2026 Q2 Portfolio Activity
In 2026 Q2, MAIMON WEALTH MANAGEMENT LTD. maintained a portfolio of 83 distinct positions. The most significant new addition was AMERICAN CENTY ETF TR, now representing 1.06% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 44.7%. Conversely, MAIMON WEALTH MANAGEMENT LTD. completely exited their position in ELI LILLY & CO.
Position History
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Total Positions
83
Quarter
2026 Q2
Top Holding
NEAR (6.7%)
Top 10 Concentration
45.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 83
MAIMON WEALTH MANAGEMENT LTD. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NEAR
ISHARES U S ETF...
|
ETF | 6.75% | 7.25% |
#1
Prev: #1
|
6.7 |
—
|
20,220 | 13.2% |
P
S
|
172,910 | $8,759,621 |
$49.98
+0.9%
|
2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | ||
|
MINT
PIMCO ETF TR
|
ETF | 5.38% | 6.16% |
#2
Prev: #2
|
4.2 |
—
|
3,170 | 4.8% |
P
S
|
69,220 | $6,978,068 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 5.27% | 5.14% |
#3
Prev: #3
|
5.6 |
—
|
17,600 | 25.1% |
P
S
|
87,735 | $6,837,049 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
GVI
ISHARES TR
|
Bond/Debt | 4.48% | 3.78% |
#4
4
Prev: #8
|
4.8 |
—
|
16,915 | 44.7% |
P
S
|
54,775 | $5,811,354 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 4.32% | 4.00% |
#5
1
Prev: #6
|
4.2 |
—
|
2,313 | 18.0% |
P
S
|
15,148 | $5,605,695 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
BOND
PIMCO ETF TR
|
ETF | 4.31% | 3.73% |
#6
3
Prev: #9
|
4.2 |
—
|
17,585 | 40.8% |
P
S
|
60,685 | $5,595,764 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
ICSH
ISHARES TR
|
ETF | 4.06% | 4.59% |
#7
3
Prev: #4
|
3.6 |
—
|
6,540 | 6.7% |
P
S
|
104,115 | $5,266,137 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
LDUR
PIMCO ETF TR
|
ETF | 3.94% | 3.80% |
#8
1
Prev: #7
|
4.1 |
—
|
10,890 | 25.5% |
P
S
|
53,530 | $5,118,003 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
ISTB
ISHARES TR
|
ETF | 3.43% | 3.61% |
#9
1
Prev: #10
|
3.4 |
—
|
12,534 | 15.7% |
P
S
|
92,160 | $4,446,720 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AVSF
AMERICAN CENTY ...
|
Bond/Debt | 3.18% | 3.25% |
#10
1
Prev: #11
|
3.3 |
—
|
14,400 | 19.4% |
P
S
|
88,580 | $4,125,002 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 2.99% | 4.02% |
#11
6
Prev: #5
|
1.7 |
—
|
31 | 0.3% |
P
S
|
12,329 | $3,881,662 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 2.84% | 2.34% |
#12
3
Prev: #15
|
3.1 |
—
|
5,420 | 16.6% |
P
S
|
38,157 | $3,681,769 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
IEFA
ISHARES TR
|
ETF | 2.79% | 2.87% |
#13
1
Prev: #12
|
3.1 |
—
|
2,995 | 8.7% |
P
S
|
37,520 | $3,623,682 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
QUAL
ISHARES TR
|
ETF | 2.78% | 2.52% |
#14
Prev: #14
|
3.6 |
—
|
2,842 | 20.9% |
P
S
|
16,472 | $3,614,451 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AVUS
AMERICAN CENTY ...
|
ETF | 2.61% | 2.78% |
#15
2
Prev: #13
|
1.5 |
—
|
-270 | -1.0% |
P
S
|
26,502 | $3,394,376 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AAPL
APPLE INC
|
Technology | 2.09% | 2.34% |
#16
Prev: #16
|
1.3 |
—
|
139 | 1.5% |
P
S
|
9,395 | $2,718,537 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 1.93% | 2.16% |
#17
Prev: #17
|
1.3 |
—
|
-70 | -0.2% |
P
S
|
28,135 | $2,509,642 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
LRGF
ISHARES TR
|
ETF | 1.85% | 1.38% |
#18
8
Prev: #26
|
3.2 |
—
|
10,265 | 47.9% |
P
S
|
31,705 | $2,397,849 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 1.82% | 1.57% |
#19
3
Prev: #22
|
2.7 |
—
|
2,330 | 14.1% |
P
S
|
18,910 | $2,359,212 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
IQLT
ISHARES TR
|
Bond/Debt | 1.81% | 1.79% |
#20
1
Prev: #19
|
2.7 |
—
|
5,035 | 11.9% |
P
S
|
47,387 | $2,348,026 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VOE
VANGUARD INDEX ...
