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MWM

Maimon Wealth Management Portfolio holdings

AUM $130M
This Fund
S&P 500
This Quarter Est. Return
+7.58%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$130M
AUM Growth
+$15.9M
Cap. Flow
+$11.2M
Cap. Flow %
8.64%
Top 10 Hldgs %
45.1%
Holding
84
New
7
Increased
49
Reduced
6
Closed
4

Top Buys

Rank Stock Value
1
T icon
AT&T
T
+$3.74M
2
AVGV icon
Avantis All Equity Markets Value ETF
AVGV
+$1.1M
3
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.09M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$768K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$767K

Top Sells

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$1.18M
2
JPM icon
JPMorgan Chase
JPM
+$856K
3
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$414K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$251K
5
AAPL icon
Apple
AAPL
+$224K

Sector Composition

Rank Sector Weight
1 Technology 6.74%
2 Consumer Staples 4.08%
3 Healthcare 2.99%
4 Industrials 1.84%
5 Consumer Discretionary 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HD icon
51
Home Depot
HD
$343B
$429K 0.33%
1,217
+34
+3% +$11.1K
DELL icon
52
Dell
DELL
$283B
$407K 0.31%
+943
New +$273K
ACWI icon
53
iShares MSCI ACWI ETF
ACWI
$33.2B
$385K 0.3%
2,450
+460
+23% +$70.3K
MGK icon
54
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.4B
$384K 0.3%
+4,365
New +$373K
MDLZ icon
55
Mondelez International
MDLZ
$81.9B
$383K 0.29%
6,617
+34
+0.5% +$2.05K
VXUS icon
56
Vanguard Total International Stock ETF
VXUS
$162B
$344K 0.26%
4,021
+246
+7% +$20.6K
SGOV icon
57
iShares 0-3 Month Treasury Bond ETF
SGOV
$103B
$342K 0.26%
3,400
-2,500
-42% -$251K
WMT icon
58
Walmart Inc
WMT
$910B
$326K 0.25%
2,878
+34
+1% +$4.22K
BRK.B icon
59
Berkshire Hathaway Class B
BRK.B
$1.07T
$324K 0.25%
648
-155
-19% -$74.5K
MCD icon
60
McDonald's
MCD
$189B
$317K 0.24%
1,173
+34
+3% +$9.75K
VO icon
61
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$301K 0.23%
3,732
– –
CL icon
62
Colgate-Palmolive
CL
$72.4B
$299K 0.23%
3,266
– –
PANW icon
63
Palo Alto Networks
PANW
$293B
$299K 0.23%
+876
New +$201K
VGK icon
64
Vanguard FTSE Europe ETF
VGK
$31B
$287K 0.22%
3,238
– –
APD icon
65
Air Products & Chemicals
APD
$67.5B
$286K 0.22%
975
+25
+3% +$7.27K
XOM icon
66
ExxonMobil
XOM
$678B
$271K 0.21%
1,983
+281
+17% +$42.1K
KO icon
67
Coca-Cola
KO
$389B
$261K 0.2%
3,206
+88
+3% +$6.95K
VEA icon
68
Vanguard FTSE Developed Markets ETF
VEA
$237B
$255K 0.2%
3,577
+177
+5% +$12.3K
MMM icon
69
3M
MMM
$93.2B
$251K 0.19%
1,550
– –
SUSA icon
70
iShares ESG Optimized MSCI USA ETF
SUSA
$4.14B
$245K 0.19%
1,590
– –
TRV icon
71
Travelers Companies
TRV
$75.6B
$242K 0.19%
734
– –
VUG icon
72
Vanguard Morningstar Growth ETF
VUG
$227B
$229K 0.18%
+2,658
New +$224K
EFA icon
73
iShares MSCI EAFE ETF
EFA
$79.6B
$225K 0.17%
+2,170
New +$223K
IWD icon
74
iShares Russell 1000 Value ETF
IWD
$84.7B
$206K 0.16%
+850
New +$198K
BIL icon
75
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$205K 0.16%
2,239
– –
1 2
3
4

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AIC
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FHC
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TWM
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Maimon Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Maimon Wealth Management held 84 positions worth $130M, up 14% from $114M the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Maimon Wealth Management deployed $11.2M of net new capital in Q2 2026, opening 7 new positions and adding to 49 existing holdings. Its largest new stake was AT&T: 150,840 shares worth $167K.

By sector, the portfolio is most concentrated in Technology at 6.7% of assets, up from 5.6% a quarter earlier, followed by Consumer Staples and Healthcare.

On the sell side, the largest reduction was iShares 0-3 Month Treasury Bond ETF, an estimated $251K trimmed.

  • Maimon Wealth Management's largest Q2 2026 buy was AT&T: 150,840 shares worth $167K.
  • Maimon Wealth Management added most to Avantis All Equity Markets Value ETF in Q2 2026, an estimated $1.1M increase.
  • Maimon Wealth Management's biggest Q2 2026 reduction was iShares 0-3 Month Treasury Bond ETF, cutting an estimated $251K.
  • Maimon Wealth Management fully exited Eli Lilly in Q2 2026, selling an estimated $1.18M.
  • Maimon Wealth Management's ten largest holdings make up 45% of its $130M portfolio in Q2 2026.
  • Maimon Wealth Management opened 7 new positions and closed 4 in Q2 2026.
  • Maimon Wealth Management's portfolio value rose 14% quarter-over-quarter to $130M.

Based on Maimon Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.