Maimon Wealth Management

RA'ANANA, L3files as MAIMON WEALTH MANAGEMENT LTD.

$130m in 80 US stocks at the end of 30 June 2026. The top 10 are 45.1% of the money. It changed about 6.1% of the portfolio this quarter.

Value

$130m

Stocks

Top 10 share

45.1%

Turnover

6.1%

What changed this quarter

New

Bought for the first time this quarter.

Dell TechnologiesDELL
0.3% of the fund
Vanguard World FDMGK
0.3% of the fund
Palo Alto NetworksPANW
0.2% of the fund
Vanguard Index FDSVUG
0.2% of the fund
Ishares TREFA
0.2% of the fund
Ishares TRIWD
0.2% of the fund
AT&TT
0.1% of the fund

Added

Bought more of a stock they already held.

Ishares U S ETF TRNEAR
6.7% of the fund
+6%
Pimco ETF TRMINT
5.4% of the fund
+4%
Vanguard BD Index FDSBSV
5.3% of the fund
+13%
Ishares TRGVI
4.5% of the fund
+15%
Vanguard Index FDSVTI
4.3% of the fund
+7%
Pimco ETF TRBOND
4.3% of the fund
+24%
Ishares TRICSH
4.1% of the fund
+17%
Pimco ETF TRLDUR
3.9% of the fund
+15%
Ishares TRISTB
3.4% of the fund
+7%
American Centy ETF TRAVSF
3.2% of the fund
+12%
American Centy ETF TRAVEM
2.8% of the fund
+3%
Ishares TRIEFA
2.8% of the fund
+3%
Ishares TRQUAL
2.8% of the fund
+8%
Ishares TRLRGF
1.8% of the fund
+14%
American Centy ETF TRAVUV
1.8% of the fund
+3%
Ishares TRIQLT
1.8% of the fund
+3%
Ishares Gold TRIAU
1.5% of the fund
+3%
Ishares TRIVLU
1.5% of the fund
+6%
MicrosoftMSFT
1.2% of the fund
+5%
Ishares TRINTF
1.2% of the fund
+17%
American Centy ETF TRAVGV
1.1% of the fund
+431%
Philip Morris InternationalPM
1.0% of the fund
+2%
American Centy ETF TRAVLV
1.0% of the fund
+8%
Invesco QQQ TRQQQ
0.9% of the fund
+9%
AlphabetGOOGL
0.6% of the fund
+9%

Cut

Sold some of their stake.

AppleAAPL
2.1% of the fund
-8%
Procter & GamblePG
0.4% of the fund
-3%
Ishares TRSGOV
0.3% of the fund
-42%
Berkshire HathawayBRK-B
0.2% of the fund
-19%

Sold out

Sold their entire stake.

Eli LillyLLY
-100%
JPMorgan ChaseJPM
-100%
Select Sector Spdr TRXLK
-100%
ChevronCVX
-100%

