Long-term investor

Maimon Wealth Management Ltd. @maimonwealthmanagementlt

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001760401).

Record

  • Tracked since 2026-03-31 (182 days), 34 trades recorded
  • Returns: week n/a · month n/a · 90 days +6.5% · 6 months n/a · 1 year n/a · all +4.5%
  • Max drawdown n/a · win rate 20% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • NEAR · 6.7% · long · since 2026-03-31
  • MINT · 5.4% · long · since 2026-03-31
  • BSV · 5.3% · long · since 2026-03-31
  • GVI · 4.5% · long · since 2026-03-31
  • VTI · 4.3% · long · since 2026-03-31
  • BOND · 4.3% · long · since 2026-03-31
  • ICSH · 4.1% · long · since 2026-03-31
  • LDUR · 3.9% · long · since 2026-03-31
  • ISTB · 3.4% · long · since 2026-03-31
  • AVSF · 3.2% · long · since 2026-03-31
  • SYK · 3.0% · long · since 2026-03-31
  • AVEM · 2.8% · long · since 2026-03-31

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