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: $261.6M131 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$315K	0.1%Prev: 0.1%	1,448 SH	Increased+12 SH
ALPHABET INC	CAP STK CL A	$1.0M	0.4%Prev: 0.3%	3,609 SH	Increased+121 SH
ALPHABET INC	CAP STK CL C	$1.2M	0.5%Prev: 0.3%	4,354 SH	Increased-324 SH
ALPS ETF TR	EQUAL SEC ETF	$990K	0.4%Prev: 0.4%	20,818 SH	Increased+13,986 SH
AMAZON COM INC	COM	$843K	0.3%Prev: 0.3%	4,046 SH	Increased+880 SH
APPLE INC	COM	$2.9M	1.1%Prev: 0.7%	11,392 SH	Increased+5,147 SH
BANK AMERICA CORP	COM	$569K	0.2%Prev: 0.1%	11,681 SH	Increased+4,310 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$2.2M	0.8%Prev: 1.1%	3 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$329K	0.1%Prev: 0.2%	687 SH	Decreased-110 SH
BLACKROCK MUN TARGET TERM TR	COM SHS BEN IN	$2.8M	1.1%Prev: 1.1%	124,238 SH	Increased+10,828 SH
BLACKSTONE INC	COM	$317K	0.1%Prev: 0.1%	2,757 SH	Increased+767 SH
DBX ETF TR	XTRACK MSCI EAFE	$638K	0.2%Prev: 1.7%	12,906 SH	Decreased-68,984 SH
DIREXION SHARES ETF TRUST	DAILY S&P 500 BE	$1.2M	0.5%	124,238 SH	New
ELI LILLY & CO	COM	$407K	0.2%Prev: 0.2%	442 SH	Increased-18 SH
EOG RES INC	COM	$211K	0.1%	1,462 SH	New
EXXON MOBIL CORP	COM	$209K	0.1%	1,234 SH	New
FIDELITY COVINGTON TRUST	MSCI COMMNTN SVC	$3.4M	1.3%Prev: 1.5%	50,120 SH	Increased-6,787 SH
FIDELITY COVINGTON TRUST	MSCI CONSM DIS	$3.1M	1.2%Prev: 1.3%	33,772 SH	Increased+590 SH
FIDELITY COVINGTON TRUST	MSCI ENERGY IDX	$4.3M	1.6%Prev: 1.2%	124,946 SH	Increased+26,021 SH
FIDELITY COVINGTON TRUST	MSCI FINLS IDX	$3.7M	1.4%Prev: 1.8%	53,263 SH	Decreased-1,391 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$4.0M	1.5%Prev: 1.7%	56,546 SH	Increased+2,397 SH
FIDELITY COVINGTON TRUST	MSCI INDL INDX	$494K	0.2%Prev: 0.2%	5,710 SH	Increased-1,469 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$3.3M	1.2%Prev: 1.2%	15,701 SH	Increased-484 SH
FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$4.2M	1.6%Prev: 1.1%	71,207 SH	Increased+26,616 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$3.1M	1.2%	27,542 SH	New
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$418K	0.2%Prev: 0.2%	1,785 SH	Increased
FIRST TR EXCHANGE-TRADED FD	SHS	$264K	0.1%	5,615 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST INT JUNE	$4.3M	1.6%Prev: 8.5%	165,156 SH	Decreased-635,156 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S.	$673K	0.3%	15,200 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$11.5M	4.4%Prev: 3.3%	485,301 SH	Increased+189,115 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQUIT	$538K	0.2%	24,554 SH	New
FIRST TR EXCHNG TRADED FD VI	VEST U S EQUITY	$3.3M	1.3%Prev: 3.2%	96,988 SH	Decreased-116,462 SH
