Maltin Wealth Management, Inc.

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

Import this data to Google Sheets with:

=jivedata("maltin-wealth-management-inc-0001764260-filer","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $222.2M124 positionsView on SEC.gov

			% of Portfolio
2023 ETF SERIES TRUST II	GMO INTL VALUE	$3.7M	1.7%	126,310 SH	New
ABBVIE INC	COM	$267K	0.1%Prev: 0.1%	1,441 SH	Decreased-7 SH
ALPHABET INC	CAP STK CL A	$615K	0.3%Prev: 0.4%	3,492 SH	Decreased-117 SH
ALPHABET INC	CAP STK CL C	$905K	0.4%Prev: 0.5%	5,100 SH	Decreased+746 SH
ALPS ETF TR	EQUAL SEC ETF	$902K	0.4%Prev: 0.4%	20,574 SH	Decreased-244 SH
AMAZON COM INC	COM	$693K	0.3%Prev: 0.3%	3,159 SH	Decreased-887 SH
APPLE INC	COM	$1.3M	0.6%Prev: 1.1%	6,255 SH	Decreased-5,137 SH
AT&T INC	COM	$236K	0.1%	8,143 SH	New
BANK AMERICA CORP	COM	$387K	0.2%Prev: 0.2%	8,183 SH	Decreased-3,498 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$2.2M	1.0%Prev: 0.8%	3 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$387K	0.2%Prev: 0.1%	797 SH	Increased+110 SH
BLACKROCK INC	COM	$214K	0.1%	204 SH	New
BLACKROCK MUN TARGET TERM TR	COM SHS BEN IN	$2.8M	1.3%Prev: 1.1%	129,683 SH	Increased+5,445 SH
BLACKSTONE INC	COM	$298K	0.1%Prev: 0.1%	1,995 SH	Decreased-762 SH
DBX ETF TR	XTRACK MSCI EAFE	$3.7M	1.7%Prev: 0.2%	85,225 SH	Increased+72,319 SH
DIREXION SHS ETF TR	DLY S&P500 BR 1X	$593K	0.3%	57,571 SH	New
DISNEY WALT CO	COM	$236K	0.1%	1,901 SH	New
DUKE ENERGY CORP NEW	COM NEW	$295K	0.1%	2,500 SH	New
ELI LILLY & CO	COM	$343K	0.2%Prev: 0.2%	440 SH	Decreased-2 SH
FIDELITY COVINGTON TRUST	MSCI COMMNTN SVC	$3.8M	1.7%Prev: 1.3%	58,061 SH	Increased+7,941 SH
FIDELITY COVINGTON TRUST	MSCI CONSM DIS	$3.2M	1.4%Prev: 1.2%	34,141 SH	Increased+369 SH
FIDELITY COVINGTON TRUST	MSCI ENERGY IDX	$2.5M	1.1%Prev: 1.6%	105,128 SH	Decreased-19,818 SH
FIDELITY COVINGTON TRUST	MSCI FINLS IDX	$4.1M	1.9%Prev: 1.4%	55,546 SH	Increased+2,283 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$3.6M	1.6%Prev: 1.5%	56,256 SH	Decreased-290 SH
FIDELITY COVINGTON TRUST	MSCI INDL INDX	$565K	0.3%Prev: 0.2%	7,287 SH	Increased+1,577 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$3.3M	1.5%Prev: 1.2%	16,585 SH	Increased+884 SH
FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$2.4M	1.1%Prev: 1.6%	46,378 SH	Decreased-24,829 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$1.9M	0.9%Prev: 1.2%	23,508 SH	Decreased-4,034 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$481K	0.2%Prev: 0.2%	1,785 SH	Increased
FIRST TR EXCHANGE-TRADED FD	SHS	$251K	0.1%Prev: 0.1%	5,615 SH	Decreased
