# MAIMON WEALTH MANAGEMENT LTD.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1760401. Source: https://holderbook.com/funds/1760401-maimon-wealth-management-ltd/

- Reported value: $129.8M
- Positions: 80
- Weight of the ten largest: 45.1%
- Filed: 2026-07-24

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES U S ETF TR | [NEAR](https://holderbook.com/stocks/NEAR/) | $8.8M | 172,910 | 6.7% | 3 |
| PIMCO ETF TR | [MINT](https://holderbook.com/stocks/MINT/) | $7.0M | 69,220 | 5.4% | 3 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $6.8M | 87,735 | 5.3% | 3 |
| ISHARES TR | [GVI](https://holderbook.com/stocks/GVI/) | $5.8M | 54,775 | 4.5% | 3 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $5.6M | 15,148 | 4.3% | 3 |
| PIMCO ETF TR | [BOND](https://holderbook.com/stocks/BOND/) | $5.6M | 60,685 | 4.3% | 3 |
| ISHARES TR | [ICSH](https://holderbook.com/stocks/ICSH/) | $5.3M | 104,115 | 4.1% | 3 |
| PIMCO ETF TR | [LDUR](https://holderbook.com/stocks/LDUR/) | $5.1M | 53,530 | 3.9% | 3 |
| ISHARES TR | [ISTB](https://holderbook.com/stocks/ISTB/) | $4.4M | 92,160 | 3.4% | 3 |
| AMERICAN CENTY ETF TR | [AVSF](https://holderbook.com/stocks/AVSF/) | $4.1M | 88,580 | 3.2% | 3 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $3.9M | 12,329 | 3.0% | 3 |
| AMERICAN CENTY ETF TR | [AVEM](https://holderbook.com/stocks/AVEM/) | $3.7M | 38,157 | 2.8% | 3 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $3.6M | 37,520 | 2.8% | 3 |
| ISHARES TR | [QUAL](https://holderbook.com/stocks/QUAL/) | $3.6M | 16,472 | 2.8% | 3 |
| AMERICAN CENTY ETF TR | [AVUS](https://holderbook.com/stocks/AVUS/) | $3.4M | 26,502 | 2.6% | 3 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $2.7M | 9,395 | 2.1% | 3 |
| AMERICAN CENTY ETF TR | [AVDE](https://holderbook.com/stocks/AVDE/) | $2.5M | 28,135 | 1.9% | 3 |
| ISHARES TR | [LRGF](https://holderbook.com/stocks/LRGF/) | $2.4M | 31,705 | 1.8% | 3 |
| AMERICAN CENTY ETF TR | [AVUV](https://holderbook.com/stocks/AVUV/) | $2.4M | 18,910 | 1.8% | 3 |
| ISHARES TR | [IQLT](https://holderbook.com/stocks/IQLT/) | $2.3M | 47,387 | 1.8% | 3 |
| VANGUARD INDEX FDS | [VOE](https://holderbook.com/stocks/VOE/) | $2.1M | 10,759 | 1.6% | 3 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $1.9M | 9,680 | 1.5% | 3 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $1.9M | 25,490 | 1.5% | 3 |
| ISHARES TR | [IVLU](https://holderbook.com/stocks/IVLU/) | $1.9M | 45,358 | 1.5% | 3 |
| AMERICAN CENTY ETF TR | [AVDV](https://holderbook.com/stocks/AVDV/) | $1.8M | 17,525 | 1.4% | 3 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $1.6M | 1,665 | 1.2% | 3 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $1.5M | 4,120 | 1.2% | 3 |
| ISHARES TR | [INTF](https://holderbook.com/stocks/INTF/) | $1.5M | 37,225 | 1.2% | 3 |
| AMERICAN CENTY ETF TR | [AVGV](https://holderbook.com/stocks/AVGV/) | $1.4M | 16,200 | 1.1% | 2 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $1.3M | 5,409 | 1.0% | 3 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $1.3M | 7,252 | 1.0% | 3 |
| AMERICAN CENTY ETF TR | [AVLV](https://holderbook.com/stocks/AVLV/) | $1.2M | 13,650 | 1.0% | 3 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $1.2M | 1,665 | 0.9% | 3 |
| SPDR INDEX SHS FDS | [SPEM](https://holderbook.com/stocks/SPEM/) | $1.1M | 20,845 | 0.8% | 3 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $826.2K | 2,312 | 0.6% | 3 |
| AMERICAN CENTY ETF TR | [AVIV](https://holderbook.com/stocks/AVIV/) | $814.9K | 10,526 | 0.6% | 2 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $792.9K | 1,250 | 0.6% | 3 |
| VANGUARD INTL EQUITY INDEX F | [VT](https://holderbook.com/stocks/VT/) | $791.0K | 5,040 | 0.6% | 3 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $788.9K | 1,358 | 0.6% | 3 |
