Maltin Wealth Management, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1764260
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13F Reported Value
ⓘ$299.0M
Holdings
146
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Maltin Wealth Management, Inc. disclosed 146 positions worth $299.0M in its Form 13F-HR for Q2 2026, led by $IVZ (Invesco Ltd.) at 4.6% of the equity portfolio. During the quarter the fund opened 17 new positions and exited 7 — including a new stake in $SNDK. The portfolio is most concentrated in Other (77.4% of disclosed assets). All figures are sourced directly from Maltin Wealth Management, Inc.’s Form 13F-HR filing with the SEC under CIK 1764260.
AI Fund Analysis
Diversifying
$IVZ4.6% weight
Held 5 quarters
USCF ETF TR - SUMMERHAVEN
3.9% weight
Held 6 quarters
VANGUARD INTL EQUITY INDEX
3.4% weight
Held 10 quarters
GMO ETF TRUST - GMO INTL V
3.4% weight
Held 5 quarters
FIRST TR EXCHNG TRADED FD
3.4% weight
Held 7 quarters
VANGUARD INTL EQUITY INDEX
9 quarters accumulating
ISHARES TR - CORE HIGH DV
9 quarters accumulating
VANGUARD INDEX FDS - MCAP
9 quarters accumulating
VANGUARD INTL EQUITY INDEX
9 quarters accumulating
ISHARES TR - S&P MC 400GR
9 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$13.8M181,827 sh USCF ETF TR - SUMMERHAVEN K1
—Quality
$11.7M442,173 shVANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF
—Quality
$10.2M66,359 shGMO ETF TRUST - GMO INTL VALUE
—Quality
$10.2M272,404 shFIRST TR EXCHNG TRADED FD VI - FT VEST US EQT
—Quality
$10.1M437,348 shISHARES TR - CORE HIGH DV ETF
—Quality
$9.6M349,061 shINNOVATOR ETFS TRUST - US SMALL CAP PWR
—Quality
$8.8M308,827 sh- —
Quality
$8.1M300,098 sh - —
Quality
$7.8M102,963 sh SCHWAB STRATEGIC TR - SHT TM US TRES
—Quality
$7.5M312,086 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Invesco Ltd.$IVZ | — | $13.8M | 181,827 |
| USCF ETF TR - SUMMERHAVEN K1 | — | $11.7M | 442,173 |
| VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | — | $10.2M | 66,359 |
| GMO ETF TRUST - GMO INTL VALUE | — | $10.2M | 272,404 |
| FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $10.1M | 437,348 |
| ISHARES TR - CORE HIGH DV ETF | — | $9.6M | 349,061 |
| INNOVATOR ETFS TRUST - US SMALL CAP PWR | — | $8.8M | 308,827 |
| Invesco Ltd.$IVZ | — | $8.1M | 300,098 |
 ISHARES GOLD TRUST$IAU | — | $7.8M | 102,963 |
| SCHWAB STRATEGIC TR - SHT TM US TRES | — | $7.5M | 312,086 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Maltin Wealth Management, Inc.'s 146 positions.
Showing top 10 of 146 holdings.
