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Bension Maimon

Maimon Wealth Management Ltd.

Assets Managed
$113.961M
Holdings
77
Last Quarter
2026 - Q1
Filed Date
8d ago
Growth Rate
5.9%(2Q avg: 2.95%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Maimon Wealth Management Ltd.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 77 positions.

Assets under management

The assets under management (AUM) of Maimon Wealth Management Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 113.961M in assets, with a quarterly growth rate of 5.9% and a 2-quarter average growth rate of 2.95%. The portfolio is managed by Bension Maimon, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NEAR
Ishares Sh Dba Etf Usd Inc
Recent Activity
Increased 6.86%
7.27%
$8.279M
163,160 shares@ $50.74 avg price
MINT
Pimco Enhanced Short Maturit
Recent Activity
Increased 1.16%
5.9%
$6.718M
66,810 shares@ $100.57 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 11.08%
5.36%
$6.1M
77,905 shares@ $78.31 avg price
GVI
Ishares Intermediate Governm
Recent Activity
Increased 25.59%
4.45%
$5.063M
47,545 shares@ $106.5 avg price
ICSH
Ishares Ult Stba Etf Usd Inc
Recent Activity
Decreased -8.61%
3.96%
$4.513M
89,165 shares@ $50.62 avg price
BOND
Pimco Active Bond Exchange-t
Recent Activity
Increased 13.38%
3.95%
$4.498M
48,865 shares@ $92.05 avg price
LDUR
Pimco Enhanced Low Duration
Recent Activity
Increased 8.71%
3.9%
$4.433M
46,350 shares@ $95.65 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 10.74%
3.89%
$4.43M
14,213 shares@ $311.69 avg price
ISTB
Ishares Core 1-5 Year Usd Bo
Recent Activity
Increased 7.71%
3.64%
$4.147M
85,760 shares@ $48.37 avg price
SYK
Stryker Corp
Recent Activity
Increased 0.18%
3.53%
$4.017M
12,319 shares@ $326.11 avg price

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