MAIMON WEALTH MANAGEMENT LTD.

Q3 2026 13F-HR Holdings

Location
Ra'anana, L3
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
91
Total value ($000)
$144,305
Net value change ($000)
+14,486 (11.2%)
New positions
17
Sold out positions
6
Turnover %
6.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
LLY 1,533 NEW
JPM 1,107 NEW
AVEM 867 23.5%
AVGV 840 61.1%
SHY 715 NEW
LDUR 711 13.9%
NEAR 640 7.3%
XLK 636 NEW
QUAL 582 16.1%
MSFT 558 36.3%
Top Reduces (Value $000, Stocks/ETFs)
ICSH -735 -14.0%
SYK -494 -12.7%
XOM -271 -100.0%
VUG -229 -100.0%
EFA -225 -100.0%
IWD -206 -100.0%
BIL -205 -100.0%
T -167 -100.0%
CAT -133 -23.8%
HD -87 -20.3%
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