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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, ICSH, and represent 26.92% of Maimon Wealth Management's stock portfolio.
Added to shares of these 10 stocks: GVI, AVIV, BSV, PYLD, NEAR, BOND, AVES, VTI, LRGF, XLK.
Started 7 new stock positions in AVIV, AVGV, PYLD, CVX, XLK, BRK.B, AVES.
Reduced shares in these 10 stocks: SGOV, ICSH, IAU, AGG, PG, VO, KO, AVDE, AVUS, HD.
Sold out of its position in AGG.
Maimon Wealth Management was a net buyer of stock by $8.4M.
Maimon Wealth Management has $114M in assets under management (AUM), dropping by 5.90%.
Central Index Key (CIK): 0001760401

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Portfolio Holdings for Maimon Wealth Management

Maimon Wealth Management holds 77 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares U S Etf Tr Short Duration B (NEAR)	7.3	$8.3M	+6%	163k	50.74	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	5.9	$6.7M		67k	100.56	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	5.4	$6.1M	+11%	78k	78.30	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	4.4	$5.1M	+25%	48k	106.50	View chart
Ishares Tr Ultra Short Dur (ICSH)	4.0	$4.5M	-8%	89k	50.61	View chart
Pimco Etf Tr Active Bd Etf (BOND)	3.9	$4.5M	+13%	49k	92.05	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	3.9	$4.4M	+8%	46k	95.64	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.9	$4.4M	+10%	14k	311.68	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	3.6	$4.1M	+7%	86k	48.36	View chart
Stryker Corporation (SYK)	3.5	$4.0M		12k	326.10	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	3.3	$3.7M	+7%	79k	46.71	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.8	$3.2M	+5%	37k	87.69	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	2.5	$2.9M		27k	108.12	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.5	$2.9M	+12%	37k	77.78	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.5	$2.8M	+11%	15k	186.49	View chart
Apple (AAPL)	2.2	$2.5M	+9%	10k	246.63	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.0	$2.3M		28k	82.23	View chart
Ishares Gold Tr Ishares New (IAU)	1.8	$2.1M	-13%	25k	84.93	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.8	$2.1M	+8%	46k	44.82	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.7	$2.0M	+10%	18k	108.27	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.7	$1.9M		11k	181.46	View chart
Ishares Tr U S Equity Factr (LRGF)	1.6	$1.8M	+30%	28k	64.13	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.5	$1.7M	+5%	17k	96.60	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	1.5	$1.7M	+6%	43k	38.51	View chart
Costco Wholesale Corporation (COST)	1.4	$1.6M		1.6k	996.58	View chart
NVIDIA Corporation (NVDA)	1.4	$1.6M	+5%	9.6k	165.17	View chart
Microsoft Corporation (MSFT)	1.2	$1.4M	+2%	3.9k	358.96	View chart
Ishares Tr Intl Eqty Factor (INTF)	1.1	$1.2M	+20%	32k	37.83	View chart
Eli Lilly & Co. (LLY)	1.0	$1.2M		1.3k	886.63	View chart
Philip Morris International (PM)	1.0	$1.2M		7.1k	164.83	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.0	$1.1M		5.3k	212.29	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.9	$1000k	+26%	13k	78.82	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.8	$948k		21k	45.47	View chart
JPMorgan Chase & Co. (JPM)	0.8	$856k		3.0k	283.77	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$854k		1.5k	558.28	View chart
American Centy Etf Tr International Lr (AVIV)	0.7	$757k	NEW	10k	72.56	View chart
Deere & Company (DE)	0.6	$694k		1.3k	555.50	View chart
Emerson Electric (EMR)	0.6	$678k		5.5k	123.30	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.6	$676k		5.0k	134.19	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.5	$594k	-42%	5.9k	100.66	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.5	$581k	NEW	22k	26.07	View chart
Procter & Gamble Company (PG)	0.5	$579k	-3%	4.0k	144.72	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$578k	+3%	2.1k	273.50	View chart
Altria (MO)	0.5	$552k		8.2k	67.02	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.5	$528k		3.7k	141.46	View chart
Amazon (AMZN)	0.5	$519k	+12%	2.6k	200.95	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.4	$431k	NEW	7.4k	58.23	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.4	$414k	NEW	3.3k	127.50	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$401k		600.00	668.70	View chart
Mondelez Intl Cl A (MDLZ)	0.3	$384k		6.6k	58.25	View chart
Home Depot (HD)	0.3	$383k		1.2k	323.50	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$381k	NEW	803.00	474.66	View chart
McDonald's Corporation (MCD)	0.3	$351k		1.1k	308.53	View chart
Wal-Mart Stores (WMT)	0.3	$351k		2.8k	123.50	View chart
Caterpillar (CAT)	0.3	$334k		500.00	667.43	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$330k	+4%	1.0k	316.50	View chart
Cisco Systems (CSCO)	0.3	$316k		4.1k	77.04	View chart
Exxon Mobil Corporation (XOM)	0.3	$292k		1.7k	171.47	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$282k		3.8k	74.63	View chart
Colgate-Palmolive Company (CL)	0.2	$280k		3.3k	85.73	View chart
Air Products & Chemicals (APD)	0.2	$277k		950.00	291.56	View chart
Advanced Micro Devices (AMD)	0.2	$268k	+24%	1.4k	196.04	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.2	$267k	+25%	2.0k	134.19	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$262k	-6%	933.00	280.93	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$259k		3.2k	79.87	View chart
Coca-Cola Company (KO)	0.2	$238k	-2%	3.1k	76.27	View chart
American Centy Etf Tr Avantis All Eqt (AVGV)	0.2	$233k	NEW	3.1k	76.24	View chart
3M Company (MMM)	0.2	$221k		1.6k	142.52	View chart
Travelers Companies (TRV)	0.2	$214k		734.00	291.82	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$211k		3.4k	62.03	View chart
Chevron Corporation (CVX)	0.2	$211k	NEW	1.0k	210.71	View chart
Spdr Series Trust State Street Spd (BIL)	0.2	$205k		2.2k	91.64	View chart
Ishares Tr Esg Optimized (SUSA)	0.2	$205k		1.6k	128.59	View chart
Nuveen Build Amer Bd (NBB)	0.1	$153k		10k	15.29	View chart
Guggenheim Bld Amr Bds Mng D (GBAB)	0.1	$140k		10k	13.99	View chart
Blackrock Ltd Duration Incom Com Shs (BLW)	0.1	$122k		10k	12.16	View chart
PIMCO Corporate Income Fund (PCN)	0.1	$115k		10k	11.50	View chart

Past Filings by Maimon Wealth Management

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

Maimon Wealth Management 2025 Q4 filed May 7, 2026
Maimon Wealth Management 2026 Q1 filed May 7, 2026

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