MAIMON WEALTH MANAGEMENT LTD.
CIK 1760401 · Holdings on Dec 31, 2025 · First reported May 7, 2026
Top ten holdings
Q4 2025- NEAR7.25%
- MINT6.16%
- BSV5.14%
- ICSH4.59%
- SYK4.02%
- VTI4.00%
- LDUR3.80%
- GVI3.78%
- BOND3.73%
- ISTB3.61%
Share classes counted separately46.08%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | NEARISHARES SH DBA ETF USD INCSHORT DURATION B View history and evidence | $7.80M | 7.25% | 152.69K shares | Prior unavailable — | — | ↗▾ |
| 02 | MINTPIMCO ENHANCED SHORT MATURITENHAN SHRT MA AC View history and evidence | $6.63M | 6.16% | 66.05K shares | Prior unavailable — | — | ↗▾ |
| 03 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $5.53M | 5.14% | 70.14K shares | Prior unavailable — | — | ↗▾ |
| 04 | ICSHISHARES ULTRA SHORT DURATIONULTRA SHORT DUR View history and evidence | $4.94M | 4.59% | 97.58K shares | Prior unavailable — | — | ↗▾ |
| 05 | SYKSTRYKER CORP View history and evidence | $4.32M | 4.02% | 12.30K shares | Prior unavailable — | — | ↗▾ |
| 06 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $4.30M | 4.00% | 12.84K shares | Prior unavailable — | — | ↗▾ |
| 07 | LDURPIMCO ENHANCED LOW DURATIONENHNCD LW DUR AC View history and evidence | $4.09M | 3.80% | 42.64K shares | Prior unavailable — | — | ↗▾ |
| 08 | GVIISHARES INTERMEDIATE GOVERNMINTRM GOV CR ETF View history and evidence | $4.06M | 3.78% | 37.86K shares | Prior unavailable — | — | ↗▾ |
| 09 | BONDPIMCO ACTIVE BOND EXCHANGE-TACTIVE BD ETF View history and evidence | $4.01M | 3.73% | 43.10K shares | Prior unavailable — | — | ↗▾ |
| 10 | ISTBISHARES CORE 1-5 YEAR USD BOCORE 1 5 YR USD View history and evidence | $3.88M | 3.61% | 79.63K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1760401 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-05-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 107612204
}Research all 71 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.