MAIMON WEALTH MANAGEMENT LTD.

Filed: 5/7/2026ACC: 0001951757-26-000801

📋 What this filing means

MAIMON WEALTH MANAGEMENT LTD. filed this quarterly 13F‑HR report disclosing 77 equity positions with a total reported market value of $113.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$113.96M

Total AUM (reported)

1.35M

Total Shares

Allocation by class

COM$21.51M18.9%

SHORT DURATION B$8.28M7.3%

ENHAN SHRT MA AC$6.72M5.9%

SHORT TRM BOND$6.10M5.4%

INTRM GOV CR ETF$5.06M4.4%

ULTRA SHORT DUR$4.51M4.0%

ACTIVE BD ETF$4.50M3.9%

Portfolio Concentration

Top 3$21.10M18.5%

4–10$31.10M27.3%

11–25$35.17M30.9%

Rest$26.59M23.3%

Top 3 weight

18.5%

Top 10 weight

45.8%

Voting Authority Distribution

Total shares with voting rights: 1.35M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.35M

% of voting shares100.0%

Investment Discretion (by position count)

Sole77

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings77

Rows:

ISHARES U S ETF TR

SOLE

SHORT DURATION B

Shares163.16K

TypeSH

Market value$8.28M

7.26%

Sole

0.00

Shared

0.00

None

163.16K

PIMCO ETF TR

SOLE

ENHAN SHRT MA AC

Shares66.81K

TypeSH

Market value$6.72M

5.90%

Sole

0.00

Shared

0.00

None

66.81K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares77.91K

TypeSH

Market value$6.10M

5.35%

Sole

0.00

Shared

0.00

None

77.91K

ISHARES TR

SOLE

INTRM GOV CR ETF

Shares47.55K

TypeSH

Market value$5.06M

4.44%

Sole

0.00

Shared

0.00

None

47.55K

ISHARES TR

SOLE

ULTRA SHORT DUR

Shares89.17K

TypeSH

Market value$4.51M

3.96%

Sole

0.00

Shared

0.00

None

89.17K

PIMCO ETF TR

SOLE

ACTIVE BD ETF

Shares48.87K

TypeSH

Market value$4.50M

3.95%

Sole

0.00

Shared

0.00

None

48.87K

PIMCO ETF TR

SOLE

ENHNCD LW DUR AC

Shares46.35K

TypeSH

Market value$4.43M

3.89%

Sole

0.00

Shared

0.00

None

46.35K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares14.21K

TypeSH

Market value$4.43M

3.89%

Sole

0.00

Shared

0.00

None

14.21K

ISHARES TR

SOLE

CORE 1 5 YR USD

Shares85.76K

TypeSH

Market value$4.15M

3.64%

Sole

0.00

Shared

0.00

None

85.76K

STRYKER CORPORATION

SOLE

COM

Shares12.32K

TypeSH

Market value$4.02M

3.53%

Sole

0.00

Shared

0.00

None

12.32K

AMERICAN CENTY ETF TR

SOLE

AVANTIS SHFXDINC

Shares79.38K

TypeSH

Market value$3.71M

3.25%

Sole

0.00

Shared

0.00

None

79.38K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares36.49K

TypeSH

Market value$3.20M

2.81%

Sole

0.00

Shared

0.00

None

36.49K

AMERICAN CENTY ETF TR

SOLE

US EQT ETF

Shares26.72K

TypeSH

Market value$2.89M

2.54%

Sole

0.00

Shared

0.00

None

26.72K

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMGMKT

Shares36.91K

TypeSH

Market value$2.87M

2.52%

Sole

0.00

Shared

0.00

None

36.91K

ISHARES TR

SOLE

MSCI USA QLT FCT

Shares15.26K

TypeSH

Market value$2.85M

2.50%

Sole

0.00

Shared

0.00

None

15.26K

APPLE INC

SOLE

COM

