Investor
MAIMON WEALTH MANAGEMENT LTD.
CIK 0001760401 · filed 2026-05-07 · SEC filing
13F book
$114M
Positions
77
7 new · 1 sold
Largest name
7.3%
Ishares U S Etf Tr
Est. mark
−$2.04M
Price effect on 70 names still held. Flow $8.39M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares U S Etf Tr | — | 163.2K | $8.28M | 7.3% | −$55K | Added$476.3K |
| Pimco Etf Tr | — | 66.8K | $6.72M | 5.9% | $14.5K | Added$91K |
| Vanguard Bd Index Fds | — | 77.9K | $6.1M | 5.4% | −$35.8K | Added$572.6K |
| Ishares Tr | — | 47.5K | $5.06M | 4.4% | −$32.4K | Added$999K |
| Ishares Tr | — | 89.2K | $4.51M | 4.0% | $2.67K | Cut−$422.7K |
| Pimco Etf Tr | — | 48.9K | $4.5M | 3.9% | −$44.4K | Added$486.3K |
| Pimco Etf Tr | — | 46.4K | $4.43M | 3.9% | −$12.8K | Added$342.1K |
| Vanguard Index Fds | — | 14.2K | $4.43M | 3.9% | −$302.8K | Added$126.7K |
| Ishares Tr | — | 85.8K | $4.15M | 3.6% | −$31.1K | Added$265.6K |
| Stryker Corp | SYK | 12.3K | $4.02M | 3.5% | −$312K | Added−$305.2K |
| American Centy Etf Tr | — | 79.4K | $3.71M | 3.3% | −$28.2K | Added$214.7K |
| Ishares Tr | — | 36.5K | $3.2M | 2.8% | −$61.1K | Added$111.6K |
| American Centy Etf Tr | — | 26.7K | $2.89M | 2.5% | −$97.8K | Cut−$103.4K |
| American Centy Etf Tr | — | 36.9K | $2.87M | 2.5% | $24.9K | Added$349.2K |
| Ishares Tr | — | 15.3K | $2.85M | 2.5% | −$165.3K | Added$139K |
| Apple Inc. | AAPL | 10.2K | $2.51M | 2.2% | −$233.5K | Added−$6.38K |
| American Centy Etf Tr | — | 28.1K | $2.31M | 2.0% | −$2.53K | Cut−$8.29K |
| Ishares Gold Tr | — | 24.7K | $2.1M | 1.8% | $93K | Cut−$210.2K |
| Ishares Tr | — | 46K | $2.06M | 1.8% | −$26.7K | Added$135.6K |
| American Centy Etf Tr | — | 18.4K | $1.99M | 1.7% | $104.3K | Added$300.3K |
| Vanguard Index Fds | — | 10.6K | $1.93M | 1.7% | $43.5K | Cut$42.6K |
| Ishares Tr | — | 27.9K | $1.79M | 1.6% | −$113.6K | Added$301K |
| American Centy Etf Tr | — | 17.4K | $1.68M | 1.5% | $43.4K | Added$128.4K |
| Ishares Tr | — | 43K | $1.65M | 1.5% | $18.5K | Added$123.5K |
| Costco Whsl Corp New | — | 1.64K | $1.63M | 1.4% | $220.2K | Held |
| Nvidia Corp | NVDA | 9.58K | $1.58M | 1.4% | −$193.3K | Added−$107.4K |
| Microsoft Corp | MSFT | 3.91K | $1.4M | 1.2% | −$476.9K | Added−$448.2K |
| Ishares Tr | — | 31.9K | $1.21M | 1.1% | $2.11K | Added$210.7K |
| Eli Lilly & Co | LLY | 1.33K | $1.18M | 1.0% | −$249.5K | Held |
| Philip Morris Intl Inc | — | 7.08K | $1.17M | 1.0% | $31.4K | Held |
| Vanguard Index Fds | — | 5.33K | $1.13M | 1.0% | $2.67K | Held |
| American Centy Etf Tr | — | 12.7K | $999.8K | 0.9% | $30.7K | Added$238.3K |
| Spdr Index Shs Fds | — | 20.8K | $947.8K | 0.8% | −$27.9K | Held |
| Jpmorgan Chase & Co. | — | 3.02K | $855.9K | 0.8% | −$116K | Held |
| Invesco Qqq Tr | — | 1.53K | $854.2K | 0.8% | −$85.7K | Held |
| American Centy Etf Tr | — | 10.4K | $756.5K | 0.7% | — | New |
