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CIK: 0001764260
Total reported value
$299.0M
$299.0M
132 檔
16.1%
During the Q4 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 132 reported positions.
In Q4 2025, Maltin Wealth Management, Inc. displayed an active expansion posture, initiating 4 new positions and adding to 33 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 | 4.97% | -0.01% | +0.51% | |
| 2 | YJUN | Ft Vest Int Eq Modt Etf-june | ETF-Other | 3.99% | -0.19% | -0.41% | |
| 3 | SDCI | Uscf Summerhaven Dynamic ETF | ETF-Other | 3.61% | -0.55% | +34.46% | |
| 4 | IAU | Ishares Gold Trust | ETF-Commodities | 3.41% | -0.80% | -18.84% | |
| 5 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 3.24% | -0.09% | +5.07% | |
| 6 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 3.03% | -0.30% | +10.53% | |
| 7 | PXF | Invesco Rafi Developed Marke | ETF-Other | 2.89% | +0.02% | +8.67% | |
| 8 | HDV | Ishares Core High Dividend E | ETF-Other | 2.78% | -0.11% | +7.79% | |
| 9 | KMAY | Innovator US Sc Pb ETF - May | ETF-Other | 2.70% | — | -0.03% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.27% | -0.09% | +2.38% | |
| 11 | GMOI | Gmo International Value ETF | ETF-Other | 2.14% | -0.22% | +9.47% | |
| 12 | VIS | Vanguard Industrials ETF | ETF-Other | 2.03% | -0.03% | +1.50% | |
| 13 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.02% | +0.55% | +1.75% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.01% | +0.01% | +6.19% | |
| 15 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 1.82% | -0.06% | -0.36% | |
| 16 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 1.77% | -0.04% | +5.50% | |
| 17 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 1.75% | -0.03% | +0.52% | |
| 18 | FHLC | Fidelity Msci Health Care | ETF-Other | 1.74% | +0.08% | +2.47% | |
| 19 | BUFP | Pgim Laddered S&p 500 Buffer | ETF-Large Cap & Growth | 1.72% | -0.10% | +6.51% | |
| 20 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 1.70% | -0.10% | -0.15% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.63% | -0.13% | +1.52% | |
| 22 | PIE | Invesco Dorsey Wright Emergi | ETF-Other | 1.57% | +0.21% | +3.31% | |
| 23 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.48% | +0.06% | -1.29% | |
| 24 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 1.42% | -0.05% | +1.50% | |
| 25 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.40% | +0.09% | +5.61% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.35% | +0.07% | +4.29% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.30% | -0.02% | +3.24% | |
| 28 | YEXT | Yext Inc | Stock-Other | 1.25% | +0.03% | — | |
| 29 | FUTY | Fidelity Msci US Utilities | ETF-Other | 1.25% | -0.21% | +16.35% | |
| 30 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.24% | +0.01% | +3.97% | |
| 31 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.24% | +0.33% | +0.10% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 1.23% | +0.01% | +0.32% | |
| 33 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.21% | -0.08% | +2.57% | |
| 34 | BTT | Blackrock 2030 Muni Trgt Trm | Stock-Other | 1.19% | -0.19% | +1.18% | |
| 35 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 1.13% | +0.26% | -45.06% | |
| 36 | FENY | Fidelity Msci Energy Index | ETF-Large Cap & Growth | 1.10% | -0.50% | +3.06% | |
| 37 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.09% | -0.02% | +14.04% | |
| 38 | AIRR | First Trust Rba American Ind | ETF-Other | 1.04% | +0.28% | +6.48% | |
| 39 | RSPM | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.95% | +0.12% | +3.39% | |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.90% | -0.07% | — | |
| 41 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.78% | +0.14% | -1.32% | |
| 42 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.77% | -0.37% | -14.43% | |
| 43 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 0.76% | -0.03% | -4.96% | |
| 44 | XLK | Ss Technology Select Sector | ETF-Tech | 0.70% | +0.16% | +100.15% | |
| 45 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.70% | -0.01% | +6.12% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.62% | +0.47% | +0.08% | |
| 47 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.60% | -0.02% | +2.73% | |
| 48 | BJUN | Innovator U.s. Equity Buffer | ETF-Other | 0.59% | -0.04% | — | |
| 49 | XLE | Ss Energy Select Sector | ETF-Other | 0.58% | -0.13% | +92.84% | |
| 50 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.55% | -0.02% | -1.43% |
According to official SEC Form 13F filings, Maltin Wealth Management, Inc. reported a total U.S. public equity portfolio value of $299.0M across 132 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including RSJN, YJUN, SDCI) accounted for 16.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
IEF
市值: $590.9K
Top Position Liquidated / Trimmed
KFEB
前期市值: $466.9K
During Q4 2025, Maltin Wealth Management, Inc.'s top holdings by market value included RSJN (5.0%)、YJUN (4.0%)、SDCI (3.6%). The largest single position, RSJN, represented 5.0% of total portfolio value.
In Q4 2025, Maltin Wealth Management, Inc. made 49 total portfolio adjustments, initiating 4 new buys, adding to 33 positions, trimming 9 holdings, and fully liquidating 3 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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