Shares10.18K

TypeSH

Market value$2.51M

2.20%

Sole

0.00

Shared

0.00

None

10.18K

AMERICAN CENTY ETF TR

SOLE

INTL EQT ETF

Shares28.14K

TypeSH

Market value$2.31M

2.03%

Sole

0.00

Shared

0.00

None

28.14K

ISHARES GOLD TR

SOLE

ISHARES NEW

Shares24.73K

TypeSH

Market value$2.10M

1.84%

Sole

0.00

Shared

0.00

None

24.73K

ISHARES TR

SOLE

MSCI INTL QUALTY

Shares45.97K

TypeSH

Market value$2.06M

1.81%

Sole

0.00

Shared

0.00

None

45.97K

AMERICAN CENTY ETF TR

SOLE

US SML CP VALU

Shares18.39K

TypeSH

Market value$1.99M

1.75%

Sole

0.00

Shared

0.00

None

18.39K

VANGUARD INDEX FDS

SOLE

MCAP VL IDXVIP

Shares10.63K

TypeSH

Market value$1.93M

1.69%

Sole

0.00

Shared

0.00

None

10.63K

ISHARES TR

SOLE

U S EQUITY FACTR

Shares27.91K

TypeSH

Market value$1.79M

1.57%

Sole

0.00

Shared

0.00

None

27.91K

AMERICAN CENTY ETF TR

SOLE

INTL SMCP VLU

Shares17.36K

TypeSH

Market value$1.68M

1.47%

Sole

0.00

Shared

0.00

None

17.36K

ISHARES TR

SOLE

MSCI INTL VLU FT

Shares42.97K

TypeSH

Market value$1.65M

1.45%

Sole

0.00

Shared

0.00

None

42.97K

COSTCO WHOLESALE CORPORATION

SOLE

COM

Shares1.64K

TypeSH

Market value$1.63M

1.43%

Sole

0.00

Shared

0.00

None

1.64K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES U S ETF TRSOLE	SHORT DURATION B	163.16K	SH	$8.28M 7.26%	163.16K
PIMCO ETF TRSOLE	ENHAN SHRT MA AC	66.81K	SH	$6.72M 5.90%	66.81K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	77.91K	SH	$6.10M 5.35%	77.91K
ISHARES TRSOLE	INTRM GOV CR ETF	47.55K	SH	$5.06M 4.44%	47.55K
ISHARES TRSOLE	ULTRA SHORT DUR	89.17K	SH	$4.51M 3.96%	89.17K
PIMCO ETF TRSOLE	ACTIVE BD ETF	48.87K	SH	$4.50M 3.95%	48.87K
PIMCO ETF TRSOLE	ENHNCD LW DUR AC	46.35K	SH	$4.43M 3.89%	46.35K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	14.21K	SH	$4.43M 3.89%	14.21K
ISHARES TRSOLE	CORE 1 5 YR USD	85.76K	SH	$4.15M 3.64%	85.76K
STRYKER CORPORATIONSOLE	COM	12.32K	SH	$4.02M 3.53%	12.32K
AMERICAN CENTY ETF TRSOLE	AVANTIS SHFXDINC	79.38K	SH	$3.71M 3.25%	79.38K
ISHARES TRSOLE	CORE MSCI EAFE	36.49K	SH	$3.20M 2.81%	36.49K
AMERICAN CENTY ETF TRSOLE	US EQT ETF	26.72K	SH	$2.89M 2.54%	26.72K
AMERICAN CENTY ETF TRSOLE	AVANTIS EMGMKT	36.91K	SH	$2.87M 2.52%	36.91K
ISHARES TRSOLE	MSCI USA QLT FCT	15.26K	SH	$2.85M 2.50%	15.26K
APPLE INCSOLE	COM	10.18K	SH	$2.51M 2.20%	10.18K
AMERICAN CENTY ETF TRSOLE	INTL EQT ETF	28.14K	SH	$2.31M 2.03%	28.14K
ISHARES GOLD TRSOLE	ISHARES NEW	24.73K	SH	$2.10M 1.84%	24.73K
ISHARES TRSOLE	MSCI INTL QUALTY	45.97K	SH	$2.06M 1.81%	45.97K
AMERICAN CENTY ETF TRSOLE	US SML CP VALU	18.39K	SH	$1.99M 1.75%	18.39K
VANGUARD INDEX FDSSOLE	MCAP VL IDXVIP	10.63K	SH	$1.93M 1.69%	10.63K
ISHARES TRSOLE	U S EQUITY FACTR	27.91K	SH	$1.79M 1.57%	27.91K
AMERICAN CENTY ETF TRSOLE	INTL SMCP VLU	17.36K	SH	$1.68M 1.47%	17.36K
ISHARES TRSOLE	MSCI INTL VLU FT	42.97K	SH	$1.65M 1.45%	42.97K
COSTCO WHOLESALE CORPORATIONSOLE	COM	1.64K	SH	$1.63M 1.43%	1.64K

Page 1 of 4