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: $240.9M128 positionsView on SEC.gov

			% of Portfolio
2023 ETF SERIES TRUST II	GMO INTL VALUE	$4.5M	1.9%	146,071 SH	New
ABBVIE INC	COM	$335K	0.1%Prev: 0.1%	1,446 SH	Decreased-3 SH
ALPHABET INC	CAP STK CL A	$874K	0.4%Prev: 1.2%	3,595 SH	Decreased-6,511 SH
ALPHABET INC	CAP STK CL C	$1.2M	0.5%Prev: 0.9%	4,992 SH	Decreased-3,023 SH
ALPS ETF TR	EQUAL SEC ETF	$951K	0.4%Prev: 0.4%	20,654 SH	Decreased-188 SH
AMAZON COM INC	COM	$777K	0.3%Prev: 0.3%	3,539 SH	Decreased-850 SH
APPLE INC	COM	$2.9M	1.2%Prev: 1.1%	11,362 SH	Decreased-119 SH
AT&T INC	COM	$231K	0.1%	8,191 SH	New
BANK AMERICA CORP	COM	$424K	0.2%	8,223 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$2.3M	0.9%Prev: 0.8%	3 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$402K	0.2%Prev: 0.1%	799 SH	Increased+116 SH
BLACKROCK INC	COM	$239K	0.1%	205 SH	New
BLACKROCK MUN TARGET TERM TR	COM SHS BEN IN	$2.9M	1.2%Prev: 0.9%	129,484 SH	Increased+11,879 SH
BLACKSTONE INC	COM	$342K	0.1%Prev: 0.1%	1,999 SH	Increased-843 SH
DBX ETF TR	XTRACK MSCI EAFE	$4.1M	1.7%Prev: 0.2%	87,853 SH	Increased+76,634 SH
DIREXION SHS ETF TR	DLY S&P500 BR 1X	$583K	0.2%	60,707 SH	New
DISNEY WALT CO	COM	$221K	0.1%	1,926 SH	New
DUKE ENERGY CORP NEW	COM NEW	$309K	0.1%	2,500 SH	New
ELI LILLY & CO	COM	$336K	0.1%Prev: 0.2%	440 SH	Decreased
FIDELITY COVINGTON TRUST	MSCI COMMNTN SVC	$4.1M	1.7%Prev: 1.2%	58,453 SH	Increased+6,757 SH
FIDELITY COVINGTON TRUST	MSCI CONSM DIS	$3.5M	1.5%Prev: 1.1%	34,428 SH	Increased+1,042 SH
FIDELITY COVINGTON TRUST	MSCI ENERGY IDX	$2.7M	1.1%Prev: 1.1%	108,061 SH	Decreased-5,454 SH
FIDELITY COVINGTON TRUST	MSCI FINLS IDX	$4.3M	1.8%Prev: 1.4%	56,336 SH	Increased+1,640 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$3.8M	1.6%Prev: 1.6%	57,448 SH	Decreased-4,400 SH
FIDELITY COVINGTON TRUST	MSCI INDL INDX	$598K	0.2%Prev: 0.2%	7,300 SH	Increased+1,810 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$3.7M	1.5%Prev: 1.3%	16,732 SH	Decreased+3,048 SH
FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$2.8M	1.1%Prev: 1.4%	48,741 SH	Decreased-23,147 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$2.4M	1.0%Prev: 1.5%	24,908 SH	Decreased-7,672 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$500K	0.2%Prev: 0.2%	1,785 SH	Increased
FIRST TR EXCHANGE-TRADED FD	SHS	$260K	0.1%Prev: 0.1%	5,615 SH	Decreased
FIRST TR EXCHNG TRADED FD VI	FT VEST INT JUNE	$9.8M	4.1%Prev: 1.4%	392,831 SH	Increased+232,065 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST INTER EQ	$233K	0.1%	8,864 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$3.0M	1.2%Prev: 4.5%	71,403 SH	Decreased-428,747 SH
