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CIK: 0001764260
Total reported value
$299.0M
$299.0M
127 檔
14.9%
In Q2 2025, Maltin Wealth Management, Inc.'s U.S. equity holdings reached a combined market value of $299.0M, distributed across 127 disclosed stock positions.
In Q2 2025, Maltin Wealth Management, Inc. displayed an active expansion posture, initiating 6 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSJN | Ft Vest US Eqt Eq Wgt Buf Jn | ETF-Other | 5.32% | -0.01% | +69.30% | |
| 2 | YJUN | Ft Vest Int Eq Modt Etf-june | ETF-Other | 4.81% | -0.19% | -45.46% | |
| 3 | IAU | Ishares Gold Trust | ETF-Commodities | 3.65% | -0.80% | -0.48% | |
| 4 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 3.17% | -0.09% | +2.15% | |
| 5 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 3.10% | -0.30% | +10.15% | |
| 6 | SDCI | Uscf Summerhaven Dynamic ETF | ETF-Other | 2.92% | -0.55% | +17.10% | |
| 7 | KMAY | Innovator US Sc Pb ETF - May | ETF-Other | 2.85% | — | — | |
| 8 | HDV | Ishares Core High Dividend E | ETF-Other | 2.68% | -0.11% | +11.48% | |
| 9 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.41% | +0.55% | +8.77% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.28% | -0.09% | +3.81% | |
| 11 | PXF | Invesco Rafi Developed Marke | ETF-Other | 2.22% | +0.02% | — | |
| 12 | VIS | Vanguard Industrials ETF | ETF-Other | 2.10% | -0.03% | +2.07% | |
| 13 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 1.95% | +0.26% | — | |
| 14 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 1.89% | -0.06% | +12.38% | |
| 15 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 1.85% | -0.03% | +1.63% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.82% | +0.01% | +7.73% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.75% | -0.13% | +8.35% | |
| 18 | BUFP | Pgim Laddered S&p 500 Buffer | ETF-Large Cap & Growth | 1.73% | -0.10% | -0.15% | |
| 19 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 1.69% | -0.10% | +2.03% | |
| 20 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 1.68% | -0.04% | +4.07% | |
| 21 | GMOI | Gmo International Value ETF | ETF-Other | 1.66% | -0.22% | — | |
| 22 | FHLC | Fidelity Msci Health Care | ETF-Other | 1.62% | +0.08% | +3.89% | |
| 23 | YEXT | Yext Inc | Stock-Other | 1.50% | +0.03% | — | |
| 24 | PIE | Invesco Dorsey Wright Emergi | ETF-Other | 1.49% | +0.21% | +1.60% | |
| 25 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.47% | +0.06% | +2.47% | |
| 26 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 1.45% | -0.05% | +2.89% | |
| 27 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.38% | +0.09% | +7.93% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.34% | +0.07% | +6.53% | |
| 29 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.34% | +0.33% | +37.73% | |
| 30 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.32% | +0.01% | +10.09% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.29% | -0.02% | +5.08% | |
| 32 | BTT | Blackrock 2030 Muni Trgt Trm | Stock-Other | 1.28% | -0.19% | +14.35% | |
| 33 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.21% | -0.08% | +3.42% | |
| 34 | FENY | Fidelity Msci Energy Index | ETF-Large Cap & Growth | 1.11% | -0.50% | +6.27% | |
| 35 | FUTY | Fidelity Msci US Utilities | ETF-Other | 1.10% | -0.21% | +4.01% | |
| 36 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.07% | -0.02% | +4.43% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.98% | -0.07% | — | |
| 38 | RSPM | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.97% | +0.12% | -0.44% | |
| 39 | AIRR | First Trust Rba American Ind | ETF-Other | 0.86% | +0.28% | — | |
| 40 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 0.85% | -0.03% | — | |
| 41 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.78% | +0.14% | +0.05% | |
| 42 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.71% | -0.02% | -2.59% | |
| 43 | XLK | Ss Technology Select Sector | ETF-Tech | 0.69% | +0.16% | +0.07% | |
| 44 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.65% | -0.01% | +4.41% | |
| 45 | XLE | Ss Energy Select Sector | ETF-Other | 0.63% | -0.13% | -2.11% | |
| 46 | BJUN | Innovator U.s. Equity Buffer | ETF-Other | 0.62% | -0.04% | — | |
| 47 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.60% | -0.37% | +66.16% | |
| 48 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.59% | -0.02% | +1.29% | |
| 49 | AAPL | Apple Inc | Stock-Tech | 0.58% | +0.01% | +0.16% | |
| 50 | BSEP | Innovator U.s. Equity Buffer | ETF-Other | 0.53% | -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 127 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including RSJN, YJUN, IAU) accounted for 14.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
KMAY
市值: $6.3M
Top Position Liquidated / Trimmed
JAAA
前期市值: $7.4M
During Q2 2025, Maltin Wealth Management, Inc.'s top holdings by market value included RSJN (5.3%)、YJUN (4.8%)、IAU (3.6%). The largest single position, RSJN, represented 5.3% of total portfolio value.
In Q2 2025, Maltin Wealth Management, Inc. made 49 total portfolio adjustments, initiating 6 new buys, adding to 27 positions, trimming 3 holdings, and fully liquidating 13 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.
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