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
NEAR icon
1
iShares Short Maturity Bond ETF
NEAR
$4.89B
$7.8M 7.25%
+152,690
New +$7.82M
MINT icon
2
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.2B
$6.63M 6.16%
+66,050
New +$6.64M
BSV icon
3
Vanguard Short-Term Bond ETF
BSV
$45.7B
$5.53M 5.14%
+70,135
New +$5.53M
ICSH icon
4
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.49B
$4.94M 4.59%
+97,575
New +$4.94M
SYK icon
5
Stryker
SYK
$130B
$4.32M 4.02%
+12,298
New +$4.48M
VTI icon
6
Vanguard Morningstar Total Stock Market ETF
VTI
$688B
$4.3M 4%
+12,835
New +$4.27M
LDUR icon
7
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.42B
$4.09M 3.8%
+42,640
New +$4.1M
GVI icon
8
iShares Intermediate Government/Credit Bond ETF
GVI
$3.81B
$4.06M 3.78%
+37,860
New +$4.07M
BOND icon
9
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.59B
$4.01M 3.73%
+43,100
New +$4.03M
ISTB icon
10
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.09B
$3.88M 3.61%
+79,626
New +$3.89M
AVSF icon
11
Avantis Short-Term Fixed Income ETF
AVSF
$655M
$3.49M 3.25%
+74,180
New +$3.5M
IEFA icon
12
iShares Core MSCI EAFE ETF
IEFA
$195B
$3.09M 2.87%
+34,525
New +$3.05M
AVUS icon
13
Avantis US Equity ETF
AVUS
$14.4B
$2.99M 2.78%
+26,772
New +$2.95M
QUAL icon
14
iShares MSCI USA Quality Factor ETF
QUAL
$47.9B
$2.71M 2.52%
+13,630
New +$2.68M
AVEM icon
15
Avantis Emerging Markets Equity ETF
AVEM
$27.1B
$2.52M 2.34%
+32,737
New +$2.51M
AAPL icon
16
Apple
AAPL
$4.62T
$2.52M 2.34%
+9,256
New +$2.48M
AVDE icon
17
Avantis International Equity ETF
AVDE
$18.9B
$2.32M 2.16%
+28,205
New +$2.26M
IAU icon
18
iShares Gold Trust
IAU
$66.9B
$2.31M 2.15%
+28,460
New +$2.23M
IQLT icon
19
iShares MSCI Intl Quality Factor ETF
IQLT
$14.3B
$1.92M 1.79%
+42,352
New +$1.9M
VOE icon
20
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.4B
$1.89M 1.75%
+10,630
New +$1.86M
MSFT icon
21
Microsoft
MSFT
$3.6T
$1.85M 1.72%
+3,826
New +$1.92M
AVUV icon
22
Avantis US Small Cap Value ETF
AVUV
$31.3B
$1.69M 1.57%
+16,580
New +$1.66M
NVDA icon
23
NVIDIA
NVDA
$5.27T
$1.69M 1.57%
+9,064
New +$1.69M
AVDV icon
24
Avantis International Small Cap Value ETF
AVDV
$19.9B
$1.55M 1.44%
+16,485
New +$1.5M
IVLU icon
25
iShares MSCI Intl Value Factor ETF
IVLU
$4.52B
$1.53M 1.42%
+40,248
New +$1.48M
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.