What does Maltin Wealth Management, Inc. hold?

Maltin Wealth Management, Inc.'s largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include IVZ. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1764260.

What is Maltin Wealth Management, Inc.'s AUM?

Maltin Wealth Management, Inc. reported approximately $308.4M in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $507.2M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Maltin Wealth Management, Inc.'s holdings?

All Maltin Wealth Management, Inc. holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1764260. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Maltin Wealth Management, Inc.'s 13F data updated on 13F Pro?

Maltin Wealth Management, Inc.'s holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Maltin Wealth Management, Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1764260

Institutional-grade research for retail investors

Sector Allocation

Other78.8%$239.6M
Financials13.6%$41.3M
Technology5.4%$16.3M
Industrials0.8%$2.4M
Healthcare0.8%$2.3M
Consumer Discretionary0.5%$1.6M
Materials0.1%$251,892
Energy0.1%$202,544

AUM History

13fpro.ai/research/fund/maltin-wealth-management-inc-1764260

Conviction and streaks

Stable · top 10 = 33.4%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$IVZConviction hold4.7% weight · held 6 quarters

$Conviction hold4.6% weight · held 7 quarters

$Conviction hold3.6% weight · held 6 quarters

$Conviction hold3.5% weight · held 11 quarters

$Conviction hold3.4% weight · held 11 quarters

$Accumulating+54% shares · 10 quarters running

$Accumulating+855% shares · 10 quarters running

$Accumulating+58% shares · 10 quarters running

$Accumulating+97% shares · 10 quarters running

$Accumulating+122% shares · 10 quarters running

$Trimming-80% shares · 6 quarters running

$Trimming-18% shares · 4 quarters running

$Trimming-5% shares · 4 quarters running

$Trimming-6% shares · 3 quarters running

$IVZTrimming-10% shares · 3 quarters running

Largest positions — Q3 2026

IVZ
$14.4M
USCF
$13.9M
GMO
$10.8M
VANGUARD
$10.5M
ISHARES
$10.2M
FIRST
$10.1M
SCHWAB
$9.8M
ISHARES
$8.0M
VANGUARD
$7.3M
INVESCO
$6.3M
INNOVATOR
$6.2M
IAUM
$5.9M
VANGUARD
$5.3M
INNOVATOR
$5.2M
IVZ
$5.2M
INNOVATOR
$5.1M
FIDELITY
$5.1M
ISHARES
$5.0M
PGIM
$4.4M
FIRST
$4.3M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/maltin-wealth-management-inc-1764260

Maltin Wealth Management, Inc. 13F holdings — Q3 2026

$308.4M portfolio (+3.1% QoQ) · 152 holdings · Q3 2026 13F · top 10 are 33% of the stock portfolio

Includes $4.5M of put/call options ($305K puts, $4.2M calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $303.9M. Weights use the stock portfolio.

