Maimon Wealth Management Ltd. Top Holdings and 13F Report (2026) About Maimon Wealth Management Ltd.Investment ActivityMaimon Wealth Management Ltd. has $129.82 million in total holdings as of June 30, 2026.Maimon Wealth Management Ltd. owns shares of 80 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 9.20% of the portfolio was purchased this quarter.About 2.51% of the portfolio was sold this quarter.This quarter, Maimon Wealth Management Ltd. has purchased 77 new stocks and bought additional shares in 50 stocks.Maimon Wealth Management Ltd. sold shares of 6 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Short Duration Bond Active ETF $8,759,621PIMCO Enhanced Short Maturity Exchange-Traded Fund $6,978,068Vanguard Short-Term Bond ETF $6,837,049iShares Intermediate Government/Credit Bond ETF $5,811,354Vanguard Total Stock Market ETF $5,605,695 Largest New Holdings this Quarter 24703L202 - Dell Technologies $406,867 Holding921910816 - Vanguard Mega Cap Growth ETF $383,727 Holding697435105 - Palo Alto Networks $298,734 Holding922908736 - Vanguard Growth ETF $228,960 Holding464287465 - iShares MSCI EAFE ETF $225,420 Holding Largest Purchases this Quarter Avantis All Equity Markets Value ETF 13,150 shares (about $1.12M)PIMCO ETF TR 11,820 shares (about $1.09M)iShares Intermediate Government/Credit Bond ETF 7,230 shares (about $767.07K)Vanguard Short-Term Bond ETF 9,830 shares (about $766.04K)iShares Ultra Short-Term Bond Active ETF 14,950 shares (about $756.17K) Largest Sales this Quarter iShares 0-3 Month Treasury Bond ETF 2,500 shares (about $251.68K)Apple 782 shares (about $226.28K)Berkshire Hathaway 155 shares (about $77.56K)Avantis U.S. Equity ETF 220 shares (about $28.18K)Procter & Gamble 101 shares (about $14.81K) 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$8,759,621$493,935 â–²6.0%172,9106.7%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$6,978,068$242,952 â–²3.6%69,2205.4%ETFBSVVanguard Short-Term Bond ETF$6,837,049$766,036 â–²12.6%87,7355.3%ETFGVIiShares Intermediate Government/Credit Bond ETF$5,811,354$767,067 â–²15.2%54,7754.5%ETFVTIVanguard Total Stock Market ETF$5,605,695$346,008 â–²6.6%15,1484.3%ETFPIMCO ETF TR$5,595,764$1,089,922 â–²24.2%60,6854.3%ACTIVE BD ETFICSHiShares Ultra Short-Term Bond Active ETF$5,266,137$756,171 â–²16.8%104,1154.1%ETFLDURPIMCO Low Duration Exchange-Traded Fund$5,118,003$686,480 â–²15.5%53,5303.9%ETFISTBiShares Core 1-5 Year USD Bond ETF$4,446,720$308,800 â–²7.5%92,1603.4%ETFAVSFAvantis Short-Term Fixed Income ETF$4,125,002$428,426 â–²11.6%88,5803.2%ETFSYKStryker$3,881,662$3,148 â–²0.1%12,3293.0%HealthcareAVEMAvantis Emerging Markets Equity ETF$3,681,769$120,613 â–²3.4%38,1572.8%ETFIEFAiShares Core MSCI EAFE ETF$3,623,682$98,995 â–²2.8%37,5202.8%ETFQUALiShares MSCI USA Quality Factor ETF$3,614,451$265,510 â–²7.9%16,4722.8%ETFAVUSAvantis U.S. Equity ETF$3,394,376$28,178 â–¼-0.8%26,5022.6%ETFAAPLApple$2,718,537$226,280 â–¼-7.7%9,3952.1%TechnologyAVDEAvantis International Equity ETF$2,509,6420.0%28,1351.9%ETFLRGFiShares U.S. Equity Factor ETF$2,397,849$287,394 â–²13.6%31,7051.8%ETFAVUVAvantis U.S. Small Cap Value ETF$2,359,212$64,875 â–²2.8%18,9101.8%ETFIQLTiShares MSCI Intl Quality Factor ETF$2,348,026$70,113 â–²3.1%47,3871.8%ETFVOEVanguard Mid-Cap Value ETF$2,126,213$26,481 â–²1.3%10,7591.6%ETFNVDANVIDIA$1,936,871$19,209 â–²1.0%9,6801.5%TechnologyIAUiShares Gold Trust$1,924,750$57,765 â–²3.1%25,4901.5%ETFIVLUiShares MSCI Intl Value Factor ETF$1,896,872$99,741 â–²5.5%45,3581.5%ETFAVDVAvantis International Small Cap Value ETF$1,805,951$16,488 â–²0.9%17,5251.4%ETFCOSTCostco Wholesale$1,557,558$23,387 â–²1.5%1,6651.2%Consumer StaplesMSFTMicrosoft$1,536,842$79,826 â–²5.5%4,1201.2%TechnologyINTFiShares International Equity Factor