MAIMON WEALTH MANAGEMENT LTD.

RA'ANANA, L3 · CIK 1760401 · 13F filing filed 2026-07-24

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyTel Aviv

$129.8m reported value +13.9% vs Q1 2026

80positions

45.1%in top 10

7 new 49 added 6 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES U S ETF TR SHORT DURATION B NEAR	NEAR	172,910	$8.8m6.75%	6.75%	Added +9.8k	+9,750 6.0%
2	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	69,220	$7.0m5.38%	5.38%	Added +2.4k	+2,410 3.6%
3	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	87,735	$6.8m5.27%	5.27%	Added +9.8k	+9,830 12.6%
4	ISHARES TR INTRM GOV CR ETF GVI	GVI	54,775	$5.8m4.48%	4.48%	Added +7.2k	+7,230 15.2%
5	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	15,148	$5.6m4.32%	4.32%	Added +935	+935 6.6%
6	PIMCO ETF TR ACTIVE BD ETF BOND	BOND	60,685	$5.6m4.31%	4.31%	Added +11.8k	+11,820 24.2%
7	ISHARES TR BLACKROCK ULTRA ICSH	ICSH	104,115	$5.3m4.06%	4.06%	Added +14.9k	+14,950 16.8%
8	PIMCO ETF TR ENHNCD LW DUR AC LDUR	LDUR	53,530	$5.1m3.94%	3.94%	Added +7.2k	+7,180 15.5%
9	ISHARES TR CORE 1 5 YR USD ISTB	ISTB	92,160	$4.4m3.43%	3.43%	Added +6.4k	+6,400 7.5%
10	AMERICAN CENTY ETF TR AVANTIS SHFXDINC AVSF	AVSF	88,580	$4.1m3.18%	3.18%	Added +9.2k	+9,200 11.6%
11	STRYKER CORPORATION COM SYK	SYK	12,329	$3.9m2.99%	2.99%	Added +10	+10 0.1%
12	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	38,157	$3.7m2.84%	2.84%	Added +1.2k	+1,250 3.4%
13	ISHARES TR CORE MSCI EAFE IEFA	IEFA	37,520	$3.6m2.79%	2.79%	Added +1.0k	+1,025 2.8%
14	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	16,472	$3.6m2.78%	2.78%	Added +1.2k	+1,210 7.9%
15	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	26,502	$3.4m2.61%	2.61%	Reduced -220	-220 -0.8%
16	APPLE INC COM AAPL	AAPL	9,395	$2.7m2.09%	2.09%	Reduced -782	-782 -7.7%
17	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	28,135	$2.5m1.93%	1.93%	Unchanged
18	ISHARES TR U S EQUITY FACTR LRGF	LRGF	31,705	$2.4m1.85%	1.85%	Added +3.8k	+3,800 13.6%
19	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	18,910	$2.4m1.82%	1.82%	Added +520	+520 2.8%
20	ISHARES TR MSCI INTL QUALTY IQLT	IQLT	47,387	$2.3m1.81%	1.81%	Added +1.4k	+1,415 3.1%
21	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	10,759	$2.1m1.64%	1.64%	Added +134	+134 1.3%
22	NVIDIA CORPORATION COM NVDA	NVDA	9,680	$1.9m1.49%	1.49%	Added +96	+96 1.0%
23	ISHARES GOLD TR ISHARES NEW IAU	IAU	25,490	$1.9m1.48%	1.48%	Added +765	+765 3.1%
24	ISHARES TR MSCI INTL VLU FT IVLU	IVLU	45,358	$1.9m1.46%	1.46%	Added +2.4k	+2,385 5.5%
25	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	17,525	$1.8m1.39%	1.39%	Added +160	+160 0.9%
26	COSTCO WHSL CORP NEW COM COST	COST	1,665	$1.6m1.20%	1.20%	Added +25	+25 1.5%
27	MICROSOFT CORP COM MSFT	MSFT	4,120	$1.5m1.18%	1.18%	Added +214	+214 5.5%
28	ISHARES TR INTL EQTY FACTOR INTF	INTF	37,225	$1.5m1.17%	1.17%	Added +5.3k	+5,335 16.7%
29	AMERICAN CENTY ETF TR AVANTIS ALL EQT AVGV	AVGV	16,200	$1.4m1.06%	1.06%	Added +13.2k	+13,150 431.1%
30	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	5,409	$1.3m1.01%	1.01%	Added +74	+74 1.4%
31	PHILIP MORRIS INTL INC COM PM	PM	7,252	$1.3m1.01%	1.01%	Added +175	+175 2.5%
32	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	13,650	$1.2m0.96%	0.96%	Added +965	+965 7.6%
33	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,665	$1.2m0.94%	0.94%	Added +135	+135 8.8%
34	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	20,845	$1.1m0.83%	0.83%	Unchanged
35	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,312	$826.2k0.64%	0.64%	Added +198	+198 9.4%
36	AMERICAN CENTY ETF TR INTERNATIONAL LR AVIV	AVIV	10,526	$814.9k0.63%	0.63%	Added +100	+100 1.0%
37	DEERE & CO COM DE	DE	1,250	$792.9k0.61%	0.61%	Unchanged