GABELLI DIVID & INCOME TR	COM	$627K	0.2%Prev: 0.3%	23,299 SH	Decreased-3,051 SH
GMO ETF TRUST	GMO INTL VALUE	$9.5M	3.6%	261,797 SH	New
GOLDMAN SACHS GROUP INC	COM	$815K	0.3%Prev: 0.2%	964 SH	Increased+20 SH
IMMUNITYBIO INC	COM	$101K	0.0%	13,150 SH	New
IMMUNOME INC	COM	$328K	0.1%	15,000 SH	New
INNOVATOR ETFS TRUST	INTL DEV PWR BUF	$5.0M	1.9%	144,572 SH	New
INNOVATOR ETFS TRUST	US EQT BUFR APR	$1.8M	0.7%Prev: 0.8%	37,494 SH	Increased-4,484 SH
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$642K	0.2%Prev: 0.4%	15,113 SH	Decreased-4,600 SH
INNOVATOR ETFS TRUST	US EQTY BUF NOV	$526K	0.2%	12,236 SH	New
INNOVATOR ETFS TRUST	US EQTY BUF OCT	$1.1M	0.4%Prev: 0.5%	23,473 SH	Increased-376 SH
INNOVATOR ETFS TRUST	US EQTY BUF SEP	$1.1M	0.4%Prev: 0.5%	23,834 SH	Increased-2,453 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JAN	$4.5M	1.7%Prev: 1.6%	84,977 SH	Increased+10,562 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JUN	$1.4M	0.5%Prev: 0.6%	30,417 SH	Increased-1,300 SH
INNOVATOR ETFS TRUST	US EQTY BUFR MAY	$602K	0.2%Prev: 0.3%	13,414 SH	Increased-625 SH
INNOVATOR ETFS TRUST	US EQTY PWR BF	$413K	0.2%Prev: 0.2%	9,678 SH	Decreased-3,903 SH
INNOVATOR ETFS TRUST	US SMALL CAP PWR	$7.8M	3.0%Prev: 0.2%	304,909 SH	Increased+285,689 SH
INNOVATOR ETFS TRUST	US SML CP PWR B	$331K	0.1%Prev: 3.2%	7,933 SH	Decreased-228,014 SH
INVESCO DB COMMDY INDX TRCK	UNIT	$293K	0.1%Prev: 0.1%	10,122 SH	Increased-2,754 SH
INVESCO DB US DLR INDEX TR	BEARISH FD	$269K	0.1%	14,950 SH	New
INVESCO EXCH TRADED FD TR II	DORSEY WRGT EMRG	$4.7M	1.8%Prev: 1.3%	181,424 SH	Increased+25,414 SH
INVESCO EXCH TRADED FD TR II	RAFI DVLPD MRKTS	$12.0M	4.6%	171,534 SH	New
INVESCO EXCH TRADED FD TR II	TAXABLE MUN BD	$7.8M	3.0%Prev: 2.9%	290,214 SH	Increased+54,775 SH
INVESCO EXCHANGE TRADED FD T	DORSEY WRGT BASC	$651K	0.2%Prev: 0.2%	5,430 SH	Increased-133 SH
INVESCO EXCHANGE TRADED FD T	DORSEY WRGT CSMR	$1.4M	0.5%Prev: 0.3%	13,205 SH	Increased+6,950 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL MAT	$3.0M	1.2%Prev: 1.0%	78,123 SH	Increased+11,276 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$4.0M	1.5%Prev: 1.6%	20,738 SH	Increased+1,010 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$321K	0.1%Prev: 0.1%	4,269 SH	Increased
INVESCO QQQ TR	UNIT SER 1	$247K	0.1%	428 SH	New
ISHARES GOLD TR	ISHARES NEW	$8.9M	3.4%Prev: 3.6%	100,929 SH	Increased-29,686 SH
ISHARES TR	0-5 YR TIPS ETF	$3.3M	1.3%Prev: 1.3%	31,734 SH	Increased+5,814 SH
ISHARES TR	3 7 YR TREAS BD	$2.7M	1.0%Prev: 1.0%	22,621 SH	Increased+4,497 SH
ISHARES TR	7-10 YR TRSY BD	$1.4M	0.5%	14,520 SH	New
ISHARES TR	CORE HIGH DV ETF	$8.7M	3.3%Prev: 2.6%	63,898 SH	Increased+18,261 SH