Sector Allocation
Other
$231.4M
Financials
$42.6M
Technology
$17.3M
Industrials
$2.8M
Healthcare
$2.6M
Consumer Discretionary
$1.7M
Utilities
$365,839
Materials
$323,591
Full Holdings — Maltin Wealth Management, Inc. (Q2 2026)
All 146 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $IVZ | Invesco Ltd. | $13.8M | 4.6% | +6% | — |
| 2 | — | USCF ETF TR - SUMMERHAVEN K1 | $11.7M | 3.9% | +3% | — |
| 3 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | $10.2M | 3.4% | +5% | — |
| 4 | — | GMO ETF TRUST - GMO INTL VALUE | $10.2M | 3.4% | +4% | — |
| 5 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $10.1M | 3.4% | -3% | — |
| 6 | — | ISHARES TR - CORE HIGH DV ETF | $9.6M | 3.2% | +446% | — |
| 7 | — | INNOVATOR ETFS TRUST - US SMALL CAP PWR | $8.8M | 2.9% | +1% | — |
| 8 | $IVZ | Invesco Ltd. | $8.1M | 2.7% | +3% | — |
| 9 | $IAU | ISHARES GOLD TRUST | $7.8M | 2.6% | +2% | — |
| 10 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $7.5M | 2.5% | +47% | — |
| 11 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $6.7M | 2.2% | +3% | — |
| 12 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $6.5M | 2.2% | +4% | — |
| 13 | — | INVESCO EXCH TRADED FD TR II - DORSEY WRGT EMRG | $6.0M | 2.0% | -1% | — |
| 14 | — | VANGUARD WORLD FD - INDUSTRIAL ETF | $6.0M | 2.0% | -3% | — |
| 15 | — | INNOVATOR ETFS TRUST - INTL DEV PWR BUF | $5.1M | 1.7% | -3% | — |
| 16 | — | INNOVATOR ETFS TRUST - US EQTY BUFR JAN | $5.0M | 1.7% | +0% | — |
| 17 | — | FIDELITY COVINGTON TRUST - MSCI HLTH CARE I | $4.8M | 1.6% | +9% | — |
| 18 | — | ISHARES TR - S&P MC 400GR ETF | $4.6M | 1.6% | +4% | — |
| 19 | — | PGIM ROCK ETF TR - LADDE S&P 12 ETF | $4.6M | 1.5% | -1% | — |
| 20 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $4.3M | 1.4% | +18% | — |
| 21 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST INT JUNE | $4.3M | 1.4% | -3% | — |
| 22 | — | VANGUARD INDEX FDS - MID CAP ETF | $4.3M | 1.4% | +328% | — |
| 23 | — | FIDELITY COVINGTON TRUST - MSCI UTILS INDEX | $4.2M | 1.4% | +1% | — |
| 24 | — | FIDELITY COVINGTON TRUST - MSCI FINLS IDX | $4.2M | 1.4% | +3% | — |
| 25 | $IVZ | Invesco Ltd. | $4.2M | 1.4% | -6% | — |
| 26 | — | ISHARES TR - 3 7 YR TREAS BD | $4.1M | 1.4% | +53% | — |
| 27 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | $3.9M | 1.3% | -13% | — |
| 28 | — | INVESCO EXCHANGE TRADED FD T - S&P500 EQL MAT | $3.8M | 1.3% | +26% | — |
| 29 | — | FIRST TR EXCHNG TRADED FD VI - VEST U S EQUITY | $3.8M | 1.3% | +5% | — |
| 30 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $3.8M | 1.3% | +1% | — |
| 31 | — | ISHARES TR - 0-5 YR TIPS ETF | $3.8M | 1.3% | +16% | — |
| 32 |  $GOOG | Alphabet Inc. | $3.6M | 1.2% | +180% | 78.2 |
| 33 | — | FIDELITY COVINGTON TRUST - MSCI COMMNTN SVC | $3.6M | 1.2% | +3% | — |
| 34 | — | FIDELITY COVINGTON TRUST - MSCI CONSM DIS | $3.4M | 1.1% | -1% | — |
| 35 | — | ISHARES TR - CORE S&P TTL STK | $3.4M | 1.1% | -8% | — |
| 36 | — | FIDELITY COVINGTON TRUST - MSCI ENERGY IDX | $3.4M | 1.1% | -9% | — |
