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: $299.0M141 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$365K	0.1%Prev: 0.1%	1,449 SH	Increased+8 SH
ALPHABET INC	CAP STK CL A	$3.6M	1.2%Prev: 0.3%	10,106 SH	Increased+6,614 SH
ALPHABET INC	CAP STK CL C	$2.8M	0.9%Prev: 0.4%	8,015 SH	Increased+2,915 SH
ALPS ETF TR	EQUAL SEC ETF	$1.1M	0.4%Prev: 0.4%	20,842 SH	Increased+268 SH
AMAZON COM INC	COM	$1.0M	0.3%Prev: 0.3%	4,389 SH	Increased+1,230 SH
APPLE INC	COM	$3.3M	1.1%Prev: 0.6%	11,481 SH	Increased+5,226 SH
BANK OF AMER CORP	COM	$676K	0.2%	11,857 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$2.2M	0.8%Prev: 1.0%	3 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$342K	0.1%Prev: 0.2%	683 SH	Decreased-114 SH
BLACKROCK MUN TARGET TERM TR	COM SHS BEN IN	$2.7M	0.9%Prev: 1.3%	117,605 SH	Decreased-12,078 SH
BLACKSTONE INC	COM	$334K	0.1%Prev: 0.1%	2,842 SH	Increased+847 SH
CATERPILLAR INC	COM	$245K	0.1%	230 SH	New
DBX ETF TR	XTRACK MSCI EAFE	$613K	0.2%Prev: 1.7%	11,219 SH	Decreased-74,006 SH
DIREXION SHARES ETF TRUST	DAILY 500 1X ETF	$1.1M	0.4%	124,831 SH	New
ELI LILLY & CO	COM	$528K	0.2%Prev: 0.2%	440 SH	Increased
FIDELITY COVINGTON TRUST	MSCI COMMNTN SVC	$3.6M	1.2%Prev: 1.7%	51,696 SH	Decreased-6,365 SH
FIDELITY COVINGTON TRUST	MSCI CONSM DIS	$3.4M	1.1%Prev: 1.4%	33,386 SH	Increased-755 SH
FIDELITY COVINGTON TRUST	MSCI ENERGY IDX	$3.4M	1.1%Prev: 1.1%	113,515 SH	Increased+8,387 SH
FIDELITY COVINGTON TRUST	MSCI FINLS IDX	$4.2M	1.4%Prev: 1.9%	54,696 SH	Increased-850 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$4.8M	1.6%Prev: 1.6%	61,848 SH	Increased+5,592 SH
FIDELITY COVINGTON TRUST	MSCI INDL INDX	$547K	0.2%Prev: 0.3%	5,490 SH	Decreased-1,797 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$3.9M	1.3%Prev: 1.5%	13,684 SH	Increased-2,901 SH
FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$4.2M	1.4%Prev: 1.1%	71,888 SH	Increased+25,510 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$4.3M	1.5%Prev: 0.9%	32,580 SH	Increased+9,072 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$473K	0.2%Prev: 0.2%	1,785 SH	Decreased
FIRST TR EXCHANGE-TRADED FD	SHS	$271K	0.1%Prev: 0.1%	5,615 SH	Increased
FIRST TR EXCHNG TRADED FD VI	FT VE US EQ EQUA	$821K	0.3%	34,968 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST INT JUNE	$4.3M	1.4%Prev: 4.8%	160,766 SH	Decreased-275,753 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$13.5M	4.5%Prev: 1.3%	500,150 SH	Increased+424,201 SH
FIRST TR EXCHNG TRADED FD VI	VEST U S EQUITY	$3.8M	1.3%Prev: 5.3%	101,897 SH	Decreased-259,465 SH
GABELLI DIVID & INCOME TR	COM	$640K	0.2%Prev: 0.3%	21,771 SH	Increased-2,458 SH
GE AEROSPACE	COM NEW	$250K	0.1%	668 SH	New
GE VERNOVA INC	COM	$251K	0.1%	214 SH	New
GMO ETF TRUST	GMO INTL VALUE	$10.2M	3.4%	272,404 SH	New
