Maimon Wealth Management

Maimon Wealth Management as of June 30, 2026

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