MAIMON WEALTH MANAGEMENT LTD. - Portfolio overview

MAIMON WEALTH MANAGEMENT LTD. has 77 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. NEAR - ISHARES U S ETF TR, 7.26%
2. MINT - PIMCO ETF TR, 5.90%
3. BSV - VANGUARD BD INDEX FDS, 5.35%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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