MAIMON WEALTH MANAGEMENT LTD.: 13F holdings

CIK 17604012026Q2

Positions80
Reported value$129.8m
Filed2026-07-24

Change since last quarter

Positions80 (+3 vs prior quarter)
Reported value$129.8m (+13.9%)

Top 10 holdings

SecuritySharesValueWeight
NEAR ISHARES U S ETF TR172,910$8.8m6.7%
MINT PIMCO ETF TR69,220$7.0m5.4%
BSV VANGUARD BD INDEX FDS87,735$6.8m5.3%
GVI ISHARES TR54,775$5.8m4.5%
VTI VANGUARD INDEX FDS15,148$5.6m4.3%
BOND PIMCO ETF TR60,685$5.6m4.3%
ICSH ISHARES TR104,115$5.3m4.1%
LDUR PIMCO ETF TR53,530$5.1m3.9%
ISTB ISHARES TR92,160$4.4m3.4%
AVSF AMERICAN CENTY ETF TR88,580$4.1m3.2%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1760401")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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