1
Invesco Ltd.
$IVZ
$14.4M
4.7% of stocks
+4%This quarter-1.7%Since filed11+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trial
2
USCF ETF TR - SUMMERHAVEN K1
$13.9M
4.6% of stocks
+1.0%This quarter—Since filed—Held
AIQuality—Est. buy—
3
GMO ETF TRUST - GMO INTL VALUE
$10.8M
3.6% of stocks
+0.2%This quarter—Since filed—Held
AIQuality—Est. buy—
4
VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF
$10.5M
3.5% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
5
ISHARES TR - CORE HIGH DV ETF
$10.2M
3.4% of stocks
+5%This quarter—Since filed—Held
AIQuality—Est. buy—
6
FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT
$10.1M
3.3% of stocks
-0.5%This quarter—Since filed—Held
AIQuality—Est. buy—
7
SCHWAB STRATEGIC TR - SHT TM US TRES
$9.8M
3.2% of stocks
+31%This quarter—Since filed—Held
AIQuality—Est. buy—
8
ISHARES TR - 3 7 YR TREAS BD
$8.0M
2.6% of stocks
+104%This quarter—Since filed—Held
AIQuality—Est. buy—
9
VANGUARD INDEX FDS - MRNGSTR MD CP VA
$7.3M
2.4% of stocks
+12%This quarter—Since filed—Held
AIQuality—Est. buy—
10
INVESCO EXCH TRADED FD TR II - DORSEY WRGT EMRG
$6.3M
2.1% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	Invesco Ltd.$IVZ	$14.4M	4.7%	+4%	-1.7%	11+ qtrs	—	Estimated buy price is Pro: unlock with a free trial
2	USCF ETF TR - SUMMERHAVEN K1	$13.9M	4.6%	+1.0%	—	—	—	—
3	GMO ETF TRUST - GMO INTL VALUE	$10.8M	3.6%	+0.2%	—	—	—	—
4	VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF	$10.5M	3.5%	+2%	—	—	—	—
5	ISHARES TR - CORE HIGH DV ETF	$10.2M	3.4%	+5%	—	—	—	—
6	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	$10.1M	3.3%	-0.5%	—	—	—	—
7	SCHWAB STRATEGIC TR - SHT TM US TRES	$9.8M	3.2%	+31%	—	—	—	—
8	ISHARES TR - 3 7 YR TREAS BD	$8.0M	2.6%	+104%	—	—	—	—
9	VANGUARD INDEX FDS - MRNGSTR MD CP VA	$7.3M	2.4%	+12%	—	—	—	—
10	INVESCO EXCH TRADED FD TR II - DORSEY WRGT EMRG	$6.3M	2.1%	+3%	—	—	—	—

All holdings — Maltin Wealth Management, Inc. (Q3 2026)