ETF$1,524,736$218,522 â–²16.7%37,2251.2%ETFAVGVAvantis All Equity Markets Value ETF$1,375,056$1,116,172 â–²431.1%16,2001.1%ETFVBRVanguard Small-Cap Value ETF$1,314,333$17,981 â–²1.4%5,4091.0%ETFPMPhilip Morris International$1,311,959$31,659 â–²2.5%7,2521.0%Consumer StaplesAVLVAvantis U.S. Large Cap Value ETF$1,245,016$88,018 â–²7.6%13,6501.0%ETFQQQInvesco QQQ$1,226,106$99,414 â–²8.8%1,6650.9%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,079,3540.0%20,8450.8%ETFGOOGLAlphabet$826,239$70,759 â–²9.4%2,3120.6%Communication ServicesAVIVAvantis International Large Cap Value ETF$814,923$7,742 â–²1.0%10,5260.6%ETFDEDeere & Company$792,9120.0%1,2500.6%IndustrialsVTVanguard Total World Stock ETF$791,0280.0%5,0400.6%ETFAMDAdvanced Micro Devices$788,876$5,809 â–¼-0.7%1,3580.6%TechnologyEMREmerson Electric$787,3250.0%5,5000.6%IndustrialsAMZNAmazon.com$684,274$68,642 â–²11.1%2,8710.5%Consumer DiscretionaryVGTVanguard Information Technology ETF$669,312$597,600 â–²833.3%5,6000.5%ETFPYLDPIMCO Multi Sector Bond Active ETF$660,348$68,952 â–²11.7%24,9000.5%ETFMOAltria Group$592,3640.0%8,2330.5%Consumer StaplesVSSVanguard FTSE All-World ex-US Small-Cap ETF$575,5020.0%3,7300.4%ETFPGProcter & Gamble$572,043$14,811 â–¼-2.5%3,9010.4%Consumer StaplesCATCaterpillar$559,072$26,622 â–²5.0%5250.4%IndustrialsCSCOCisco Systems$553,941$72,355 â–²15.0%4,7160.4%TechnologyTSMTaiwan Semiconductor Manufacturing$508,612$11,462 â–²2.3%1,0650.4%TechnologyAVESAvantis Emerging Markets Value ETF$492,000$6,560 â–²1.4%7,5000.4%ETFHDHome Depot$429,212$11,991 â–²2.9%1,2170.3%Consumer DiscretionaryDELLDell Technologies$406,867$406,867 â–²New Holding9430.3%TechnologyACWIiShares MSCI ACWI ETF$384,576$72,206 â–²23.1%2,4500.3%ETFMGKVanguard Mega Cap Growth ETF$383,727$383,727 â–²New Holding4,3650.3%ETFMDLZMondelez International$382,727$1,967 â–²0.5%6,6170.3%Consumer StaplesVXUSVanguard Total International Stock ETF$343,755$21,031 â–²6.5%4,0210.3%ETFSGOViShares 0-3 Month Treasury Bond ETF$342,278$251,675 â–¼-42.4%3,4000.3%ETFWALMART INC$325,962$3,851 â–²1.2%2,8780.3%COMBRK.BBerkshire Hathaway$324,253$77,561 â–¼-19.3%6480.2%FinanceMCDMcDonald's$317,074$9,191 â–²3.0%1,1730.2%Consumer DiscretionaryVOVanguard Mid-Cap ETF$300,687$225,515 â–²300.0%3,7320.2%ETFCLColgate-Palmolive$299,4270.0%3,2660.2%Consumer StaplesPANWPalo Alto Networks$298,734$298,734 â–²New Holding8760.2%TechnologyVGKVanguard FTSE Europe ETF$286,6930.0%3,2380.2%ETFAPDAir Products and Chemicals$285,850$7,329 â–²2.6%9750.2%MaterialsXOMExxonMobil$271,116$38,418 â–²16.5%1,9830.2%EnergyKOCocaCola$260,552$7,152 â–²2.8%3,2060.2%Consumer StaplesVEAVanguard FTSE Developed Markets ETF$254,861$12,611 â–²5.2%3,5770.2%ETFMMM3M$250,9600.0%1,5500.2%IndustrialsSUSAiShares MSCI USA ESG Select ETF$245,3370.0%1,5900.2%ETFTRVTravelers Companies$242,3080.0%7340.2%FinanceVUGVanguard Growth ETF$228,960$228,960 â–²New Holding2,6580.2%ETFEFAiShares MSCI EAFE ETF$225,420$225,420 â–²New Holding2,1700.2%ETFIWDiShares Russell 1000 Value ETF$206,066$206,066 â–²New Holding8500.2%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$205,1820.0%2,2390.2%ETFTAT&T$166,603$166,603 â–²New Holding150,8400.1%Communication ServicesNBBNuveen Taxable Municipal Income Fund$157,8000.0%10,0000.1%FinanceGBABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust$144,6000.0%10,0000.1%FinanceBLWBlackRock Limited Duration Income Trust$124,9000.0%10,0000.1%FinancePCNPIMCO Corporate & Income Strategy Fund$119,5000.0%10,0000.1%FinanceLLYEli Lilly and Company$0$1,176,558 â–¼-100.0%00.0%HealthcareJPMJPMorgan Chase & Co.$0$855,850 â–¼-100.0%00.0%FinanceXLKTechnology Select Sector SPDR Fund$0$414,378 â–¼-100.0%00.0%ETFCVXChevron$0$210,710 â–¼-100.0%00.0%EnergyShowing largest 100 holdings. 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