| 37 |  $AAPL | Apple Inc. | $3.3M | 1.1% | +1% | 76.4 |
| 38 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $3.2M | 1.1% | +13% | — |
| 39 |  $GOOGL | Alphabet Inc. | $2.8M | 0.9% | +84% | 78.2 |
| 40 |  $BTT | BlackRock Municipal 2030 Target Term Trust | $2.7M | 0.9% | -5% | — |
| 41 | — | VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF | $2.5M | 0.8% | +66% | — |
| 42 | — | ISHARES TR - U.S. TECH ETF | $2.4M | 0.8% | -0% | — |
| 43 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $2.3M | 0.8% | +0% | — |
| 44 |  $BRK.A | BERKSHIRE HATHAWAY INC | $2.2M | 0.8% | +0% | 73.8 |
| 45 | — | INNOVATOR ETFS TRUST - US EQT BUFR APR | $2.0M | 0.7% | +0% | — |
| 46 |  $YEXT | Yext, Inc. | $1.8M | 0.6% | +0% | 54.2 |
| 47 |  $UPS | UNITED PARCEL SERVICE INC | $1.7M | 0.6% | +0% | 58.6 |
| 48 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $1.7M | 0.6% | +7% | — |
| 49 | — | HAPPEN INC - COM NEW | $1.6M | 0.5% | +683% | — |
| 50 | — | INVESCO EXCHANGE TRADED FD T - DORSEY WRGT CSMR | $1.6M | 0.5% | +9% | — |
| 51 |  $SNDK | Sandisk Corp | $1.6M | 0.5% | NEW | 87.7 |
| 52 | — | ISHARES TR - CORE S&P SCP ETF | $1.6M | 0.5% | -0% | — |
| 53 | — | ISHARES TR - 7-10 YR TRSY BD | $1.6M | 0.5% | +14% | — |
| 54 | — | INNOVATOR ETFS TRUST - US EQTY BUFR JUN | $1.5M | 0.5% | +0% | — |
| 55 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $1.5M | 0.5% | +0% | — |
| 56 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $1.3M | 0.5% | +0% | — |
| 57 | — | INNOVATOR ETFS TRUST - US EQTY BUF SEP | $1.3M | 0.4% | +0% | — |
| 58 | — | INNOVATOR ETFS TRUST - US EQTY BUF OCT | $1.2M | 0.4% | +0% | — |
| 59 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $1.2M | 0.4% | +2% | — |
| 60 | — | VANECK ETF TRUST - GOLD MINERS ETF | $1.2M | 0.4% | -27% | — |
| 61 | — | VANGUARD WORLD FD - UTILITIES ETF | $1.2M | 0.4% | +1% | — |
| 62 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $1.1M | 0.4% | NEW | — |
| 63 |  $JPM | JPMORGAN CHASE & CO | $1.1M | 0.4% | -0% | 70.7 |
| 64 | — | DIREXION SHARES ETF TRUST - DAILY 500 1X ETF | $1.1M | 0.4% | +0% | — |
| 65 |  $ALPS | Alps Group Inc | $1.1M | 0.3% | +0% | — |
| 66 |  $AMZN | AMAZON COM INC | $1.0M | 0.3% | +8% | 68.7 |
| 67 | — | ISHARES TR - CORE S&P MCP ETF | $1.0M | 0.3% | +6% | — |
| 68 |  $NVDA | NVIDIA CORP | $1.0M | 0.3% | +0% | 85.9 |
| 69 |  $GS | GOLDMAN SACHS GROUP INC | $978,753 | 0.3% | +0% | 73.5 |
| 70 |  $META | Meta Platforms, Inc. | $926,449 | 0.3% | +52% | 79.6 |
| 71 | — | ISHARES TR - GLOB HLTHCRE ETF | $900,157 | 0.3% | +1% | — |
| 72 | — | VANGUARD INDEX FDS - GROWTH ETF | $843,452 | 0.3% | +501% | — |
| 73 | — | FIRST TR EXCHNG TRADED FD VI - FT VE US EQ EQUA | $821,248 | 0.3% | +42% | — |
| 74 |  $MSFT | MICROSOFT CORP | $786,397 | 0.3% | +129% | 79.8 |
| 75 | — | ISHARES TR - CORE MSCI EAFE | $743,823 | 0.3% | +3% | — |
| 76 | — | INVESCO EXCHANGE TRADED FD T - DORSEY WRGT BASC | $696,653 | 0.2% | +2% | — |
| 77 |  $HD | HOME DEPOT, INC. | $685,106 | 0.2% | +0% | 60.3 |
