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Maimon Wealth Management

Latest statistics and disclosures from Maimon Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are NEAR, MINT, BSV, GVI, VTI, and represent 26.18% of Maimon Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AVGV, BOND, GVI, BSV, ICSH, LDUR, VGT, NEAR, AVSF, DELL.
Started 7 new stock positions in DELL, PANW, EFA, T, MGK, VUG, IWD.
Reduced shares in these 10 stocks: LLY, , , SGOV, AAPL, CVX, BRK.B, AVUS, PG, AMD.
Sold out of its positions in CVX, JPM, LLY, XLK.
Maimon Wealth Management was a net buyer of stock by $8.7M.
Maimon Wealth Management has $130M in assets under management (AUM), dropping by 13.92%.
Central Index Key (CIK): 0001760401

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Portfolio Holdings for Maimon Wealth Management

Maimon Wealth Management holds 80 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	6.7	$8.8M	+5%	173k	50.66	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	5.4	$7.0M	+3%	69k	100.81	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	5.3	$6.8M	+12%	88k	77.93	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	4.5	$5.8M	+15%	55k	106.09	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.3	$5.6M	+6%	15k	370.06	View chart
Pimco Etf Tr Active Bd Etf (BOND)	4.3	$5.6M	+24%	61k	92.21	View chart
Ishares Tr Ultra Short Dur (ICSH)	4.1	$5.3M	+16%	104k	50.58	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	3.9	$5.1M	+15%	54k	95.61	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	3.4	$4.4M	+7%	92k	48.25	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	3.2	$4.1M	+11%	89k	46.57	View chart
Stryker Corporation (SYK)	3.0	$3.9M		12k	314.84	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.8	$3.7M	+3%	38k	96.49	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.8	$3.6M	+2%	38k	96.58	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.8	$3.6M	+7%	17k	219.43	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	2.6	$3.4M		27k	128.08	View chart
Apple (AAPL)	2.1	$2.7M	-7%	9.4k	289.36	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.9	$2.5M		28k	89.20	View chart
Ishares Tr U S Equity Factr (LRGF)	1.8	$2.4M	+13%	32k	75.63	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.8	$2.4M	+2%	19k	124.76	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.8	$2.3M	+3%	47k	49.55	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.6	$2.1M		11k	197.62	View chart
NVIDIA Corporation (NVDA)	1.5	$1.9M		9.7k	200.09	View chart
Ishares Gold Tr Ishares New (IAU)	1.5	$1.9M	+3%	26k	75.51	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	1.5	$1.9M	+5%	45k	41.82	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.4	$1.8M		18k	103.05	View chart
Costco Wholesale Corporation (COST)	1.2	$1.6M		1.7k	935.47	View chart
Microsoft Corporation (MSFT)	1.2	$1.5M	+5%	4.1k	373.02	View chart
Ishares Tr Intl Eqty Factor (INTF)	1.2	$1.5M	+16%	37k	40.96	View chart
American Centy Etf Tr Avantis All Eqt (AVGV)	1.1	$1.4M	+431%	16k	84.88	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.0	$1.3M		5.4k	242.99	View chart
Philip Morris International (PM)	1.0	$1.3M	+2%	7.3k	180.91	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.0	$1.2M	+7%	14k	91.21	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$1.2M	+8%	1.7k	736.40	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.8	$1.1M		21k	51.78	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$826k	+9%	2.3k	357.37	View chart
American Centy Etf Tr International Lr (AVIV)	0.6	$815k		11k	77.42	View chart
Deere & Company (DE)	0.6	$793k		1.3k	634.33	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.6	$791k		5.0k	156.95	View chart
Advanced Micro Devices (AMD)	0.6	$789k		1.4k	580.91	View chart
Emerson Electric (EMR)	0.6	$787k		5.5k	143.15	View chart
Amazon (AMZN)	0.5	$684k	+11%	2.9k	238.34	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$669k	+833%	5.6k	119.52	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.5	$660k	+11%	25k	26.52	View chart
Altria (MO)	0.5	$592k		8.2k	71.95	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.4	$576k		3.7k	154.29	View chart
Procter & Gamble Company (PG)	0.4	$572k	-2%	3.9k	146.64	View chart
Caterpillar (CAT)	0.4	$559k	+5%	525.00	1064.90	View chart
Cisco Systems (CSCO)	0.4	$554k	+15%	4.7k	117.46	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$509k	+2%	1.1k	477.57	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.4	$492k		7.5k	65.60	View chart
Home Depot (HD)	0.3	$429k	+2%	1.2k	352.68	View chart
Dell Technologies CL C (DELL)	0.3	$407k	NEW	943.00	431.46	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.3	$385k	+23%	2.5k	156.97	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$384k	NEW	4.4k	87.91	View chart
Mondelez Intl Cl A (MDLZ)	0.3	$383k		6.6k	57.84	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$344k	+6%	4.0k	85.49	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.3	$342k	-42%	3.4k	100.67	View chart
Wal-Mart Stores (WMT)	0.3	$326k		2.9k	113.26	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$324k	-19%	648.00	500.39	View chart
McDonald's Corporation (MCD)	0.2	$317k	+2%	1.2k	270.31	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$301k	+300%	3.7k	80.57	View chart
Colgate-Palmolive Company (CL)	0.2	$299k		3.3k	91.68	View chart
Palo Alto Networks (PANW)	0.2	$299k	NEW	876.00	341.02	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$287k		3.2k	88.54	View chart
Air Products & Chemicals (APD)	0.2	$286k	+2%	975.00	293.18	View chart
Exxon Mobil Corporation (XOM)	0.2	$271k	+16%	2.0k	136.72	View chart
Coca-Cola Company (KO)	0.2	$261k	+2%	3.2k	81.27	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$255k	+5%	3.6k	71.25	View chart
3M Company (MMM)	0.2	$251k		1.6k	161.91	View chart
Ishares Tr Esg Optimized (SUSA)	0.2	$245k		1.6k	154.30	View chart
Travelers Companies (TRV)	0.2	$242k		734.00	330.12	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$229k	NEW	2.7k	86.14	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$225k	NEW	2.2k	103.88	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$206k	NEW	850.00	242.43	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.2	$205k		2.2k	91.64	View chart
At&t (T)	0.1	$167k	NEW	151k	1.10	View chart
Nuveen Build Amer Bd (NBB)	0.1	$158k		10k	15.78	View chart
Guggenheim Bld Amr Bds Mng D (GBAB)	0.1	$145k		10k	14.46	View chart
Blackrock Ltd Duration Incom Com Shs (BLW)	0.1	$125k		10k	12.49	View chart
PIMCO Corporate Income Fund (PCN)	0.1	$120k		10k	11.95	View chart

Past Filings by Maimon Wealth Management

SEC 13F filings are viewable for Maimon Wealth Management going back to 2026

Maimon Wealth Management 2026 Q2 filed July 24, 2026
Maimon Wealth Management 2025 Q4 filed May 7, 2026
Maimon Wealth Management 2026 Q1 filed May 7, 2026

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