MAIMON WEALTH MANAGEMENT LTD.

CIK 0001760401 · RA'ANANA, L3 · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source

MAIMON WEALTH MANAGEMENT LTD. reported 80 positions worth $129.8M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: NEAR (6.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$129.8M
2026 Q2
Positions
80
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
45.1%
Est. Net Flow (Q)
2026 Q2
10 / 80 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NEARISHARES U S ETF TRSH$8.8M6.75%172,910
2MINTPIMCO ETF TRSH$7.0M5.38%69,220
3BSVVANGUARD BD INDEX FDSSH$6.8M5.27%87,735
4GVIISHARES TRSH$5.8M4.48%54,775
5VTIVANGUARD INDEX FDSSH$5.6M4.32%15,148
6BONDPIMCO ETF TRSH$5.6M4.31%60,685
7ICSHISHARES TRSH$5.3M4.06%104,115
8LDURPIMCO ETF TRSH$5.1M3.94%53,530
9ISTBISHARES TRSH$4.4M3.43%92,160
10AVSFAMERICAN CENTY ETF TRSH$4.1M3.18%88,580

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does MAIMON WEALTH MANAGEMENT LTD. hold as of Q2 2026?

MAIMON WEALTH MANAGEMENT LTD. reported 80 positions worth $129.8M in its Q2 2026 13F filing. Largest positions: NEAR (6.7%), MINT (5.4%), BSV (5.3%), GVI (4.5%) and VTI (4.3%).

What did MAIMON WEALTH MANAGEMENT LTD. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did MAIMON WEALTH MANAGEMENT LTD. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.