Sort

152 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	INNOVATOR ETFS TRUST - US SM CA PW JUNE	—	$6.2M	2.0%	213K	New	—	—	13F
12	$IAUM	iShares Gold Trust Microetf/fund	Financials	$5.9M	1.9%	143K	New	1 qtr	—	13F
13	—	VANGUARD WORLD FD - INDUSTRIAL ETFetf/fund	—	$5.3M	1.8%	17K	+0.2%	—	—	13F
14	—	INNOVATOR ETFS TRUST - INTRNL DEV JULY	—	$5.2M	1.7%	144K	New	—	—	13F
15	$IVZ	Invesco Ltd.	Financials	$5.2M	1.7%	206K	-31%	11+ qtrs	—	13F
16	—	INNOVATOR ETFS TRUST - US EQTY BUFR JAN	—	$5.1M	1.7%	85K	—	—	—	13F
17	—	FIDELITY COVINGTON TRUST - MSCI HLTH CARE I	—	$5.1M	1.7%	62K	+0.3%	—	—	13F
18	—	ISHARES TR - S&P MC 400GR ETFetf/fund	—	$5.0M	1.7%	46K	+17%	—	—	13F
19	—	PGIM ROCK ETF TR - LADDE S&P 12 ETFetf/fund	—	$4.4M	1.5%	135K	-5%	—	—	13F
20	—	FIRST TR EXCHNG TRADED FD VI - FT VEST INT JUNE	—	$4.3M	1.4%	161K	-0.1%	—	—	13F
21	—	FIDELITY COVINGTON TRUST - MSCI FINLS IDX	—	$4.2M	1.4%	56K	+2%	—	—	13F
22	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETFetf/fund	—	$4.2M	1.4%	70K	-36%	—	—	13F
23	—	FIDELITY COVINGTON TRUST - MSCI INFO TECH I	—	$4.1M	1.4%	14K	-0.3%	—	—	13F
24	—	ISHARES TR - 0-5 YR TIPS ETFetf/fund	—	$4.0M	1.3%	41K	+10%	—	—	13F
25	$IVZ	Invesco Ltd.	Financials	$4.0M	1.3%	19K	-1%	11+ qtrs	—	13F
26	—	FIDELITY COVINGTON TRUST - MSCI ENERGY IDX	—	$3.9M	1.3%	116K	+2%
27	—	FIRST TR EXCHNG TRADED FD VI - VEST U S EQUITY	—	$3.8M	1.3%	104K	+2%
28	—	FIRST TR EXCHANGE TRADED FD - RBA INDL ETF	—	$3.8M	1.3%	37K	+13%
29	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$3.8M	1.2%	53K	+0.2%
30	—	FIDELITY COVINGTON TRUST - MSCI UTILS INDEX	—	$3.8M	1.2%	74K	+2%
31	—	FIDELITY COVINGTON TRUST - MSCI COMMNTN SVC	—	$3.7M	1.2%	52K	+0.1%
32	$AAPL	Apple Inc.	Technology	$3.7M	1.2%	11K	-3%
33	—	INVESCO EXCHANGE TRADED FD T - S&P500 EQL MAT	—	$3.7M	1.2%	99K	+0.9%
34	—	VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF	—	$3.6M	1.2%	48K	+45%
35	$GOOGL	Alphabet Inc.	Technology	$3.5M	1.1%	10K	-0.3%
36	—	ISHARES TR - CORE S&P TTL STK	—	$3.4M	1.1%	21K	+0.0%
37	—	FIDELITY COVINGTON TRUST - MSCI CONSM DIS	—	$3.2M	1.1%	34K	+3%
38	—	SCHWAB STRATEGIC TR - US TIPS ETF	—	$3.2M	1.1%	127K	+5%
39	—	VANGUARD INDEX FDS - MRNGSTR MID CAP	—	$3.2M	1.0%	40K	-24%
40	$IAU	ISHARES GOLD TRUST	Financials	$3.0M	1.0%	38K	-63%
41	$SPY CALL	SPDR S&P 500 ETF TRUST	—	$2.7M	—	3,500	New
42	$YEXT	Yext, Inc.	Technology	$2.6M	0.8%	394K	+0.3%
43	$BTT	BlackRock Municipal 2030 Target Term Trust	—	$2.5M	0.8%	116K	-2%
44	—	ISHARES TR - U.S. TECH ETF	—	$2.5M	0.8%	9,451	-0.6%
45	$GOOG	Alphabet Inc.	Technology	$2.4M	0.8%	7,115	-11%
46	—	INNOVATOR ETFS TRUST - EMRGNG MKT JULY	—	$2.4M	0.8%	76K	New
47	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	—	$2.4M	0.8%	12K	-1%
48	$BRK.A	BERKSHIRE HATHAWAY INC	Financials	$2.2M	0.7%	3	—
49	—	INNOVATOR ETFS TRUST - US EQT BUFR APR	—	$2.0M	0.7%	37K	—
50	—	SELECT SECTOR SPDR TR - ST STR ENERG ETF	—	$1.9M	0.6%	32K	+0.4%
51	—	INVESCO EXCHANGE TRADED FD T - DORSEY WRGT CSMR	—	$1.6M	0.5%	15K	+4%
52	—	INNOVATOR ETFS TRUST - US EQTY BUFR JUN	—	$1.5M	0.5%	31K	+2%
53	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$1.5M	0.5%	24K	—