| EMERSON ELEC CO | [EMR](https://holderbook.com/stocks/EMR/) | $787.3K | 5,500 | 0.6% | 3 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $684.3K | 2,871 | 0.5% | 3 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $669.3K | 5,600 | 0.5% | 3 |
| PIMCO ETF TR | [PYLD](https://holderbook.com/stocks/PYLD/) | $660.3K | 24,900 | 0.5% | 2 |
| ALTRIA GROUP INC | [MO](https://holderbook.com/stocks/MO/) | $592.4K | 8,233 | 0.5% | 3 |
| VANGUARD INTL EQUITY INDEX F | [VSS](https://holderbook.com/stocks/VSS/) | $575.5K | 3,730 | 0.4% | 3 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $572.0K | 3,901 | 0.4% | 3 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $559.1K | 525 | 0.4% | 3 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $553.9K | 4,716 | 0.4% | 3 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $508.6K | 1,065 | 0.4% | 3 |
| AMERICAN CENTY ETF TR | [AVES](https://holderbook.com/stocks/AVES/) | $492.0K | 7,500 | 0.4% | 2 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $429.2K | 1,217 | 0.3% | 3 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $406.9K | 943 | 0.3% | 1 |
| ISHARES TR | [ACWI](https://holderbook.com/stocks/ACWI/) | $384.6K | 2,450 | 0.3% | 3 |
| VANGUARD WORLD FD | [MGK](https://holderbook.com/stocks/MGK/) | $383.7K | 4,365 | 0.3% | 1 |
| MONDELEZ INTL INC | [MDLZ](https://holderbook.com/stocks/MDLZ/) | $382.7K | 6,617 | 0.3% | 3 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $343.8K | 4,021 | 0.3% | 3 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $342.3K | 3,400 | 0.3% | 3 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $326.0K | 2,878 | 0.3% | 3 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $324.3K | 648 | 0.2% | 2 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $317.1K | 1,173 | 0.2% | 3 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $300.7K | 3,732 | 0.2% | 3 |
| COLGATE PALMOLIVE CO | [CL](https://holderbook.com/stocks/CL/) | $299.4K | 3,266 | 0.2% | 3 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $298.7K | 876 | 0.2% | 1 |
| VANGUARD INTL EQUITY INDEX F | [VGK](https://holderbook.com/stocks/VGK/) | $286.7K | 3,238 | 0.2% | 3 |
| AIR PRODUCTS AND CHEMICALS I | [APD](https://holderbook.com/stocks/APD/) | $285.9K | 975 | 0.2% | 3 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $271.1K | 1,983 | 0.2% | 3 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $260.6K | 3,206 | 0.2% | 3 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $254.9K | 3,577 | 0.2% | 3 |
| 3M CO | [MMM](https://holderbook.com/stocks/MMM/) | $251.0K | 1,550 | 0.2% | 3 |
| ISHARES TR | [SUSA](https://holderbook.com/stocks/SUSA/) | $245.3K | 1,590 | 0.2% | 3 |
| TRAVELERS COMPANIES INC | [TRV](https://holderbook.com/stocks/TRV/) | $242.3K | 734 | 0.2% | 3 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $229.0K | 2,658 | 0.2% | 1 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $225.4K | 2,170 | 0.2% | 1 |
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $206.1K | 850 | 0.2% | 1 |
| SPDR SERIES TRUST | [BIL](https://holderbook.com/stocks/BIL/) | $205.2K | 2,239 | 0.2% | 3 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $166.6K | 150,840 | 0.1% | 1 |
| NUVEEN TAXABLE MUNICPAL INM | [NBB](https://holderbook.com/stocks/NBB/) | $157.8K | 10,000 | 0.1% | 3 |
| GUGGENHEIM TAXABLE MUNICP BO | [GBAB](https://holderbook.com/stocks/GBAB/) | $144.6K | 10,000 | 0.1% | 3 |
| BLACKROCK LTD DURATION INCOM | [BLW](https://holderbook.com/stocks/BLW/) | $124.9K | 10,000 | 0.1% | 3 |
| PIMCO CORPORATE & INCM STRG | [PCN](https://holderbook.com/stocks/PCN/) | $119.5K | 10,000 | 0.1% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +5.9% | +14.8% | -9.0% | 102% |
| Q1 2026 | -0.3% | -4.6% | +4.3% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $129.8M | 80 |
| Q1 2026 | $114.0M | 77 |
| Q4 2025 | $107.6M | 71 |