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MAIMON WEALTH MANAGEMENT LTD.

Q2 2026 13F Holdings

  • Location
    ra'anana, L3
  • Num holdings

    80

  • Value ($000)

    $129,819

  • Date Filed
    07/24/2026
  • Form type
    13F-HR
  • CIK
    0001760401
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NEAR

ISHARES U S ETF TR

SHOR DURA BD ETF
46431W507
$8.76M
7 %

172,910

M
MINT

PIMCO ETF TR

ENHAN SHRT MA AC
72201R833
$6.98M
5 %

69,220

B
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$6.84M
5 %

87,735

G
GVI

ISHARES TR

INTRM GOV CR ETF
464288612
$5.81M
5 %

54,775

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$5.61M
4 %

15,148

B
BOND

PIMCO ETF TR

ACTIVE BD ETF
72201R775
$5.6M
4 %

60,685

I
ICSH

ISHARES TR

ULTRA SHORT DUR
46434V878
$5.27M
4 %

104,115

L
LDUR

PIMCO ETF TR

ENHNCD LW DUR AC
72201R718
$5.12M
4 %

53,530

I
ISTB

ISHARES TR

CORE 1 5 YR USD
46432F859
$4.45M
3 %

92,160

A
AVSF

AMERICAN CENTY ETF TR

AVANTIS SHFXDINC
025072687
$4.13M
3 %

88,580

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