Holdings

Ishares U S ETF TRNEAR
Share
6.7%
Value
$9m
Shares
172,910
+6%
Pimco ETF TRMINT
Share
5.4%
Value
$7m
Shares
69,220
+4%
Vanguard BD Index FDSBSV
Share
5.3%
Value
$7m
Shares
87,735
+13%
Ishares TRGVI
Share
4.5%
Value
$6m
Shares
54,775
+15%
Vanguard Index FDSVTI
Share
4.3%
Value
$6m
Shares
15,148
+7%
Pimco ETF TRBOND
Share
4.3%
Value
$6m
Shares
60,685
+24%
Ishares TRICSH
Share
4.1%
Value
$5m
Shares
104,115
+17%
Pimco ETF TRLDUR
Share
3.9%
Value
$5m
Shares
53,530
+15%
Ishares TRISTB
Share
3.4%
Value
$4m
Shares
92,160
+7%
American Centy ETF TRAVSF
Share
3.2%
Value
$4m
Shares
88,580
+12%
StrykerSYK
Share
3.0%
Value
$4m
Shares
12,329
Held
American Centy ETF TRAVEM
Share
2.8%
Value
$4m
Shares
38,157
+3%
Ishares TRIEFA
Share
2.8%
Value
$4m
Shares
37,520
+3%
Ishares TRQUAL
Share
2.8%
Value
$4m
Shares
16,472
+8%
American Centy ETF TRAVUS
Share
2.6%
Value
$3m
Shares
26,502
Held
AppleAAPL
Share
2.1%
Value
$3m
Shares
9,395
-8%
American Centy ETF TRAVDE
Share
1.9%
Value
$3m
Shares
28,135
Held
Ishares TRLRGF
Share
1.8%
Value
$2m
Shares
31,705
+14%
American Centy ETF TRAVUV
Share
1.8%
Value
$2m
Shares
18,910
+3%
Ishares TRIQLT
Share
1.8%
Value
$2m
Shares
47,387
+3%
Vanguard Index FDSVOE
Share
1.6%
Value
$2m
Shares
10,759
Held
NvidiaNVDA
Share
1.5%
Value
$2m
Shares
9,680
Held
Ishares Gold TRIAU
Share
1.5%
Value
$2m
Shares
25,490
+3%
Ishares TRIVLU
Share
1.5%
Value
$2m
Shares
45,358
+6%
American Centy ETF TRAVDV
Share
1.4%
Value
$2m
Shares
17,525
Held
Costco WholesaleCOST
Share
1.2%
Value
$2m
Shares
1,665
Held
MicrosoftMSFT
Share
1.2%
Value
$2m
Shares
4,120
+5%
Ishares TRINTF
Share
1.2%
Value
$2m
Shares
37,225
+17%
American Centy ETF TRAVGV
Share
1.1%
Value
$1m
Shares
16,200
+431%
Vanguard Index FDSVBR
Share
1.0%
Value
$1m
Shares
5,409
Held
Philip Morris InternationalPM
Share
1.0%
Value
$1m
Shares
7,252
+2%
American Centy ETF TRAVLV
Share
1.0%
Value
$1m
Shares
13,650
+8%
Invesco QQQ TRQQQ
Share
0.9%
Value
$1m
Shares
1,665
+9%
Spdr Index SHS FDSSPEM
Share
0.8%
Value
$1m
Shares
20,845
Held
AlphabetGOOGL
Share
0.6%
Value
$826,239
Shares
2,312
+9%
American Centy ETF TRAVIV
Share
0.6%
Value
$814,923
Shares
10,526
Held
DeereDE
Share
0.6%
Value
$792,912
Shares
1,250
Held
Vanguard Intl Equity Index FVT
Share
0.6%
Value
$791,028
Shares
5,040
Held
Advanced Micro DevicesAMD
Share
0.6%
Value
$788,876
Shares
1,358
Held
Emerson ElectricEMR
Share
0.6%
Value
$787,325
Shares
5,500
Held
Amazon.comAMZN
Share
0.5%
Value
$684,274
Shares
2,871
+11%
Vanguard World FDVGT
Share
0.5%
Value
$669,312
Shares
5,600