ISHARES TR	CORE MSCI EAFE	$676K	0.3%Prev: 0.3%	7,463 SH	Increased+160 SH
ISHARES TR	CORE S&P MCP ETF	$840K	0.3%Prev: 0.3%	12,436 SH	Increased+670 SH
ISHARES TR	CORE S&P SCP ETF	$1.3M	0.5%Prev: 0.5%	10,607 SH	Increased+434 SH
ISHARES TR	CORE S&P TTL STK	$3.2M	1.2%Prev: 1.1%	22,232 SH	Increased+2,915 SH
ISHARES TR	CORE US AGGBD ET	$241K	0.1%	2,427 SH	New
ISHARES TR	EAFE SML CP ETF	$267K	0.1%	3,400 SH	New
ISHARES TR	GLOB HLTHCRE ETF	$849K	0.3%Prev: 0.4%	9,078 SH	Increased+97 SH
ISHARES TR	HDG MSCI EAFE	$346K	0.1%Prev: 0.6%	8,147 SH	Decreased-28,306 SH
ISHARES TR	ISHARES BIOTECH	$512K	0.2%Prev: 0.2%	3,030 SH	Increased-2 SH
ISHARES TR	MSCI EAFE ETF	$256K	0.1%	2,631 SH	New
ISHARES TR	RUS 2000 VAL ETF	$499K	0.2%Prev: 0.2%	2,631 SH	Decreased-679 SH
ISHARES TR	S&P MC 400GR ETF	$3.8M	1.5%Prev: 1.2%	37,983 SH	Increased+6,696 SH
ISHARES TR	U.S. TECH ETF	$1.7M	0.7%Prev: 0.7%	9,535 SH	Increased-421 SH
ISHARES TR	US AER DEF ETF	$232K	0.1%	1,062 SH	New
ISHARES TR	US CONSUM DISCRE	$317K	0.1%Prev: 0.1%	3,269 SH	Increased+13 SH
JPMORGAN CHASE & CO	COM	$1.0M	0.4%	3,408 SH	New
KRANESHARES TRUST	CALIFORNIA CARB	$321K	0.1%Prev: 0.1%	21,684 SH	Increased+9,884 SH
LENDINGCLUB ISSUANCE TR SER	COM NEW	$143K	0.1%	10,000 SH	New
LINDE PLC	SHS	$263K	0.1%Prev: 0.1%	531 SH	Increased+2 SH
MASTERCARD INCORPORATED	CL A	$295K	0.1%	591 SH	New
META PLATFORMS INC	CL A	$619K	0.2%	1,083 SH	New
MICROSOFT CORP	COM	$341K	0.1%Prev: 0.1%	922 SH	Increased+216 SH
MORGAN STANLEY	COM NEW	$288K	0.1%Prev: 0.1%	1,749 SH	Increased+15 SH
NIOCORP DEVS LTD	COM NEW	$45K	0.0%	10,000 SH	New
NUVEEN S&P 500 DYNAMIC OVERW	COM	$259K	0.1%	16,102 SH	New
NVIDIA CORPORATION	COM	$880K	0.3%	5,047 SH	New
PARKER-HANNIFIN CORP	COM	$424K	0.2%Prev: 0.1%	473 SH	Increased
PGIM ROCK ETF TR	LADDERED S&P 500	$4.3M	1.6%	143,119 SH	New
PGIM ROCK ETF TR	S&P 500 BUFFER	$495K	0.2%	16,724 SH	New
PIMCO NEW YORK MUN FD II	COM	$150K	0.1%	21,924 SH	New
PROSHARES TR	SHORT QQQ	$1.0M	0.4%Prev: 0.1%	31,345 SH	Increased+25,248 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$5.1M	2.0%Prev: 2.3%	212,185 SH	Increased+10,489 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$2.8M	1.1%Prev: 1.1%	106,853 SH	Increased+21,128 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$239K	0.1%	2,917 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$1.8M	0.7%	29,525 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$259K	0.1%	1,765 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$221K	0.1%	1,366 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$1.6M	0.6%	12,213 SH	New
SPDR GOLD TR	GOLD SHS	$427K	0.2%Prev: 0.1%	992 SH	Increased+2 SH
