MAIMON WEALTH MANAGEMENT LTD. portfolio
Latest available portfolio: Q2 2026 · Holdings as of · Filed · in Form 13F holdings
See latest portfolio changes
$129.65M
Full value: $129,652,391 · USD · 30 Jun 2026Quarterly portfolio filings
Choose a quarter to see holdings and changes. Newer portfolio dates appear first.
Estimated additions and reductions value share changes at filing-derived prices; they are not actual trade proceeds or costs.
| Quarter | Holdings | SEC-reported value | Est. additions | Est. reductions | Est. net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 80 | $129,652,391 | +$11,782,838 | -$3,261,810 | +$8,521,028 | NEAR, MINT, BSV, GVI, VTI | 13F-HR | 24 Jul 2026, 13:39 |
| Q1 2026 | 77 | $113,960,998 | +$9,832,112 | -$1,459,625 | +$8,372,487 | NEAR, MINT, BSV, GVI, ICSH | 13F-HR | 07 May 2026, 16:20 |
| Q4 2025 | 71 | $107,612,204 | $0 | $0 | $0 | NEAR, MINT, BSV, ICSH, SYK | 13F-HR | 07 May 2026, 16:06 |
Showing 1-3 of 3 filings.
Manager details and filing context
- Latest 13F filing
- Q2 2026 - 24 Jul 2026
- Latest reported 13F value
- $129,652,391
- Largest 13F holdings
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NEAR MINT BSV GVI VTI BOND ICSH LDUR ISTB AVSF SYK AVEM
+8 more
IEFA QUAL AVUS AAPL AVDE LRGF AVUV IQLT - Form 13F summary
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- MAIMON WEALTH MANAGEMENT LTD. Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- MAIMON WEALTH MANAGEMENT LTD. reported 80 equity holdings with a total reported market value of $129,652,391 for Q2 2026. Top reported holdings included NEAR, MINT, BSV, GVI, and VTI.
- Manager signature
- Bension Maimon - Chief Compliance Officer
- Manager location
- Ra'anana, Israel
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
Holdings Value