+17%
Pimco ETF TRPYLD
Share
0.5%
Value
$660,348
Shares
24,900
+12%
Altria GroupMO
Share
0.5%
Value
$592,364
Shares
8,233
Held
Vanguard Intl Equity Index FVSS
Share
0.4%
Value
$575,502
Shares
3,730
Held
Procter & GamblePG
Share
0.4%
Value
$572,043
Shares
3,901
-3%
CaterpillarCAT
Share
0.4%
Value
$559,072
Shares
525
+5%
Cisco SystemsCSCO
Share
0.4%
Value
$553,941
Shares
4,716
+15%
Taiwan Semiconductor ManufacturingTSM
Share
0.4%
Value
$508,612
Shares
1,065
+2%
American Centy ETF TRAVES
Share
0.4%
Value
$492,000
Shares
7,500
Held
Home DepotHD
Share
0.3%
Value
$429,212
Shares
1,217
+3%
Dell TechnologiesDELL
Share
0.3%
Value
$406,867
Shares
943
New
Ishares TRACWI
Share
0.3%
Value
$384,576
Shares
2,450
+23%
Vanguard World FDMGK
Share
0.3%
Value
$383,727
Shares
4,365
New
Mondelez InternationalMDLZ
Share
0.3%
Value
$382,727
Shares
6,617
Held
Vanguard Star FDSVXUS
Share
0.3%
Value
$343,755
Shares
4,021
+7%
Ishares TRSGOV
Share
0.3%
Value
$342,278
Shares
3,400
-42%
WalmartWMT
Share
0.3%
Value
$325,962
Shares
2,878
Held
Berkshire HathawayBRK-B
Share
0.2%
Value
$324,253
Shares
648
-19%
McDonald'sMCD
Share
0.2%
Value
$317,074
Shares
1,173
+3%
Vanguard Index FDSVO
Share
0.2%
Value
$300,687
Shares
3,732
Held
Colgate-PalmoliveCL
Share
0.2%
Value
$299,427
Shares
3,266
Held
Palo Alto NetworksPANW
Share
0.2%
Value
$298,734
Shares
876
New
Vanguard Intl Equity Index FVGK
Share
0.2%
Value
$286,693
Shares
3,238
Held
Air Products & ChemicalsAPD
Share
0.2%
Value
$285,850
Shares
975
+3%
ExxonMobil HoldingsXOM
Share
0.2%
Value
$271,116
Shares
1,983
+17%
Coca-ColaKO
Share
0.2%
Value
$260,552
Shares
3,206
+3%
Vanguard Tax-Managed FDSVEA
Share
0.2%
Value
$254,861
Shares
3,577
+5%
3MMMM
Share
0.2%
Value
$250,960
Shares
1,550
Held
Ishares TRSUSA
Share
0.2%
Value
$245,337
Shares
1,590
Held
Travelers CompaniesTRV
Share
0.2%
Value
$242,308
Shares
734
Held
Vanguard Index FDSVUG
Share
0.2%
Value
$228,960
Shares
2,658
New
Ishares TREFA
Share
0.2%
Value
$225,420
Shares
2,170
New
Ishares TRIWD
Share
0.2%
Value
$206,066
Shares
850
New
Spdr Series TrustBIL
Share
0.2%
Value
$205,182
Shares
2,239
Held
AT&TT
Share
0.1%
Value
$166,603
Shares
150,840
New
Nuveen Taxable Municipal Income FundNBB
Share
0.1%
Value
$157,800
Shares
10,000
Held
Guggenheim Taxable Municipal Bond & Investment Grade Debt TrustGBAB
Share
0.1%
Value
$144,600
Shares
10,000
Held
BLACKROCK Ltd DURATION INCOME TRUSTBLW
Share
<0.1%
Value
$124,900
Shares
10,000
Held
Pimco Corporate & Income Strategy FundPCN
Share
<0.1%
Value
$119,500
Shares
10,000
Held

