MAIMON WEALTH MANAGEMENT LTD. Diversified Active

Location: Ra'Anana, Israel

CIK: 0001760401 · Show all filings

Period: Q4 2025 (Next →)

Filing Date: May 7, 2026

Total Value: $108M (100.0% shares, 0.0% debt)

Holdings (71)

NEAR ISHARES U S ETF TR 7.3%
Value $7.802M Shares 152,690 Est. Cost $51.10 Unrealized
MINT PIMCO ETF TR 6.2%
Value $6.627M Shares 66,050 Est. Cost $100.34 Unrealized
BSV VANGUARD BD INDEX FDS 5.1%
Value $5.527M Shares 70,135 Est. Cost $78.81 Unrealized
ICSH ISHARES TR 4.6%
Value $4.935M Shares 97,575 Est. Cost $50.58 Unrealized
SYK STRYKER CORPORATION 4.0%
Value $4.322M Shares 12,298 Est. Cost $363.46 Unrealized 0.0%
VTI VANGUARD INDEX FDS 4.0%
Value $4.303M Shares 12,835 Est. Cost $335.27 Unrealized
LDUR PIMCO ETF TR 3.8%
Value $4.091M Shares 42,640 Est. Cost $95.95 Unrealized
GVI ISHARES TR 3.8%
Value $4.064M Shares 37,860 Est. Cost $107.35 Unrealized
BOND PIMCO ETF TR 3.7%
Value $4.012M Shares 43,100 Est. Cost $93.08 Unrealized
ISTB ISHARES TR 3.6%
Value $3.882M Shares 79,626 Est. Cost $48.75 Unrealized
AVSF AMERICAN CENTY ETF TR 3.2%
Value $3.493M Shares 74,180 Est. Cost $47.08 Unrealized
IEFA ISHARES TR 2.9%
Value $3.089M Shares 34,525 Est. Cost $89.46 Unrealized
AVUS AMERICAN CENTY ETF TR 2.8%
Value $2.993M Shares 26,772 Est. Cost $111.78 Unrealized
QUAL ISHARES TR 2.5%
Value $2.707M Shares 13,630 Est. Cost $198.62 Unrealized
AVEM AMERICAN CENTY ETF TR 2.3%
Value $2.521M Shares 32,737 Est. Cost $77.02 Unrealized
AAPL APPLE INC 2.3%
Value $2.516M Shares 9,256 Est. Cost $268.34 Unrealized 0.0%
AVDE AMERICAN CENTY ETF TR 2.2%
Value $2.322M Shares 28,205 Est. Cost $82.32 Unrealized
IAU ISHARES GOLD TR 2.1%
Value $2.31M Shares 28,460 Est. Cost $81.17 Unrealized
IQLT ISHARES TR 1.8%
Value $1.925M Shares 42,352 Est. Cost $45.45 Unrealized
VOE VANGUARD INDEX FDS 1.8%
Value $1.885M Shares 10,630 Est. Cost $177.37 Unrealized
MSFT MICROSOFT CORP 1.7%
Value $1.85M Shares 3,826 Est. Cost $500.58 Unrealized 0.0%
AVUV AMERICAN CENTY ETF TR 1.6%
Value $1.691M Shares 16,580 Est. Cost $101.98 Unrealized
NVDA NVIDIA CORPORATION 1.6%
Value $1.69M Shares 9,064 Est. Cost $186.13 Unrealized 0.0%
AVDV AMERICAN CENTY ETF TR 1.4%
Value $1.549M Shares 16,485 Est. Cost $93.97 Unrealized
IVLU ISHARES TR 1.4%
Value $1.531M Shares 40,248 Est. Cost $38.05 Unrealized
LRGF ISHARES TR 1.4%
Value $1.489M Shares 21,440 Est. Cost $69.43 Unrealized
LLY ELI LILLY & CO 1.3%
Value $1.426M Shares 1,327 Est. Cost $955.55 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 1.3%
Value $1.414M Shares 1,640 Est. Cost $905.73 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 1.1%
Value $1.135M Shares 7,077 Est. Cost $153.57 Unrealized 0.0%
VBR VANGUARD INDEX FDS 1.0%
Value $1.13M Shares 5,335 Est. Cost $211.79 Unrealized
SGOV ISHARES TR 1.0%
Value $1.034M Shares 10,300 Est. Cost $100.38 Unrealized
INTF ISHARES TR 0.9%
Value $996K Shares 26,375 Est. Cost $37.75 Unrealized
SPEM SPDR INDEX SHS FDS 0.9%
Value $976K Shares 20,845 Est. Cost $46.81 Unrealized
JPM JPMORGAN CHASE & CO. 0.9%
Value $972K Shares 3,016 Est. Cost $309.53 Unrealized 0.0%
QQQ INVESCO QQQ TR 0.9%
Value $940K Shares 1,530 Est. Cost $614.31 Unrealized
