MAIMON WEALTH MANAGEMENT LTD.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 84.6%; sector active share 72.2% against the combined 13F book's sector weights.
Over time 3 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
80 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 81.2% | $105,401,796 |
| Technology | 6.7% | $8,749,277 |
| Consumer Defensive | 4.1% | $5,302,588 |
| Healthcare | 3.0% | $3,881,662 |
| Industrials | 1.8% | $2,390,269 |
| Consumer Cyclical | 1.1% | $1,430,558 |
| Financial Services | 0.9% | $1,113,360 |
| Communication Services | 0.8% | $992,842 |
| Basic Materials | 0.2% | $285,850 |
| Energy | 0.2% | $271,115 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ICSH | iShares Ultra Short Duration Bond Active ETF | +14,950 | 104,115 | $5,266,136 | |
| AVGV | Avantis All Equity Markets Value ETF | +13,150 | 16,200 | $1,377,324 | |
| BOND | PIMCO Active Bond Exchange-Traded Fund | +11,820 | 60,685 | $5,595,763 | |
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND | +9,830 | 87,735 | $6,835,433 | |
| NEAR | iShares Short Duration Bond Active ETF | +9,750 | 172,910 | $8,759,620 | |
| — | +9,200 | 88,580 | $4,124,993 | ||
| — | +7,230 | 54,775 | $5,811,627 | ||
| LDUR | PIMCO Enhanced Low Duration Active Exchange-Traded Fund | +7,180 | 53,530 | $5,118,003 | |
| ISTB | iShares Core 1-5 Year USD Bond ETF | +6,400 | 92,160 | $4,446,720 | |
| INTF | iShares International Equity Factor ETF | +5,335 | 37,225 | $1,524,736 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | +5,000 | 5,600 | $669,312 | |
| LRGF | iShares U.S. Equity Factor ETF | +3,800 | 31,705 | $2,397,849 | |
| VO | VANGUARD MID-CAP INDEX FUND | +2,799 | 3,732 | $300,687 | |
| PYLD | +2,600 | 24,900 | $660,348 | ||
| MINT | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | +2,410 | 69,220 | $6,978,068 | |
| IVLU | iShares MSCI Intl Value Factor ETF | +2,385 | 45,358 | $1,896,871 | |
| IQLT | iShares MSCI Intl Quality Factor ETF | +1,415 | 47,387 | $2,348,025 | |
| AVEM | Avantis Emerging Markets Equity ETF | +1,250 | 38,157 | $3,681,768 | |
| QUAL | iShares MSCI USA Quality Factor ETF | +1,210 | 16,472 | $3,614,450 | |
| IEFA | iShares Core MSCI EAFE ETF | +1,025 | 37,520 | $3,623,681 | |
| AVLV | Avantis U.S. Large Cap Value ETF | +965 | 13,650 | $1,245,016 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | +935 | 15,148 | $5,605,365 | |
| IAU | Ishares Gold Trust | +765 | 25,490 | $1,924,749 | |
| CSCO | Cisco Systems, Inc. | +616 | 4,716 | $553,941 | |
| AVUV | Avantis U.S. Small Cap Value ETF | +520 | 18,910 | $2,359,211 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SGOV | iShares 0-3 Month Treasury Bond ETF | −2,500 | 3,400 | $342,278 | |
| AAPL | Apple Inc. | −782 | 9,395 | $2,718,537 | |
| AVUS | Avantis U.S. Equity ETF | −220 | 26,502 | $3,394,376 | |
| BRK-B | Berkshire Hathaway Inc | −155 | 648 | $324,252 | |
| PG | PROCTER & GAMBLE Co | −101 | 3,901 | $572,042 | |
| AMD | Advanced Micro Devices Inc | −10 | 1,358 | $788,875 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DELL | Dell Technologies Inc. | 943 | $406,866 | |
| MGK | VANGUARD MEGA CAP GROWTH INDEX FUND | 4,365 | $383,727 | |
| PANW | Palo Alto Networks Inc | 876 | $298,733 | |
| VUG | VANGUARD GROWTH INDEX FUND | 2,658 | $228,960 | |
| EFA | iShares MSCI EAFE ETF | 2,170 | $225,419 | |
| IWD | iShares Russell 1000 Value ETF | 850 | $206,065 | |
| T | At&T Inc. | 150,840 | $166,603 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NEAR |
iShares Short Duration Bond Active ETF
|
Added | 172,910 | $8,759,620 | 6.75% | |
| MINT |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
|
Added | 69,220 | $6,978,068 | 5.38% | |
| BSV |
VANGUARD SHORT-TERM BOND INDEX FUND
|
Added | 87,735 | $6,835,433 | 5.27% | |
|
|
Added | 54,775 | $5,811,627 | 4.48% | ||