FIRST TR EXCHNG TRADED FD VI	VEST U S EQUITY	$12.2M	5.1%Prev: 1.3%	361,737 SH	Increased+259,840 SH
GABELLI DIVID & INCOME TR	COM	$661K	0.3%Prev: 0.2%	24,352 SH	Increased+2,581 SH
GOLDMAN SACHS GROUP INC	COM	$759K	0.3%Prev: 0.3%	953 SH	Decreased-15 SH
IMMUNITYBIO INC	COM	$32K	0.0%Prev: 0.0%	13,150 SH	Decreased
INNOVATOR ETFS TRUST	INTL DEV PWR BUF	$872K	0.4%Prev: 1.7%	26,148 SH	Decreased-114,071 SH
INNOVATOR ETFS TRUST	US EQT BUFR APR	$2.0M	0.8%Prev: 0.7%	41,978 SH	Decreased+4,484 SH
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$637K	0.3%Prev: 0.2%	15,113 SH	Decreased
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	$1.3M	0.5%Prev: 0.4%	26,287 SH	Increased+2,453 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JAN	$4.4M	1.8%Prev: 1.7%	83,628 SH	Decreased-1,349 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JUN	$1.5M	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	$577K	0.2%Prev: 0.1%	13,581 SH	Increased+6,124 SH
INNOVATOR ETFS TRUST	US SM CAP BUFFER	$467K	0.2%	17,443 SH	New
INNOVATOR ETFS TRUST	US SMALL CAP POW	$6.6M	2.8%	240,336 SH	New
INNOVATOR ETFS TRUST	US SML CP PWR ET	$636K	0.3%	18,599 SH	New
INVESCO DB COMMDY INDX TRCK	UNIT	$266K	0.1%Prev: 0.1%	11,818 SH	Decreased+1,696 SH
INVESCO EXCH TRADED FD TR II	DORSEY WRGT EMRG	$3.9M	1.6%Prev: 2.0%	161,155 SH	Decreased-19,089 SH
INVESCO EXCH TRADED FD TR II	RAFI DVLPD MRKTS	$6.2M	2.6%Prev: 4.6%	102,157 SH	Decreased-79,670 SH
INVESCO EXCH TRADED FD TR II	TAXABLE MUN BD	$6.9M	2.9%Prev: 2.7%	253,630 SH	Decreased-46,468 SH
INVESCO EXCHANGE TRADED FD T	DORSEY WRGT BASC	$568K	0.2%Prev: 0.2%	5,367 SH	Decreased-169 SH
INVESCO EXCHANGE TRADED FD T	DORSEY WRGT CSMR	$698K	0.3%Prev: 0.5%	6,349 SH	Decreased-8,035 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL MAT	$2.2M	0.9%Prev: 1.3%	67,456 SH	Decreased-31,090 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$4.0M	1.7%Prev: 1.4%	21,060 SH	Decreased+1,484 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$313K	0.1%Prev: 0.1%	4,269 SH	Decreased
INVESCO QQQ TR	UNIT SER 1	$256K	0.1%Prev: 0.1%	427 SH	Decreased-1 SH
ISHARES GOLD TR	ISHARES NEW	$9.5M	3.9%Prev: 2.6%	130,059 SH	Increased+27,096 SH
ISHARES TR	0-5 YR TIPS ETF	$3.0M	1.3%Prev: 1.3%	29,296 SH	Decreased-7,518 SH
ISHARES TR	3 7 YR TREAS BD	$3.1M	1.3%Prev: 1.4%	26,010 SH	Decreased-8,607 SH
ISHARES TR	CORE HIGH DV ETF	$6.5M	2.7%Prev: 3.2%	53,398 SH	Decreased-295,663 SH
ISHARES TR	CORE MSCI EAFE	$648K	0.3%Prev: 0.2%	7,419 SH	Decreased-283 SH
ISHARES TR	CORE S&P MCP ETF	$789K	0.3%Prev: 0.3%	12,089 SH	Decreased-1,085 SH
