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☆MAIMON WEALTH MANAGEMENT LTD.

CIK 0001760401 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.303
AUM ($M)
130
Positions
80
Turnover
0.06
Top-10 wt
45%
Herfindahl
0.030
History (qtrs)
3
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 84 positions · portfolio value $130M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆NEAR funds › ISHARES U S ETF TR ADD — 6.7% -0.5% 8.8 172,910 +9,750 2 —
☆MINT funds › PIMCO ETF TR ADD — 5.4% -0.5% 7.0 69,220 +2,410 2 —
☆BSV funds › VANGUARD BD INDEX FDS ADD — 5.3% -0.1% 6.8 87,735 +9,830 2 —
☆GVI funds › ISHARES TR ADD — 4.5% +0.0% 5.8 54,775 +7,230 2 —
☆VTI funds › VANGUARD INDEX FDS ADD — 4.3% +0.4% 5.6 15,148 +935 2 —
☆BOND funds › PIMCO ETF TR ADD — 4.3% +0.4% 5.6 60,685 +11,820 2 —
☆ICSH funds › ISHARES TR ADD — 4.1% +0.1% 5.3 104,115 +14,950 2 —
☆LDUR funds › PIMCO ETF TR ADD — 3.9% +0.1% 5.1 53,530 +7,180 2 —
☆ISTB funds › ISHARES TR ADD — 3.4% -0.2% 4.4 92,160 +6,400 2 —
☆AVSF funds › AMERICAN CENTY ETF TR ADD — 3.2% -0.1% 4.1 88,580 +9,200 2 —
☆SYK funds › STRYKER CORPORATION ADD — 3.0% -0.5% 3.9 12,329 +10 2 —
☆AVEM funds › AMERICAN CENTY ETF TR ADD — 2.8% +0.3% 3.7 38,157 +1,250 2 —
☆IEFA funds › ISHARES TR ADD — 2.8% -0.0% 3.6 37,520 +1,025 2 —
☆QUAL funds › ISHARES TR ADD — 2.8% +0.3% 3.6 16,472 +1,210 2 —
☆AVUS funds › AMERICAN CENTY ETF TR TRIM — 2.6% +0.1% 3.4 26,502 -220 2 —
☆AAPL funds › APPLE INC TRIM — 2.1% -0.1% 2.7 9,395 -782 2 —
☆AVDE funds › AMERICAN CENTY ETF TR HOLD — 1.9% -0.1% 2.5 28,135 +0 2 —
☆LRGF funds › ISHARES TR ADD — 1.8% +0.3% 2.4 31,705 +3,800 2 —
☆AVUV funds › AMERICAN CENTY ETF TR ADD — 1.8% +0.1% 2.4 18,910 +520 2 —
☆IQLT funds › ISHARES TR ADD — 1.8% +0.0% 2.3 47,387 +1,415 2 —
☆VOE funds › VANGUARD INDEX FDS ADD — 1.6% -0.1% 2.1 10,759 +134 2 —
☆NVDA funds › NVIDIA CORPORATION ADD — 1.5% +0.1% 1.9 9,680 +96 2 —
☆IAU funds › ISHARES GOLD TR ADD — 1.5% -0.4% 1.9 25,490 +765 2 —
☆IVLU funds › ISHARES TR ADD — 1.5% +0.0% 1.9 45,358 +2,385 2 —
☆AVDV funds › AMERICAN CENTY ETF TR ADD — 1.4% -0.1% 1.8 17,525 +160 2 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 1.2% -0.2% 1.6 1,665 +25 2 —
☆MSFT funds › MICROSOFT CORP ADD — 1.2% -0.0% 1.5 4,120 +214 2 —
☆INTF funds › ISHARES TR ADD — 1.2% +0.1% 1.5 37,225 +5,335 2 —
☆AVGV funds › AMERICAN CENTY ETF TR ADD — 1.1% +0.9% 1.4 16,200 +13,150 2 —
☆VBR funds › VANGUARD INDEX FDS ADD — 1.0% +0.0% 1.3 5,409 +74 2 —
☆PM funds › PHILIP MORRIS INTL INC ADD — 1.0% -0.0% 1.3 7,252 +175 2 —
☆AVLV funds › AMERICAN CENTY ETF TR ADD — 1.0% +0.1% 1.2 13,650 +965 2 —
☆QQQ funds › INVESCO QQQ TR ADD — 0.9% +0.2% 1.2 1,665 +135 2 —
☆SPEM funds › SPDR INDEX SHS FDS HOLD — 0.8% -0.0% 1.1 20,845 +0 2 —
☆GOOGL funds › ALPHABET INC ADD — 0.6% +0.1% 0.8 2,312 +198 2 —
☆AVIV funds › AMERICAN CENTY ETF TR ADD — 0.6% -0.0% 0.8 10,526 +100 2 —
☆DE funds › DEERE & CO HOLD — 0.6% +0.0% 0.8 1,250 +0 2 —
☆VT funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.6% +0.0% 0.8 5,040 +0 2 —
☆AMD funds › ADVANCED MICRO DEVICES INC TRIM — 0.6% +0.4% 0.8 1,358 -10 2 —
☆EMR funds › EMERSON ELEC CO HOLD — 0.6% +0.0% 0.8 5,500 +0 2 —
