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MWM
Maimon Wealth Management Portfolio holdings
AUM
$130M
This Fund
S&P 500
This Quarter
Est. Return
+0.06%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$114M
AUM Growth
+$6.35M
(+5.9%)
Cap. Flow
+$8.68M
Cap. Flow
% of AUM
7.62%
Top 10 Holdings %
Top 10 Hldgs %
45.8%
Holding
78
New
7
Increased
28
Reduced
10
Closed
1
Avg Time Held
0.9
quarters
Top 10 Avg Time Held
1
quarter
Top 20 Avg Time Held
1
quarter
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Intermediate Government/Credit Bond ETF
GVI
|
+$1.04M |
| 2 |
Avantis International Large Cap Value ETF
AVIV
|
+$789K |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$612K |
| 4 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$594K |
| 5 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$538K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$442K |
| 2 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$426K |
| 3 |
iShares Gold Trust
IAU
|
+$343K |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$210K |
| 5 |
Procter & Gamble
PG
|
+$22K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 80.01% |
| 2 | Technology | 5.62% |
| 3 | Healthcare | 4.56% |
| 4 | Consumer Staples | 4.55% |
| 5 | Industrials | 1.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
51
Home Depot
HD
$281B
| $383K | 0.34% |
1,183
-15
| -1% | -$5.47K |
2025 Q4
1 quarter
|
|
52
Berkshire Hathaway Class B
BRK.B
$1.08T
| $381K | 0.33% |
+803
| New | +$394K |
2026 Q1
0 quarters
|
|
53
McDonald's
MCD
$165B
| $351K | 0.31% |
1,139
| – | – |
2025 Q4
1 quarter
|
|
54
Walmart Inc
WMT
$834B
| $351K | 0.31% |
2,844
| – | – |
2025 Q4
1 quarter
|
|
55
Caterpillar
CAT
$390B
| $334K | 0.29% |
500
| – | – |
2025 Q4
1 quarter
|
|
56
TSMC
TSM
$2.52T
| $329K | 0.29% |
1,041
+41
| +4% | +$14.1K |
2025 Q4
1 quarter
|
|
57
Cisco
CSCO
$445B
| $316K | 0.28% |
4,100
| – | – |
2025 Q4
1 quarter
|
|
58
ExxonMobil
XOM
$674B
| $292K | 0.26% |
1,702
| – | – |
2025 Q4
1 quarter
|
|
59
Vanguard Total International Stock ETF
VXUS
$162B
| $282K | 0.25% |
3,775
| – | – |
2025 Q4
1 quarter
|
|
60
Colgate-Palmolive
CL
$68.7B
| $280K | 0.25% |
3,266
| – | – |
2025 Q4
1 quarter
|
|
61
Air Products & Chemicals
APD
$62.2B
| $277K | 0.24% |
950
| – | – |
2025 Q4
1 quarter
|
|
62
Advanced Micro Devices
AMD
$1.03T
| $268K | 0.24% |
1,368
+265
| +24% | +$56.6K |
2025 Q4
1 quarter
|
|
63
iShares MSCI ACWI ETF
ACWI
$33.3B
| $267K | 0.23% |
1,990
+400
| +25% | +$57.5K |
2025 Q4
1 quarter
|
|
64
Vanguard Morningstar Mid-Cap ETF
VO
$105B
| $262K | 0.23% |
3,732
-280
| -7% | -$20.8K |
2025 Q4
1 quarter
|
|
65
Vanguard FTSE Europe ETF
VGK
$29.2B
| $259K | 0.23% |
3,238
| – | – |
2025 Q4
1 quarter
|
|
66
Coca-Cola
KO
$372B
| $238K | 0.21% |
3,118
-86
| -3% | -$6.5K |
2025 Q4
1 quarter
|
|
67
Avantis All Equity Markets Value ETF
AVGV
$470M
| $233K | 0.2% |
+3,050
| New | +$239K |
2026 Q1
0 quarters
|
|
68
3M
MMM
$84.2B
| $221K | 0.19% |
1,550
| – | – |
2025 Q4
1 quarter
|
|
69
Travelers Companies
TRV
$75.2B
| $214K | 0.19% |
734
| – | – |
2025 Q4
1 quarter
|
|
70
Vanguard FTSE Developed Markets ETF
VEA
$232B
| $211K | 0.19% |
3,400
| – | – |
2025 Q4
1 quarter
|
|
71
Chevron
CVX
$405B
| $211K | 0.18% |
+1,000
| New | +$182K |
2026 Q1
0 quarters
|
|
72
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$49.9B
| $205K | 0.18% |
2,239
| – | – |
2025 Q4
1 quarter
|
|
73
iShares ESG Optimized MSCI USA ETF
SUSA
$4.11B
| $204K | 0.18% |
1,590
| – | – |
2025 Q4
1 quarter
|
|
74
Nuveen Taxable Municipal Income Fund
NBB
$414M
| $153K | 0.13% |
10,000
| – | – |
2025 Q4
1 quarter
|
|
|
GBAB
75
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB
$345M
| $140K | 0.12% |
10,000
| – | – |
2025 Q4
1 quarter
|
|
Similar funds
AIS
AIP
AIC
TIP
CI
FHC
DM
TWM
Maimon Wealth Management's Q1 2026 Portfolio in Review
As of Q1 2026, Maimon Wealth Management held 78 positions worth $114M, up 5.9% from $108M the previous quarter. Its ten largest holdings account for 46% of the portfolio.
Maimon Wealth Management deployed $8.68M of net new capital in Q1 2026, opening 7 new positions and adding to 28 existing holdings. Its largest new stake was Avantis International Large Cap Value ETF: 10,426 shares worth $757K.
By sector, the portfolio is most concentrated in Miscellaneous at 80% of assets, up from 79% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was iShares 0-3 Month Treasury Bond ETF, an estimated $442K trimmed.
- Maimon Wealth Management's largest Q1 2026 buy was Avantis International Large Cap Value ETF: 10,426 shares worth $757K.
- Maimon Wealth Management added most to iShares Intermediate Government/Credit Bond ETF in Q1 2026, an estimated $1.04M increase.
- Maimon Wealth Management's biggest Q1 2026 reduction was iShares 0-3 Month Treasury Bond ETF, cutting an estimated $442K.
- Maimon Wealth Management fully exited iShares Core US Aggregate Bond ETF in Q1 2026, selling an estimated $210K.
- Maimon Wealth Management's ten largest holdings make up 46% of its $114M portfolio in Q1 2026.
- Maimon Wealth Management opened 7 new positions and closed 1 in Q1 2026.
- Maimon Wealth Management's portfolio value rose 5.9% quarter-over-quarter to $114M.
Based on Maimon Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.