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: $251.4M127 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$330K	0.1%Prev: 0.1%	1,444 SH	Decreased-2 SH
ALPHABET INC	CAP STK CL A	$1.1M	0.4%Prev: 0.4%	3,607 SH	Increased+12 SH
ALPHABET INC	CAP STK CL C	$1.6M	0.6%Prev: 0.5%	4,996 SH	Increased+4 SH
ALPS ETF TR	EQUAL SEC ETF	$962K	0.4%Prev: 0.4%	20,746 SH	Increased+92 SH
AMAZON COM INC	COM	$821K	0.3%Prev: 0.3%	3,558 SH	Increased+19 SH
APPLE INC	COM	$3.1M	1.2%Prev: 1.2%	11,398 SH	Increased+36 SH
AT&T INC	COM	$206K	0.1%Prev: 0.1%	8,279 SH	Decreased+88 SH
BANK AMERICA CORP	COM	$455K	0.2%Prev: 0.2%	8,279 SH	Increased+56 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$2.3M	0.9%Prev: 0.9%	3 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$403K	0.2%Prev: 0.2%	801 SH	Increased+2 SH
BLACKROCK INC	COM	$216K	0.1%Prev: 0.1%	202 SH	Decreased-3 SH
BLACKROCK MUN TARGET TERM TR	COM SHS BEN IN	$3.0M	1.2%Prev: 1.2%	131,007 SH	Increased+1,523 SH
BLACKSTONE INC	COM	$309K	0.1%Prev: 0.1%	2,006 SH	Decreased+7 SH
DBX ETF TR	XTRACK MSCI EAFE	$4.5M	1.8%Prev: 1.7%	92,688 SH	Increased+4,835 SH
DIREXION SHS ETF TR	DLY S&P500 BR 1X	$938K	0.4%Prev: 0.2%	99,466 SH	Increased+38,759 SH
DISNEY WALT CO	COM	$211K	0.1%Prev: 0.1%	1,859 SH	Decreased-67 SH
DUKE ENERGY CORP NEW	COM NEW	$293K	0.1%Prev: 0.1%	2,501 SH	Decreased+1 SH
ELI LILLY & CO	COM	$475K	0.2%Prev: 0.1%	442 SH	Increased+2 SH
FIDELITY COVINGTON TRUST	MSCI COMMNTN SVC	$4.3M	1.7%Prev: 1.7%	58,364 SH	Increased-89 SH
FIDELITY COVINGTON TRUST	MSCI CONSM DIS	$3.6M	1.4%Prev: 1.5%	34,946 SH	Increased+518 SH
FIDELITY COVINGTON TRUST	MSCI ENERGY IDX	$2.8M	1.1%Prev: 1.1%	111,366 SH	Increased+3,305 SH
FIDELITY COVINGTON TRUST	MSCI FINLS IDX	$4.4M	1.8%Prev: 1.8%	56,630 SH	Increased+294 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$4.4M	1.7%Prev: 1.6%	58,865 SH	Increased+1,417 SH
FIDELITY COVINGTON TRUST	MSCI INDL INDX	$496K	0.2%Prev: 0.2%	6,013 SH	Decreased-1,287 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$3.7M	1.5%Prev: 1.5%	16,516 SH	Decreased-216 SH
FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$3.1M	1.2%Prev: 1.1%	56,709 SH	Increased+7,968 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$2.6M	1.0%Prev: 1.0%	26,521 SH	Increased+1,613 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$480K	0.2%Prev: 0.2%	1,785 SH	Decreased
FIRST TR EXCHANGE-TRADED FD	SHS	$259K	0.1%Prev: 0.1%	5,615 SH	Decreased
FIRST TR EXCHNG TRADED FD VI	FT VEST INT JUNE	$10.0M	4.0%Prev: 4.1%	391,203 SH	Increased-1,628 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST INTER EQ	$239K	0.1%Prev: 0.1%	8,864 SH	Increased