☆AMZN funds › AMAZON COM INC ADD — 0.5% +0.1% 0.7 2,871 +288 2 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.5% +0.2% 0.7 5,600 +5,000 2 —
☆PYLD funds › PIMCO ETF TR ADD — 0.5% -0.0% 0.7 24,900 +2,600 2 —
☆MO funds › ALTRIA GROUP INC HOLD — 0.5% -0.0% 0.6 8,233 +0 2 —
☆VSS funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.4% -0.0% 0.6 3,730 +0 2 —
☆PG funds › PROCTER & GAMBLE CO TRIM — 0.4% -0.1% 0.6 3,901 -101 2 —
☆CAT funds › CATERPILLAR INC ADD — 0.4% +0.1% 0.6 525 +25 2 —
☆CSCO funds › CISCO SYS INC ADD — 0.4% +0.1% 0.6 4,716 +616 2 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD — 0.4% +0.1% 0.5 1,065 +24 2 —
☆AVES funds › AMERICAN CENTY ETF TR ADD — 0.4% +0.0% 0.5 7,500 +100 2 —
☆HD funds › HOME DEPOT INC ADD — 0.3% -0.0% 0.4 1,217 +34 2 —
☆DELL funds › DELL TECHNOLOGIES INC NEW — 0.3% +0.3% 0.4 943 +943 1 —
☆ACWI funds › ISHARES TR ADD — 0.3% +0.1% 0.4 2,450 +460 2 —
☆MGK funds › VANGUARD WORLD FD NEW — 0.3% +0.3% 0.4 4,365 +4,365 1 —
☆MDLZ funds › MONDELEZ INTL INC ADD — 0.3% -0.0% 0.4 6,617 +34 2 —
☆VXUS funds › VANGUARD STAR FDS ADD — 0.3% +0.0% 0.3 4,021 +246 2 —
☆SGOV funds › ISHARES TR TRIM — 0.3% -0.3% 0.3 3,400 -2,500 2 —
☆WMT funds › WALMART INC ADD — 0.3% -0.1% 0.3 2,878 +34 2 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.2% -0.1% 0.3 648 -155 2 —
☆MCD funds › MCDONALDS CORP ADD — 0.2% -0.1% 0.3 1,173 +34 2 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.2% +0.0% 0.3 3,732 +2,799 2 —
☆CL funds › COLGATE PALMOLIVE CO HOLD — 0.2% -0.0% 0.3 3,266 +0 2 —
☆PANW funds › PALO ALTO NETWORKS INC NEW — 0.2% +0.2% 0.3 876 +876 1 —
☆VGK funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.2% -0.0% 0.3 3,238 +0 2 —
☆APD funds › AIR PRODUCTS AND CHEMICALS I ADD — 0.2% -0.0% 0.3 975 +25 2 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 0.2% -0.0% 0.3 1,983 +281 2 —
☆KO funds › COCA COLA CO ADD — 0.2% -0.0% 0.3 3,206 +88 2 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 0.2% +0.0% 0.3 3,577 +177 2 —
☆MMM funds › 3M CO HOLD — 0.2% -0.0% 0.3 1,550 +0 2 —
☆SUSA funds › ISHARES TR HOLD — 0.2% +0.0% 0.2 1,590 +0 2 —
☆TRV funds › TRAVELERS COMPANIES INC HOLD — 0.2% -0.0% 0.2 734 +0 2 —
☆VUG funds › VANGUARD INDEX FDS NEW — 0.2% +0.2% 0.2 2,658 +2,658 1 —
☆EFA funds › ISHARES TR NEW — 0.2% +0.2% 0.2 2,170 +2,170 1 —
☆IWD funds › ISHARES TR NEW — 0.2% +0.2% 0.2 850 +850 1 —
☆BIL funds › SPDR SERIES TRUST HOLD — 0.2% -0.0% 0.2 2,239 +0 2 —
☆T funds › AT&T INC NEW — 0.1% +0.1% 0.2 150,840 +150,840 1 —
☆NBB funds › NUVEEN TAXABLE MUNICPAL INM HOLD — 0.1% -0.0% 0.2 10,000 +0 2 —
☆GBAB funds › GUGGENHEIM TAXABLE MUNICP BO HOLD — 0.1% -0.0% 0.1 10,000 +0 2 —
☆BLW funds › BLACKROCK LTD DURATION INCOM HOLD — 0.1% -0.0% 0.1 10,000 +0 2 —
☆PCN funds › PIMCO CORPORATE & INCM STRG HOLD — 0.1% -0.0% 0.1 10,000 +0 2 —
☆LLY funds › ELI LILLY & CO EXIT — 0.0% -1.0% 0.0 0 -1,327 0 —
☆CVX funds › CHEVRON CORPORATION EXIT — 0.0% -0.2% 0.0 0 -1,000 0 —
☆XLK funds › SELECT SECTOR SPDR TR EXIT — 0.0% -0.4% 0.0 0 -3,250 0 —
☆JPM funds › JPMORGAN CHASE & CO EXIT — 0.0% -0.8% 0.0 0 -3,016 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 130 80 0.06 45% 0.030 0.303 — in
2026Q1 114 77 0.05 46% 0.031 0.315 — entered
2025Q4 108 71 0.00 46% 0.031 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status