ISHARES TR	CORE S&P SCP ETF	$1.2M	0.5%Prev: 0.5%	10,059 SH	Decreased-535 SH
ISHARES TR	CORE S&P TTL STK	$2.9M	1.2%Prev: 1.1%	19,873 SH	Decreased-670 SH
ISHARES TR	CORE S&P500 ETF	$378K	0.2%	564 SH	New
ISHARES TR	CORE US AGGBD ET	$239K	0.1%Prev: 0.1%	2,380 SH	Decreased-215 SH
ISHARES TR	EAFE SML CP ETF	$256K	0.1%Prev: 0.1%	3,335 SH	Increased+588 SH
ISHARES TR	GLOB HLTHCRE ETF	$803K	0.3%Prev: 0.3%	9,059 SH	Decreased-91 SH
ISHARES TR	HDG MSCI EAFE	$1.6M	0.7%Prev: 0.1%	40,242 SH	Increased+32,359 SH
ISHARES TR	ISHARES BIOTECH	$438K	0.2%Prev: 0.2%	3,034 SH	Decreased-34 SH
ISHARES TR	RUS 2000 VAL ETF	$496K	0.2%Prev: 0.2%	2,805 SH	Decreased-122 SH
ISHARES TR	S&P MC 400GR ETF	$3.3M	1.4%Prev: 1.5%	34,480 SH	Decreased-4,905 SH
ISHARES TR	U.S. TECH ETF	$2.0M	0.8%Prev: 0.8%	9,964 SH	Decreased+454 SH
ISHARES TR	US AER DEF ETF	$216K	0.1%Prev: 0.1%	1,033 SH	Decreased-21 SH
ISHARES TR	US CONSUM DISCRE	$342K	0.1%Prev: 0.1%	3,263 SH	Increased-9 SH
JPMORGAN CHASE & CO.	COM	$1.1M	0.5%	3,502 SH	New
KRANESHARES TRUST	CALIFORNIA CARB	$283K	0.1%Prev: 0.1%	16,600 SH	Decreased-5,084 SH
LENDINGCLUB CORP	COM NEW	$152K	0.1%	10,000 SH	New
LINDE PLC	SHS	$251K	0.1%Prev: 0.1%	529 SH	Decreased-2 SH
MASTERCARD INCORPORATED	CL A	$334K	0.1%Prev: 0.1%	587 SH	Increased-4 SH
META PLATFORMS INC	CL A	$427K	0.2%Prev: 0.3%	582 SH	Decreased-1,063 SH
MICROSOFT CORP	COM	$466K	0.2%Prev: 0.3%	900 SH	Decreased-1,208 SH
MORGAN STANLEY	COM NEW	$276K	0.1%Prev: 0.1%	1,736 SH	Decreased-116 SH
NETFLIX INC	COM	$223K	0.1%	186 SH	New
NUVEEN S&P 500 BUY-WRITE INC	COM	$268K	0.1%	18,589 SH	New
ORACLE CORP	COM	$310K	0.1%	1,101 SH	New
PARKER-HANNIFIN CORP	COM	$359K	0.1%Prev: 0.2%	473 SH	Decreased-137 SH
PGIM ROCK ETF TR	LADDERED S&P 500	$4.0M	1.6%	134,940 SH	New
PROSHARES TR	PSHS SHORT DOW30	$236K	0.1%	9,703 SH	New
PROSHARES TR	SHORT QQQ	$208K	0.1%Prev: 0.2%	6,696 SH	Decreased-18,141 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$5.0M	2.1%Prev: 2.5%	204,307 SH	Decreased-107,779 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$2.4M	1.0%Prev: 1.1%	90,693 SH	Decreased-30,298 SH
SELECT SECTOR SPDR TR	ENERGY	$1.5M	0.6%	16,884 SH	New
SELECT SECTOR SPDR TR	INDL	$209K	0.1%	1,358 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$262K	0.1%	3,345 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$316K	0.1%	2,270 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$1.7M	0.7%	6,133 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$262K	0.1%	564 SH	New
SPDR GOLD TR	GOLD SHS	$361K	0.1%Prev: 0.1%	1,015 SH	Decreased+23 SH
SPDR S&P 500 ETF TR	TR UNIT	$549K	0.2%	824 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$1.1M	0.5%	1,892 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$304K	0.1%	2,906 SH	New
