Maimon Wealth Management Ltd. Top Holdings and 13F Report (2026) About Maimon Wealth Management Ltd.Investment ActivityMaimon Wealth Management Ltd. has $113.96 million in total holdings as of March 31, 2026.Maimon Wealth Management Ltd. owns shares of 77 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 8.63% of the portfolio was purchased this quarter.About 1.28% of the portfolio was sold this quarter.This quarter, Maimon Wealth Management Ltd. has purchased 71 new stocks and bought additional shares in 28 stocks.Maimon Wealth Management Ltd. sold shares of 10 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Short Duration Bond Active ETF $8,278,738PIMCO Enhanced Short Maturity Exchange-Traded Fund $6,718,414Vanguard Short-Term Bond ETF $6,099,962iShares Intermediate Government/Credit Bond ETF $5,063,305iShares Ultra Short-Term Bond Active ETF $4,512,641 Largest New Holdings this Quarter 025072364 - Avantis International Large Cap Value ETF $756,511 Holding72201R585 - PIMCO Multi Sector Bond Active ETF $581,361 Holding025072372 - Avantis Emerging Markets Value ETF $430,902 Holding81369Y803 - Technology Select Sector SPDR Fund $414,378 Holding084670702 - Berkshire Hathaway $381,152 Holding Largest Purchases this Quarter iShares Intermediate Government/Credit Bond ETF 9,685 shares (about $1.03M)Avantis International Large Cap Value ETF 10,426 shares (about $756.51K)Vanguard Short-Term Bond ETF 7,770 shares (about $608.39K)PIMCO Multi Sector Bond Active ETF 22,300 shares (about $581.36K)iShares Short Duration Bond Active ETF 10,470 shares (about $531.25K) Largest Sales this Quarter iShares 0-3 Month Treasury Bond ETF 4,400 shares (about $442.90K)iShares Ultra Short-Term Bond Active ETF 8,410 shares (about $425.63K)iShares Gold Trust 3,735 shares (about $317.21K)Procter & Gamble 145 shares (about $20.98K)Vanguard Mid-Cap ETF 70 shares (about $19.67K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMaimon Wealth Management Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNEARiShares Short Duration Bond Active ETF$8,278,738$531,248 ▲6.9%163,1607.3%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$6,718,414$76,426 ▲1.2%66,8105.9%ETFBSVVanguard Short-Term Bond ETF$6,099,962$608,391 ▲11.1%77,9055.4%ETFGVIiShares Intermediate Government/Credit Bond ETF$5,063,305$1,031,404 ▲25.6%47,5454.4%ETFICSHiShares Ultra Short-Term Bond Active ETF$4,512,641$425,630 ▼-8.6%89,1654.0%ETFPIMCO ETF TR$4,498,023$530,668 ▲13.4%48,8653.9%ACTIVE BD ETFLDURPIMCO Low Duration Exchange-Traded Fund$4,433,146$354,843 ▲8.7%46,3503.9%ETFVTIVanguard Total Stock Market ETF$4,429,908$429,495 ▲10.7%14,2133.9%ETFISTBiShares Core 1-5 Year USD Bond ETF$4,147,354$296,640 ▲7.7%85,7603.6%ManufacturingSYKStryker$4,017,226$6,848 ▲0.2%12,3193.5%MedicalAVSFAvantis Short-Term Fixed Income ETF$3,707,451$242,867 ▲7.0%79,3803.3%ETFIEFAiShares Core MSCI EAFE ETF$3,200,247$172,749 ▲5.7%36,4952.8%ETFAVUSAvantis U.S. Equity ETF$2,889,183$5,406 ▼-0.2%26,7222.5%ETFAVEMAvantis Emerging Markets Equity ETF$2,870,626$324,343 ▲12.7%36,9072.5%ETFQUALiShares MSCI USA Quality Factor ETF$2,846,210$304,352 ▲12.0%15,2622.5%ETFAAPLApple$2,509,954$227,146 ▲10.0%10,1772.2%Computer and TechnologyAVDEAvantis International Equity ETF$2,313,541$5,756 ▼-0.2%28,1352.0%ETFIAUiShares Gold Trust$2,099,894$317,214 ▼-13.1%24,7251.8%FinanceIQLTiShares MSCI Intl Quality Factor ETF$2,060,465$162,248 ▲8.5%45,9721.8%ETFAVUVAvantis U.S. Small Cap Value ETF$1,991,085$195,969 ▲10.9%18,3901.7%ETFVOEVanguard Mid-Cap Value ETF$1,928,012$907 ▼0.0%10,6251.7%ETFLRGFiShares U.S. Equity Factor ETF$1,789,548$414,601 ▲30.2%27,9051.6%ETFAVDVAvantis International Small