StockDriftsStockDriftsTop 50 Maimon Wealth Management LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NEAR | ISHARES U S ETF TR | 6.75% | 172.9K | $8.8M | +5.98%(+9.75K) | $51.15(-1.32%) | 2026-06-30 | |
| MINT | PIMCO ETF TR | 5.38% | 69.2K | $7.0M | +3.61%(+2.41K) | $100.52(+0.06%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 5.27% | 87.7K | $6.8M | +12.62%(+9.83K) | $78.75(-1.58%) | 2026-06-30 | |
| GVI | ISHARES TR | 4.48% | 54.8K | $5.8M | +15.21%(+7.23K) | $107.19(-1.78%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 4.32% | 15.1K | $5.6M | +6.58%(+935) | $331.95(+15.09%) | 2026-06-30 | |
| BOND | PIMCO ETF TR | 4.31% | 60.7K | $5.6M | +24.19%(+11.82K) | $92.95(-2.55%) | 2026-06-30 | |
| ICSH | ISHARES TR | 4.06% | 104.1K | $5.3M | +16.77%(+14.95K) | $50.65(-0.34%) | 2026-06-30 | |
| LDUR | PIMCO ETF TR | 3.94% | 53.5K | $5.1M | +15.49%(+7.18K) | $95.98(-0.68%) | 2026-06-30 | |
| ISTB | ISHARES TR | 3.43% | 92.2K | $4.4M | +7.46%(+6.40K) | $48.75(-1.57%) | 2026-06-30 | |
| AVSF | AMERICAN CENTY ETF TR | 3.18% | 88.6K | $4.1M | +11.59%(+9.20K) | $47.08(-1.70%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +2.77% |
| Top 20 Holdings Unweighted | — | — | — | — | +4.38% |
Maimon Wealth Management LTD reports $129.82M in US-listed equity holdings across 80 positions in its most recent 13F filing. Its largest disclosed positions are NEAR (6.8%), MINT (5.4%) and BSV (5.3%). The top 20 holdings account for 68.63% of reported assets. Its disclosed equity book has returned +2.77% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Maimon Wealth Management LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1760401). View Maimon Wealth Management LTD’s 13F filings on SEC