Maltin Wealth Management, Inc.

CIK 0001764260 • 6 13F filings • Apr 10, 2025 – Jul 22, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $212.9M124 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$301K	0.1%	1,436 SH
ALPHABET INC	CAP STK CL A	$539K	0.3%	3,488 SH
ALPHABET INC	CAP STK CL C	$731K	0.3%	4,678 SH
ALPS ETF TR	EQUAL SEC ETF	$861K	0.4%	6,832 SH
AMAZON COM INC	COM	$602K	0.3%	3,166 SH
APPLE INC	COM	$1.4M	0.7%	6,245 SH
AT&T INC	COM	$229K	0.1%	8,096 SH
BANK AMERICA CORP	COM	$308K	0.1%	7,371 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$2.4M	1.1%	3 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$424K	0.2%	797 SH
BLACKROCK MUN TARGET TERM TR	COM SHS BEN IN	$2.4M	1.1%	113,410 SH
BLACKSTONE INC	COM	$278K	0.1%	1,990 SH
DBX ETF TR	XTRACK MSCI EAFE	$3.5M	1.7%	81,890 SH
DIREXION SHS ETF TR	DLY S&P500 BR 1X	$721K	0.3%	62,223 SH
DISNEY WALT CO	COM	$224K	0.1%	2,267 SH
DUKE ENERGY CORP NEW	COM NEW	$305K	0.1%	2,500 SH
ELI LILLY & CO	COM	$380K	0.2%	460 SH
FIDELITY COVINGTON TRUST	MSCI COMMNTN SVC	$3.2M	1.5%	56,907 SH
FIDELITY COVINGTON TRUST	MSCI CONSM DIS	$2.8M	1.3%	33,182 SH
FIDELITY COVINGTON TRUST	MSCI ENERGY IDX	$2.5M	1.2%	98,925 SH
FIDELITY COVINGTON TRUST	MSCI FINLS IDX	$3.8M	1.8%	54,654 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$3.7M	1.7%	54,149 SH
FIDELITY COVINGTON TRUST	MSCI INDL INDX	$492K	0.2%	7,179 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$2.6M	1.2%	16,185 SH
FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$2.3M	1.1%	44,591 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$397K	0.2%	1,785 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST INT JUNE	$18.2M	8.5%	800,312 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$7.1M	3.3%	296,186 SH
FIRST TR EXCHNG TRADED FD VI	VEST U S EQUITY	$6.8M	3.2%	213,450 SH
FIRST TR VALUE LINE DIVID IN	SHS	$250K	0.1%	5,615 SH
GABELLI DIVID & INCOME TR	COM	$636K	0.3%	26,350 SH
GOLDMAN SACHS GROUP INC	COM	$516K	0.2%	944 SH
INNOVATOR ETFS TRUST	INNOVATOR INTL D	$496K	0.2%	18,747 SH
INNOVATOR ETFS TRUST	INTRNL DEV APRL	$356K	0.2%	12,939 SH
INNOVATOR ETFS TRUST	UNCAPPED ACCLRTD	$373K	0.2%	10,000 SH
INNOVATOR ETFS TRUST	US EQT BUFR APR	$1.8M	0.8%	41,978 SH
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$752K	0.4%	19,713 SH
INNOVATOR ETFS TRUST	US EQTY BUF OCT	$1.0M	0.5%	23,849 SH
INNOVATOR ETFS TRUST	US EQTY BUF SEP	$1.1M	0.5%	26,287 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JAN	$3.5M	1.6%	74,415 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JUN	$1.3M	0.6%	31,717 SH
INNOVATOR ETFS TRUST	US EQTY BUFR MAY	$557K	0.3%	14,039 SH
INNOVATOR ETFS TRUST	US EQTY PWR BF	$513K	0.2%	13,581 SH
INNOVATOR ETFS TRUST	US SMALL CAP PWR	$440K	0.2%	19,220 SH
INNOVATOR ETFS TRUST	US SML CP PWR B	$6.8M	3.2%	235,947 SH
INNOVATOR ETFS TRUST	US SML CP PWR ET	$575K	0.3%	18,636 SH
INVESCO DB COMMDY INDX TRCK	UNIT	$290K	0.1%	12,876 SH
INVESCO EXCH TRADED FD TR II	DORSEY WRGT EMRG	$2.8M	1.3%	156,010 SH
INVESCO EXCH TRADED FD TR II	TAXABLE MUN BD	$6.3M	2.9%	235,439 SH
INVESCO EXCHANGE TRADED FD T	DORSEY WRGT BASC	$472K	0.2%	5,563 SH
INVESCO EXCHANGE TRADED FD T	DORSEY WRGT CSMR	$678K	0.3%	6,255 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL MAT	$2.1M	1.0%	66,847 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$3.4M	1.6%	19,728 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$283K	0.1%	4,269 SH
ISHARES GOLD TR	ISHARES NEW	$7.7M	3.6%	130,615 SH
ISHARES TR	0-5 YR TIPS ETF	$2.7M	1.3%	25,920 SH
ISHARES TR	3 7 YR TREAS BD	$2.1M	1.0%	18,124 SH
ISHARES TR	CORE HIGH DV ETF	$5.5M	2.6%	45,637 SH
ISHARES TR	CORE MSCI EAFE	$552K	0.3%	7,303 SH
