Maltin Wealth Management, Inc.

CIK

1764260

Location

RIDGEWOOD, NJ

Portfolio Value

Small $297,925,320

Diversification

Diversified

Filing Date

Global Rank

#5,243 / 8,793 ▼ 38 · as of Jun 2026

Top Industry

Asset Management 24.3%

Period ended 3 months ago

Filed Jul 22, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

80 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.4%

−2.1 pts

Top 5

37.7%

−4.4 pts

Top 10

58.9%

−4.8 pts

HHI

458

Diversified−68

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	86.3%	$257,033,390	42
Financial Services	6.0%	$17,840,283	13
Technology	3.1%	$9,143,910	7
Communication Services	2.5%	$7,370,132	3
Industrials	1.1%	$3,279,677	6
Healthcare	0.5%	$1,522,297	5
Consumer Cyclical	0.4%	$1,046,074	1
Utilities	0.1%	$365,800	1
Basic Materials	0.1%	$323,757	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		+285,459	351,988	$10,215,214
FNDA	Schwab Fundamental U.S. Small Company ETF	+129,275	448,313	$11,171,097
HAPN	Happen, Inc.	+68,279	78,279	$1,623,506
VB	Vanguard Morningstar Small-Cap ETF	+50,246	98,676	$12,600,961
ABI	VictoryShares Pioneer Asset-Based Income ETF	+20,546	138,042	$10,280,660
BAB	Invesco Taxable Municipal Bond ETF	+20,177	481,925	$21,808,024
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+16,525	206,135	$23,069,538
SDCI	USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund	+13,398	442,173	$11,691,054
VBIL	Vanguard 0-3 Month Treasury Bill ETF	+13,023	32,802	$2,482,455
—		+10,607	272,404	$10,209,974
AFGR	First Trust Active Factor Large Cap Growth ETF	+10,582	797,781	$22,444,463
GOOGL	Alphabet Inc.	+10,158	18,121	$6,443,520
VEU	Vanguard FTSE All-World Ex-US ETF	+7,842	176,919	$17,007,866
AIRR	First Trust RBA American Industrial Renaissance ETF	+5,038	32,580	$4,341,285
BAPR	Innovator U.S. Equity Buffer ETF - April	+3,470	218,208	$11,755,077
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+2,063	46,932	$4,550,062
IAU	Ishares Gold Trust	+2,034	102,963	$7,774,736
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+1,879	8,998	$1,113,306
MSFT	Microsoft Corp	+1,186	2,108	$786,326
VEA	Vanguard FTSE Developed Markets ETF	+686	53,245	$3,793,706
AAPD	Direxion Shares ETF Trust Direxion Daily AAPL Bear 1X ETF	+593	124,831	$0
META	Meta Platforms, Inc.	+562	1,645	$926,612
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	+474	24,652	$1,238,269
AMZN	Amazon Com Inc	+343	4,389	$1,046,074
VST	Vistra Corp.	+303	2,306	$365,800
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
BTT	BlackRock Municipal 2030 Target Term Trust	−6,633	117,605	$2,675,513
ANEW	ProShares MSCI Transformational Changes ETF	−6,508	24,837	$622,415
AFK	VanEck Africa Index ETF	−6,013	16,345	$1,233,230
FBCG	Fidelity Blue Chip Growth ETF	−5,062	406,203	$28,000,470
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	−1,687	11,219	$612,893
GDV	Gabelli Dividend & Income Trust	−1,528	21,771	$640,067
IVZ	Invesco Ltd.	−1,180	180,244	$6,020,149
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	−1,000	15,102	$281,501
APRP	PGIM S&P 500 Buffer 12 ETF - April	−754	159,089	$5,107,063
EDV	Vanguard World Funds Extended Duration ETF	−460	28,343	$8,051,271
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	−435	492,877	$16,029,903
VIGI	Vanguard International Dividend Appreciation ETF	−28	3,313	$523,553
BKF	iShares MSCI BIC ETF	−25	9,510	$2,398,707
SPY	Spdr S&P 500 ETF Trust	−18	308	$230,005
JPM	Jpmorgan Chase & Co	−11	3,397	$1,111,940
BRK-B	Berkshire Hathaway Inc	−4	686	$2,588,316
LLY	ELI LILLY & Co	−2	440	$527,749
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
SNDK	Sandisk Corp	694	$1,577,968
IONQ	IonQ, Inc.	6,000	$319,560
STX	Seagate Technology Holdings plc	300	$289,500
GEV	GE Vernova Inc.	214	$251,420
GE	General Electric Co	668	$249,651
CAT	Caterpillar Inc	230	$244,927
VRT	Vertiv Holdings Co	723	$242,074
V	Visa Inc.	640	$219,577
MYPS	PLAYSTUDIOS, Inc.	75,594	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
—		1,197	$217,650
EOG	Eog Resources Inc	1,462	$211,361
XOM	ExxonMobil Holdings Corp	1,234	$209,360
PNI	Pimco New York Municipal Income Fund II	21,924	$150,179
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

