Maltin Wealth Management, Inc.
Filing Date
Global Rank
#7,339
/ 8,586
▲ 88
Top Industry
Asset Management
20.8%
3Y Alpha vs SPY
-8.4%
Period ended 3 months ago
Filed Apr 21, 2026 · 56d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+43.8%
SPY
+78.1%
Annualised alpha
-8.3%
Max drawdown
−14.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
39 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
28.0%
+1.9 pts
Top 5
55.6%
−3.3 pts
Top 10
71.1%
−3.2 pts
HHI
1,076
Diversified+32
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 37.0% | $11,777,153 |
| Financial Services | 24.0% | $7,616,629 |
| Technology | 17.7% | $5,623,472 |
| Industrials | 6.2% | $1,974,310 |
| Communication Services | 5.2% | $1,657,420 |
| Healthcare | 4.0% | $1,276,353 |
| Consumer Cyclical | 2.7% | $842,660 |
| Energy | 1.3% | $420,721 |
| Basic Materials | 1.0% | $307,848 |
| Utilities | 0.9% | $301,110 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BAC | Bank Of America Corp /De/ | +3,402 | 11,681 | $569,448 | |
| YEXT | Yext, Inc. | +2,000 | 393,439 | $1,510,805 | |
| BX | Blackstone Inc. | +751 | 2,757 | $317,027 | |
| UPS | United Parcel Service Inc | +619 | 15,764 | $1,550,862 | |
| META | Meta Platforms, Inc. | +501 | 1,083 | $619,616 | |
| AMZN | Amazon Com Inc | +488 | 4,046 | $842,660 | |
| GS | Goldman Sachs Group Inc | +5 | 964 | $815,534 | |
| ABBV | AbbVie Inc. | +4 | 1,448 | $314,925 | |
| GOOGL | Alphabet Inc. | +2 | 3,609 | $1,037,804 | |
| MA | Mastercard Inc | +1 | 591 | $295,299 | |
| MSFT | Microsoft Corp | +1 | 922 | $341,296 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BTT | BlackRock Municipal 2030 Target Term Trust | −6,769 | 124,238 | $2,820,202 | |
| IAU | Ishares Gold Trust | −4,631 | 100,929 | $8,897,900 | |
| DBC | Invesco DB Commodity Index Tracking Fund | −2,029 | 10,122 | $293,031 | |
| SPY | Spdr S&P 500 ETF Trust | −260 | 326 | $212,010 | |
| GDV | Gabelli Dividend & Income Trust | −256 | 23,299 | $627,442 | |
| BRK-B | Berkshire Hathaway Inc | −114 | 687 | $329,210 | |
| JPM | Jpmorgan Chase & Co | −102 | 3,408 | $1,002,497 | |
| AAPL | Apple Inc. | −6 | 11,392 | $2,891,175 | |
| MS | Morgan Stanley | −3 | 1,749 | $287,832 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
10 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NVDA | Nvidia Corp | 5,047 | $880,196 | |
| IMNM | Immunome Inc. | 15,000 | $328,050 | |
| VST | Vistra Corp. | 2,003 | $301,110 | |
| UDN | Invesco Db US Dollar Index Bearish Fund | 14,950 | $269,100 | |
| SPXX | Nuveen S&P 500 Dynamic Overwrite Fund | 16,102 | $258,759 | |
| EOG | Eog Resources Inc | 1,462 | $211,361 | |
| XOM | Exxon Mobil Corp | 1,234 | $209,360 | |
| PNI | Pimco New York Municipal Income Fund II | 21,924 | $150,179 | |
| TRVI | Trevi Therapeutics, Inc. | 10,560 | $125,980 | |
| NB | Niocorp Developments Ltd | 10,000 | $44,600 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DUK | Duke Energy CORP | 2,501 | $293,142 | |
| BXMX | Nuveen S&P 500 BuyWrite Income Fund | 19,177 | $281,901 | |
| JNJ | Johnson & Johnson | 1,096 | $226,817 | |
| V | Visa Inc. | 638 | $223,752 | |
| BLK | BlackRock, Inc. | 202 | $216,208 | |
| ORCL | Oracle Corp | 1,102 | $214,790 | |
| DIS | Walt Disney Co | 1,859 | $211,498 | |
| T | At&T Inc. | 8,279 | $205,650 | |
| No positions match the current search. | ||||
4 positions ·
$5,623,472 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 11,392 | $2,891,175 | 51.41% | |
| YEXT |
Yext, Inc.
Technology
|
Added | 393,439 | $1,510,805 | 26.87% | |
| NVDA |
Nvidia Corp
Technology
|
NEW | 5,047 | $880,196 | 15.65% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 922 | $341,296 | 6.07% |