account_balance

Investment manager · 13F filer · SEC CIK 1760401

Maimon Wealth Management Ltd.

Reported value$144Mas of Sep 30, 2026
Positions91 16 new, 5 sold out
Top 10 weight42.8%NEAR alone is 7%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
NEAR iShares U S ETF Tr 6.5% Added +9%
BSV Vanguard Bd Index FDS 5.7% Added +22%
MINT Pimco ETF Tr 4.8% Held
BOND Pimco ETF Tr 4.1% Added +13%
VTI Vanguard Index FDS 4.1% Added +4%
GVI iShares Tr 4.1% Added +4%
LDUR Pimco ETF Tr 4.0% Added +16%
ISTB iShares Tr 3.3% Added +8%
AVEM American Centy ETF Tr 3.2% Added +27%
ICSH iShares Tr 3.1% Trimmed −14%
AVSF American Centy ETF Tr 3.1% Added +12%
QUAL iShares Tr 2.9% Added +15%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Jul 24, 2026 filing
add_circleNew
  • LLY $1.53M
  • JPM $1.11M
  • SHY $715K
  • XLK $636K
arrow_upwardAdded
  • BRK-B +77%
  • AVGV +62%
  • AVEM +27%
  • BSV +22%
arrow_downwardTrimmed
  • MGK −15%
  • ICSH −14%
  • XOM −10%
  • VXUS −7%
remove_circleSold out
  • VUG $229K
  • EFA $225K
  • IWD $206K
  • BIL $205K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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