AVLV AMERICAN CENTY ETF TR 0.7%
Value $761K Shares 10,050 Est. Cost $75.77 Unrealized
EMR EMERSON ELEC CO 0.7%
Value $730K Shares 5,500 Est. Cost $132.37 Unrealized 0.0%
VT VANGUARD INTL EQUITY INDEX F 0.7%
Value $711K Shares 5,040 Est. Cost $141.06 Unrealized
GOOGL ALPHABET INC 0.6%
Value $641K Shares 2,049 Est. Cost $285.60 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.6%
Value $594K Shares 4,147 Est. Cost $147.17 Unrealized 0.0%
DE DEERE & CO 0.5%
Value $582K Shares 1,250 Est. Cost $467.69 Unrealized 0.0%
VSS VANGUARD INTL EQUITY INDEX F 0.5%
Value $535K Shares 3,730 Est. Cost $143.33 Unrealized
AMZN AMAZON COM INC 0.5%
Value $531K Shares 2,299 Est. Cost $228.79 Unrealized 0.0%
MO ALTRIA GROUP INC 0.4%
Value $475K Shares 8,233 Est. Cost $59.36 Unrealized 0.0%
VGT VANGUARD WORLD FD 0.4%
Value $452K Shares 600 Est. Cost $753.78 Unrealized
HD HOME DEPOT INC 0.4%
Value $412K Shares 1,198 Est. Cost $364.59 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.3%
Value $354K Shares 6,583 Est. Cost $57.06 Unrealized 0.0%
MCD MCDONALDS CORP 0.3%
Value $348K Shares 1,139 Est. Cost $305.09 Unrealized 0.0%
WMT WALMART INC 0.3%
Value $317K Shares 2,844 Est. Cost $107.20 Unrealized 0.0%
CSCO CISCO SYS INC 0.3%
Value $316K Shares 4,100 Est. Cost $73.79 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value $304K Shares 1,000 Est. Cost $303.89 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value $291K Shares 1,003 Est. Cost $290.22 Unrealized
CAT CATERPILLAR INC 0.3%
Value $286K Shares 500 Est. Cost $555.50 Unrealized 0.0%
VXUS VANGUARD STAR FDS 0.3%
Value $285K Shares 3,775 Est. Cost $75.44 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.3%
Value $271K Shares 3,238 Est. Cost $83.61 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value $258K Shares 3,266 Est. Cost $78.31 Unrealized 0.0%
MMM 3M CO 0.2%
Value $248K Shares 1,550 Est. Cost $163.18 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value $236K Shares 1,103 Est. Cost $224.60 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.2%
Value $235K Shares 950 Est. Cost $251.65 Unrealized 0.0%
ACWI ISHARES TR 0.2%
Value $225K Shares 1,590 Est. Cost $141.49 Unrealized
KO COCA COLA CO 0.2%
Value $224K Shares 3,204 Est. Cost $69.40 Unrealized 0.0%
SUSA ISHARES TR 0.2%
Value $222K Shares 1,590 Est. Cost $139.35 Unrealized
TRV TRAVELERS COMPANIES INC 0.2%
Value $213K Shares 734 Est. Cost $280.61 Unrealized 0.0%
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value $212K Shares 3,400 Est. Cost $62.47 Unrealized
AGG ISHARES TR 0.2%
Value $210K Shares 2,100 Est. Cost $99.88 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value $205K Shares 1,702 Est. Cost $115.49 Unrealized 0.0%
BIL SPDR SERIES TRUST 0.2%
Value $205K Shares 2,239 Est. Cost $91.38 Unrealized
NUVEEN TAXABLE MUNICPAL INM 0.1%
Value $158K Shares 10,000 Est. Cost $15.80 Unrealized
GUGGENHEIM TAXABLE MUNICP BO 0.1%
Value $149K Shares 10,000 Est. Cost $14.92 Unrealized
BLACKROCK LTD DURATION INCOM 0.1%
Value $137K Shares 10,000 Est. Cost $13.74 Unrealized
PIMCO CORPORATE & INCM STRG 0.1%
Value $128K Shares 10,000 Est. Cost $12.76 Unrealized