GOLDMAN SACHS GROUP INC	COM	$979K	0.3%Prev: 0.3%	968 SH	Increased+20 SH
HAPPEN INC	COM NEW	$1.6M	0.5%	78,279 SH	New
IMMUNITYBIO INC	COM	$115K	0.0%	13,150 SH	New
IMMUNOME INC	COM	$318K	0.1%	15,000 SH	New
INNOVATOR ETFS TRUST	INTL DEV PWR BUF	$5.1M	1.7%Prev: 0.4%	140,219 SH	Increased+114,071 SH
INNOVATOR ETFS TRUST	US EQT BUFR APR	$2.0M	0.7%Prev: 0.9%	37,494 SH	Increased-4,484 SH
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$685K	0.2%Prev: 0.3%	15,113 SH	Increased-1,000 SH
INNOVATOR ETFS TRUST	US EQTY BUF NOV	$580K	0.2%	12,131 SH	New
INNOVATOR ETFS TRUST	US EQTY BUF OCT	$1.2M	0.4%Prev: 0.5%	23,473 SH	Increased
INNOVATOR ETFS TRUST	US EQTY BUF SEP	$1.3M	0.4%Prev: 0.5%	23,834 SH	Increased-2,453 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JAN	$5.0M	1.7%Prev: 1.9%	84,977 SH	Increased+1,349 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JUN	$1.5M	0.5%Prev: 0.6%	30,417 SH	Increased-1,300 SH
INNOVATOR ETFS TRUST	US EQTY BUFR MAY	$635K	0.2%Prev: 0.5%	13,414 SH	Decreased-12,771 SH
INNOVATOR ETFS TRUST	US EQTY PWR BF	$340K	0.1%Prev: 0.2%	7,457 SH	Decreased-6,124 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$287K	0.1%	5,796 SH	New
INNOVATOR ETFS TRUST	US SMALL CAP PWR	$8.8M	2.9%	308,827 SH	New
INNOVATOR ETFS TRUST	US SML CP PWR B	$362K	0.1%	7,933 SH	New
INVESCO DB COMMDY INDX TRCK	UNIT	$270K	0.1%Prev: 0.1%	10,122 SH	Increased-1,696 SH
INVESCO DB US DLR INDEX TR	BEARISH FD	$267K	0.1%	14,950 SH	New
INVESCO EXCH TRADED FD TR II	DORSEY WRGT EMRG	$6.0M	2.0%Prev: 1.5%	180,244 SH	Increased+21,735 SH
INVESCO EXCH TRADED FD TR II	RAFI DVLPD MRKTS	$13.8M	4.6%Prev: 2.2%	181,827 SH	Increased+96,007 SH
INVESCO EXCH TRADED FD TR II	TAXABLE MUN BD	$8.1M	2.7%Prev: 3.1%	300,098 SH	Increased+40,761 SH
INVESCO EXCHANGE TRADED FD T	DORSEY WRGT BASC	$697K	0.2%Prev: 0.2%	5,536 SH	Increased+177 SH
INVESCO EXCHANGE TRADED FD T	DORSEY WRGT CSMR	$1.6M	0.5%Prev: 0.3%	14,384 SH	Increased+8,122 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL MAT	$3.8M	1.3%Prev: 1.0%	98,546 SH	Increased+31,994 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$4.2M	1.4%Prev: 1.7%	19,576 SH	Increased-1,799 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$385K	0.1%Prev: 0.1%	4,269 SH	Increased
INVESCO QQQ TR	UNIT SER 1	$315K	0.1%	428 SH	New
IONQ INC	COM	$320K	0.1%	6,000 SH	New
ISHARES GOLD TR	ISHARES NEW	$7.8M	2.6%Prev: 3.6%	102,963 SH	Decreased-27,024 SH
ISHARES TR	0-5 YR TIPS ETF	$3.8M	1.3%Prev: 1.3%	36,814 SH	Increased+8,278 SH
ISHARES TR	3 7 YR TREAS BD	$4.1M	1.4%Prev: 1.3%	34,617 SH	Increased+9,654 SH
ISHARES TR	7-10 YR TRSY BD	$1.6M	0.5%	16,605 SH	New
ISHARES TR	CORE HIGH DV ETF	$9.6M	3.2%Prev: 2.7%	349,061 SH	Increased+298,186 SH
ISHARES TR	CORE MSCI EAFE	$744K	0.2%Prev: 0.3%	7,702 SH	Increased+338 SH
ISHARES TR	CORE S&P MCP ETF	$1.0M	0.3%Prev: 0.3%	13,174 SH	Increased+1,295 SH