SPDR SERIES TRUST	STATE STREET SPD	$906K	0.3%	8,316 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$261K	0.1%	564 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$212K	0.1%	326 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$1.2M	0.4%	1,897 SH	New
TREVI THERAPEUTICS INC	COM	$126K	0.0%	10,560 SH	New
UNITED PARCEL SVCS INC	CL B	$1.6M	0.6%	15,764 SH	New
USCF ETF TR	SUMMERHAVEN K1	$11.7M	4.5%Prev: 2.5%	428,775 SH	Increased+173,070 SH
VANECK ETF TRUST	GOLD MINERS ETF	$2.1M	0.8%Prev: 0.3%	22,358 SH	Increased+6,933 SH
VANGUARD INDEX FDS	GROWTH ETF	$712K	0.3%Prev: 0.3%	1,630 SH	Increased-233 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$6.0M	2.3%Prev: 2.2%	32,737 SH	Increased+3,047 SH
VANGUARD INDEX FDS	MID CAP ETF	$3.5M	1.4%Prev: 1.2%	12,344 SH	Increased+2,337 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$262K	0.1%Prev: 0.1%	439 SH	Increased-20 SH
VANGUARD INDEX FDS	VALUE ETF	$251K	0.1%Prev: 0.1%	1,280 SH	Increased-48 SH
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$1.5M	0.6%	19,779 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$5.6M	2.2%Prev: 1.6%	104,413 SH	Increased+28,333 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$9.2M	3.5%Prev: 2.8%	62,922 SH	Increased+11,555 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$241K	0.1%	1,742 SH	New
VANGUARD MALVERN FDS	STRM INFPROIDX	$1.2M	0.5%Prev: 0.6%	24,178 SH	Decreased-424 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$3.4M	1.3%Prev: 1.1%	52,559 SH	Increased+4,612 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$495K	0.2%Prev: 0.2%	3,341 SH	Increased+60 SH
VANGUARD WORLD FD	COMM SRVC ETF	$467K	0.2%Prev: 0.2%	2,599 SH	Increased-97 SH
VANGUARD WORLD FD	FINANCIALS ETF	$392K	0.1%Prev: 0.2%	3,248 SH	Decreased-77 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$5.3M	2.0%Prev: 1.9%	17,083 SH	Increased+718 SH
VANGUARD WORLD FD	UTILITIES ETF	$1.2M	0.4%Prev: 0.4%	5,873 SH	Increased+1,437 SH
VISTRA CORP	COM	$301K	0.1%	2,003 SH	New
WISDOMTREE TR	US HIGH DIVIDEND	$433K	0.2%Prev: 0.2%	3,964 SH	Increased-286 SH
YEXT INC	COM	$1.5M	0.6%Prev: 1.1%	393,439 SH	Decreased+2,000 SH

Sold (vs prior filing)

AT&T INC — $229K
DIREXION SHS ETF TR — $721K
DISNEY WALT CO — $224K
DUKE ENERGY CORP NEW — $305K
FIRST TR VALUE LINE DIVID IN — $250K
INNOVATOR ETFS TRUST — $496K
INNOVATOR ETFS TRUST — $356K
INNOVATOR ETFS TRUST — $373K
INNOVATOR ETFS TRUST — $575K
ISHARES TR — $321K
ISHARES TR — $201K
JANUS DETROIT STR TR — $1.9M
JANUS DETROIT STR TR — $7.4M
JPMORGAN CHASE & CO. — $974K
LENDINGCLUB CORP — $103K
NEKTAR THERAPEUTICS — $9K
NUVEEN S&P 500 BUY-WRITE INC — $236K
PGIM ROCK ETF TR — $3.6M
PIMCO NEW YORK MUN INCOME FD — $532K
PROCTER AND GAMBLE CO — $210K
… and 17 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