| 78 |  $BAC | BANK OF AMERICA CORP /DE/ | $675,599 | 0.2% | +2% | 67.6 |
| 79 | — | ISHARES TR - RUS 2000 VAL ETF | $647,362 | 0.2% | +11% | — |
| 80 |  $GDV | GABELLI DIVIDEND & INCOME TRUST | $640,071 | 0.2% | -7% | — |
| 81 | — | INNOVATOR ETFS TRUST - US EQTY BUFR MAY | $635,153 | 0.2% | +0% | — |
| 82 | — | PROSHARES TR - SHORT QQQ | $622,425 | 0.2% | -21% | — |
| 83 | — | DBX ETF TR - XTRACK MSCI EAFE | $612,891 | 0.2% | -13% | — |
| 84 |  $PH | Parker-Hannifin Corp | $596,917 | 0.2% | +29% | 65.8 |
| 85 | — | ISHARES TR - ISHARES BIOTECH | $583,566 | 0.2% | +1% | — |
| 86 | — | INNOVATOR ETFS TRUST - US EQTY BUF NOV | $579,983 | 0.2% | -1% | — |
| 87 | — | FIDELITY COVINGTON TRUST - MSCI INDL INDX | $546,882 | 0.2% | -4% | — |
| 88 | — | PGIM ROCK ETF TR - S&P 500 BUFFER | $544,264 | 0.2% | +0% | — |
| 89 |  $LLY | ELI LILLY & Co | $527,785 | 0.2% | -0% | 87.5 |
| 90 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $523,569 | 0.2% | -1% | — |
| 91 |  $STT | STATE STREET CORP | $500,029 | 0.2% | +0% | 71.5 |
| 92 | — | FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX | $472,525 | 0.2% | +0% | — |
| 93 | — | VANGUARD WORLD FD - COMM SRVC ETF | $464,777 | 0.2% | -3% | — |
| 94 |  $WT | WisdomTree, Inc. | $454,815 | 0.1% | +1% | 59.9 |
| 95 | — | VANGUARD WORLD FD - FINANCIALS ETF | $428,134 | 0.1% | +0% | — |
| 96 |  $MS | MORGAN STANLEY | $387,058 | 0.1% | +6% | 75.8 |
| 97 | $IVZ | Invesco Ltd. | $384,637 | 0.1% | +0% | — |
| 98 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $373,429 | 0.1% | NEW | — |
| 99 | — | ISHARES TR - HDG MSCI EAFE | $369,921 | 0.1% | -3% | — |
| 100 | — | KRANESHARES TRUST - CALIFORNIA CARB | $368,740 | 0.1% | +0% | — |
| 101 |  $VST | Vistra Corp. | $365,839 | 0.1% | +15% | 71.9 |
| 102 |  $GLD | SPDR GOLD TRUST | $365,433 | 0.1% | +0% | — |
| 103 |  $ABBV | AbbVie Inc. | $364,626 | 0.1% | +0% | 72.6 |
| 104 | — | INNOVATOR ETFS TRUST - US SML CP PWR B | $361,983 | 0.1% | +0% | — |
| 105 |  $BRK.B | BERKSHIRE HATHAWAY INC | $341,766 | 0.1% | -1% | 73.8 |
| 106 | — | INNOVATOR ETFS TRUST - US EQTY PWR BF | $340,337 | 0.1% | -23% | — |
| 107 |  $BX | Blackstone Inc. | $334,426 | 0.1% | +3% | 74.4 |
| 108 | — | ISHARES TR - US CONSUM DISCRE | $330,809 | 0.1% | +0% | — |
| 109 |  $IONQ | IonQ, Inc. | $319,560 | 0.1% | NEW | 30.2 |
| 110 |  $IMNM | Immunome Inc. | $317,850 | 0.1% | +0% | 25.3 |
| 111 | — | SPDR SERIES TRUST - ST STR P500GRW | $317,369 | 0.1% | +0% | — |
| 112 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $315,341 | 0.1% | +0% | — |
| 113 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $304,971 | 0.1% | +1% | — |
| 114 |  $MA | Mastercard Inc | $303,497 | 0.1% | +0% | 85.1 |
| 115 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $296,796 | 0.1% | +6% | — |
| 116 | — | SPDR SERIES TRUST - ST STR SP BIOT | $295,877 | 0.1% | NEW | — |
| 117 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $294,806 | 0.1% | +0% | — |
| 118 |  $STX | Seagate Technology Holdings plc | $289,500 | 0.1% | NEW | — |
