Maimon Wealth Management

Maimon Wealth Management as of March 31, 2026

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