Maltin Wealth Management, Inc.
CIK
1764260
City
RIDGEWOOD
State / Country
NJ
Top Portfolio Positions
39 positions ·
$31,797,676 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
100,929 | $8,897,900 | 27.98% | |
| AAPL |
Apple Inc.
Technology
|
11,392 | $2,891,175 | 9.09% | |
| BTT |
BlackRock Municipal 2030 Target Term Trust
Financial Services
|
124,238 | $2,820,202 | 8.87% | |
| UPS |
United Parcel Service Inc
Industrials
|
15,764 | $1,550,862 | 4.88% | |
| YEXT |
Yext, Inc.
Technology
|
393,439 | $1,510,805 | 4.75% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
1,897 | $1,169,993 | 3.68% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,609 | $1,037,804 | 3.26% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
3,408 | $1,002,497 | 3.15% | |
| NVDA |
Nvidia Corp
Technology
|
5,047 | $880,196 | 2.77% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,046 | $842,660 | 2.65% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BTT
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,820,202 | 124,238 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,989,579 | 131,007 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,908,210 | 129,484 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,838,760 | 129,683 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,407,694 | 113,410 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,083,522 | 101,191 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,431,157 | 66,196 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $773,204 | 37,227 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $694,748 | 32,989 | Shares | Sole | 2024-04-16 | |
| No 13F history on record for this holder in this stock. | ||||||