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$3.5M	1.4%Prev: 1.2%	88,170 SH	Increased+16,767 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQUIT	$265K	0.1%	12,149 SH	New
FIRST TR EXCHNG TRADED FD VI	VEST U S EQUITY	$12.5M	5.0%Prev: 5.1%	363,565 SH	Increased+1,828 SH
GABELLI DIVID & INCOME TR	COM	$654K	0.3%Prev: 0.3%	23,555 SH	Decreased-797 SH
GMO ETF TRUST	GMO INTL VALUE	$5.4M	2.1%	159,910 SH	New
GOLDMAN SACHS GROUP INC	COM	$843K	0.3%Prev: 0.3%	959 SH	Increased+6 SH
IMMUNITYBIO INC	COM	$26K	0.0%Prev: 0.0%	13,150 SH	Decreased
INNOVATOR ETFS TRUST	INTL DEV PWR BUF	$1.1M	0.4%Prev: 0.4%	30,698 SH	Increased+4,550 SH
INNOVATOR ETFS TRUST	US EQT BUFR APR	$1.9M	0.8%Prev: 0.8%	39,895 SH	Decreased-2,083 SH
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$654K	0.3%Prev: 0.3%	15,113 SH	Increased
INNOVATOR ETFS TRUST	US EQTY BUF OCT	$1.2M	0.5%Prev: 0.5%	23,473 SH	Increased
INNOVATOR ETFS TRUST	US EQTY BUF SEP	$1.2M	0.5%Prev: 0.5%	23,834 SH	Decreased-2,453 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JAN	$4.6M	1.8%Prev: 1.8%	83,328 SH	Increased-300 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JUN	$1.5M	0.6%Prev: 0.6%	31,717 SH	Increased
INNOVATOR ETFS TRUST	US EQTY BUFR MAY	$1.2M	0.5%Prev: 0.5%	26,185 SH	Increased
INNOVATOR ETFS TRUST	US EQTY PWR BF	$587K	0.2%Prev: 0.2%	13,581 SH	Increased
INNOVATOR ETFS TRUST	US SMALL CAP POW	$6.8M	2.7%Prev: 2.8%	240,266 SH	Increased-70 SH
INNOVATOR ETFS TRUST	US SML CP PWR ET	$649K	0.3%Prev: 0.3%	18,479 SH	Increased-120 SH
INVESCO DB COMMDY INDX TRCK	UNIT	$272K	0.1%Prev: 0.1%	12,151 SH	Increased+333 SH
INVESCO EXCH TRADED FD TR II	DORSEY WRGT EMRG	$3.9M	1.6%Prev: 1.6%	166,492 SH	Increased+5,337 SH
INVESCO EXCH TRADED FD TR II	RAFI DVLPD MRKTS	$7.3M	2.9%Prev: 2.6%	111,016 SH	Increased+8,859 SH
INVESCO EXCH TRADED FD TR II	TAXABLE MUN BD	$7.6M	3.0%Prev: 2.9%	280,336 SH	Increased+26,706 SH
INVESCO EXCHANGE TRADED FD T	DORSEY WRGT BASC	$607K	0.2%Prev: 0.2%	5,508 SH	Increased+141 SH
INVESCO EXCHANGE TRADED FD T	DORSEY WRGT CSMR	$728K	0.3%Prev: 0.3%	7,251 SH	Increased+902 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL MAT	$2.4M	0.9%Prev: 0.9%	69,741 SH	Increased+2,285 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$4.1M	1.6%Prev: 1.7%	21,381 SH	Increased+321 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$320K	0.1%Prev: 0.1%	4,269 SH	Increased
INVESCO QQQ TR	UNIT SER 1	$263K	0.1%Prev: 0.1%	428 SH	Increased+1 SH
ISHARES GOLD TR	ISHARES NEW	$8.6M	3.4%Prev: 3.9%	105,560 SH	Decreased-24,499 SH
ISHARES TR	0-5 YR TIPS ETF	$3.1M	1.2%Prev: 1.3%	30,460 SH	Increased+1,164 SH
ISHARES TR	3 7 YR TREAS BD	$3.1M	1.2%Prev: 1.3%	26,037 SH	Decreased+27 SH
ISHARES TR	7-10 YR TRSY BD	$591K	0.2%	6,145 SH	New
