | HELD |
| 69 | TRV | TRAVELERS COMPANIES INC | $303.25 | 3.35% | — | — | $214K | 0.19% | — | HELD |
| 70 | VEA | VANGUARD TAX-MANAGED FDS | $69.17 | -3.72% | — | — | $211K | 0.19% | — | HELD |
| 71 | CVX | CHEVRON CORPORATION | $187.31 | -0.55% | — | — | $211K | 0.18% | +1,000 | NEW |
| 72 | BIL | SPDR SERIES TRUST | $91.45 | 0.04% | — | — | $205K | 0.18% | — | HELD |
| 73 | SUSA | ISHARES TR | $150.89 | -2.66% | — | — | $204K | 0.18% | — | HELD |
| 74 | NBB | NUVEEN TAXABLE MUNICPAL INM | $15.67 | -0.63% | — | — | $153K | 0.13% | — | HELD |
| 75 | GBAB | GUGGENHEIM TAXABLE MUNICP BO | $14.06 | -0.14% | — | — | $140K | 0.12% | — | HELD |
| 76 | BLW | BLACKROCK LTD DURATION INCOM | $12.26 | -1.13% | — | — | $122K | 0.11% | — | HELD |
| 77 | PCN | PIMCO CORPORATE & INCM STRG | $11.70 | -1.02% | — | — | $115K | 0.10% | — | HELD |
| 78 | AGG | ISHARES TR | $98.17 | -0.50% | — | — | — | — | −2,100 | EXITED |
Source: SEC EDGAR · accession 0001951757-26-000801. 13F discloses long positions only — shorts, foreign equities, and options are excluded.