Maimon Wealth Management Portfolio holdings
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 | |
|---|---|---|---|---|---|---|---|
76
BlackRock Limited Duration Income Trust
BLW
$457M
| $122K | 0.11% |
10,000
| – | – |
2025 Q4
1 quarter
|
|
|
PCN
77
PIMCO Corporate & Income Strategy Fund
PCN
$803M
| $115K | 0.1% |
10,000
| – | – |
2025 Q4
1 quarter
|
|
|
78
iShares Core US Aggregate Bond ETF
AGG
$135B
| – | – |
-2,100
| Closed | -$210K | – |
|
Similar funds
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.