54	—	VANECK ETF TRUST - GOLD MINERS ETF	—	$1.5M	0.5%	17K	+2%
55	—	ISHARES TR - CORE S&P SCP ETF	—	$1.4M	0.5%	11K	-0.5%
56	$UPS	UNITED PARCEL SERVICE INC	Industrials	$1.4M	0.5%	15K	-8%
57	—	VANGUARD MALVERN FDS - STRM INFPROIDX	—	$1.3M	0.4%	27K	+8%
58	—	INNOVATOR ETFS TRUST - US EQTY BUF OCT	—	$1.3M	0.4%	23K	—
59	—	INNOVATOR ETFS TRUST - US EQTY BUF SEP	—	$1.3M	0.4%	24K	-0.9%
60	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	—	$1.2M	0.4%	1,897	—
61	—	HAPPEN INC - COM NEW	—	$1.2M	0.4%	78K	—
62	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$1.2M	0.4%	24K	—
63	$JPM	JPMORGAN CHASE & CO	Financials	$1.1M	0.4%	3,406	+0.3%
64	$NVDA	NVIDIA CORP	Technology	$1.1M	0.4%	4,753	-6%
65	$ALPS	Alps Group Inc	Healthcare	$1.0M	0.3%	21K	+0.3%
66	$MSFT	MICROSOFT CORP	Technology	$1.0M	0.3%	1,986	-6%
67	—	VANGUARD WORLD FD - UTILITIES ETF	—	$1.0M	0.3%	5,951	+0.7%
68	— CALL	ISHARES TR - CALL	—	$954K	—	6,500	New
69	—	ISHARES TR - CORE S&P MCP ETF	—	$941K	0.3%	13K	-0.7%
70	$AMZN	AMAZON COM INC	Consumer Discretionary	$940K	0.3%	3,773	-14%
71	—	ISHARES TR - GLOB HLTHCRE ETF	—	$929K	0.3%	9,100	-0.5%
72	—	VANGUARD INDEX FDS - MRNGSTR GRWT ETF	—	$883K	0.3%	9,800	+0.1%
73	$GS	GOLDMAN SACHS GROUP INC	Financials	$876K	0.3%	973	+0.5%
74	$SNDK	Sandisk Corp	Technology	$870K	0.3%	500	-28%
75	—	INNOVATOR ETFS TRUST - US SMALL CAP PWR	—	$821K	0.3%	29K	-91%
76	—	FIRST TR EXCHNG TRADED FD VI - FT VE US EQ EQUA	—	$820K	0.3%	35K	—
77	$META	Meta Platforms, Inc.	Technology	$721K	0.2%	995	-40%
78	$HD	HOME DEPOT, INC.	Consumer Discretionary	$701K	0.2%	15K	—
79	—	INNOVATOR ETFS TRUST - US EQTY BUFR MAY	—	$668K	0.2%	14K	+3%
80	—	DIREXION SHARES ETF TRUST - DAILY 500 1X ETF	—	$651K	0.2%	77K	-38%
81	—	ISHARES TR - ISHARES BIOTECH	—	$646K	0.2%	3,068	—
82	—	INVESCO EXCHANGE TRADED FD T - DORSEY WRGT BASC	—	$627K	0.2%	5,543	+0.1%
83	$GDV	GABELLI DIVIDEND & INCOME TRUST	—	$622K	0.2%	22K	+1.0%
84	—	DBX ETF TR - XTRACK MSCI EAFE	—	$616K	0.2%	11K	—
85	—	ISHARES TR - RUS 2000 VAL ETF	—	$612K	0.2%	2,921	-0.2%
86	—	INNOVATOR ETFS TRUST - US EQTY BUF NOV	—	$594K	0.2%	12K	—
87	$BAC	BANK OF AMERICA CORP /DE/	Financials	$580K	0.2%	11K	-10%
88	$PH	Parker-Hannifin Corp	Industrials	$568K	0.2%	595	-2%
89	—	PGIM ROCK ETF TR - S&P 500 BUFFER	—	$560K	0.2%	17K	—
90	—	VANGUARD WHITEHALL FDS - HIGH DIV YLD	—	$545K	0.2%	3,509	+6%
91	—	ISHARES TR - CORE MSCI EAFE	—	$530K	0.2%	5,469	-29%
92	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$523K	0.2%	10K	+191%
93	$LLY	ELI LILLY & Co	Healthcare	$519K	0.2%	449	+2%
94	—	FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX	—	$515K	0.2%	1,785	—
95	—	PROSHARES TR - SHORT QQQ	—	$506K	0.2%	20K	-18%
96	—	FIDELITY COVINGTON TRUST - MSCI INDL INDX	—	$487K	0.2%	5,496	+0.1%
97	—	VANGUARD WORLD FD - COMM SRVC ETF	—	$482K	0.2%	2,528	+0.0%
98	$STT	STATE STREET CORP	Financials	$467K	0.1%	4,471	+0.2%
99	$WT	WisdomTree, Inc.	Financials	$452K	0.1%	4,033	+0.8%
100	—	VANGUARD WORLD FD - FINANCIALS ETF	—	$424K	0.1%	3,256	+0.1%
101	—	PROSHARES TR - PSHS SHORT DOW30	—	$405K	0.1%	18K	New
102	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$381K	0.1%	6,229	—
