Maimon Wealth Management LTD. holds a diversified book of 80 reported positions worth $129.8M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter they opened Dell Technologies -C and trimmed Avantis U.S. Equity ETF. Their largest long position is Ishares SH Dba ETF Usd Inc at 7% of the reported non-option book. Cloning the disclosed picks since 2026 would be +2% (+5.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Maimon Wealth Management LTD. is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +6.1%, a 4.0-point gap that is the cost of the ~24-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Maimon Wealth Management LTD.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~24 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
20% mapped to company sectors
+3 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Maimon Wealth Management LTD.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 11 / 80 | $4.5B |
| Hoffman, Alan N Investment Management | 8 / 80 | $162.1M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 8 / 80 | $436.4M |
| Stuart Investment Advisors, Inc. | 8 / 80 | $208.5M |
| JRM Investment Counsel, LLC | 10 / 80 | $336.9M |
| Emerald Advisors, LLC | 29 / 80 | $641.2M |
| Copos Capital B.V. | 12 / 80 | $575.8M |
| Ketron Financial | 12 / 80 | $248.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Maimon Wealth Management LTD.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares U S ETF TR SHOR DURA BD ETF | $8.8M | 172.9K | 6.7% | ▲+6.0% Added · +10K sh | |
| 2 | Pimco ETF TR ENHAN SHRT MA AC | $7.0M | 69.2K | 5.4% | ▲+3.6% Added · +2K sh | |
| 3 | Vanguard BD Index FDS SHORT TRM BOND | $6.8M | 87.7K | 5.3% | ▲+13% Added · +10K sh | |
| 4 | Ishares TR INTRM GOV CR ETF | $5.8M | 54.8K | 4.5% | ▲+15% Added · +7K sh | |
| 5 | Vanguard Index FDS TOTAL STK MKT | $5.6M | 15.1K | 4.3% | ▲+6.6% Added · +935 sh | |
| 6 | Pimco ETF TR ACTIVE BD ETF | $5.6M | 60.7K | 4.3% | ▲+24% Added · +12K sh | |
| 7 | Ishares TR ULTRA SHORT DUR | $5.3M | 104.1K | 4.1% | ▲+17% Added · +15K sh | |
| 8 | Pimco ETF TR ENHNCD LW DUR AC | $5.1M | 53.5K | 3.9% | ▲+15% Added · +7K sh | |
| 9 | Ishares TR CORE 1 5 YR USD | $4.4M | 92.2K | 3.4% | ▲+7.5% Added · +6K sh | |
| 10 | American Centy ETF TR AVANTIS SHFXDINC | $4.1M | 88.6K | 3.2% | ▲+12% Added · +9K sh | |
| 11 | Stryker Corporation COM | $3.9M | 12.3K | 3.0% | ▲+0.1% Added · +10 sh | |
| 12 | American Centy ETF TR AVANTIS EMGMKT | $3.7M | 38.2K | 2.8% | ▲+3.4% Added · +1K sh | |
| 13 | Ishares TR CORE MSCI EAFE | $3.6M | 37.5K | 2.8% | ▲+2.8% Added · +1K sh | |
| 14 | Ishares TR MSCI USA QLT FCT | $3.6M | 16.5K | 2.8% | ▲+7.9% Added · +1K sh | |
| 15 | American Centy ETF TR US EQT ETF | $3.4M | 26.5K | 2.6% | ▼−0.8% Reduced · −220 sh | |
| 16 | Apple Inc COM | $2.7M | 9.4K | 2.1% | ▼−7.7% Reduced · −782 sh | |
| 17 | American Centy ETF TR INTL EQT ETF | $2.5M | 28.1K | 1.9% | —Held | |
