Maimon Wealth Management

Maimon Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Maimon Wealth Management

Maimon Wealth Management holds 71 positions in its portfolio as reported in the December 2025 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 $7.8M 153k 51.10
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 6.2 $6.6M 66k 100.34
Vanguard Bd Index Fds Short Trm Bond (BSV) 5.1 $5.5M 70k 78.81
Ishares Tr Ultra Short Dur (ICSH) 4.6 $4.9M 98k 50.58
Stryker Corporation (SYK) 4.0 $4.3M 12k 351.47
Vanguard Index Fds Total Stk Mkt (VTI) 4.0 $4.3M 13k 335.27
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 3.8 $4.1M 43k 95.94
Ishares Tr Intrm Gov Cr Etf (GVI) 3.8 $4.1M 38k 107.35
Pimco Etf Tr Active Bd Etf (BOND) 3.7 $4.0M 43k 93.08
Ishares Tr Core 1 5 Yr Usd (ISTB) 3.6 $3.9M 80k 48.75
American Centy Etf Tr Avantis Shfxdinc (AVSF) 3.2 $3.5M 74k 47.09
Ishares Tr Core Msci Eafe (IEFA) 2.9 $3.1M 35k 89.46
American Centy Etf Tr Us Eqt Etf (AVUS) 2.8 $3.0M 27k 111.78
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.5 $2.7M 14k 198.62
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.3 $2.5M 33k 77.02
Apple (AAPL) 2.3 $2.5M 9.3k 271.86
American Centy Etf Tr Intl Eqt Etf (AVDE) 2.2 $2.3M 28k 82.32
Ishares Gold Tr Ishares New (IAU) 2.1 $2.3M 29k 81.17
Ishares Tr Msci Intl Qualty (IQLT) 1.8 $1.9M 42k 45.45
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.8 $1.9M 11k 177.37
Microsoft Corporation (MSFT) 1.7 $1.9M 3.8k 483.62
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.6 $1.7M 17k 101.98
NVIDIA Corporation (NVDA) 1.6 $1.7M 9.1k 186.50
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.4 $1.5M 17k 93.97
Ishares Tr Msci Intl Vlu Ft (IVLU) 1.4 $1.5M 40k 38.05
Ishares Tr U S Equity Factr (LRGF) 1.4 $1.5M 21k 69.43
Eli Lilly & Co. (LLY) 1.3 $1.4M 1.3k 1074.68
Costco Wholesale Corporation (COST) 1.3 $1.4M 1.6k 862.34
Philip Morris International (PM) 1.1 $1.1M 7.1k 160.40
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.0 $1.1M 5.3k 211.79
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.0 $1.0M 10k 100.38
Ishares Tr Intl Eqty Factor (INTF) 0.9 $996k 26k 37.75
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.9 $976k 21k 46.81
JPMorgan Chase & Co. (JPM) 0.9 $972k 3.0k 322.22
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $940k 1.5k 614.31
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.7 $762k 10k 75.77
Emerson Electric (EMR) 0.7 $730k 5.5k 132.72
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.7 $711k 5.0k 141.06
Alphabet Cap Stk Cl A (GOOGL) 0.6 $641k 2.0k 313.00
Procter & Gamble Company (PG) 0.6 $594k 4.1k 143.31
Deere & Company (DE) 0.5 $582k 1.3k 465.57
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.5 $535k 3.7k 143.33
Amazon (AMZN) 0.5 $531k 2.3k 230.82
Altria (MO) 0.4 $475k 8.2k 57.66
Vanguard World Inf Tech Etf (VGT) 0.4 $452k 600.00 753.78
Home Depot (HD) 0.4 $412k 1.2k 344.10
Mondelez Intl Cl A (MDLZ) 0.3 $354k 6.6k 53.83
McDonald's Corporation (MCD) 0.3 $348k 1.1k 305.63
Wal-Mart Stores (WMT) 0.3 $317k 2.8k 111.41
Cisco Systems (CSCO) 0.3 $316k 4.1k 77.03
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $304k 1.0k 303.89
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $291k 1.0k 290.22
Caterpillar (CAT) 0.3 $286k 500.00 572.87
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $285k 3.8k 75.44
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.3 $271k 3.2k 83.61
Colgate-Palmolive Company (CL) 0.2 $258k 3.3k 79.02
3M Company (MMM) 0.2 $248k 1.6k 160.10
Advanced Micro Devices (AMD) 0.2 $236k 1.1k 214.16
Air Products & Chemicals (APD) 0.2 $235k 950.00 247.02
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $225k 1.6k 141.49
Coca-Cola Company (KO) 0.2 $224k 3.2k 69.91
Ishares Tr Esg Optimized (SUSA) 0.2 $222k 1.6k 139.35
Travelers Companies (TRV) 0.2 $213k 734.00 290.06
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $212k 3.4k 62.47
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $210k 2.1k 99.88
Exxon Mobil Corporation (XOM) 0.2 $205k 1.7k 120.34
Spdr Series Trust State Street Spd (BIL) 0.2 $205k 2.2k 91.38
Nuveen Build Amer Bd (NBB) 0.1 $158k 10k 15.80
Guggenheim Bld Amr Bds Mng D (GBAB) 0.1 $149k 10k 14.92
Blackrock Ltd Duration Incom Com Shs (BLW) 0.1 $137k 10k 13.74
PIMCO Corporate Income Fund (PCN) 0.1 $128k 10k 12.76