ISHARES TR	CORE S&P SCP ETF	$1.6M	0.5%Prev: 0.5%	10,594 SH	Increased+550 SH
ISHARES TR	CORE S&P TTL STK	$3.4M	1.1%Prev: 1.2%	20,543 SH	Increased+565 SH
ISHARES TR	CORE US AGGBD ET	$257K	0.1%Prev: 0.1%	2,595 SH	Increased+537 SH
ISHARES TR	EAFE SML CP ETF	$226K	0.1%Prev: 0.1%	2,747 SH	Decreased-588 SH
ISHARES TR	GLOB HLTHCRE ETF	$900K	0.3%Prev: 0.4%	9,150 SH	Increased+91 SH
ISHARES TR	HDG MSCI EAFE	$370K	0.1%Prev: 0.7%	7,883 SH	Decreased-30,176 SH
ISHARES TR	ISHARES BIOTECH	$584K	0.2%Prev: 0.2%	3,068 SH	Increased+36 SH
ISHARES TR	RUS 2000 VAL ETF	$647K	0.2%Prev: 0.2%	2,927 SH	Increased+133 SH
ISHARES TR	S&P MC 400GR ETF	$4.6M	1.5%Prev: 1.4%	39,385 SH	Increased+5,618 SH
ISHARES TR	U.S. TECH ETF	$2.4M	0.8%Prev: 0.8%	9,510 SH	Increased-451 SH
ISHARES TR	US AER DEF ETF	$256K	0.1%	1,054 SH	New
ISHARES TR	US CONSUM DISCRE	$331K	0.1%Prev: 0.1%	3,272 SH	Increased+12 SH
JPMORGAN CHASE & CO	COM	$1.1M	0.4%	3,397 SH	New
KRANESHARES TRUST	CALIFORNIA CARB	$369K	0.1%Prev: 0.1%	21,684 SH	Increased+5,084 SH
LINDE PLC	SHS	$275K	0.1%Prev: 0.1%	531 SH	Increased+2 SH
MASTERCARD INCORPORATED	CL A	$303K	0.1%	591 SH	New
META PLATFORMS INC	CL A	$926K	0.3%	1,645 SH	New
MICROSOFT CORP	COM	$786K	0.3%Prev: 0.2%	2,108 SH	Increased+1,400 SH
MORGAN STANLEY	COM NEW	$387K	0.1%Prev: 0.1%	1,852 SH	Increased+121 SH
NIOCORP DEVS LTD	COM NEW	$48K	0.0%	10,000 SH	New
NUVEEN S&P 500 DYNAMIC OVERW	COM	$282K	0.1%	15,102 SH	New
NVIDIA CORPORATION	COM	$1.0M	0.3%	5,053 SH	New
PARKER-HANNIFIN CORP	COM	$597K	0.2%Prev: 0.1%	610 SH	Increased+137 SH
PGIM ROCK ETF TR	LADDE S&P 12 ETF	$4.6M	1.5%	142,365 SH	New
PGIM ROCK ETF TR	S&P 500 BUFFER	$544K	0.2%	16,724 SH	New
PLAYSTUDIOS INC	CLASS A COM	$38K	0.0%	75,594 SH	New
PROSHARES TR	SHORT QQQ	$622K	0.2%Prev: 0.1%	24,837 SH	Increased+18,440 SH
SANDISK CORP	COM	$1.6M	0.5%	694 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$223K	0.1%	8,058 SH	New
SCHWAB STRATEGIC TR	SHT TM US TRES	$7.5M	2.5%Prev: 2.4%	312,086 SH	Increased+92,703 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$208K	0.1%	7,178 SH	New
SCHWAB STRATEGIC TR	US TIPS ETF	$3.2M	1.1%Prev: 1.1%	120,991 SH	Increased+31,468 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$290K	0.1%	300 SH	New
SELECT SECTOR SPDR TR	ST STR CARE ETF	$297K	0.1%	1,871 SH	New
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$1.7M	0.6%	31,472 SH	New
SELECT SECTOR SPDR TR	ST STR INDL ETF	$254K	0.1%	1,369 SH	New
SELECT SECTOR SPDR TR	ST STR STAPL ETF	$244K	0.1%	2,932 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$2.3M	0.8%	12,220 SH	New
SPDR GOLD TR	GOLD SHS	$365K	0.1%Prev: 0.1%	992 SH	Increased+2 SH
SPDR SERIES TRUST	ST STR P500GRW	$317K	0.1%	2,667 SH	New
SPDR SERIES TRUST	ST STR SP BIOT	$296K	0.1%	1,870 SH	New