FIRST TR EXCHNG TRADED FD VI	FT VEST INT JUNE	$10.7M	4.8%Prev: 1.6%	436,519 SH	Increased+271,363 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST INTER EQ	$226K	0.1%	8,864 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$2.9M	1.3%Prev: 4.4%	75,949 SH	Decreased-409,352 SH
FIRST TR EXCHNG TRADED FD VI	VEST U S EQUITY	$11.8M	5.3%Prev: 1.3%	361,362 SH	Increased+264,374 SH
GABELLI DIVID & INCOME TR	COM	$630K	0.3%Prev: 0.2%	24,229 SH	Increased+930 SH
GOLDMAN SACHS GROUP INC	COM	$671K	0.3%Prev: 0.3%	948 SH	Decreased-16 SH
INNOVATOR ETFS TRUST	INTL DEV PWR BUF	$843K	0.4%Prev: 1.9%	26,148 SH	Decreased-118,424 SH
INNOVATOR ETFS TRUST	US EQT BUFR APR	$1.9M	0.9%Prev: 0.7%	41,978 SH	Increased+4,484 SH
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$652K	0.3%Prev: 0.2%	16,113 SH	Increased+1,000 SH
INNOVATOR ETFS TRUST	US EQTY BUF OCT	$1.1M	0.5%Prev: 0.4%	23,473 SH	Decreased
INNOVATOR ETFS TRUST	US EQTY BUF SEP	$1.2M	0.5%Prev: 0.4%	26,287 SH	Increased+2,453 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JAN	$4.2M	1.9%Prev: 1.7%	83,628 SH	Decreased-1,349 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JUN	$1.4M	0.6%Prev: 0.5%	31,717 SH	Decreased+1,300 SH
INNOVATOR ETFS TRUST	US EQTY BUFR MAY	$1.1M	0.5%Prev: 0.2%	26,185 SH	Increased+12,771 SH
INNOVATOR ETFS TRUST	US EQTY PWR BF	$549K	0.2%Prev: 0.2%	13,581 SH	Increased+3,903 SH
INNOVATOR ETFS TRUST	US SMALL CAP POW	$6.3M	2.8%	241,088 SH	New
INNOVATOR ETFS TRUST	US SML CP PWR ET	$545K	0.2%	16,839 SH	New
INVESCO DB COMMDY INDX TRCK	UNIT	$258K	0.1%Prev: 0.1%	11,818 SH	Decreased+1,696 SH
INVESCO EXCH TRADED FD TR II	DORSEY WRGT EMRG	$3.3M	1.5%Prev: 1.8%	158,509 SH	Decreased-22,915 SH
INVESCO EXCH TRADED FD TR II	RAFI DVLPD MRKTS	$4.9M	2.2%Prev: 4.6%	85,820 SH	Decreased-85,714 SH
INVESCO EXCH TRADED FD TR II	TAXABLE MUN BD	$6.9M	3.1%Prev: 3.0%	259,337 SH	Decreased-30,877 SH
INVESCO EXCHANGE TRADED FD T	DORSEY WRGT BASC	$498K	0.2%Prev: 0.2%	5,359 SH	Decreased-71 SH
INVESCO EXCHANGE TRADED FD T	DORSEY WRGT CSMR	$693K	0.3%Prev: 0.5%	6,262 SH	Decreased-6,943 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL MAT	$2.2M	1.0%Prev: 1.2%	66,552 SH	Decreased-11,571 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$3.9M	1.7%Prev: 1.5%	21,375 SH	Decreased+637 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$304K	0.1%Prev: 0.1%	4,269 SH	Decreased
ISHARES GOLD TR	ISHARES NEW	$8.1M	3.6%Prev: 3.4%	129,987 SH	Decreased+29,058 SH
ISHARES TR	0-5 YR TIPS ETF	$2.9M	1.3%Prev: 1.3%	28,536 SH	Decreased-3,198 SH
ISHARES TR	3 7 YR TREAS BD	$3.0M	1.3%Prev: 1.0%	24,963 SH	Increased+2,342 SH
ISHARES TR	CORE HIGH DV ETF	$6.0M	2.7%Prev: 3.3%	50,875 SH	Decreased-13,023 SH
