We are live on ! Find out more
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
TSM icon
51
TSMC
TSM
$2.14T
$304K 0.28%
+1,000
New +$293K
VO icon
52
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$291K 0.27%
+4,012
New +$292K
CAT icon
53
Caterpillar
CAT
$375B
$286K 0.27%
+500
New +$278K
VXUS icon
54
Vanguard Total International Stock ETF
VXUS
$162B
$285K 0.26%
+3,775
New +$282K
VGK icon
55
Vanguard FTSE Europe ETF
VGK
$31B
$271K 0.25%
+3,238
New +$263K
CL icon
56
Colgate-Palmolive
CL
$72.4B
$258K 0.24%
+3,266
New +$256K
MMM icon
57
3M
MMM
$93.2B
$248K 0.23%
+1,550
New +$253K
AMD icon
58
Advanced Micro Devices
AMD
$761B
$236K 0.22%
+1,103
New +$248K
APD icon
59
Air Products & Chemicals
APD
$67.5B
$235K 0.22%
+950
New +$241K
ACWI icon
60
iShares MSCI ACWI ETF
ACWI
$33.2B
$225K 0.21%
+1,590
New +$223K
KO icon
61
Coca-Cola
KO
$389B
$224K 0.21%
+3,204
New +$223K
SUSA icon
62
iShares ESG Optimized MSCI USA ETF
SUSA
$4.14B
$222K 0.21%
+1,590
New +$220K
TRV icon
63
Travelers Companies
TRV
$75.6B
$213K 0.2%
+734
New +$207K
VEA icon
64
Vanguard FTSE Developed Markets ETF
VEA
$237B
$212K 0.2%
+3,400
New +$208K
AGG icon
65
iShares Core US Aggregate Bond ETF
AGG
$139B
$210K 0.19%
+2,100
New +$211K
XOM icon
66
ExxonMobil
XOM
$678B
$205K 0.19%
+1,702
New +$197K
BIL icon
67
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$205K 0.19%
+2,239
New +$205K
NBB icon
68
Nuveen Taxable Municipal Income Fund
NBB
$454M
$158K 0.15%
+10,000
New +$162K
GBAB
69
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB
$388M
$149K 0.14%
+10,000
New +$154K
BLW icon
70
BlackRock Limited Duration Income Trust
BLW
$498M
$137K 0.13%
+10,000
New +$138K
PCN
71
PIMCO Corporate & Income Strategy Fund
PCN
$877M
$128K 0.12%
+10,000
New +$129K
1 2
3

Similar funds

AIS
Advocate Investing Services Woodbine, Maryland $130M AUM
AIP
Avail Investment Partners Lemont, Pennsylvania $130M AUM
AIC
Argus Investors Counsel New York $130M AUM 37.06% 1-Year Est. Return
TIP
Tandem Investment Partners Bordentown, New Jersey $130M AUM 18.22% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $130M AUM 29.48% 1-Year Est. Return
DM
Diker Management New York $130M AUM 97.77% 1-Year Est. Return
TWM
Troutman Wealth Management Malvern, Pennsylvania $130M AUM

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.