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MWM

Maimon Wealth Management Portfolio holdings

AUM $130M
This Fund
S&P 500
This Quarter Est. Return
+1.6%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$108M
AUM Growth
–
Cap. Flow
+$107M
Cap. Flow %
99.57%
Top 10 Hldgs %
46.06%
Holding
71
New
71
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$7.82M
2
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$6.64M
3
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$5.53M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$4.94M
5
SYK icon
Stryker
SYK
+$4.48M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 6.42%
2 Healthcare 5.34%
3 Consumer Staples 4.43%
4 Industrials 1.72%
5 Consumer Discretionary 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LRGF icon
26
iShares US Equity Factor ETF
LRGF
$3.7B
$1.49M 1.38%
+21,440
New +$1.49M
LLY icon
27
Eli Lilly
LLY
$1.14T
$1.43M 1.33%
+1,327
New +$1.27M
COST icon
28
Costco
COST
$424B
$1.41M 1.31%
+1,640
New +$1.49M
PM icon
29
Philip Morris
PM
$296B
$1.14M 1.05%
+7,077
New +$1.1M
VBR icon
30
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.1B
$1.13M 1.05%
+5,335
New +$1.12M
SGOV icon
31
iShares 0-3 Month Treasury Bond ETF
SGOV
$103B
$1.03M 0.96%
+10,300
New +$1.04M
INTF icon
32
iShares International Equity Factor ETF
INTF
$3.75B
$996K 0.93%
+26,375
New +$969K
SPEM icon
33
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.6B
$976K 0.91%
+20,845
New +$981K
JPM icon
34
JPMorgan Chase
JPM
$950B
$972K 0.9%
+3,016
New +$934K
QQQ icon
35
Invesco QQQ Trust
QQQ
$487B
$940K 0.87%
+1,530
New +$939K
AVLV icon
36
Avantis US Large Cap Value ETF
AVLV
$18.5B
$761K 0.71%
+10,050
New +$739K
EMR icon
37
Emerson Electric
EMR
$87.9B
$730K 0.68%
+5,500
New +$730K
VT icon
38
Vanguard Total World Stock ETF
VT
$81B
$711K 0.66%
+5,040
New +$704K
GOOGL icon
39
Alphabet (Google) Class A
GOOGL
$4.22T
$641K 0.6%
+2,049
New +$585K
PG icon
40
Procter & Gamble
PG
$336B
$594K 0.55%
+4,147
New +$611K
DE icon
41
Deere & Co
DE
$157B
$582K 0.54%
+1,250
New +$587K
VSS icon
42
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$12B
$535K 0.5%
+3,730
New +$531K
AMZN icon
43
Amazon
AMZN
$2.87T
$531K 0.49%
+2,299
New +$526K
MO icon
44
Altria Group
MO
$110B
$475K 0.44%
+8,233
New +$497K
VGT icon
45
Vanguard Information Technology ETF
VGT
$146B
$452K 0.42%
+4,800
New +$456K
HD icon
46
Home Depot
HD
$343B
$412K 0.38%
+1,198
New +$439K
MDLZ icon
47
Mondelez International
MDLZ
$81.9B
$354K 0.33%
+6,583
New +$379K
MCD icon
48
McDonald's
MCD
$189B
$348K 0.32%
+1,139
New +$349K
WMT icon
49
Walmart Inc
WMT
$910B
$317K 0.29%
+2,844
New +$305K
CSCO icon
50
Cisco
CSCO
$436B
$316K 0.29%
+4,100
New +$304K
1
2
3

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Maimon Wealth Management's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Maimon Wealth Management, which disclosed 71 positions worth $108M. Its ten largest holdings account for 46% of the portfolio.

Its largest position is iShares Short Maturity Bond ETF: 152,690 shares worth $7.8M.

By sector, the portfolio is most concentrated in Technology at 6.4% of assets, followed by Healthcare and Consumer Staples.

  • Maimon Wealth Management's largest Q4 2025 buy was iShares Short Maturity Bond ETF: 152,690 shares worth $7.8M.
  • Maimon Wealth Management's ten largest holdings make up 46% of its $108M portfolio in Q4 2025.
  • Maimon Wealth Management disclosed 71 positions in Q4 2025, its first 13F filing on record.

Based on Maimon Wealth Management's 13F filing for Q4 2025, filed 7 May 2026.