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 15,148 | $5,605,365 | 4.32% | |
| BOND |
PIMCO Active Bond Exchange-Traded Fund
|
Added | 60,685 | $5,595,763 | 4.31% | |
| ICSH |
iShares Ultra Short Duration Bond Active ETF
|
Added | 104,115 | $5,266,136 | 4.06% | |
| LDUR |
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
|
Added | 53,530 | $5,118,003 | 3.94% | |
| ISTB |
iShares Core 1-5 Year USD Bond ETF
|
Added | 92,160 | $4,446,720 | 3.43% | |
|
|
Added | 88,580 | $4,124,993 | 3.18% | ||
| SYK |
Stryker Corp
Healthcare
|
Added | 12,329 | $3,881,662 | 2.99% | |
| AVEM |
Avantis Emerging Markets Equity ETF
|
Added | 38,157 | $3,681,768 | 2.84% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
Added | 37,520 | $3,623,681 | 2.79% | |
| QUAL |
iShares MSCI USA Quality Factor ETF
|
Added | 16,472 | $3,614,450 | 2.78% | |
| AVUS |
Avantis U.S. Equity ETF
|
Reduced | 26,502 | $3,394,376 | 2.61% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 9,395 | $2,718,537 | 2.09% | |
| AVDE |
Avantis International Equity ETF
|
Held | 28,135 | $2,509,642 | 1.93% | |
| LRGF |
iShares U.S. Equity Factor ETF
|
Added | 31,705 | $2,397,849 | 1.85% | |
| AVUV |
Avantis U.S. Small Cap Value ETF
|
Added | 18,910 | $2,359,211 | 1.82% | |
| IQLT |
iShares MSCI Intl Quality Factor ETF
|
Added | 47,387 | $2,348,025 | 1.81% | |
| VOE |
VANGUARD MID-CAP VALUE INDEX FUND
|
Added | 10,759 | $2,125,978 | 1.64% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 9,680 | $1,936,871 | 1.49% | |
| IAU |
Ishares Gold Trust
|
Added | 25,490 | $1,924,749 | 1.48% | |
| IVLU |
iShares MSCI Intl Value Factor ETF
|
Added | 45,358 | $1,896,871 | 1.46% | |
| AVDV |
Avantis International Small Cap Value ETF
|
Added | 17,525 | $1,805,951 | 1.39% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 1,665 | $1,557,557 | 1.20% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 4,120 | $1,536,842 | 1.18% | |
| INTF |
iShares International Equity Factor ETF
|
Added | 37,225 | $1,524,736 | 1.17% | |
| AVGV |
Avantis All Equity Markets Value ETF
|
Added | 16,200 | $1,377,324 | 1.06% | |
| VBR |
VANGUARD SMALL-CAP VALUE INDEX FUND
|
Added | 5,409 | $1,314,332 | 1.01% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 7,252 | $1,311,959 | 1.01% | |
| AVLV |
Avantis U.S. Large Cap Value ETF
|
Added | 13,650 | $1,245,016 | 0.96% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 1,665 | $1,226,106 | 0.94% | |
| SPEM |
State Street(R) SPDR(R) Portfolio Emerging Markets ETF
|
Held | 20,845 | $1,079,354 | 0.83% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 2,312 | $826,239 | 0.64% | |
| AVIV |
Avantis International Large Cap Value ETF
|
Added | 10,526 | $814,922 | 0.63% | |
| DE |
Deere & Co
Industrials
|
Held | 1,250 | $792,912 | 0.61% | |
| VT |
VANGUARD TOTAL WORLD STOCK INDEX FUND
|
Held | 5,040 | $791,028 | 0.61% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 1,358 | $788,875 | 0.61% | |
| EMR |
Emerson Electric Co
Industrials
|
Held | 5,500 | $787,325 | 0.61% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 2,871 | $684,274 | 0.53% | |
| VGT |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
Added | 5,600 | $669,312 | 0.52% | |
| PYLD |
|
Added | 24,900 | $660,348 | 0.51% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Held | 8,233 | $592,364 | 0.46% | |
| VSS |
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND
|
Held | 3,730 | $575,501 | 0.44% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 3,901 | $572,042 | 0.44% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 525 | $559,072 | 0.43% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 4,716 | $553,941 | 0.43% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 1,065 | $508,612 | 0.39% | |
| AVES |
Avantis Emerging Markets Value ETF
|
Added | 7,500 | $492,000 | 0.38% |
Showing the top 50 of 80 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.