MAIMON WEALTH MANAGEMENT LTD.

Est. AUM

$114.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES U S ETF TR	SHORT DURATION B	$8.3M	163160	7.26%	SOLE
2	PIMCO ETF TR	ENHAN SHRT MA AC	$6.7M	66810	5.90%	SOLE
3	VANGUARD BD INDEX FDS	SHORT TRM BOND	$6.1M	77905	5.35%	SOLE
4	ISHARES TR	INTRM GOV CR ETF	$5.1M	47545	4.44%	SOLE
5	ISHARES TR	ULTRA SHORT DUR	$4.5M	89165	3.96%	SOLE
6	PIMCO ETF TR	ACTIVE BD ETF	$4.5M	48865	3.95%	SOLE
7	PIMCO ETF TR	ENHNCD LW DUR AC	$4.4M	46350	3.89%	SOLE
8	VANGUARD INDEX FDS	TOTAL STK MKT	$4.4M	14213	3.89%	SOLE
9	ISHARES TR	CORE 1 5 YR USD	$4.1M	85760	3.64%	SOLE
10	STRYKER CORPORATION	COM	$4.0M	12319	3.52%	SOLE
11	AMERICAN CENTY ETF TR	AVANTIS SHFXDINC	$3.7M	79380	3.25%	SOLE
12	ISHARES TR	CORE MSCI EAFE	$3.2M	36495	2.81%	SOLE
13	AMERICAN CENTY ETF TR	US EQT ETF	$2.9M	26722	2.54%	SOLE
14	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$2.9M	36907	2.52%	SOLE
15	ISHARES TR	MSCI USA QLT FCT	$2.8M	15262	2.50%	SOLE
16	APPLE INC	COM	$2.5M	10177	2.20%	SOLE
17	AMERICAN CENTY ETF TR	INTL EQT ETF	$2.3M	28135	2.03%	SOLE
18	ISHARES GOLD TR	ISHARES NEW	$2.1M	24725	1.84%	SOLE
19	ISHARES TR	MSCI INTL QUALTY	$2.1M	45972	1.81%	SOLE
20	AMERICAN CENTY ETF TR	US SML CP VALU	$2.0M	18390	1.75%	SOLE
21	VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.9M	10625	1.69%	SOLE
22	ISHARES TR	U S EQUITY FACTR	$1.8M	27905	1.57%	SOLE
23	AMERICAN CENTY ETF TR	INTL SMCP VLU	$1.7M	17365	1.47%	SOLE
24	ISHARES TR	MSCI INTL VLU FT	$1.7M	42973	1.45%	SOLE
25	COSTCO WHOLESALE CORPORATION	COM	$1.6M	1640	1.43%	SOLE
26	NVIDIA CORPORATION	COM	$1.6M	9584	1.39%	SOLE
27	MICROSOFT CORP	COM	$1.4M	3906	1.23%	SOLE
28	ISHARES TR	INTL EQTY FACTOR	$1.2M	31890	1.06%	SOLE
29	ELI LILLY & CO	COM	$1.2M	1327	1.03%	SOLE
30	PHILIP MORRIS INTL INC	COM	$1.2M	7077	1.02%	SOLE
31	VANGUARD INDEX FDS	SM CP VAL ETF	$1.1M	5335	0.99%	SOLE
32	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$1.0M	12685	0.88%	SOLE
33	SPDR INDEX SHS FDS	STATE STREET SPD	$948K	20845	0.83%	SOLE
34	JPMORGAN CHASE & CO	COM	$856K	3016	0.75%	SOLE
35	INVESCO QQQ TR	UNIT SER 1	$854K	1530	0.75%	SOLE
36	AMERICAN CENTY ETF TR	INTERNATIONAL LR	$757K	10426	0.66%	SOLE
37	DEERE & CO	COM	$694K	1250	0.61%	SOLE
38	EMERSON ELEC CO	COM	$678K	5500	0.59%	SOLE
39	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$676K	5040	0.59%	SOLE
40	ISHARES TR	0-3 MNTH TREASRY	$594K	5900	0.52%	SOLE
41	PIMCO ETF TR	MULTISECTOR BD	$581K	22300	0.51%	SOLE
42	PROCTER & GAMBLE CO	COM	$579K	4002	0.51%	SOLE
43	ALPHABET INC	CAP STK CL A	$578K	2114	0.51%	SOLE
44	ALTRIA GROUP INC	COM	$552K	8233	0.48%	SOLE
45	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$528K	3730	0.46%	SOLE
46	AMAZON COM INC	COM	$519K	2583	0.46%	SOLE
47	AMERICAN CENTY ETF TR	EMERGING MKT VAL	$431K	7400	0.38%	SOLE
48	SELECT SECTOR SPDR TR	STATE STREET TEC	$414K	3250	0.36%	SOLE
49	VANGUARD WORLD FD	INF TECH ETF	$401K	600	0.35%	SOLE
50	MONDELEZ INTL INC	CL A	$383K	6583	0.34%	SOLE

1–50 of 77

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.