SPDR SERIES TRUST	S&P 400 MDCP GRW	$379K	0.2%	4,140 SH	New
UNITED PARCEL SERVICE INC	CL B	$1.2M	0.5%	14,742 SH	New
USCF ETF TR	SUMMERHAVEN K1	$7.0M	2.9%Prev: 3.9%	306,032 SH	Decreased-136,141 SH
VANECK ETF TRUST	GOLD MINERS ETF	$2.0M	0.8%Prev: 0.4%	26,278 SH	Increased+9,933 SH
VANGUARD INDEX FDS	GROWTH ETF	$834K	0.3%Prev: 0.3%	1,740 SH	Decreased-8,052 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$5.5M	2.3%Prev: 2.2%	31,381 SH	Decreased-2,275 SH
VANGUARD INDEX FDS	MID CAP ETF	$3.3M	1.4%Prev: 1.4%	11,197 SH	Decreased-41,616 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$326K	0.1%Prev: 0.1%	532 SH	Increased+88 SH
VANGUARD INDEX FDS	VALUE ETF	$248K	0.1%Prev: 0.1%	1,330 SH	Decreased+131 SH
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$5.2M	2.2%	68,761 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$4.8M	2.0%Prev: 2.2%	88,332 SH	Decreased-20,480 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$7.7M	3.2%Prev: 3.4%	54,075 SH	Decreased-12,284 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$1.2M	0.5%Prev: 0.4%	24,081 SH	Decreased-571 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$225K	0.1%	1,045 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$3.0M	1.3%Prev: 1.3%	50,586 SH	Decreased-2,659 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$467K	0.2%Prev: 0.2%	3,311 SH	Decreased-2 SH
VANGUARD WORLD FD	COMM SRVC ETF	$509K	0.2%Prev: 0.2%	2,709 SH	Increased+182 SH
VANGUARD WORLD FD	FINANCIALS ETF	$420K	0.2%Prev: 0.1%	3,197 SH	Decreased-56 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$5.0M	2.1%Prev: 2.0%	16,825 SH	Decreased+171 SH
VANGUARD WORLD FD	UTILITIES ETF	$871K	0.4%Prev: 0.4%	4,599 SH	Decreased-1,310 SH
VISA INC	COM CL A	$216K	0.1%Prev: 0.1%	632 SH	Decreased-8 SH
WISDOMTREE TR	US HIGH DIVIDEND	$436K	0.2%Prev: 0.2%	4,329 SH	Decreased+328 SH
YEXT INC	COM	$3.3M	1.4%Prev: 0.6%	391,439 SH	Increased-2,000 SH

Sold (vs prior filing)

BANK OF AMER CORP — $676K
CATERPILLAR INC — $245K
DIREXION SHARES ETF TRUST — $1.1M
FIRST TR EXCHNG TRADED FD VI — $821K
GE AEROSPACE — $250K
GE VERNOVA INC — $251K
GMO ETF TRUST — $10.2M
HAPPEN INC — $1.6M
IMMUNOME INC — $318K
INNOVATOR ETFS TRUST — $580K
INNOVATOR ETFS TRUST — $287K
INNOVATOR ETFS TRUST — $8.8M
INNOVATOR ETFS TRUST — $362K
INVESCO DB US DLR INDEX TR — $267K
IONQ INC — $320K
ISHARES TR — $1.6M
JPMORGAN CHASE & CO — $1.1M
NIOCORP DEVS LTD — $48K
NUVEEN S&P 500 DYNAMIC OVERW — $282K
NVIDIA CORPORATION — $1.0M
… and 25 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