13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001764260
Total reported value
$299.0M
$299.0M
130 檔
15.5%
During the Q1 2025 filing period, Maltin Wealth Management, Inc. (CIK: 0001764260) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $299.0M across 130 reported positions.
In Q1 2025, Maltin Wealth Management, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | YJUN | Ft Vest Int Eq Modt Etf-june | ETF-Other | 8.52% | -0.19% | +0.72% | |
| 2 | IAU | Ishares Gold Trust | ETF-Commodities | 3.62% | -0.80% | +3.15% | |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.49% | — | -4.65% | |
| 4 | RSJN | Ft Vest US Eqt Eq Wgt Buf Jn | ETF-Other | 3.18% | -0.01% | +73.86% | |
| 5 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 2.95% | -0.30% | +12.37% | |
| 6 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.79% | -0.09% | +4.07% | |
| 7 | HDV | Ishares Core High Dividend E | ETF-Other | 2.60% | -0.11% | +0.09% | |
| 8 | SDCI | Uscf Summerhaven Dynamic ETF | ETF-Other | 2.55% | -0.55% | — | |
| 9 | KJUL | Innovator U.s. Small Cap Pow | ETF-Small Cap | 2.49% | — | -3.07% | |
| 10 | RSSE | Ft Vest US Equi Eq W ETF - S | ETF-Other | 2.31% | -0.31% | +30.13% | |
| 11 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.31% | +0.55% | +4.17% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.24% | -0.09% | +3.10% | |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.96% | — | +222.43% | |
| 14 | VIS | Vanguard Industrials ETF | ETF-Other | 1.90% | -0.03% | +3.73% | |
| 15 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 1.78% | -0.03% | +4.15% | |
| 16 | FHLC | Fidelity Msci Health Care | ETF-Other | 1.74% | +0.08% | +9.81% | |
| 17 | BUFP | Pgim Laddered S&p 500 Buffer | ETF-Large Cap & Growth | 1.69% | -0.10% | -5.19% | |
| 18 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 1.67% | -0.04% | +2.62% | |
| 19 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 1.63% | -0.06% | -3.12% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.62% | +0.01% | +974.88% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.60% | -0.13% | +2.90% | |
| 22 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 1.50% | -0.10% | +4.74% | |
| 23 | PIE | Invesco Dorsey Wright Emergi | ETF-Other | 1.33% | +0.21% | -48.72% | |
| 24 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 1.32% | -0.05% | +6.38% | |
| 25 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.26% | +0.01% | +4.87% | |
| 26 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.23% | +0.06% | +6.47% | |
| 27 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.22% | +0.09% | +4.32% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.22% | +0.07% | +6.11% | |
| 29 | FENY | Fidelity Msci Energy Index | ETF-Large Cap & Growth | 1.19% | -0.50% | +13.29% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.14% | -0.02% | +7.66% | |
| 31 | YEXT | Yext Inc | Stock-Other | 1.13% | +0.03% | — | |
| 32 | BTT | Blackrock 2030 Muni Trgt Trm | Stock-Other | 1.13% | -0.19% | +12.08% | |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.12% | -0.07% | — | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.11% | -0.08% | -5.49% | |
| 35 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.08% | -0.02% | +14.51% | |
| 36 | FUTY | Fidelity Msci US Utilities | ETF-Other | 1.07% | -0.21% | +7.25% | |
| 37 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.01% | +0.33% | — | |
| 38 | RSPM | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.00% | +0.12% | +14.02% | |
| 39 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 0.91% | — | +7.44% | |
| 40 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 0.84% | -0.03% | -0.54% | |
| 41 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.83% | -0.02% | -13.13% | |
| 42 | XLE | Ss Energy Select Sector | ETF-Other | 0.74% | -0.13% | +3.33% | |
| 43 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.66% | +0.14% | -1.33% | |
| 44 | AAPL | Apple Inc | Stock-Tech | 0.65% | +0.01% | -1.34% | |
| 45 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.62% | -0.01% | -0.16% | |
| 46 | BJUN | Innovator U.s. Equity Buffer | ETF-Other | 0.60% | -0.04% | -0.16% | |
| 47 | XLK | Ss Technology Select Sector | ETF-Tech | 0.58% | +0.16% | +0.08% | |
| 48 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.58% | -0.05% | +1.20% | |
| 49 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.56% | -0.02% | -8.49% | |
| 50 | BSEP | Innovator U.s. Equity Buffer | ETF-Other | 0.52% | -0.02% | — |
According to official SEC Form 13F filings, Maltin Wealth Management, Inc. reported a total U.S. public equity portfolio value of $299.0M across 130 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including YJUN, IAU, JAAA) accounted for 15.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
YJUN
市值: $18.2M
During Q1 2025, Maltin Wealth Management, Inc.'s top holdings by market value included YJUN (8.5%)、IAU (3.6%)、JAAA (3.5%). The largest single position, YJUN, represented 8.5% of total portfolio value.
In Q1 2025, Maltin Wealth Management, Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.