Maltin Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, Maltin Wealth Management, Inc. held in its portfolio 127 assets valued at $251,397,714 (i.e. $251.40M).
The most valuable assets in the portfolio included: FIRST TR EXCHNG TRADED FD VI ($12.48M), FIRST TR EXCHNG TRADED FD VI ($10.03M), and USCF ETF TR ($9.07M).
The chart below shows the top 10 valuable assets, and the table below shows the top 127 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Maltin Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | 363565 | 12484142 | VEST U S EQUITY |
| FIRST TR EXCHNG TRADED FD VI | 391203 | 10031736 | FT VEST INT JUNE |
| USCF ETF TR | 411481 | 9064933 | SUMMERHAVEN K1 |
| ISHARES GOLD TR | 105560 | 8568330 | ISHARES NEW |
| VANGUARD INTL EQUITY INDEX F | 56815 | 8143227 | FTSE SMCAP ETF |
| INVESCO EXCH TRADED FD TR II | 280336 | 7625150 | TAXABLE MUN BD |
| INVESCO EXCH TRADED FD TR II | 111016 | 7276512 | RAFI DVLPD MRKTS |
| ISHARES TR | 57557 | 6999504 | CORE HIGH DV ETF |
| INNOVATOR ETFS TRUST | 240266 | 6797774 | US SMALL CAP POW |
| VANGUARD INDEX FDS | 32127 | 5698366 | MCAP VL IDXVIP |
| GMO ETF TRUST | 159910 | 5369794 | GMO INTL VALUE |
| VANGUARD WORLD FD | 17078 | 5095617 | INDUSTRIAL ETF |
| SCHWAB STRATEGIC TR | 207885 | 5066170 | SHT TM US TRES |
| VANGUARD INTL EQUITY INDEX F | 93796 | 5042453 | FTSE EMR MKT ETF |
| INNOVATOR ETFS TRUST | 83328 | 4587475 | US EQTY BUFR JAN |
| DBX ETF TR | 92688 | 4459233 | XTRACK MSCI EAFE |
| FIDELITY COVINGTON TRUST | 56630 | 4402439 | MSCI FINLS IDX |
| FIDELITY COVINGTON TRUST | 58865 | 4372504 | MSCI HLTH CARE I |
| PGIM ROCK ETF TR | 143727 | 4329659 | LADDERED S&P 500 |
| FIDELITY COVINGTON TRUST | 58364 | 4276896 | MSCI COMMNTN SVC |
| INVESCO EXCHANGE TRADED FD T | 21381 | 4095733 | S&P500 EQL WGT |
| INVESCO EXCH TRADED FD TR II | 166492 | 3935630 | DORSEY WRGT EMRG |
| FIDELITY COVINGTON TRUST | 16516 | 3710623 | MSCI INFO TECH I |
| FIDELITY COVINGTON TRUST | 34946 | 3570058 | MSCI CONSM DIS |
| ISHARES TR | 36416 | 3527956 | S&P MC 400GR ETF |
| FIRST TR EXCHNG TRADED FD VI | 88170 | 3519618 | FT VEST US EQT |
| VANGUARD INDEX FDS | 11677 | 3389001 | MID CAP ETF |
| VANGUARD TAX-MANAGED FDS | 52226 | 3262575 | VAN FTSE DEV MKT |
| YEXT INC | 391439 | 3154998 | COM |
| FIDELITY COVINGTON TRUST | 56709 | 3131444 | MSCI UTILS INDEX |
| ISHARES TR | 30460 | 3118789 | 0-5 YR TIPS ETF |
| ISHARES TR | 26037 | 3107483 | 3 7 YR TREAS BD |
| APPLE INC | 11398 | 3098788 | COM |
| ISHARES TR | 20384 | 3030959 | CORE S&P TTL STK |