ISHARES TR	CORE HIGH DV ETF	$7.0M	2.8%Prev: 2.7%	57,557 SH	Increased+4,159 SH
ISHARES TR	CORE MSCI EAFE	$692K	0.3%Prev: 0.3%	7,737 SH	Increased+318 SH
ISHARES TR	CORE S&P MCP ETF	$815K	0.3%Prev: 0.3%	12,346 SH	Increased+257 SH
ISHARES TR	CORE S&P SCP ETF	$1.2M	0.5%Prev: 0.5%	10,275 SH	Increased+216 SH
ISHARES TR	CORE S&P TTL STK	$3.0M	1.2%Prev: 1.2%	20,384 SH	Increased+511 SH
ISHARES TR	CORE S&P500 ETF	$380K	0.2%Prev: 0.2%	554 SH	Increased-10 SH
ISHARES TR	CORE US AGGBD ET	$241K	0.1%Prev: 0.1%	2,411 SH	Increased+31 SH
ISHARES TR	EAFE SML CP ETF	$264K	0.1%Prev: 0.1%	3,400 SH	Increased+65 SH
ISHARES TR	GLOB HLTHCRE ETF	$881K	0.4%Prev: 0.3%	9,045 SH	Increased-14 SH
ISHARES TR	HDG MSCI EAFE	$1.8M	0.7%Prev: 0.7%	42,705 SH	Increased+2,463 SH
ISHARES TR	ISHARES BIOTECH	$511K	0.2%Prev: 0.2%	3,028 SH	Increased-6 SH
ISHARES TR	RUS 2000 VAL ETF	$511K	0.2%Prev: 0.2%	2,818 SH	Increased+13 SH
ISHARES TR	S&P MC 400GR ETF	$3.5M	1.4%Prev: 1.4%	36,416 SH	Increased+1,936 SH
ISHARES TR	U.S. TECH ETF	$2.0M	0.8%Prev: 0.8%	9,832 SH	Increased-132 SH
ISHARES TR	US AER DEF ETF	$222K	0.1%Prev: 0.1%	1,033 SH	Increased
ISHARES TR	US CONSUM DISCRE	$337K	0.1%Prev: 0.1%	3,265 SH	Decreased+2 SH
JOHNSON & JOHNSON	COM	$227K	0.1%	1,096 SH	New
JPMORGAN CHASE & CO.	COM	$1.1M	0.4%Prev: 0.5%	3,510 SH	Increased+8 SH
KRANESHARES TRUST	CALIFORNIA CARB	$287K	0.1%Prev: 0.1%	17,084 SH	Increased+484 SH
LENDINGCLUB CORP	COM NEW	$189K	0.1%Prev: 0.1%	10,000 SH	Increased
LINDE PLC	SHS	$226K	0.1%Prev: 0.1%	531 SH	Decreased+2 SH
MASTERCARD INCORPORATED	CL A	$337K	0.1%Prev: 0.1%	590 SH	Increased+3 SH
META PLATFORMS INC	CL A	$384K	0.2%Prev: 0.2%	582 SH	Decreased
MICROSOFT CORP	COM	$445K	0.2%Prev: 0.2%	921 SH	Decreased+21 SH
MORGAN STANLEY	COM NEW	$311K	0.1%Prev: 0.1%	1,752 SH	Increased+16 SH
NUVEEN S&P 500 BUY-WRITE INC	COM	$282K	0.1%Prev: 0.1%	19,177 SH	Increased+588 SH
ORACLE CORP	COM	$215K	0.1%Prev: 0.1%	1,102 SH	Decreased+1 SH
PARKER-HANNIFIN CORP	COM	$416K	0.2%Prev: 0.1%	473 SH	Increased
PGIM ROCK ETF TR	LADDERED S&P 500	$4.3M	1.7%Prev: 1.6%	143,727 SH	Increased+8,787 SH
PROSHARES TR	SHORT QQQ	$716K	0.3%Prev: 0.1%	23,711 SH	Increased+17,015 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$5.1M	2.0%Prev: 2.1%	207,885 SH	Increased+3,578 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$2.7M	1.1%Prev: 1.0%	103,430 SH	Increased+12,737 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$226K	0.1%	2,904 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$1.5M	0.6%	32,559 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$272K	0.1%	1,759 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$211K	0.1%	1,362 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$1.8M	0.7%	12,275 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$271K	0.1%Prev: 0.1%	564 SH	Increased