103	$ABBV	AbbVie Inc.	Healthcare	$380K	0.1%	1,453	+0.3%
104	$GLD	SPDR GOLD TRUST	Financials	$378K	0.1%	992	—
105	—	ISHARES TR - HDG MSCI EAFE	—	$368K	0.1%	7,931	+0.6%
106	—	KRANESHARES TRUST - CALIFORNIA CARB	—	$362K	0.1%	22K	—
107	—	INNOVATOR ETFS TRUST - US SML CP PWR B	—	$361K	0.1%	7,933	—
108	$IVZ	Invesco Ltd.	Financials	$359K	0.1%	4,269	—
109	—	INNOVATOR ETFS TRUST - US EQTY PWR BF	—	$348K	0.1%	7,457	—
110	$GLD CALL	SPDR GOLD TRUST	Financials	$343K	—	900	New
111	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$340K	0.1%	683	—
112	$MS	MORGAN STANLEY	Financials	$329K	0.1%	1,749	-6%
113	—	SPDR SERIES TRUST - ST STR P500GRW	—	$329K	0.1%	2,670	+0.1%
114	$DBC	Invesco DB Commodity Index Tracking Fund	Financials	$327K	0.1%	10K	—
115	$MA	Mastercard Inc	Financials	$326K	0.1%	591	—
116	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$317K	0.1%	429	+0.2%
117	—	SELECT SECTOR SPDR TR - ST STR CARE ETF	—	$316K	0.1%	1,876	+0.3%
118	—	ISHARES TR - US CONSUM DISCRE	—	$310K	0.1%	3,276	+0.1%
119	$SPY PUT	SPDR S&P 500 ETF TRUST	—	$305K	—	400	New
120	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$298K	0.1%	425	-4%
121	—	SPDR SERIES TRUST - ST STR SP BIOT	—	$295K	0.1%	1,870	—
122	—	PGIM ROCK ETF TR - S&P 500 BUFFER	—	$294K	0.1%	9,103	-46%
123	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	—	$294K	0.1%	5,796	—
124	—	VANGUARD INDEX FDS - MRNGSTR TTL STK	—	$290K	0.1%	774	+0.3%
125	—	STATE STR SPDR DOW JONES IND - UT SER 1	—	$287K	0.1%	564	—
126	—	NUVEEN S&P 500 DYNAMIC OVERW - COM	—	$285K	0.1%	15K	+2%
127	$UDN	INVESCO DB US DOLLAR INDEX BEARISH FUND	Financials	$267K	0.1%	15K	—
128	—	FIRST TR EXCHANGE-TRADED FD - SHS	—	$263K	0.1%	5,615	—
129	—	VANGUARD INDEX FDS - MRNGSTR VAL ETF	—	$260K	0.1%	1,201	+0.2%
130	$DOV	DOVER Corp	Industrials	$257K	0.1%	1,628	-7%
131	$LIN	LINDE PLC	Materials	$252K	0.1%	531	—
132	—	ISHARES TR - CORE US AGGBD ET	—	$248K	0.1%	2,622	+1%
133	—	SELECT SECTOR SPDR TR - ST STR STAPL ETF	—	$238K	0.1%	2,947	+0.5%
134	$SPY	SPDR S&P 500 ETF TRUST	—	$235K	0.1%	309	+0.3%
135	$BX	Blackstone Inc.	Financials	$235K	0.1%	2,100	-26%
136	—	ISHARES TR - EAFE SML CP ETF	—	$232K	0.1%	2,747	—
137	$V	VISA INC.	Financials	$230K	0.1%	641	+0.2%
138	—	SELECT SECTOR SPDR TR - ST STR INDL ETF	—	$229K	0.1%	1,372	+0.2%
139	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	Technology	$228K	0.1%	1,512	New
140	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$223K	0.1%	4,878	—
141	—	ISHARES TR - US AER DEF ETF	—	$223K	0.1%	1,074	+2%
142	—	SCHWAB STRATEGIC TR - INTL EQTY ETF	—	$221K	0.1%	8,058	—
143	— CALL	ISHARES TR - CALL	—	$218K	—	5,200	New
144	$STX	Seagate Technology Holdings plc	Technology	$217K	0.1%	235	-22%
145	$BLK	BlackRock, Inc.	Financials	$214K	0.1%	202	New
146	—	SCHWAB STRATEGIC TR - US BRD MKT ETF	—	$211K	0.1%	7,193	+0.2%
147	$GE	GENERAL ELECTRIC CO	Industrials	$209K	0.1%	668	—
148	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$206K	0.1%	3,590	—
149	$XOM.R34088	EXXON MOBIL CORP	Energy	$203K	0.1%	1,245	New
150	$IMNM	Immunome Inc.	Healthcare	$201K	0.1%	9,365	-38%