38	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	5,040	$791.0k0.61%	0.61%	Unchanged
39	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,358	$788.9k0.61%	0.61%	Reduced -10	-10 -0.7%
40	EMERSON ELEC CO COM EMR	EMR	5,500	$787.3k0.61%	0.61%	Unchanged
41	AMAZON COM INC COM AMZN	AMZN	2,871	$684.3k0.53%	0.53%	Added +288	+288 11.2%
42	VANGUARD WORLD FD INF TECH ETF VGT	VGT	5,600	$669.3k0.52%	0.52%	Added +800	+800 16.7%
43	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	24,900	$660.3k0.51%	0.51%	Added +2.6k	+2,600 11.7%
44	ALTRIA GROUP INC COM MO	MO	8,233	$592.4k0.46%	0.46%	Unchanged
45	VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS	VSS	3,730	$575.5k0.44%	0.44%	Unchanged
46	PROCTER AND GAMBLE CO COM PG	PG	3,901	$572.0k0.44%	0.44%	Reduced -101	-101 -2.5%
47	CATERPILLAR INC COM CAT	CAT	525	$559.1k0.43%	0.43%	Added +25	+25 5.0%
48	CISCO SYS INC COM CSCO	CSCO	4,716	$553.9k0.43%	0.43%	Added +616	+616 15.0%
49	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,065	$508.6k0.39%	0.39%	Added +24	+24 2.3%
50	AMERICAN CENTY ETF TR EMERGING MKT VAL AVES	AVES	7,500	$492.0k0.38%	0.38%	Added +100	+100 1.4%
51	HOME DEPOT INC COM HD	HD	1,217	$429.2k0.33%	0.33%	Added +34	+34 2.9%
52	DELL TECHNOLOGIES INC CL C DELL	DELL	943	$406.9k0.31%	0.31%	New
53	ISHARES TR MSCI ACWI ETF ACWI	ACWI	2,450	$384.6k0.30%	0.30%	Added +460	+460 23.1%
54	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	4,365	$383.7k0.30%	0.30%	New
55	MONDELEZ INTL INC CL A MDLZ	MDLZ	6,617	$382.7k0.29%	0.29%	Added +34	+34 0.5%
56	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	4,021	$343.8k0.26%	0.26%	Added +246	+246 6.5%
57	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	3,400	$342.3k0.26%	0.26%	Reduced -2.5k	-2,500 -42.4%
58	WALMART INC COM WMT	WMT	2,878	$326.0k0.25%	0.25%	Added +34	+34 1.2%
59	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	648	$324.3k0.25%	0.25%	Reduced -155	-155 -19.3%
60	MCDONALDS CORP COM MCD	MCD	1,173	$317.1k0.24%	0.24%	Added +34	+34 3.0%
61	VANGUARD INDEX FDS MID CAP ETF VO	VO	3,732	$300.7k0.23%	0.23%	Unchanged
62	COLGATE PALMOLIVE CO COM CL	CL	3,266	$299.4k0.23%	0.23%	Unchanged
63	PALO ALTO NETWORKS INC COM PANW	PANW	876	$298.7k0.23%	0.23%	New
64	VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF VGK	VGK	3,238	$286.7k0.22%	0.22%	Unchanged
65	AIR PRODS & CHEMS INC COM APD	APD	975	$285.9k0.22%	0.22%	Added +25	+25 2.6%
66	EXXON MOBIL CORP COM XOM	XOM	1,983	$271.1k0.21%	0.21%	Added +281	+281 16.5%
67	COCA COLA CO COM KO	KO	3,206	$260.6k0.20%	0.20%	Added +88	+88 2.8%
68	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	3,577	$254.9k0.20%	0.20%	Added +177	+177 5.2%
69	3M CO COM MMM	MMM	1,550	$251.0k0.19%	0.19%	Unchanged
70	ISHARES TR MSCI USA ESG SLC SUSA	SUSA	1,590	$245.3k0.19%	0.19%	Unchanged
71	TRAVELERS COMPANIES INC COM TRV	TRV	734	$242.3k0.19%	0.19%	Unchanged
72	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	2,658	$229.0k0.18%	0.18%	New
73	ISHARES TR MSCI EAFE ETF EFA	EFA	2,170	$225.4k0.17%	0.17%	New
74	ISHARES TR RUS 1000 VAL ETF IWD	IWD	850	$206.1k0.16%	0.16%	New
75	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	2,239	$205.2k0.16%	0.16%	Unchanged
76	AT&T INC COM T	T	150,840	$166.6k0.13%	0.13%	New
77	NUVEEN TAXABLE MUNICPAL INM COM NBB	NBB	10,000	$157.8k0.12%	0.12%	Unchanged
78	GUGGENHEIM TAXABLE MUNICP BO COM GBAB	GBAB	10,000	$144.6k0.11%	0.11%	Unchanged
79	BLACKROCK LTD DURATION INCOM COM SHS BLW	BLW	10,000	$124.9k0.10%	0.10%	Unchanged
80	PIMCO CORPORATE & INCM STRG COM PCN	PCN	10,000	$119.5k0.09%	0.09%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ELI LILLY & CO LLY	LLY	1,327	$1.2m1.3k shares
JPMORGAN CHASE & CO JPM	JPM	3,016	$855.9k3.0k shares
SELECT SECTOR SPDR TR XLK	XLK	3,250	$414.4k3.2k shares
CHEVRON CORP NEW CVX	CVX	1,000	$210.7k1.0k shares