|
ETF | 1.64% | 1.75% |
#21
1
Prev: #20
|
1.2 |
—
|
129 | 1.2% |
P
S
|
10,759 | $2,126,213 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.49% | 1.57% |
#22
1
Prev: #23
|
2.6 |
—
|
616 | 6.8% |
P
S
|
9,680 | $1,936,871 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 1.48% | 2.15% |
#23
5
Prev: #18
|
1.1 |
—
|
-2,970 | -10.4% |
P
S
|
25,490 | $1,924,750 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
IVLU
ISHARES TR
|
Bond/Debt | 1.46% | 1.42% |
#24
1
Prev: #25
|
2.6 |
—
|
5,110 | 12.7% |
P
S
|
45,358 | $1,896,872 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 1.39% | 1.44% |
#25
1
Prev: #24
|
2.6 |
—
|
1,040 | 6.3% |
P
S
|
17,525 | $1,805,951 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 1.20% | 1.31% |
#26
2
Prev: #28
|
1.0 |
—
|
25 | 1.5% |
P
S
|
1,665 | $1,557,558 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.18% | 1.72% |
#27
6
Prev: #21
|
2.5 |
—
|
294 | 7.7% |
P
S
|
4,120 | $1,536,842 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
INTF
ISHARES TR
|
Bond/Debt | 1.17% | 0.93% |
#28
4
Prev: #32
|
3.0 |
—
|
10,850 | 41.1% |
P
S
|
37,225 | $1,524,736 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AVGV
AMERICAN CENTY ...
|
Bond/Debt | 1.06% | — |
#29
Prev: #—
|
3.9 |
—
|
16,200 | — |
NEW
|
16,200 | $1,375,056 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 1.01% | 1.05% |
#30
Prev: #30
|
0.9 |
—
|
74 | 1.4% |
P
S
|
5,409 | $1,314,333 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 1.01% | 1.05% |
#31
2
Prev: #29
|
0.9 |
—
|
175 | 2.5% |
P
S
|
7,252 | $1,311,959 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AVLV
AMERICAN CENTY ...
|
ETF | 0.96% | 0.71% |
#32
4
Prev: #36
|
2.9 |
—
|
3,600 | 35.8% |
P
S
|
13,650 | $1,245,016 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.94% | 0.87% |
#33
2
Prev: #35
|
2.4 |
—
|
135 | 8.8% |
P
S
|
1,665 | $1,226,106 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 0.83% | 0.91% |
#34
1
Prev: #33
|
1.3 |
—
|
no change | no change |
P
S
|
20,845 | $1,079,354 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.64% | 0.60% |
#35
4
Prev: #39
|
2.3 |
—
|
263 | 12.8% |
P
S
|
2,312 | $826,239 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AVIV
AMERICAN CENTY ...
|
Bond/Debt | 0.63% | — |
#36
Prev: #—
|
3.8 |
—
|
10,526 | — |
NEW
|
10,526 | $814,923 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
DE
DEERE & CO
|
Industrials | 0.61% | 0.54% |
#37
4
Prev: #41
|
1.2 |
—
|
no change | no change |
P
S
|
1,250 | $792,912 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VT
VANGUARD INTL E...
|
ETF | 0.61% | 0.66% |
#38
Prev: #38
|
1.2 |
—
|
no change | no change |
P
S
|
5,040 | $791,028 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.61% | 0.22% |
#39
19
Prev: #58
|
2.7 |
—
|
255 | 23.1% |
P
S
|
1,358 | $788,876 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
EMR
EMERSON ELEC CO
|
Industrials | 0.61% | 0.68% |
#40
3
Prev: #37
|
1.2 |
—
|
no change | no change |
P
S
|
5,500 | $787,325 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.53% | 0.49% |
#41
2
Prev: #43
|
2.7 |
—
|
572 | 24.9% |
P
S
|
2,871 | $684,274 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.52% | 0.42% |
#42
3
Prev: #45
|
3.2 |
—
|
5,000 | 833.3% |
P
S
|
5,600 | $669,312 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
PYLD
PIMCO ETF TR
|
ETF | 0.51% | — |
#43
Prev: #—
|
3.7 |
—
|
24,900 | — |
NEW
|
24,900 | $660,348 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
MO
ALTRIA GROUP IN...
|
Consumer Defensive | 0.46% | 0.44% |
#44
Prev: #44
|
1.2 |
—
|
no change | no change |
P
S
|
8,233 | $592,364 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VSS
VANGUARD INTL E...
|
ETF | 0.44% | 0.50% |
#45
3
Prev: #42
|
1.2 |
—
|
no change | no change |
P
S
|
3,730 | $575,502 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.44% | 0.55% |
#46
6
Prev: #40
|
0.7 |
—
|
-246 | -5.9% |
P
S
|
3,901 | $572,043 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.43% | 0.27% |
#47
6
Prev: #53
|
2.2 |
—
|
25 | 5.0% |
P
S
|
525 | $559,072 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.43% | 0.29% |
#48
2
Prev: #50
|
2.2 |
—
|
616 | 15.0% |
P
S
|
4,716 | $553,941 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.39% | 0.28% |
#49
2
Prev: #51
|
2.2 |
—
|
65 | 6.5% |
P
S
|
1,065 | $508,612 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AVES
AMERICAN CENTY ...
|
ETF | 0.38% | — |
#50
Prev: #—
|
3.7 |
—
|
7,500 | — |
NEW
|
7,500 | $492,000 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 |
Showing 1-50 of 83 holdings