Filed: 5/7/2026ACC: 0001951757-26-000800
📋 What this filing means
MAIMON WEALTH MANAGEMENT LTD. filed this quarterly 13F‑HR report disclosing 71 equity positions with a total reported market value of $107.61M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
71
Positions
$107.61M
Total AUM (reported)
1.23M
Total Shares
Allocation by class
COM$21.97M20.4%
SHORT DURATION B$7.80M7.3%
ENHAN SHRT MA AC$6.63M6.2%
SHORT TRM BOND$5.53M5.1%
ULTRA SHORT DUR$4.94M4.6%
TOTAL STK MKT$4.30M4.0%
ENHNCD LW DUR AC$4.09M3.8%
Portfolio Concentration
Top 3$19.96M18.5%
4–10$29.61M27.5%
11–25$34.07M31.7%
Rest$23.97M22.3%
Top 3 weight
18.5%
Top 10 weight
46.1%
Voting Authority Distribution
Total shares with voting rights: 1.23M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.23M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole71
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings71
Rows:
ISHARES U S ETF TR
SOLEShares152.69K
TypeSH
Market value$7.80M
7.25%
Sole
0.00
Shared
0.00
None
152.69K
PIMCO ETF TR
SOLEShares66.05K
TypeSH
Market value$6.63M
6.16%
Sole
0.00
Shared
0.00
None
66.05K
VANGUARD BD INDEX FDS
SOLEShares70.14K
TypeSH
Market value$5.53M
5.14%
Sole
0.00
Shared
0.00
None
70.14K
ISHARES TR
SOLEShares97.58K
TypeSH
Market value$4.94M
4.59%
Sole
0.00
Shared
0.00
None
97.58K
STRYKER CORPORATION
SOLEShares12.30K
TypeSH
Market value$4.32M
4.02%
Sole
0.00
Shared
0.00
None
12.30K
VANGUARD INDEX FDS
SOLEShares12.84K
TypeSH
Market value$4.30M
4.00%
Sole
0.00
Shared
0.00
None
12.84K
PIMCO ETF TR
SOLEShares42.64K
TypeSH
Market value$4.09M
3.80%
Sole
0.00
Shared
0.00
None
42.64K
ISHARES TR
SOLEShares37.86K
TypeSH
Market value$4.06M
3.78%
Sole
0.00
Shared
0.00
None
37.86K
PIMCO ETF TR
SOLEShares43.10K
TypeSH
Market value$4.01M
3.73%
Sole
0.00
Shared
0.00
None
43.10K
ISHARES TR
SOLEShares79.63K
TypeSH
Market value$3.88M
3.61%
Sole
0.00
Shared
0.00
None
79.63K
AMERICAN CENTY ETF TR
SOLEShares74.18K
TypeSH
Market value$3.49M
3.25%
Sole
0.00
Shared
0.00
None
74.18K
ISHARES TR
SOLEShares34.52K
TypeSH
Market value$3.09M
2.87%
Sole
0.00
Shared
0.00
None
34.52K
AMERICAN CENTY ETF TR
SOLEShares26.77K
TypeSH
Market value$2.99M
2.78%
Sole
0.00
Shared
0.00
None
26.77K
ISHARES TR
SOLEShares13.63K
TypeSH
Market value$2.71M
2.52%
Sole
0.00
Shared
0.00
None
13.63K
AMERICAN CENTY ETF TR
SOLEShares32.74K
TypeSH
Market value$2.52M
2.34%
Sole
0.00
Shared
0.00
None
32.74K
APPLE INC
SOLEShares9.26K
TypeSH
Market value$2.52M
2.34%
Sole
0.00
Shared
0.00
None
9.26K
AMERICAN CENTY ETF TR
SOLEShares28.20K
TypeSH
Market value$2.32M
2.16%
Sole
0.00
Shared
0.00
None
28.20K
ISHARES GOLD TR
SOLEShares28.46K
TypeSH
Market value$2.31M
2.15%
Sole
0.00
Shared
0.00
None
28.46K
ISHARES TR
SOLEShares42.35K
TypeSH
Market value$1.92M
1.79%
Sole
0.00
Shared
0.00
None
42.35K
VANGUARD INDEX FDS
SOLEShares10.63K
TypeSH
Market value$1.89M
1.75%
Sole
0.00
Shared
0.00
None
10.63K
MICROSOFT CORP
SOLEShares3.83K
