13F-HR filed by MAIMON WEALTH MANAGEMENT LTD.
MAIMON WEALTH MANAGEMENT LTD. filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-24, with 80 holding rows worth $129,818,994.
- Accession
- 0001951757-26-001049
- Filer
- CIK 1760401
- Filed
- 2026-07-24
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 80 entries on the cover page, a total value of $129,818,994 stated on the cover page (in dollars after the unit check, H1), rows summing to $129,818,994 with VALUE read as dollars as filed, 13F file number 028-26868. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES U S ETF TR | 46431W507 | SHOR DURA BD ETF | 172,910 | $8,759,621 | dollars as filed | |
| PIMCO ETF TR | 72201R833 | ENHAN SHRT MA AC | 69,220 | $6,978,068 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 87,735 | $6,837,049 | dollars as filed | |
| ISHARES TR | 464288612 | INTRM GOV CR ETF | 54,775 | $5,811,354 | dollars as filed | |
| VTI | 922908769 | COM | 15,148 | $5,605,695 | dollars as filed | |
| PIMCO ETF TR | 72201R775 | ACTIVE BD ETF | 60,685 | $5,595,764 | dollars as filed | |
| BlackRock Ultra Short-Term Bond ETF | 46434V878 | SHS | 104,115 | $5,266,137 | dollars as filed | |
| PIMCO ETF TR | 72201R718 | ENHNCD LW DUR AC | 53,530 | $5,118,003 | dollars as filed | |
| ISHARES TR | 46432F859 | CORE 1 5 YR USD | 92,160 | $4,446,720 | dollars as filed | |
| AMERICAN CENTY ETF TR | 025072687 | AVANTIS SHFXDINC | 88,580 | $4,125,002 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 12,329 | $3,881,662 | dollars as filed | |
| Avantis Emerging Markets Equity ETF | 025072604 | SHS | 38,157 | $3,681,769 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 37,520 | $3,623,682 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 16,472 | $3,614,451 | dollars as filed | |
| Avantis US Equity ETF | 025072885 | SHS | 26,502 | $3,394,376 | dollars as filed | |
| Apple Inc | 037833100 | COM | 9,395 | $2,718,537 | dollars as filed | |
| Avantis International Equity ETF | 025072703 | SHS | 28,135 | $2,509,642 | dollars as filed | |
| ISHARES TR | 46434V282 | U S EQUITY FACTR | 31,705 | $2,397,849 | dollars as filed | |
| Avantis US Small Cap Value ETF | 025072877 | SHS | 18,910 | $2,359,212 | dollars as filed | |
| ISHARES TR | 46434V456 | MSCI INTL QUALTY | 47,387 | $2,348,026 | dollars as filed | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 10,759 | $2,126,213 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 9,680 | $1,936,871 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 25,490 | $1,924,750 | dollars as filed | |
| IVLU | 46435G409 | COM | 45,358 | $1,896,872 | dollars as filed | |
| Avantis International Small Cap Val ETF | 025072802 | SHS | 17,525 | $1,805,951 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,665 | $1,557,558 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 4,120 | $1,536,842 | dollars as filed | |
| iShares International Equity Factor ETF | 46434V274 | SHS | 37,225 | $1,524,736 | dollars as filed | |
| Avantis All Equity Markets Value ETF | 025072216 | SHS | 16,200 | $1,375,056 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 5,409 | $1,314,333 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 7,252 | $1,311,959 | dollars as filed | |
| Avantis US Large Cap Value ETF | 025072349 | SHS | 13,650 | $1,245,016 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,665 | $1,226,106 | dollars as filed | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 20,845 | $1,079,354 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 2,312 | $826,239 | dollars as filed | |
| Avantis International Large Cap Val ETF | 025072364 | SHS | 10,526 | $814,923 | dollars as filed | |
| Deere & Company | 244199105 | COM | 1,250 | $792,912 | dollars as filed | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 5,040 | $791,028 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 1,358 | $788,876 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 5,500 | $787,325 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 2,871 | $684,274 | dollars as filed | |
| VGT | 92204A702 | SHS | 5,600 | $669,312 | dollars as filed | |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 72201R585 | ETF | 24,900 | $660,348 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 8,233 | $592,364 | dollars as filed | |
| Vanguard FTSE All-World ex-US Small-Cap ETF | 922042718 | SHS | 3,730 | $575,502 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 3,901 | $572,043 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 525 | $559,072 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 4,716 | $553,941 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,065 | $508,612 | dollars as filed | |
| Avantis Emerging Markets Value ETF | 025072372 | SHS | 7,500 | $492,000 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,217 | $429,212 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 943 | $406,867 | dollars as filed | |
| ISHARES TR | 464288257 | MSCI ACWI ETF | 2,450 | $384,576 | dollars as filed | |
| Vanguard Mega Cap Growth ETF | 921910816 | SHS | 4,365 | $383,727 | dollars as filed | |
| Mondelez International,Inc. Class A | 609207105 | COM | 6,617 | $382,727 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 4,021 | $343,755 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 3,400 | $342,278 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 2,878 | $325,962 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 648 | $324,253 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 1,173 | $317,074 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 3,732 | $300,687 | dollars as filed | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 3,266 | $299,427 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 876 | $298,734 | dollars as filed | |
| Vanguard FTSE Europe ETF | 922042874 | SHS | 3,238 | $286,693 | dollars as filed | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 975 | $285,850 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 1,983 | $271,116 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 3,206 | $260,552 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 3,577 | $254,861 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 1,550 | $250,960 | dollars as filed | |
| ISHARES TR | 464288802 | ESG OPTIMIZED | 1,590 | $245,337 | dollars as filed | |
| TRAVELERS COMPANIES INC COM | 89417E109 | Stock | 734 | $242,308 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 2,658 | $228,960 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 2,170 | $225,420 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 850 | $206,066 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 2,239 | $205,182 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 150,840 | $166,603 | dollars as filed | |
| NUVEEN TAXABLE MUNICPAL INM FD COM | 67074C103 | CEF | 10,000 | $157,800 | dollars as filed | |
| GUGGENHEIM TAXABLE MUNICP BO | 401664107 | COM | 10,000 | $144,600 | dollars as filed | |
| BLACKROCK LIMITED DURATION INC | 09249W101 | COM SHS | 10,000 | $124,900 | dollars as filed | |
| PIMCO CORPORATE & INCM STRG | 72200U100 | COM | 10,000 | $119,500 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001951757-26-001049 | this filing | 2026-07-24 | acceptance time not in the bulk data set |