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CIK: 0001764260
Total reported value
$299.0M
$299.0M
131 檔
15.5%
The Q3 2025 SEC filing reveals that Maltin Wealth Management, Inc. held a total portfolio value of $299.0M, covering 131 public equity positions.
In Q3 2025, Maltin Wealth Management, Inc. displayed an active expansion posture, initiating 6 new positions and adding to 28 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 | 5.08% | -0.01% | +0.10% | |
| 2 | YJUN | Ft Vest Int Eq Modt Etf-june | ETF-Other | 4.09% | -0.19% | -10.01% | |
| 3 | IAU | Ishares Gold Trust | ETF-Commodities | 3.93% | -0.80% | +0.06% | |
| 4 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 3.20% | -0.09% | +3.06% | |
| 5 | SDCI | Uscf Summerhaven Dynamic ETF | ETF-Other | 2.92% | -0.55% | +2.21% | |
| 6 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 2.87% | -0.30% | -2.20% | |
| 7 | KMAY | Innovator US Sc Pb ETF - May | ETF-Other | 2.75% | — | -0.31% | |
| 8 | HDV | Ishares Core High Dividend E | ETF-Other | 2.71% | -0.11% | +4.96% | |
| 9 | PXF | Invesco Rafi Developed Marke | ETF-Other | 2.59% | +0.02% | +19.04% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.27% | -0.09% | +1.81% | |
| 11 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 2.16% | +0.26% | +20.04% | |
| 12 | VIS | Vanguard Industrials ETF | ETF-Other | 2.07% | -0.03% | +0.73% | |
| 13 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.07% | +0.55% | -6.87% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.99% | +0.01% | +7.77% | |
| 15 | GMOI | Gmo International Value ETF | ETF-Other | 1.88% | -0.22% | +15.64% | |
| 16 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 1.84% | -0.06% | — | |
| 17 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 1.79% | -0.03% | +1.42% | |
| 18 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 1.72% | -0.10% | +0.68% | |
| 19 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 1.69% | -0.04% | +3.08% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.66% | -0.13% | -1.47% | |
| 21 | BUFP | Pgim Laddered S&p 500 Buffer | ETF-Large Cap & Growth | 1.65% | -0.10% | -1.54% | |
| 22 | PIE | Invesco Dorsey Wright Emergi | ETF-Other | 1.63% | +0.21% | +1.67% | |
| 23 | FHLC | Fidelity Msci Health Care | ETF-Other | 1.59% | +0.08% | +2.12% | |
| 24 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.54% | +0.06% | +0.89% | |
| 25 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 1.47% | -0.05% | +0.84% | |
| 26 | YEXT | Yext Inc | Stock-Other | 1.38% | +0.03% | — | |
| 27 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.37% | +0.09% | +2.11% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.37% | +0.07% | +5.04% | |
| 29 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.29% | +0.33% | +4.19% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.26% | -0.02% | +0.40% | |
| 31 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.26% | +0.01% | +2.66% | |
| 32 | BTT | Blackrock 2030 Muni Trgt Trm | Stock-Other | 1.21% | -0.19% | -0.15% | |
| 33 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.20% | -0.08% | -0.53% | |
| 34 | AAPL | Apple Inc | Stock-Tech | 1.20% | +0.01% | +81.65% | |
| 35 | FUTY | Fidelity Msci US Utilities | ETF-Other | 1.14% | -0.21% | +5.10% | |
| 36 | FENY | Fidelity Msci Energy Index | ETF-Large Cap & Growth | 1.11% | -0.50% | +2.79% | |
| 37 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.01% | -0.02% | +1.31% | |
| 38 | AIRR | First Trust Rba American Ind | ETF-Other | 1.00% | +0.28% | +5.96% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.94% | -0.07% | — | |
| 40 | RSPM | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.92% | +0.12% | +1.36% | |
| 41 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.83% | -0.37% | +2.53% | |
| 42 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 0.82% | -0.03% | — | |
| 43 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.81% | +0.14% | +0.03% | |
| 44 | XLK | Ss Technology Select Sector | ETF-Tech | 0.72% | +0.16% | +1.71% | |
| 45 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.66% | -0.01% | +5.74% | |
| 46 | XLE | Ss Energy Select Sector | ETF-Other | 0.63% | -0.13% | +2.25% | |
| 47 | BJUN | Innovator U.s. Equity Buffer | ETF-Other | 0.60% | -0.04% | — | |
| 48 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.57% | -0.02% | — | |
| 49 | BSEP | Innovator U.s. Equity Buffer | ETF-Other | 0.53% | -0.02% | — | |
| 50 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.51% | -0.02% | -5.58% |
According to official SEC Form 13F filings, Maltin Wealth Management, Inc. reported a total U.S. public equity portfolio value of $299.0M across 131 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including RSJN, YJUN, IAU) accounted for 15.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
KMAY
市值: $6.6M
Top Position Liquidated / Trimmed
JAAA
前期市值: $7.4M
During Q3 2025, Maltin Wealth Management, Inc.'s top holdings by market value included RSJN (5.1%)、YJUN (4.1%)、IAU (3.9%). The largest single position, RSJN, represented 5.1% of total portfolio value.
In Q3 2025, Maltin Wealth Management, Inc. made 49 total portfolio adjustments, initiating 6 new buys, adding to 28 positions, trimming 4 holdings, and fully liquidating 11 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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