ISHARES TR	CORE MSCI EAFE	$615K	0.3%Prev: 0.3%	7,364 SH	Decreased-99 SH
ISHARES TR	CORE S&P MCP ETF	$737K	0.3%Prev: 0.3%	11,879 SH	Decreased-557 SH
ISHARES TR	CORE S&P SCP ETF	$1.1M	0.5%Prev: 0.5%	10,044 SH	Decreased-563 SH
ISHARES TR	CORE S&P TTL STK	$2.7M	1.2%Prev: 1.2%	19,978 SH	Decreased-2,254 SH
ISHARES TR	CORE S&P500 ETF	$349K	0.2%	563 SH	New
ISHARES TR	CORE US AGGBD ET	$204K	0.1%Prev: 0.1%	2,058 SH	Decreased-369 SH
ISHARES TR	EAFE SML CP ETF	$242K	0.1%Prev: 0.1%	3,335 SH	Decreased-65 SH
ISHARES TR	EXPANDED TECH	$213K	0.1%	1,945 SH	New
ISHARES TR	GLOB HLTHCRE ETF	$780K	0.4%Prev: 0.3%	9,059 SH	Decreased-19 SH
ISHARES TR	HDG MSCI EAFE	$1.4M	0.7%Prev: 0.1%	38,059 SH	Increased+29,912 SH
ISHARES TR	ISHARES BIOTECH	$384K	0.2%Prev: 0.2%	3,032 SH	Decreased+2 SH
ISHARES TR	RUS 2000 VAL ETF	$441K	0.2%Prev: 0.2%	2,794 SH	Decreased+163 SH
ISHARES TR	S&P MC 400GR ETF	$3.1M	1.4%Prev: 1.5%	33,767 SH	Decreased-4,216 SH
ISHARES TR	U.S. TECH ETF	$1.7M	0.8%Prev: 0.7%	9,961 SH	Decreased+426 SH
ISHARES TR	US CONSUM DISCRE	$325K	0.1%Prev: 0.1%	3,260 SH	Increased-9 SH
JPMORGAN CHASE & CO.	COM	$1.0M	0.5%	3,489 SH	New
KRANESHARES TRUST	CALIFORNIA CARB	$258K	0.1%Prev: 0.1%	16,600 SH	Decreased-5,084 SH
LENDINGCLUB CORP	COM NEW	$120K	0.1%	10,000 SH	New
LINDE PLC	SHS	$248K	0.1%Prev: 0.1%	529 SH	Decreased-2 SH
MICROSOFT CORP	COM	$352K	0.2%Prev: 0.1%	708 SH	Increased-214 SH
MORGAN STANLEY	COM NEW	$244K	0.1%Prev: 0.1%	1,731 SH	Decreased-18 SH
NETFLIX INC	COM	$249K	0.1%	186 SH	New
NUVEEN S&P 500 BUY-WRITE INC	COM	$254K	0.1%	18,291 SH	New
ORACLE CORP	COM	$241K	0.1%	1,101 SH	New
PARKER-HANNIFIN CORP	COM	$331K	0.1%Prev: 0.2%	473 SH	Decreased
PGIM ROCK ETF TR	LADDERED S&P 500	$3.8M	1.7%Prev: 1.6%	137,050 SH	Decreased-6,069 SH
PIMCO NEW YORK MUN INCOME FD	COM	$500K	0.2%	95,475 SH	New
PROSHARES TR	PSHS SHORT DOW30	$243K	0.1%	9,548 SH	New
PROSHARES TR	SHORT QQQ	$215K	0.1%Prev: 0.4%	6,397 SH	Decreased-24,948 SH
PUBLIC STORAGE OPER CO	COM	$891K	0.4%	3,038 SH	New
SCHWAB STRATEGIC TR	SHT TM US TRES	$5.3M	2.4%Prev: 2.0%	219,383 SH	Increased+7,198 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$2.4M	1.1%Prev: 1.1%	89,523 SH	Decreased-17,330 SH
SELECT SECTOR SPDR TR	ENERGY	$1.4M	0.6%	16,512 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$269K	0.1%	3,326 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$291K	0.1%	2,162 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$1.5M	0.7%	6,030 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$248K	0.1%	564 SH	New
SPDR GOLD TR	GOLD SHS	$302K	0.1%Prev: 0.2%	990 SH	Decreased-2 SH
SPDR S&P 500 ETF TR	TR UNIT	$515K	0.2%	833 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$1.1M	0.5%	1,888 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$277K	0.1%	2,902 SH	New