SPDR SERIES TRUST	ST STR SP400GRW	$500K	0.2%	4,461 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$295K	0.1%	564 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$230K	0.1%	308 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$1.3M	0.4%	1,897 SH	New
TREVI THERAPEUTICS INC	COM	$197K	0.1%	10,560 SH	New
UNITED PARCEL SVCS INC	CL B	$1.7M	0.6%	15,767 SH	New
USCF ETF TR	SUMMERHAVEN K1	$11.7M	3.9%Prev: 2.9%	442,173 SH	Increased+142,751 SH
VANECK ETF TRUST	GOLD MINERS ETF	$1.2M	0.4%Prev: 0.6%	16,345 SH	Decreased-9,285 SH
VANGUARD INDEX FDS	GROWTH ETF	$843K	0.3%Prev: 0.3%	9,792 SH	Increased+8,054 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$6.7M	2.2%Prev: 2.3%	33,656 SH	Increased+2,834 SH
VANGUARD INDEX FDS	MID CAP ETF	$4.3M	1.4%Prev: 1.3%	52,813 SH	Increased+42,153 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$305K	0.1%Prev: 0.1%	444 SH	Increased+13 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$286K	0.1%	772 SH	New
VANGUARD INDEX FDS	VALUE ETF	$261K	0.1%Prev: 0.1%	1,199 SH	Increased-129 SH
VANGUARD INSTL INDEX FD	0 3 MO TR BI ETF	$2.5M	0.8%	32,802 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$6.5M	2.2%Prev: 1.8%	108,812 SH	Increased+26,852 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$10.2M	3.4%Prev: 3.2%	66,359 SH	Increased+13,889 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$274K	0.1%	1,748 SH	New
VANGUARD MALVERN FDS	STRM INFPROIDX	$1.2M	0.4%Prev: 0.5%	24,652 SH	Increased+1,376 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$3.8M	1.3%Prev: 1.3%	53,245 SH	Increased+2,863 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$524K	0.2%Prev: 0.2%	3,313 SH	Increased+16 SH
VANGUARD WORLD FD	COMM SRVC ETF	$465K	0.2%Prev: 0.2%	2,527 SH	Increased-175 SH
VANGUARD WORLD FD	FINANCIALS ETF	$428K	0.1%Prev: 0.2%	3,253 SH	Increased+66 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$6.0M	2.0%Prev: 2.1%	16,654 SH	Increased-49 SH
VANGUARD WORLD FD	UTILITIES ETF	$1.2M	0.4%Prev: 0.4%	5,909 SH	Increased+1,443 SH
VERTIV HOLDINGS CO	COM CL A	$242K	0.1%	723 SH	New
VISA INC	COM CL A	$219K	0.1%Prev: 0.1%	640 SH	Decreased+9 SH
VISTRA CORP	COM	$366K	0.1%	2,306 SH	New
WISDOMTREE TR	US HIGH DIVIDEND	$455K	0.2%Prev: 0.2%	4,001 SH	Increased-292 SH
YEXT INC	COM	$1.8M	0.6%Prev: 1.5%	393,439 SH	Decreased+2,000 SH

Sold (vs prior filing)

2023 ETF SERIES TRUST II — $3.7M
AT&T INC — $236K
BANK AMERICA CORP — $387K
BLACKROCK INC — $214K
DIREXION SHS ETF TR — $593K
DISNEY WALT CO — $236K
DUKE ENERGY CORP NEW — $295K
FIRST TR EXCHNG TRADED FD VI — $226K
INNOVATOR ETFS TRUST — $6.3M
INNOVATOR ETFS TRUST — $545K
ISHARES TR — $349K
ISHARES TR — $213K
JPMORGAN CHASE & CO. — $1.0M
LENDINGCLUB CORP — $120K
NETFLIX INC — $249K
NUVEEN S&P 500 BUY-WRITE INC — $254K
ORACLE CORP — $241K
PGIM ROCK ETF TR — $3.8M
PIMCO NEW YORK MUN INCOME FD — $500K
PROSHARES TR — $243K
… and 13 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