| 18 | Ishares TR U S EQUITY FACTR | $2.4M | 31.7K | 1.8% | ▲+14% Added · +4K sh | |
| 19 | American Centy ETF TR US SML CP VALU | $2.4M | 18.9K | 1.8% | ▲+2.8% Added · +520 sh | |
| 20 | Ishares TR MSCI INTL QUALTY | $2.3M | 47.4K | 1.8% | ▲+3.1% Added · +1K sh | |
| 21 | Vanguard Index FDS MCAP VL IDXVIP | $2.1M | 10.8K | 1.6% | ▲+1.3% Added · +134 sh | |
| 22 | Nvidia Corporation COM | $1.9M | 9.7K | 1.5% | ▲+1.0% Added · +96 sh | |
| 23 | Ishares Gold TR ISHARES NEW | $1.9M | 25.5K | 1.5% | ▲+3.1% Added · +765 sh | |
| 24 | Ishares TR MSCI INTL VLU FT | $1.9M | 45.4K | 1.5% | ▲+5.5% Added · +2K sh | |
| 25 | American Centy ETF TR INTL SMCP VLU | $1.8M | 17.5K | 1.4% | ▲+0.9% Added · +160 sh | |
| 26 | Costco Wholesale Corporation COM | $1.6M | 1.7K | 1.2% | ▲+1.5% Added · +25 sh | |
| 27 | Microsoft Corp COM | $1.5M | 4.1K | 1.2% | ▲+5.5% Added · +214 sh | |
| 28 | Ishares TR INTL EQTY FACTOR | $1.5M | 37.2K | 1.2% | ▲+17% Added · +5K sh | |
| 29 | American Centy ETF TR AVANTIS ALL EQT | $1.4M | 16.2K | 1.1% | ▲+431% Added · +13K sh | |
| 30 | Vanguard Index FDS SM CP VAL ETF | $1.3M | 5.4K | 1.0% | ▲+1.4% Added · +74 sh | |
| 31 | Philip Morris Intl Inc COM | $1.3M | 7.3K | 1.0% | ▲+2.5% Added · +175 sh | |
| 32 | American Centy ETF TR US LARGE CAP VLU | $1.2M | 13.7K | 1.0% | ▲+7.6% Added · +965 sh | |
| 33 | Invesco QQQ TR UNIT SER 1 | $1.2M | 1.7K | 0.9% | ▲+8.8% Added · +135 sh | |
| 34 | SPDR Index SHS FDS ST PORT MARK ETF | $1.1M | 20.8K | 0.8% | —Held | |
| 35 | Alphabet Inc CAP STK CL A | $826K | 2.3K | 0.6% | ▲+9.4% Added · +198 sh | |
| 36 | American Centy ETF TR INTERNATIONAL LR | $815K | 10.5K | 0.6% | ▲+0.9% Added · +100 sh | |
| 37 | Deere & Co COM | $793K | 1.3K | 0.6% | —Held | |
| 38 | Vanguard Intl Equity Index F TT WRLD ST ETF | $791K | 5.0K | 0.6% | —Held | |
| 39 | Advanced Micro Devices Inc COM | $789K | 1.4K | 0.6% | ▼−0.7% Reduced · −10 sh | |
| 40 | Emerson Elec Co COM | $787K | 5.5K | 0.6% | —Held | |
| 41 | Amazon Com Inc COM | $684K | 2.9K | 0.5% | ▲+11% Added · +288 sh | |
| 42 | Vanguard World FD INF TECH ETF | $669K | 5.6K | 0.5% | ▲+833% Added · +5K sh | |
| 43 | Pimco ETF TR MULTISECTOR BD | $660K | 24.9K | 0.5% | ▲+12% Added · +3K sh | |
| 44 | Altria Group Inc COM | $592K | 8.2K | 0.5% | —Held | |
| 45 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $576K | 3.7K | 0.4% | —Held | |
| 46 | Procter & Gamble Co COM | $572K | 3.9K | 0.4% | ▼−2.5% Reduced · −101 sh | |
| 47 | Caterpillar Inc COM | $559K | 525 | 0.4% | ▲+5.0% Added · +25 sh | |
| 48 | Cisco Sys Inc COM | $554K | 4.7K | 0.4% | ▲+15% Added · +616 sh | |
| 49 | Taiwan Semiconductor Manufac SPONSORED ADS | $509K | 1.1K | 0.4% | ▲+2.3% Added · +24 sh | |
| 50 | American Centy ETF TR EMERGING MKT VAL | $492K | 7.5K | 0.4% | ▲+1.4% Added · +100 sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.