What changed in Q3 2026

Against the previous quarter's 13F: 13 new, 63 added to, 39 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.

New positions (13)

INNOVATOR ETFS TRUST - US SM CA PW JUNE$6.2M
first bought this quarter
$IAUMiShares Gold Trust Micro$5.9M
first bought this quarter
INNOVATOR ETFS TRUST - INTRNL DEV JULY$5.2M
first bought this quarter
$SPYCALLSPDR S&P 500 ETF TRUST$2.7M
first bought this quarter
INNOVATOR ETFS TRUST - EMRGNG MKT JULY$2.4M
first bought this quarter
CALLISHARES TR - CALL$954K
first bought this quarter

+7 more in the Excel export

Added to (63)

ISHARES TR - 3 7 YR TREAS BD+104%
now $8.0M
SCHWAB STRATEGIC TR - SHT TM US TRES+31%
now $9.8M
VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF+45%
now $3.6M
VANGUARD INDEX FDS - MRNGSTR MD CP VA+12%
now $7.3M
ISHARES TR - S&P MC 400GR ETF+17%
now $5.0M
$IVZInvesco Ltd.+4%
now $14.4M · held 11+ qtrs

+57 more in the Excel export

Trimmed (39)

INNOVATOR ETFS TRUST - US SMALL CAP PWR-91%
now $821K
$IAUISHARES GOLD TRUST-63%
now $3.0M · held 11+ qtrs
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF-36%
now $4.2M
VANGUARD INDEX FDS - MRNGSTR MID CAP-24%
now $3.2M
$METAMeta Platforms, Inc.-40%
now $721K · held 5 qtrs
DIREXION SHARES ETF TRUST - DAILY 500 1X ETF-38%
now $651K

+33 more in the Excel export

Sold out (9)

INNOVATOR ETFS TRUST - INTL DEV PWR BUFwas $5.1M
ISHARES TR - 7-10 YR TRSY BDwas $1.6M
$VSTVistra Corp.was $366K
held 2 qtrs
$IONQIonQ, Inc.was $320K
held 1 qtr
$GEVGE Vernova Inc.was $251K
held 1 qtr
$CATCATERPILLAR INCwas $245K

+3 more in the Excel export

Firm AUM (Form ADV): $507.2M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Maltin Wealth Management, Inc. has filed, 27 earlier quarters. Pick one to see what it held then.

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Q3 2026 13F filed with the SEC on Oct 13, 2026. Prices are closing prices as of Oct 27, 2026.

Average quality of Maltin Wealth Management's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 14 of the 20 are scored)

Top 10 since filing

-1.7%

Value-weighted move of the 10 largest stock positions

Turnover

11%

Last quarter; 30% over the last 4

Top 10 weight

33%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

86%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Maltin Wealth Management, Inc. disclosed 152 positions worth $308.4M in its Form 13F-HR for Q3 2026 — $303.9M in common stock plus $4.5M of put/call option positions (reported at underlying notional value, not premium at risk), led by $IVZ (Invesco Ltd.) at 4.7% of the equity portfolio. During the quarter the fund opened 13 new positions and exited 9. The portfolio is most concentrated in Other (78.8% of disclosed assets). All figures are sourced directly from Maltin Wealth Management, Inc.’s Form 13F-HR filing with the SEC under CIK 1764260.

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AI-Powered Hedge Fund Analysis: Maltin Wealth Management, Inc.

13F Pro is an AI hedge fund tracker and stock research platform. For Maltin Wealth Management, Inc. (SEC CIK: 1764260), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Maltin Wealth Management, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.