SPDR SERIES TRUST	S&P 400 MDCP GRW	$359K	0.2%	4,133 SH	New
UNITED PARCEL SERVICE INC	CL B	$1.6M	0.7%	15,614 SH	New
USCF ETF TR	SUMMERHAVEN K1	$6.5M	2.9%Prev: 4.5%	299,422 SH	Decreased-129,353 SH
VANECK ETF TRUST	GOLD MINERS ETF	$1.3M	0.6%Prev: 0.8%	25,630 SH	Decreased+3,272 SH
VANGUARD INDEX FDS	GROWTH ETF	$762K	0.3%Prev: 0.3%	1,738 SH	Increased+108 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$5.1M	2.3%Prev: 2.3%	30,822 SH	Decreased-1,915 SH
VANGUARD INDEX FDS	MID CAP ETF	$3.0M	1.3%Prev: 1.4%	10,660 SH	Decreased-1,684 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$245K	0.1%Prev: 0.1%	431 SH	Decreased-8 SH
VANGUARD INDEX FDS	VALUE ETF	$235K	0.1%Prev: 0.1%	1,328 SH	Decreased+48 SH
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$4.3M	1.9%Prev: 0.6%	57,283 SH	Increased+37,504 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$4.1M	1.8%Prev: 2.2%	81,960 SH	Decreased-22,453 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$7.1M	3.2%Prev: 3.5%	52,470 SH	Decreased-10,452 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$1.2M	0.5%Prev: 0.5%	23,276 SH	Decreased-902 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$213K	0.1%	1,040 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.9M	1.3%Prev: 1.3%	50,382 SH	Decreased-2,177 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$440K	0.2%Prev: 0.2%	3,297 SH	Decreased-44 SH
VANGUARD WORLD FD	COMM SRVC ETF	$462K	0.2%Prev: 0.2%	2,702 SH	Decreased+103 SH
VANGUARD WORLD FD	FINANCIALS ETF	$406K	0.2%Prev: 0.1%	3,187 SH	Increased-61 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$4.7M	2.1%Prev: 2.0%	16,703 SH	Decreased-380 SH
VANGUARD WORLD FD	UTILITIES ETF	$788K	0.4%Prev: 0.4%	4,466 SH	Decreased-1,407 SH
VISA INC	COM CL A	$224K	0.1%	631 SH	New
WISDOMTREE TR	US HIGH DIVIDEND	$412K	0.2%Prev: 0.2%	4,293 SH	Decreased+329 SH
YEXT INC	COM	$3.3M	1.5%Prev: 0.6%	391,439 SH	Increased-2,000 SH

Sold (vs prior filing)

DIREXION SHARES ETF TRUST — $1.2M
EOG RES INC — $211K
EXXON MOBIL CORP — $209K
FIRST TR EXCHNG TRADED FD VI — $673K
FIRST TR EXCHNG TRADED FD VI — $538K
GMO ETF TRUST — $9.5M
IMMUNITYBIO INC — $101K
IMMUNOME INC — $328K
INNOVATOR ETFS TRUST — $526K
INNOVATOR ETFS TRUST — $7.8M
INNOVATOR ETFS TRUST — $331K
INVESCO DB US DLR INDEX TR — $269K
INVESCO QQQ TR — $247K
ISHARES TR — $1.4M
ISHARES TR — $256K
ISHARES TR — $232K
JPMORGAN CHASE & CO — $1.0M
LENDINGCLUB ISSUANCE TR SER — $143K
MASTERCARD INCORPORATED — $295K
META PLATFORMS INC — $619K
… and 18 more

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