MAIMON WEALTH MANAGEMENT LTD.

Q1 2026 13F-HR Holdings

Location
Ra'anana, L3
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
77
Total value ($000)
$113,961
Net value change ($000)
+6,349 (5.9%)
New positions
7
Sold out positions
1
Turnover %
3.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GVI 999 24.6%
AVIV 757 NEW
PYLD 581 NEW
BOND 486 12.1%
NEAR 477 6.1%
AVES 431 NEW
XLK 414 NEW
BRK-B 381 NEW
AVEM 350 13.9%
LDUR 342 8.4%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -448 -24.2%
SGOV -440 -42.6%
ICSH -422 -8.6%
SYK -305 -7.1%
LLY -249 -17.5%
IAU -210 -9.1%
AGG -210 -100.0%
JPM -116 -11.9%
NVDA -107 -6.3%
AVUS -104 -3.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type