SPDR GOLD TR	GOLD SHS	$393K	0.2%Prev: 0.1%	992 SH	Increased-23 SH
SPDR S&P 500 ETF TR	TR UNIT	$399K	0.2%Prev: 0.2%	586 SH	Decreased-238 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$1.1M	0.5%Prev: 0.5%	1,897 SH	Increased+5 SH
SPDR SERIES TRUST	STATE STREET SPD	$694K	0.3%	7,059 SH	New
UNITED PARCEL SERVICE INC	CL B	$1.5M	0.6%Prev: 0.5%	15,145 SH	Increased+403 SH
USCF ETF TR	SUMMERHAVEN K1	$9.1M	3.6%Prev: 2.9%	411,481 SH	Increased+105,449 SH
VANECK ETF TRUST	GOLD MINERS ETF	$1.9M	0.8%Prev: 0.8%	22,485 SH	Decreased-3,793 SH
VANGUARD INDEX FDS	GROWTH ETF	$807K	0.3%Prev: 0.3%	1,654 SH	Decreased-86 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$5.7M	2.3%Prev: 2.3%	32,127 SH	Increased+746 SH
VANGUARD INDEX FDS	MID CAP ETF	$3.4M	1.3%Prev: 1.4%	11,677 SH	Increased+480 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$322K	0.1%Prev: 0.1%	514 SH	Decreased-18 SH
VANGUARD INDEX FDS	VALUE ETF	$242K	0.1%Prev: 0.1%	1,265 SH	Decreased-65 SH
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$2.8M	1.1%Prev: 2.2%	37,779 SH	Decreased-30,982 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$5.0M	2.0%Prev: 2.0%	93,796 SH	Increased+5,464 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$8.1M	3.2%Prev: 3.2%	56,815 SH	Increased+2,740 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$1.3M	0.5%Prev: 0.5%	26,438 SH	Increased+2,357 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$295K	0.1%Prev: 0.1%	1,342 SH	Increased+297 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$3.3M	1.3%Prev: 1.3%	52,226 SH	Increased+1,640 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$477K	0.2%Prev: 0.2%	3,327 SH	Increased+16 SH
VANGUARD WORLD FD	COMM SRVC ETF	$525K	0.2%Prev: 0.2%	2,713 SH	Increased+4 SH
VANGUARD WORLD FD	FINANCIALS ETF	$430K	0.2%Prev: 0.2%	3,223 SH	Increased+26 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$5.1M	2.0%Prev: 2.1%	17,078 SH	Increased+253 SH
VANGUARD WORLD FD	UTILITIES ETF	$928K	0.4%Prev: 0.4%	5,016 SH	Increased+417 SH
VISA INC	COM CL A	$224K	0.1%Prev: 0.1%	638 SH	Increased+6 SH
WISDOMTREE TR	US HIGH DIVIDEND	$445K	0.2%Prev: 0.2%	4,372 SH	Increased+43 SH
YEXT INC	COM	$3.2M	1.3%Prev: 1.4%	391,439 SH	Decreased

Sold (vs prior filing)

2023 ETF SERIES TRUST II — $4.5M
INNOVATOR ETFS TRUST — $467K
NETFLIX INC — $223K
PROSHARES TR — $236K
SELECT SECTOR SPDR TR — $1.5M
SELECT SECTOR SPDR TR — $209K
SELECT SECTOR SPDR TR — $262K
SELECT SECTOR SPDR TR — $316K
SELECT SECTOR SPDR TR — $1.7M
SPDR SERIES TRUST — $304K
SPDR SERIES TRUST — $379K

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