80 tracked positions · $297,925,320 total · filing declares 146 positions · $299,044,563 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 80 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
FBCG	Fidelity Blue Chip Growth ETF	Reduced	406,203	-5,062	$28,000,470	+5.7%	9.40%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	206,135	+16,525	$23,069,538	—	7.74%
AFGR	First Trust Active Factor Large Cap Growth ETF	Added	797,781	+10,582	$22,444,463	+10.3%	7.53%
BAB	Invesco Taxable Municipal Bond ETF	Added	481,925	+20,177	$21,808,024	+10.1%	7.32%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	176,919	+7,842	$17,007,866	+12.9%	5.71%
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	Reduced	492,877	-435	$16,029,903	+7.9%	5.38%
VB	Vanguard Morningstar Small-Cap ETF	Added	98,676	+50,246	$12,600,961	+66.9%	4.23%
BAPR	Innovator U.S. Equity Buffer ETF - April	Added	218,208	+3,470	$11,755,077	+11.4%	3.95%
SDCI	USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund	Added	442,173	+13,398	$11,691,054	+0.1%	3.92%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	448,313	+129,275	$11,171,097	+39.8%	3.75%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	138,042	+20,546	$10,280,660	+13.2%	3.45%
		Added	351,988	+285,459	$10,215,214	+357.4%	3.43%
		Added	272,404	+10,607	$10,209,974	+7.6%	3.43%
EDV	Vanguard World Funds Extended Duration ETF	Reduced	28,343	-460	$8,051,271	+9.4%	2.70%
IAU	Ishares Gold Trust	Added	102,963	+2,034	$7,774,736	−12.6%	2.61%
GOOGL	Alphabet Inc. Communication Services	Added	18,121	+10,158	$6,443,520	+181.8%	2.16%
IVZ	Invesco Ltd. Financial Services	Reduced	180,244	-1,180	$6,020,149	+27.5%	2.02%
APRP	PGIM S&P 500 Buffer 12 ETF - April	Reduced	159,089	-754	$5,107,063	+7.5%	1.71%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	46,932	+2,063	$4,550,062	+16.3%	1.53%
AIRR	First Trust RBA American Industrial Renaissance ETF	Added	32,580	+5,038	$4,341,285	+42.3%	1.46%
VEA	Vanguard FTSE Developed Markets ETF	Added	53,245	+686	$3,793,706	+12.6%	1.27%
AAPL	Apple Inc. Technology	Added	11,481	+89	$3,322,142	+14.9%	1.12%
BTT	BlackRock Municipal 2030 Target Term Trust Financial Services	Reduced	117,605	-6,633	$2,675,513	−5.1%	0.90%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	686	-4	$2,588,316	+4.2%	0.87%
VBIL	Vanguard 0-3 Month Treasury Bill ETF	Added	32,802	+13,023	$2,482,455	+65.9%	0.83%
BKF	iShares MSCI BIC ETF	Reduced	9,510	-25	$2,398,707	+38.7%	0.81%
YEXT	Yext, Inc. Technology	Held	393,439	0	$1,837,360	+21.6%	0.62%
UPS	United Parcel Service Inc Industrials	Added	15,767	+3	$1,694,952	+9.3%	0.57%
HAPN	Happen, Inc. Financial Services	Added	78,279	+68,279	$1,623,506	+1033.7%	0.54%
SNDK	Sandisk Corp Technology	NEW	694	NEW	$1,577,968	NEW	0.53%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	1,897	0	$1,334,235	+14.0%	0.45%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	Added	24,652	+474	$1,238,269	+2.5%	0.42%
AFK	VanEck Africa Index ETF	Reduced	16,345	-6,013	$1,233,230	−39.9%	0.41%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	8,998	+1,879	$1,113,306	+61.7%	0.37%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	3,397	-11	$1,111,940	+10.9%	0.37%
ACES	ALPS Clean Energy ETF	Added	20,842	+24	$1,051,478	+6.2%	0.35%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,389	+343	$1,046,074	+24.1%	0.35%
NVDA	Nvidia Corp Technology	Added	5,053	+6	$1,011,054	+14.9%	0.34%
GS	Goldman Sachs Group Inc Financial Services	Added	968	+4	$979,006	+20.0%	0.33%
META	Meta Platforms, Inc. Communication Services	Added	1,645	+562	$926,612	+49.5%	0.31%
MSFT	Microsoft Corp Technology	Added	2,108	+1,186	$786,326	+130.4%	0.26%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Held	7,400	0	$743,055	+9.0%	0.25%
BAC	Bank Of America Corp /De/ Financial Services	Added	11,857	+176	$675,611	+18.6%	0.23%
GDV	Gabelli Dividend & Income Trust Financial Services	Reduced	21,771	-1,528	$640,067	+2.0%	0.21%
ANEW	ProShares MSCI Transformational Changes ETF	Reduced	24,837	-6,508	$622,415	—	0.21%
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	Reduced	11,219	-1,687	$612,893	−3.9%	0.21%
PH	Parker-Hannifin Corp Industrials	Added	610	+137	$596,653	+40.9%	0.20%
		Added	3,068	+38	$583,502	+14.1%	0.20%
LLY	ELI LILLY & Co Healthcare	Reduced	440	-2	$527,749	+29.8%	0.18%
VIGI	Vanguard International Dividend Appreciation ETF	Reduced	3,313	-28	$523,553	+5.8%	0.18%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.