| 119 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $286,844 | 0.1% | NEW | — |
| 120 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $285,601 | 0.1% | NEW | — |
| 121 | — | NUVEEN S&P 500 DYNAMIC OVERW - COM | $281,509 | 0.1% | -6% | — |
| 122 |  $LIN | LINDE PLC | $275,391 | 0.1% | +0% | — |
| 123 |  $DOV | DOVER Corp | $274,378 | 0.1% | +0% | 58.1 |
| 124 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $270,531 | 0.1% | +0% | — |
| 125 |  $DBC | Invesco DB Commodity Index Tracking Fund | $269,862 | 0.1% | +0% | — |
| 126 |  $UDN | INVESCO DB US DOLLAR INDEX BEARISH FUND | $267,007 | 0.1% | +0% | — |
| 127 | — | VANGUARD INDEX FDS - VALUE ETF | $261,309 | 0.1% | -6% | — |
| 128 | — | ISHARES TR - CORE US AGGBD ET | $256,881 | 0.1% | +7% | — |
| 129 | — | ISHARES TR - US AER DEF ETF | $255,620 | 0.1% | -1% | — |
| 130 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $253,539 | 0.1% | +0% | — |
| 131 |  $GEV | GE Vernova Inc. | $251,444 | 0.1% | NEW | 81.1 |
| 132 |  $GE | GENERAL ELECTRIC CO | $249,588 | 0.1% | NEW | 73.8 |
| 133 |  $CAT | CATERPILLAR INC | $245,002 | 0.1% | NEW | 66.5 |
| 134 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $243,563 | 0.1% | +1% | — |
| 135 |  $VRT | Vertiv Holdings Co | $242,122 | 0.1% | NEW | 81 |
| 136 |  $SPY | SPDR S&P 500 ETF TRUST | $230,147 | 0.1% | -6% | — |
| 137 | — | ISHARES TR - EAFE SML CP ETF | $225,997 | 0.1% | -19% | — |
| 138 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $223,202 | 0.1% | NEW | — |
| 139 |  $V | VISA INC. | $219,471 | 0.1% | NEW | 82.9 |
| 140 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $218,205 | 0.1% | +0% | — |
| 141 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $207,886 | 0.1% | NEW | — |
| 142 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $201,758 | 0.1% | NEW | — |
| 143 |  $TRVI | Trevi Therapeutics, Inc. | $196,944 | 0.1% | +0% | — |
| 144 |  $IBRX | ImmunityBio, Inc. | $115,128 | 0.0% | +0% | 31.5 |
| 145 |  $NB | NIOCORP DEVELOPMENTS LTD | $48,200 | 0.0% | +0% | — |
| 146 |  $MYPS | PLAYSTUDIOS, Inc. | $37,721 | 0.0% | NEW | 21.5 |
New Positions (17)
$SNDK Sandisk Corp$1.6M FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT$1.1M
FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT$373,429
$IONQ IonQ, Inc.$319,560 SPDR SERIES TRUST - ST STR SP BIOT$295,877
$STX Seagate Technology Holdings plc$289,500 INNOVATOR ETFS TRUST - US EQTY PWR BUF$286,844
VANGUARD INDEX FDS - TOTAL STK MKT$285,601
$GEV GE Vernova Inc.$251,444$GE GENERAL ELECTRIC CO$249,588$CAT CATERPILLAR INC$245,002$VRT Vertiv Holdings Co$242,122 SCHWAB STRATEGIC TR - INTL EQTY ETF$223,202
$V VISA INC.$219,471 SCHWAB STRATEGIC TR - US BRD MKT ETF$207,886
Exited Positions (7)
FIRST TR EXCHNG TRADED FD VI
FIRST TR EXCHNG TRADED FD VI
ISHARES TR
SPDR SERIES TRUST
$EOG EOG RESOURCES INC
$XOM.R34088 EXXON MOBIL CORP
$PNI PIMCO NEW YORK MUNICIPAL INCOME FUND IIBrowse Top Institutional Investors
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