Cap Value ETF$1,677,459$85,008 ▲5.3%17,3651.5%ETFIVLUiShares MSCI Intl Value Factor ETF$1,654,890$104,940 ▲6.8%42,9731.5%ETFCOSTCostco Wholesale$1,634,3910.0%1,6401.4%Retail/WholesaleNVDANVIDIA$1,582,989$85,888 ▲5.7%9,5841.4%Computer and TechnologyMSFTMicrosoft$1,402,098$28,717 ▲2.1%3,9061.2%Computer and TechnologyINTFiShares International Equity Factor ETF$1,206,399$208,633 ▲20.9%31,8901.1%ETFLLYEli Lilly and Company$1,176,5580.0%1,3271.0%MedicalPMPhilip Morris International$1,166,5020.0%7,0771.0%Consumer StaplesVBRVanguard Small-Cap Value ETF$1,132,5670.0%5,3351.0%ETFAVLVAvantis U.S. Large Cap Value ETF$999,832$207,691 ▲26.2%12,6850.9%ETFSPEMSPDR Portfolio Emerging Markets ETF$947,8220.0%20,8450.8%ETFJPMJPMorgan Chase & Co.$855,8500.0%3,0160.8%FinanceQQQInvesco QQQ$854,1680.0%1,5300.7%FinanceAVIVAvantis International Large Cap Value ETF$756,511$756,511 ▲New Holding10,4260.7%ETFDEDeere & Company$694,3750.0%1,2500.6%IndustrialsEMREmerson Electric$678,1500.0%5,5000.6%IndustrialsVTVanguard Total World Stock ETF$676,3180.0%5,0400.6%ETFSGOViShares 0-3 Month Treasury Bond ETF$593,894$442,904 ▼-42.7%5,9000.5%ETFPYLDPIMCO Multi Sector Bond Active ETF$581,361$581,361 ▲New Holding22,3000.5%ETFPGProcter & Gamble$579,169$20,984 ▼-3.5%4,0020.5%Consumer StaplesGOOGLAlphabet$578,179$17,778 ▲3.2%2,1140.5%Computer and TechnologyMOAltria Group$551,7760.0%8,2330.5%Consumer StaplesVSSVanguard FTSE All-World ex-US Small-Cap ETF$527,6460.0%3,7300.5%ETFAMZNAmazon.com$519,054$57,070 ▲12.4%2,5830.5%Retail/WholesaleAVESAvantis Emerging Markets Value ETF$430,902$430,902 ▲New Holding7,4000.4%ETFXLKTechnology Select Sector SPDR Fund$414,378$414,378 ▲New Holding3,2500.4%ETFVGTVanguard Information Technology ETF$401,2200.0%6000.4%ETFMDLZMondelez International$383,4600.0%6,5830.3%Consumer StaplesHDHome Depot$382,700$4,852 ▼-1.3%1,1830.3%Retail/WholesaleBRK.BBerkshire Hathaway$381,152$381,152 ▲New Holding8030.3%FinanceMCDMcDonald's$351,4160.0%1,1390.3%Retail/WholesaleWALMART INC$351,2340.0%2,8440.3%COMCATCaterpillar$333,7150.0%5000.3%IndustrialsTSMTaiwan Semiconductor Manufacturing$329,476$12,976 ▲4.1%1,0410.3%Computer and TechnologyCSCOCisco Systems$315,8640.0%4,1000.3%Computer and TechnologyXOMExxonMobil$291,8420.0%1,7020.3%EnergyVXUSVanguard Total International Stock ETF$281,7280.0%3,7750.2%ETFCLColgate-Palmolive$279,9940.0%3,2660.2%Consumer StaplesAPDAir Products and Chemicals$276,9820.0%9500.2%Basic MaterialsAMDAdvanced Micro Devices$268,183$51,951 ▲24.0%1,3680.2%Computer and TechnologyACWIiShares MSCI ACWI ETF$267,038$53,676 ▲25.2%1,9900.2%ManufacturingVOVanguard Mid-Cap ETF$262,108$19,665 ▼-7.0%9330.2%ETFVGKVanguard FTSE Europe ETF$258,6190.0%3,2380.2%ETFKOCocaCola$237,810$6,559 ▼-2.7%3,1180.2%Consumer StaplesAVGVAvantis All Equity Markets Value ETF$232,532$232,532 ▲New Holding3,0500.2%ETFMMM3M$220,9060.0%1,5500.2%Multi-Sector ConglomeratesTRVTravelers Companies$214,1960.0%7340.2%FinanceVEAVanguard FTSE Developed Markets ETF$210,9020.0%3,4000.2%ETFCVXChevron$210,710$210,710 ▲New Holding1,0000.2%EnergyBILSPDR Bloomberg 1-3 Month T-Bill ETF$205,1820.0%2,2390.2%ETFSUSAiShares MSCI USA ESG Select ETF$204,4580.0%1,5900.2%ETFNBBNuveen Taxable Municipal Income Fund$152,9000.0%10,0000.1%Financial ServicesGBABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust$139,9000.0%10,0000.1%Financial ServicesBLWBlackRock Limited Duration Income Trust$121,6000.0%10,0000.1%Financial ServicesPCNPIMCO Corporate & Income Strategy Fund$115,0000.0%10,0000.1%Financial ServicesAGGiShares Core U.S. Aggregate Bond ETF$0$209,748 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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