| BLACKROCK MUN TARGET TERM TR | 131007 | 2989590 | COM SHS BEN IN |
| VANGUARD INSTL INDEX FD | 37779 | 2849680 | 0-3 MO TREAS BIL |
| FIDELITY COVINGTON TRUST | 111366 | 2758535 | MSCI ENERGY IDX |
| SCHWAB STRATEGIC TR | 103430 | 2739871 | US TIPS ETF |
| FIRST TR EXCHANGE TRADED FD | 26521 | 2607523 | RBA INDL ETF |
| INVESCO EXCHANGE TRADED FD T | 69741 | 2376516 | S&P500 EQL MAT |
| BERKSHIRE HATHAWAY INC DEL | 3 | 2264400 | CL A |
| ISHARES TR | 9832 | 1963240 | U.S. TECH ETF |
| VANECK ETF TRUST | 22485 | 1928532 | GOLD MINERS ETF |
| INNOVATOR ETFS TRUST | 39895 | 1914162 | US EQT BUFR APR |
| SELECT SECTOR SPDR TR | 12275 | 1767197 | STATE STREET TEC |
| ISHARES TR | 42705 | 1766271 | HDG MSCI EAFE |
| ALPHABET INC | 4996 | 1567873 | CAP STK CL C |
| UNITED PARCEL SERVICE INC | 15145 | 1502217 | CL B |
| INNOVATOR ETFS TRUST | 31717 | 1482453 | US EQTY BUFR JUN |
| SELECT SECTOR SPDR TR | 32559 | 1455726 | STATE STREET ENE |
| VANGUARD MALVERN FDS | 26438 | 1307602 | STRM INFPROIDX |
| ISHARES TR | 10275 | 1234793 | CORE S&P SCP ETF |
| INNOVATOR ETFS TRUST | 23834 | 1173825 | US EQTY BUF SEP |
| INNOVATOR ETFS TRUST | 26185 | 1173491 | US EQTY BUFR MAY |
| INNOVATOR ETFS TRUST | 23473 | 1160133 | US EQTY BUF OCT |
| SPDR S&P MIDCAP 400 ETF TR | 1897 | 1144157 | UTSER1 S&PDCRP |
| JPMORGAN CHASE & CO. | 3510 | 1131137 | COM |
| ALPHABET INC | 3607 | 1128935 | CAP STK CL A |
| INNOVATOR ETFS TRUST | 30698 | 1060309 | INTL DEV PWR BUF |
| ALPS ETF TR | 20746 | 962222 | EQUAL SEC ETF |
| DIREXION SHS ETF TR | 99466 | 937969 | DLY S&P500 BR 1X |
| VANGUARD WORLD FD | 5016 | 928068 | UTILITIES ETF |
| ISHARES TR | 9045 | 880967 | GLOB HLTHCRE ETF |
| GOLDMAN SACHS GROUP INC | 959 | 842689 | COM |
| AMAZON COM INC | 3558 | 821262 | COM |
| ISHARES TR | 12346 | 814841 | CORE S&P MCP ETF |
| VANGUARD INDEX FDS | 1654 | 806779 | GROWTH ETF |
| INVESCO EXCHANGE TRADED FD T | 7251 | 728250 | DORSEY WRGT CSMR |
| PROSHARES TR | 23711 | 716057 | SHORT QQQ |
| SPDR SERIES TRUST | 7059 | 694016 | STATE STREET SPD |
| ISHARES TR | 7737 | 692142 | CORE MSCI EAFE |
| GABELLI DIVID & INCOME TR | 23555 | 654110 | COM |
| INNOVATOR ETFS TRUST | 15113 | 653788 | US EQT ULTRA BF |
| INNOVATOR ETFS TRUST | 18479 | 649167 | US SML CP PWR ET |
| INVESCO EXCHANGE TRADED FD T | 5508 | 606770 | DORSEY WRGT BASC |
| ISHARES TR | 6145 | 590937 | 7-10 YR TRSY BD |
| INNOVATOR ETFS TRUST | 13581 | 587378 | US EQTY PWR BF |
| VANGUARD WORLD FD | 2713 | 525247 | COMM SRVC ETF |
