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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 | |
|---|---|---|---|---|---|---|---|
|
1
iShares Short Maturity Bond ETF
NEAR
$5.11B
| $7.8M | 7.25% |
+152,690
| New | +$7.82M |
2025 Q4
0 quarters
|
|
|
2
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$18.2B
| $6.63M | 6.16% |
+66,050
| New | +$6.64M |
2025 Q4
0 quarters
|
|
|
3
Vanguard Short-Term Bond ETF
BSV
$45.9B
| $5.53M | 5.14% |
+70,135
| New | +$5.53M |
2025 Q4
0 quarters
|
|
|
4
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.82B
| $4.94M | 4.59% |
+97,575
| New | +$4.94M |
2025 Q4
0 quarters
|
|
|
5
Stryker
SYK
$109B
| $4.32M | 4.02% |
+12,298
| New | +$4.48M |
2025 Q4
0 quarters
|
|
6
Vanguard Morningstar Total Stock Market ETF
VTI
$695B
| $4.3M | 4% |
+12,835
| New | +$4.27M |
2025 Q4
0 quarters
|
|
7
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.32B
| $4.09M | 3.8% |
+42,640
| New | +$4.1M |
2025 Q4
0 quarters
|
|
8
iShares Intermediate Government/Credit Bond ETF
GVI
$3.73B
| $4.06M | 3.78% |
+37,860
| New | +$4.07M |
2025 Q4
0 quarters
|
|
9
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.47B
| $4.01M | 3.73% |
+43,100
| New | +$4.03M |
2025 Q4
0 quarters
|
|
10
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.09B
| $3.88M | 3.61% |
+79,626
| New | +$3.89M |
2025 Q4
0 quarters
|
|
11
Avantis Short-Term Fixed Income ETF
AVSF
$653M
| $3.49M | 3.25% |
+74,180
| New | +$3.5M |
2025 Q4
0 quarters
|
|
12
iShares Core MSCI EAFE ETF
IEFA
$191B
| $3.09M | 2.87% |
+34,525
| New | +$3.05M |
2025 Q4
0 quarters
|
|
13
Avantis US Equity ETF
AVUS
$14.7B
| $2.99M | 2.78% |
+26,772
| New | +$2.95M |
2025 Q4
0 quarters
|
|
14
iShares MSCI USA Quality Factor ETF
QUAL
$48.5B
| $2.71M | 2.52% |
+13,630
| New | +$2.68M |
2025 Q4
0 quarters
|
|
15
Avantis Emerging Markets Equity ETF
AVEM
$29.2B
| $2.52M | 2.34% |
+32,737
| New | +$2.51M |
2025 Q4
0 quarters
|
|
16
Apple
AAPL
$4.86T
| $2.52M | 2.34% |
+9,256
| New | +$2.48M |
2025 Q4
0 quarters
|
|
17
Avantis International Equity ETF
AVDE
$19.1B
| $2.32M | 2.16% |
+28,205
| New | +$2.26M |
2025 Q4
0 quarters
|
|
18
iShares Gold Trust
IAU
$61.4B
| $2.31M | 2.15% |
+28,460
| New | +$2.23M |
2025 Q4
0 quarters
|
|
19
iShares MSCI Intl Quality Factor ETF
IQLT
$13.7B
| $1.92M | 1.79% |
+42,352
| New | +$1.9M |
2025 Q4
0 quarters
|
|
20
Vanguard Morningstar Mid-Cap Value ETF
VOE
$23.4B
| $1.89M | 1.75% |
+10,630
| New | +$1.86M |
2025 Q4
0 quarters
|
|
21
Microsoft
MSFT
$3.9T
| $1.85M | 1.72% |
+3,826
| New | +$1.92M |
2025 Q4
0 quarters
|
|
22
Avantis US Small Cap Value ETF
AVUV
$31.1B
| $1.69M | 1.57% |
+16,580
| New | +$1.66M |
2025 Q4
0 quarters
|
|
23
NVIDIA
NVDA
$5.77T
| $1.69M | 1.57% |
+9,064
| New | +$1.69M |
2025 Q4
0 quarters
|
|
24
Avantis International Small Cap Value ETF
AVDV
$20.4B
| $1.55M | 1.44% |
+16,485
| New | +$1.5M |
2025 Q4
0 quarters
|
|
25
iShares MSCI Intl Value Factor ETF
IVLU
$4.5B
| $1.53M | 1.42% |
+40,248
| New | +$1.48M |
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.