TypeSH
Market value$1.85M
1.72%
Sole
0.00
Shared
0.00
None
3.83K
AMERICAN CENTY ETF TR
SOLEShares16.58K
TypeSH
Market value$1.69M
1.57%
Sole
0.00
Shared
0.00
None
16.58K
NVIDIA CORPORATION
SOLEShares9.06K
TypeSH
Market value$1.69M
1.57%
Sole
0.00
Shared
0.00
None
9.06K
AMERICAN CENTY ETF TR
SOLEShares16.48K
TypeSH
Market value$1.55M
1.44%
Sole
0.00
Shared
0.00
None
16.48K
ISHARES TR
SOLEShares40.25K
TypeSH
Market value$1.53M
1.42%
Sole
0.00
Shared
0.00
None
40.25K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES U S ETF TRSOLE | SHORT DURATION B | 152.69K | SH | $7.80M 7.25% | 0.00 | 0.00 | 152.69K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 66.05K | SH | $6.63M 6.16% | 0.00 | 0.00 | 66.05K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 70.14K | SH | $5.53M 5.14% | 0.00 | 0.00 | 70.14K |
ISHARES TRSOLE | ULTRA SHORT DUR | 97.58K | SH | $4.94M 4.59% | 0.00 | 0.00 | 97.58K |
STRYKER CORPORATIONSOLE | COM | 12.30K | SH | $4.32M 4.02% | 0.00 | 0.00 | 12.30K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 12.84K | SH | $4.30M 4.00% | 0.00 | 0.00 | 12.84K |
PIMCO ETF TRSOLE | ENHNCD LW DUR AC | 42.64K | SH | $4.09M 3.80% | 0.00 | 0.00 | 42.64K |
ISHARES TRSOLE | INTRM GOV CR ETF | 37.86K | SH | $4.06M 3.78% | 0.00 | 0.00 | 37.86K |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 43.10K | SH | $4.01M 3.73% | 0.00 | 0.00 | 43.10K |
ISHARES TRSOLE | CORE 1 5 YR USD | 79.63K | SH | $3.88M 3.61% | 0.00 | 0.00 | 79.63K |
AMERICAN CENTY ETF TRSOLE | AVANTIS SHFXDINC | 74.18K | SH | $3.49M 3.25% | 0.00 | 0.00 | 74.18K |
ISHARES TRSOLE | CORE MSCI EAFE | 34.52K | SH | $3.09M 2.87% | 0.00 | 0.00 | 34.52K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 26.77K | SH | $2.99M 2.78% | 0.00 | 0.00 | 26.77K |
ISHARES TRSOLE | MSCI USA QLT FCT | 13.63K | SH | $2.71M 2.52% | 0.00 | 0.00 | 13.63K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 32.74K | SH | $2.52M 2.34% | 0.00 | 0.00 | 32.74K |
APPLE INCSOLE | COM | 9.26K | SH | $2.52M 2.34% | 0.00 | 0.00 | 9.26K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 28.20K | SH | $2.32M 2.16% | 0.00 | 0.00 | 28.20K |
ISHARES GOLD TRSOLE | ISHARES NEW | 28.46K | SH | $2.31M 2.15% | 0.00 | 0.00 | 28.46K |
ISHARES TRSOLE | MSCI INTL QUALTY | 42.35K | SH | $1.92M 1.79% | 0.00 | 0.00 | 42.35K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 10.63K | SH | $1.89M 1.75% | 0.00 | 0.00 | 10.63K |
MICROSOFT CORPSOLE | COM | 3.83K | SH | $1.85M 1.72% | 0.00 | 0.00 | 3.83K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 16.58K | SH | $1.69M 1.57% | 0.00 | 0.00 | 16.58K |
NVIDIA CORPORATIONSOLE | COM | 9.06K | SH | $1.69M 1.57% | 0.00 | 0.00 | 9.06K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 16.48K | SH | $1.55M 1.44% | 0.00 | 0.00 | 16.48K |
ISHARES TRSOLE | MSCI INTL VLU FT | 40.25K | SH | $1.53M 1.42% | 0.00 | 0.00 | 40.25K |
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