| ISHARES TR | 3028 | 511063 | ISHARES BIOTECH |
| ISHARES TR | 2818 | 510715 | RUS 2000 VAL ETF |
| FIDELITY COVINGTON TRUST | 6013 | 495928 | MSCI INDL INDX |
| FIRST TR EXCHANGE-TRADED FD | 1785 | 480486 | DJ INTERNT IDX |
| VANGUARD WHITEHALL FDS | 3327 | 477458 | HIGH DIV YLD |
| ELI LILLY & CO | 442 | 474890 | COM |
| BANK AMERICA CORP | 8279 | 455338 | COM |
| MICROSOFT CORP | 921 | 445240 | COM |
| WISDOMTREE TR | 4372 | 445134 | US HIGH DIVIDEND |
| VANGUARD WORLD FD | 3223 | 430188 | FINANCIALS ETF |
| PARKER-HANNIFIN CORP | 473 | 415985 | COM |
| BERKSHIRE HATHAWAY INC DEL | 801 | 402623 | CL B NEW |
| SPDR S&P 500 ETF TR | 586 | 399489 | TR UNIT |
| SPDR GOLD TR | 992 | 393140 | GOLD SHS |
| META PLATFORMS INC | 582 | 384199 | CL A |
| ISHARES TR | 554 | 379669 | CORE S&P500 ETF |
| MASTERCARD INCORPORATED | 590 | 337042 | CL A |
| ISHARES TR | 3265 | 336766 | US CONSUM DISCRE |
| ABBVIE INC | 1444 | 329903 | COM |
| VANGUARD INDEX FDS | 514 | 322163 | S&P 500 ETF SHS |
| INVESCO EXCHANGE TRADED FD T | 4269 | 320388 | S&P500 QUALITY |
| MORGAN STANLEY | 1752 | 311047 | COM NEW |
| BLACKSTONE INC | 2006 | 309168 | COM |
| VANGUARD SPECIALIZED FUNDS | 1342 | 294989 | DIV APP ETF |
| DUKE ENERGY CORP NEW | 2501 | 293143 | COM NEW |
| KRANESHARES TRUST | 17084 | 287186 | CALIFORNIA CARB |
| NUVEEN S&P 500 BUY-WRITE INC | 19177 | 281904 | COM |
| SELECT SECTOR SPDR TR | 1759 | 272354 | STATE STREET HEA |
| INVESCO DB COMMDY INDX TRCK | 12151 | 271695 | UNIT |
| SPDR DOW JONES INDL AVERAGE | 564 | 271022 | UT SER 1 |
| FIRST TR EXCHNG TRADED FD VI | 12149 | 265091 | FT VEST US EQUIT |
| ISHARES TR | 3400 | 263601 | EAFE SML CP ETF |
| INVESCO QQQ TR | 428 | 262802 | UNIT SER 1 |
| FIRST TR EXCHANGE-TRADED FD | 5615 | 258739 | SHS |
| VANGUARD INDEX FDS | 1265 | 241541 | VALUE ETF |
| ISHARES TR | 2411 | 240832 | CORE US AGGBD ET |
| FIRST TR EXCHNG TRADED FD VI | 8864 | 239490 | FT VEST INTER EQ |
| JOHNSON & JOHNSON | 1096 | 226759 | COM |
| LINDE PLC | 531 | 226272 | SHS |
| SELECT SECTOR SPDR TR | 2904 | 225611 | STATE STREET CON |
| VISA INC | 638 | 223648 | COM CL A |
| ISHARES TR | 1033 | 221811 | US AER DEF ETF |
| BLACKROCK INC | 202 | 216123 | COM |
| ORACLE CORP | 1102 | 214814 | COM |
| DISNEY WALT CO | 1859 | 211496 | COM |
| SELECT SECTOR SPDR TR | 1362 | 211294 | STATE STREET IND |
| AT&T INC | 8279 | 205642 | COM |
| LENDINGCLUB CORP | 10000 | 189400 | COM NEW |
| IMMUNITYBIO INC | 13150 | 26037 | COM |
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