MAIMON WEALTH MANAGEMENT LTD.

Q2 2026 13F-HR Holdings

Location
Ra'anana, L3
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
80
Total value ($000)
$129,819
Net value change ($000)
+15,858 (13.9%)
New positions
7
Sold out positions
4
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VTI 1,176 26.5%
AVGV 1,142 490.1%
BOND 1,098 24.4%
AVEM 811 28.2%
QUAL 768 27.0%
ICSH 753 16.7%
GVI 748 14.8%
LDUR 685 15.5%
LRGF 608 34.0%
AMD 521 194.4%
Top Reduces (Value $000, Stocks/ETFs)
LLY -1,177 -100.0%
JPM -856 -100.0%
XLK -414 -100.0%
SGOV -252 -42.4%
CVX -211 -100.0%
IAU -175 -8.3%
SYK -135 -3.4%
COST -76 -4.7%
BRK-B -57 -15.0%
MCD -34 -9.7%
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