Company	Share of fund	Value	Shares	Change
Ishares U S ETF TRNEAR	6.7%	$9m	172,910	+6%
Pimco ETF TRMINT	5.4%	$7m	69,220	+4%
Vanguard BD Index FDSBSV	5.3%	$7m	87,735	+13%
Ishares TRGVI	4.5%	$6m	54,775	+15%
Vanguard Index FDSVTI	4.3%	$6m	15,148	+7%
Pimco ETF TRBOND	4.3%	$6m	60,685	+24%
Ishares TRICSH	4.1%	$5m	104,115	+17%
Pimco ETF TRLDUR	3.9%	$5m	53,530	+15%
Ishares TRISTB	3.4%	$4m	92,160	+7%
American Centy ETF TRAVSF	3.2%	$4m	88,580	+12%
StrykerSYK	3.0%	$4m	12,329	Held
American Centy ETF TRAVEM	2.8%	$4m	38,157	+3%
Ishares TRIEFA	2.8%	$4m	37,520	+3%
Ishares TRQUAL	2.8%	$4m	16,472	+8%
American Centy ETF TRAVUS	2.6%	$3m	26,502	Held
AppleAAPL	2.1%	$3m	9,395	-8%
American Centy ETF TRAVDE	1.9%	$3m	28,135	Held
Ishares TRLRGF	1.8%	$2m	31,705	+14%
American Centy ETF TRAVUV	1.8%	$2m	18,910	+3%
Ishares TRIQLT	1.8%	$2m	47,387	+3%
Vanguard Index FDSVOE	1.6%	$2m	10,759	Held
NvidiaNVDA	1.5%	$2m	9,680	Held
Ishares Gold TRIAU	1.5%	$2m	25,490	+3%
Ishares TRIVLU	1.5%	$2m	45,358	+6%
American Centy ETF TRAVDV	1.4%	$2m	17,525	Held
Costco WholesaleCOST	1.2%	$2m	1,665	Held
MicrosoftMSFT	1.2%	$2m	4,120	+5%
Ishares TRINTF	1.2%	$2m	37,225	+17%
American Centy ETF TRAVGV	1.1%	$1m	16,200	+431%
Vanguard Index FDSVBR	1.0%	$1m	5,409	Held
Philip Morris InternationalPM	1.0%	$1m	7,252	+2%
American Centy ETF TRAVLV	1.0%	$1m	13,650	+8%
Invesco QQQ TRQQQ	0.9%	$1m	1,665	+9%
Spdr Index SHS FDSSPEM	0.8%	$1m	20,845	Held
AlphabetGOOGL	0.6%	$826,239	2,312	+9%
American Centy ETF TRAVIV	0.6%	$814,923	10,526	Held
DeereDE	0.6%	$792,912	1,250	Held
Vanguard Intl Equity Index FVT	0.6%	$791,028	5,040	Held
Advanced Micro DevicesAMD	0.6%	$788,876	1,358	Held
Emerson ElectricEMR	0.6%	$787,325	5,500	Held
Amazon.comAMZN	0.5%	$684,274	2,871	+11%
Vanguard World FDVGT	0.5%	$669,312	5,600	+17%
Pimco ETF TRPYLD	0.5%	$660,348	24,900	+12%
Altria GroupMO	0.5%	$592,364	8,233	Held
Vanguard Intl Equity Index FVSS	0.4%	$575,502	3,730	Held
Procter & GamblePG	0.4%	$572,043	3,901	-3%
CaterpillarCAT	0.4%	$559,072	525	+5%
Cisco SystemsCSCO	0.4%	$553,941	4,716	+15%
Taiwan Semiconductor ManufacturingTSM	0.4%	$508,612	1,065	+2%
American Centy ETF TRAVES	0.4%	$492,000	7,500	Held
Home DepotHD	0.3%	$429,212	1,217	+3%
Dell TechnologiesDELL	0.3%	$406,867	943	New
Ishares TRACWI	0.3%	$384,576	2,450	+23%
Vanguard World FDMGK	0.3%	$383,727	4,365	New
Mondelez InternationalMDLZ	0.3%	$382,727	6,617	Held
Vanguard Star FDSVXUS	0.3%	$343,755	4,021	+7%
Ishares TRSGOV	0.3%	$342,278	3,400	-42%
WalmartWMT	0.3%	$325,962	2,878	Held
Berkshire HathawayBRK-B	0.2%	$324,253	648	-19%
McDonald'sMCD	0.2%	$317,074	1,173	+3%
Vanguard Index FDSVO	0.2%	$300,687	3,732	Held
Colgate-PalmoliveCL	0.2%	$299,427	3,266	Held
Palo Alto NetworksPANW	0.2%	$298,734	876	New
Vanguard Intl Equity Index FVGK	0.2%	$286,693	3,238	Held
Air Products & ChemicalsAPD	0.2%	$285,850	975	+3%
ExxonMobil HoldingsXOM	0.2%	$271,116	1,983	+17%
Coca-ColaKO	0.2%	$260,552	3,206	+3%
Vanguard Tax-Managed FDSVEA	0.2%	$254,861	3,577	+5%
3MMMM	0.2%	$250,960	1,550	Held
Ishares TRSUSA	0.2%	$245,337	1,590	Held
Travelers CompaniesTRV	0.2%	$242,308	734	Held
Vanguard Index FDSVUG	0.2%	$228,960	2,658	New
Ishares TREFA	0.2%	$225,420	2,170	New
Ishares TRIWD	0.2%	$206,066	850	New
Spdr Series TrustBIL	0.2%	$205,182	2,239	Held
AT&TT	0.1%	$166,603	150,840	New
Nuveen Taxable Municipal Income FundNBB	0.1%	$157,800	10,000	Held
Guggenheim Taxable Municipal Bond & Investment Grade Debt TrustGBAB	0.1%	$144,600	10,000	Held
BLACKROCK Ltd DURATION INCOME TRUSTBLW	<0.1%	$124,900	10,000	Held
Pimco Corporate & Income Strategy FundPCN	<0.1%	$119,500	10,000	Held

Over time and by industry

Value over time

Dec '25

Jun '26

Value is up 20.6% since 31 December 2025.

Where the money is

Technology6.7%

Everyday goods4.1%

Health care3.0%

Industrials1.8%

Retail & consumer1.1%

Media & telecom0.8%

Financial services0.4%

Materials0.2%

Energy0.2%

Other81.6%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.