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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
% of AUM
99.57%
Top 10 Holdings %
Top 10 Hldgs %
46.06%
Holding
71
New
71
Increased
–
Reduced
–
Closed
–
Avg Time Held
0
quarters
Top 10 Avg Time Held
0
quarters
Top 20 Avg Time Held
0
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Short Maturity Bond ETF
NEAR
|
+$7.82M |
| 2 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$6.64M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$5.53M |
| 4 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$4.94M |
| 5 |
Stryker
SYK
|
+$4.48M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 78.78% |
| 2 | Technology | 6.42% |
| 3 | Healthcare | 5.34% |
| 4 | Consumer Staples | 4.43% |
| 5 | Industrials | 1.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
51
TSMC
TSM
$2.52T
| $304K | 0.28% |
+1,000
| New | +$293K |
2025 Q4
0 quarters
|
|
52
Vanguard Morningstar Mid-Cap ETF
VO
$105B
| $291K | 0.27% |
+4,012
| New | +$292K |
2025 Q4
0 quarters
|
|
53
Caterpillar
CAT
$390B
| $286K | 0.27% |
+500
| New | +$278K |
2025 Q4
0 quarters
|
|
54
Vanguard Total International Stock ETF
VXUS
$162B
| $285K | 0.26% |
+3,775
| New | +$282K |
2025 Q4
0 quarters
|
|
55
Vanguard FTSE Europe ETF
VGK
$29.2B
| $271K | 0.25% |
+3,238
| New | +$263K |
2025 Q4
0 quarters
|
|
56
Colgate-Palmolive
CL
$68.7B
| $258K | 0.24% |
+3,266
| New | +$256K |
2025 Q4
0 quarters
|
|
57
3M
MMM
$84.2B
| $248K | 0.23% |
+1,550
| New | +$253K |
2025 Q4
0 quarters
|
|
58
Advanced Micro Devices
AMD
$1.03T
| $236K | 0.22% |
+1,103
| New | +$248K |
2025 Q4
0 quarters
|
|
59
Air Products & Chemicals
APD
$62.2B
| $235K | 0.22% |
+950
| New | +$241K |
2025 Q4
0 quarters
|
|
60
iShares MSCI ACWI ETF
ACWI
$33.3B
| $225K | 0.21% |
+1,590
| New | +$223K |
2025 Q4
0 quarters
|
|
61
Coca-Cola
KO
$372B
| $224K | 0.21% |
+3,204
| New | +$223K |
2025 Q4
0 quarters
|
|
62
iShares ESG Optimized MSCI USA ETF
SUSA
$4.11B
| $222K | 0.21% |
+1,590
| New | +$220K |
2025 Q4
0 quarters
|
|
63
Travelers Companies
TRV
$75.2B
| $213K | 0.2% |
+734
| New | +$207K |
2025 Q4
0 quarters
|
|
64
Vanguard FTSE Developed Markets ETF
VEA
$232B
| $212K | 0.2% |
+3,400
| New | +$208K |
2025 Q4
0 quarters
|
|
65
iShares Core US Aggregate Bond ETF
AGG
$135B
| $210K | 0.19% |
+2,100
| New | +$211K |
2025 Q4
0 quarters
|
|
66
ExxonMobil
XOM
$674B
| $205K | 0.19% |
+1,702
| New | +$197K |
2025 Q4
0 quarters
|
|
67
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$49.9B
| $205K | 0.19% |
+2,239
| New | +$205K |
2025 Q4
0 quarters
|
|
68
Nuveen Taxable Municipal Income Fund
NBB
$414M
| $158K | 0.15% |
+10,000
| New | +$162K |
2025 Q4
0 quarters
|
|
|
GBAB
69
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB
$345M
| $149K | 0.14% |
+10,000
| New | +$154K |
2025 Q4
0 quarters
|
|
70
BlackRock Limited Duration Income Trust
BLW
$457M
| $137K | 0.13% |
+10,000
| New | +$138K |
2025 Q4
0 quarters
|
|
|
PCN
71
PIMCO Corporate & Income Strategy Fund
PCN
$803M
| $128K | 0.12% |
+10,000
| New | +$129K |
2025 Q4
0 quarters
|
|
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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 Miscellaneous at 79% of assets, followed by Technology and Healthcare.
- 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.