ISHARES TR	CORE S&P MCP ETF	$687K	0.3%	11,766 SH
ISHARES TR	CORE S&P SCP ETF	$1.1M	0.5%	10,173 SH
ISHARES TR	CORE S&P TTL STK	$2.4M	1.1%	19,317 SH
ISHARES TR	CORE S&P500 ETF	$321K	0.2%	571 SH
ISHARES TR	GLOB HLTHCRE ETF	$819K	0.4%	8,981 SH
ISHARES TR	HDG MSCI EAFE	$1.3M	0.6%	36,453 SH
ISHARES TR	ISHARES BIOTECH	$388K	0.2%	3,032 SH
ISHARES TR	RUS 2000 VAL ETF	$500K	0.2%	3,310 SH
ISHARES TR	RUSSELL 2000 ETF	$201K	0.1%	1,010 SH
ISHARES TR	S&P MC 400GR ETF	$2.6M	1.2%	31,287 SH
ISHARES TR	U.S. TECH ETF	$1.4M	0.7%	9,956 SH
ISHARES TR	US CONSUM DISCRE	$288K	0.1%	3,256 SH
JANUS DETROIT STR TR	B-BBB CLO ETF	$1.9M	0.9%	39,795 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$7.4M	3.5%	146,680 SH
JPMORGAN CHASE & CO.	COM	$974K	0.5%	3,969 SH
KRANESHARES TRUST	CALIFORNIA CARB	$196K	0.1%	11,800 SH
LENDINGCLUB CORP	COM NEW	$103K	0.0%	10,000 SH
LINDE PLC	SHS	$246K	0.1%	529 SH
MICROSOFT CORP	COM	$265K	0.1%	706 SH
MORGAN STANLEY	COM NEW	$202K	0.1%	1,734 SH
NEKTAR THERAPEUTICS	COM	$9K	0.0%	13,000 SH
NUVEEN S&P 500 BUY-WRITE INC	COM	$236K	0.1%	17,981 SH
PARKER-HANNIFIN CORP	COM	$288K	0.1%	473 SH
PGIM ROCK ETF TR	LADDERED FD OF B	$3.6M	1.7%	137,250 SH
PIMCO NEW YORK MUN INCOME FD	COM	$532K	0.2%	94,342 SH
PROCTER AND GAMBLE CO	COM	$210K	0.1%	1,234 SH
PROSHARES TR	PSHS SHORT DOW30	$256K	0.1%	9,489 SH
PROSHARES TR	SHORT QQQ	$248K	0.1%	6,097 SH
PUBLIC STORAGE OPER CO	COM	$906K	0.4%	3,026 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$4.9M	2.3%	201,696 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$2.3M	1.1%	85,725 SH
SELECT SECTOR SPDR TR	ENERGY	$1.6M	0.7%	16,868 SH
SELECT SECTOR SPDR TR	SBI CONS STPLS	$270K	0.1%	3,309 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$332K	0.2%	2,274 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$1.2M	0.6%	6,026 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$237K	0.1%	564 SH
SPDR GOLD TR	GOLD SHS	$285K	0.1%	990 SH
SPDR S&P 500 ETF TR	TR UNIT	$471K	0.2%	843 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$1.1M	0.5%	2,034 SH
SPDR SER TR	BLOOMBERG 1-3 MO	$4.2M	2.0%	45,562 SH
SPDR SER TR	PRTFLO S&P500 GW	$227K	0.1%	2,823 SH
SPDR SER TR	S&P 400 MDCP GRW	$328K	0.2%	4,126 SH
SPDR SER TR	S&P METALS MNG	$877K	0.4%	15,659 SH
UNITED PARCEL SERVICE INC	CL B	$1.8M	0.8%	16,029 SH
USCF ETF TR	SUMMERHAVEN K1	$5.4M	2.5%	255,705 SH
VANECK ETF TRUST	GOLD MINERS ETF	$709K	0.3%	15,425 SH
VANGUARD INDEX FDS	GROWTH ETF	$691K	0.3%	1,863 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$4.8M	2.2%	29,690 SH
VANGUARD INDEX FDS	MID CAP ETF	$2.6M	1.2%	10,007 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$236K	0.1%	459 SH
VANGUARD INDEX FDS	SMALL CP ETF	$929K	0.4%	4,191 SH
VANGUARD INDEX FDS	VALUE ETF	$229K	0.1%	1,328 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.4M	1.6%	76,080 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$5.9M	2.8%	51,367 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$1.2M	0.6%	24,602 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$202K	0.1%	1,040 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.4M	1.1%	47,947 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$423K	0.2%	3,281 SH
VANGUARD WORLD FD	COMM SRVC ETF	$400K	0.2%	2,696 SH
VANGUARD WORLD FD	FINANCIALS ETF	$397K	0.2%	3,325 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$4.1M	1.9%	16,365 SH
VANGUARD WORLD FD	UTILITIES ETF	$758K	0.4%	4,436 SH
VISA INC	COM CL A	$221K	0.1%	630 SH
WISDOMTREE TR	US HIGH DIVIDEND	$421K	0.2%	4,250 SH
YEXT INC	COM	$2.4M	1.1%	391,439 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001764260-26-000005	—	View
Jan 15, 2026	Q4 2025	13F-HR	0001764260-26-000001	$251.4M	View
Oct 24, 2025	Q3 2025