| Deere & Co | DE | 1.25K | $694.4K | 0.6% | $112.4K | Held |
| Emerson Elec Co | — | 5.5K | $678.1K | 0.6% | −$51.8K | Held |
| Vanguard Intl Equity Index F | — | 5.04K | $676.3K | 0.6% | −$34.6K | Held |
| Ishares 0-3 Month | — | 5.9K | $593.9K | 0.5% | $1.65K | Cut−$440K |
| Pimco Etf Tr | — | 22.3K | $581.4K | 0.5% | — | New |
| Procter And Gamble Co | PG | 4K | $579.2K | 0.5% | $5.64K | Cut−$15.1K |
| Alphabet Inc | — | 2.11K | $578.2K | 0.5% | −$80.9K | Added−$63.2K |
| Altria Group, Inc. | MO | 8.23K | $551.8K | 0.5% | $77.1K | Held |
| Vanguard Intl Equity Index F | — | 3.73K | $527.6K | 0.5% | −$6.98K | Held |
| Amazon Com Inc | AMZN | 2.58K | $519.1K | 0.5% | −$68.7K | Added−$11.6K |
| American Centy Etf Tr | — | 7.4K | $430.9K | 0.4% | — | New |
| Select Sector Spdr Tr | — | 3.25K | $414.4K | 0.4% | — | New |
| Vanguard World Fd | — | 600 | $401.2K | 0.4% | −$51K | Held |
| Mondelez Intl Inc | — | 6.58K | $383.5K | 0.3% | $29.1K | Held |
| Home Depot, Inc. | HD | 1.18K | $382.7K | 0.3% | −$24.4K | Cut−$29.5K |
| Berkshire Hathaway Inc Del | — | 803 | $381.2K | 0.3% | — | New |
| Mcdonalds Corp | MCD | 1.14K | $351.4K | 0.3% | $3.3K | Held |
| Walmart Inc. | WMT | 2.84K | $351.2K | 0.3% | $34.4K | Held |
| Caterpillar Inc | CAT | 500 | $333.7K | 0.3% | $47.3K | Held |
| Taiwan Semiconductor Mfg Ltd | — | 1.04K | $329.5K | 0.3% | $12.6K | Added$25.6K |
| Cisco Sys Inc | — | 4.1K | $315.9K | 0.3% | $41 | Held |
| Exxon Mobil Corp | — | 1.7K | $291.8K | 0.3% | $87K | Held |
| Vanguard Star Fds | — | 3.77K | $281.7K | 0.2% | −$3.06K | Held |
| Colgate Palmolive Co | CL | 3.27K | $280K | 0.2% | $21.9K | Held |
| Air Prods & Chems Inc | — | 950 | $277K | 0.2% | $42.3K | Held |
| Advanced Micro Devices Inc | AMD | 1.37K | $268.2K | 0.2% | −$20K | Added$32K |
| Ishares Tr | — | 1.99K | $267K | 0.2% | −$11.6K | Added$42.1K |
| Vanguard Index Fds | — | 933 | $262.1K | 0.2% | −$8.67K | Cut−$29K |
| Vanguard Intl Equity Index F | — | 3.24K | $258.6K | 0.2% | −$12.1K | Held |
| Coca Cola Co | KO | 3.12K | $237.8K | 0.2% | $19.8K | Cut$13.8K |
| American Centy Etf Tr | — | 3.05K | $232.5K | 0.2% | — | New |
| 3M CO | MMM | 1.55K | $220.9K | 0.2% | −$27.2K | Held |
| Travelers Companies, Inc. | TRV | 734 | $214.2K | 0.2% | $1.29K | Held |
| Vanguard Tax-Managed Fds | — | 3.4K | $210.9K | 0.2% | −$1.5K | Held |
| Chevron Corp New | CVX | 1K | $210.7K | 0.2% | — | New |
| Spdr Series Trust | — | 2.24K | $205.2K | 0.2% | $582 | Held |
| Ishares Tr | — | 1.59K | $204.5K | 0.2% | −$17.1K | Held |
| Nuveen Taxable Municpal Inm | — | 10K | $152.9K | 0.1% | −$5.1K | Held |
| Guggenheim Taxable Municp Bo | — | 10K | $139.9K | 0.1% | −$9.3K | Held |
| Blackrock Ltd Duration Incom | — | 10K | $121.6K | 0.1% | −$15.8K | Held |
| Pimco Corporate & Incm Strg | — | 10K | $115K | 0.1% | −$12.6K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.