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
$308.4M
$308.4M
146 檔
18.2%
According to the latest 13F quarterly dataset, Maltin Wealth Management, Inc. managed an equity portfolio of $308.4M at the end of Q2 2026, spanning 146 distinct U.S. exchange-listed positions.
In Q2 2026, Maltin Wealth Management, Inc. displayed an active expansion posture, initiating 17 new positions and adding to 68 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PXF | Invesco Rafi Developed Marke | ETF-Other | 4.60% | +0.06% | +6.00% | |
| 2 | SDCI | Uscf Summerhaven Dynamic ETF | ETF-Other | 3.91% | +0.61% | +3.12% | |
| 3 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 3.42% | -0.01% | +5.46% | |
| 4 | GMOI | Gmo International Value ETF | ETF-Other | 3.41% | +0.10% | +4.05% | |
| 5 | RSSE | Ft Vest US Equi Eq W ETF - S | ETF-Other | 3.39% | -0.11% | -2.70% | |
| 6 | HDV | Ishares Core High Dividend E | ETF-Other | 3.20% | +0.12% | +446.28% | |
| 7 | KDEC | Inn US Sml Cap P B ETF - Dec | ETF-Other | 2.93% | -2.66% | +1.28% | |
| 8 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 2.69% | -1.00% | +3.41% | |
| 9 | IAU | Ishares Gold Trust | ETF-Commodities | 2.60% | -1.63% | +2.02% | |
| 10 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.52% | +0.64% | +47.08% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.22% | +0.16% | +2.81% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.17% | -0.82% | +4.21% | |
| 13 | PIE | Invesco Dorsey Wright Emergi | ETF-Other | 2.01% | +0.03% | -0.65% | |
| 14 | VIS | Vanguard Industrials ETF | ETF-Other | 2.01% | -0.28% | -2.51% | |
| 15 | INOV | Inno Int Dev Power Buff Nov | ETF-Other | 1.72% | -1.72% | EXIT | |
| 16 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 1.67% | — | — | |
| 17 | FHLC | Fidelity Msci Health Care | ETF-Other | 1.60% | +0.04% | +9.38% | |
| 18 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.55% | +0.09% | +3.69% | |
| 19 | BUFP | Pgim Laddered S&p 500 Buffer | ETF-Large Cap & Growth | 1.53% | -0.09% | -0.53% | |
| 20 | AIRR | First Trust Rba American Ind | ETF-Other | 1.45% | -0.22% | +18.29% | |
| 21 | YJUN | Ft Vest Int Eq Modt Etf-june | ETF-Other | 1.44% | -0.04% | -2.66% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.42% | -0.39% | +327.84% | |
| 23 | FUTY | Fidelity Msci US Utilities | ETF-Other | 1.40% | -0.18% | +0.96% | |
| 24 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 1.40% | -0.02% | +2.69% | |
| 25 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.39% | -0.09% | -5.60% | |
| 26 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.36% | +1.24% | +53.03% | |
| 27 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.31% | +0.02% | -12.85% | |
| 28 | RSPM | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.27% | -0.07% | +26.14% | |
| 29 | RSJN | Ft Vest US Eqt Eq Wgt Buf Jn | ETF-Other | 1.27% | -0.03% | +5.06% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.27% | -0.05% | +1.31% | |
| 31 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.26% | +0.05% | +16.01% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.21% | -0.09% | +180.02% | |
| 33 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 1.20% | +0.01% | +3.14% | |
| 34 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 1.15% | -0.10% | -1.14% | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.13% | -0.02% | -7.60% | |
| 36 | FENY | Fidelity Msci Energy Index | ETF-Large Cap & Growth | 1.12% | +0.15% | -9.15% | |
| 37 | AAPL | Apple Inc | Stock-Tech | 1.11% | +0.09% | +0.78% | |
| 38 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.07% | -0.03% | +13.23% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.95% | -0.16% | +84.08% | |
| 40 | BTT | Blackrock 2030 Muni Trgt Trm | Stock-Other | 0.89% | -0.07% | -5.34% | |
| 41 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.83% | +0.34% | +65.84% | |
| 42 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.80% | +0.01% | -0.26% | |
| 43 | XLK | Ss Technology Select Sector | ETF-Tech | 0.78% | -0.01% | +0.06% | |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.75% | -0.02% | — | |
| 45 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 0.67% | -0.01% | — | |
| 46 | YEXT | Yext Inc | Stock-Other | 0.61% | +0.22% | — | |
| 47 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.57% | -0.13% | +0.02% | |
| 48 | XLE | Ss Energy Select Sector | ETF-Other | 0.56% | +0.07% | +6.59% | |
| 49 | HAPN | Happen Inc | Stock-Other | 0.54% | -0.16% | +682.79% | |
| 50 | PSL | Invesco Dorsey Wright Consum | ETF-Other | 0.54% | -0.02% | +8.93% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.8% | +180.02% | Add |
| 2 | SCHO | Schwab Short-term US Treas | +0.6% | +47.08% | Add |
| 3 | SNDK | Sandisk CORP | +0.5% | NEW | New buy |
| 4 | HAPN | Happen Inc | +0.5% | +682.79% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.5% | +84.08% | Add |
| 6 | DMAY | Ft Vest US Equity Deep Buffe | +0.4% | NEW | New buy |
| 7 | IEI | Ishares 3-7 Year Treasury Bo | +0.3% | +53.03% | Add |
| 8 | AIRR | First Trust Rba American Ind | +0.3% | +18.29% | Add |
| 9 | VBIL | Vanguard 0-3m T-bill ETF | +0.3% | +65.84% | Add |
| 10 | PIE | Invesco Dorsey Wright Emergi | +0.2% | -0.65% | Trim |
| 11 | XLK | Ss Technology Select Sector | +0.2% | +0.06% | Add |
| 12 | IYW | Ishares Ustechnology ETF | +0.1% | -0.26% | Trim |
| 13 | MSFT | Microsoft CORP | +0.1% | +128.63% | Add |
| 14 | RSPM | Invesco S&p 500 Equal Weight | +0.1% | +26.14% | Add |
| 15 | FJUN | Ft Vest US Equity Buff Etf-j | +0.1% | NEW | New buy |
| 16 | IONQ | Ionq Inc | +0.1% | NEW | New buy |
| 17 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | NEW | New buy |
| 18 | STX | Seagate Technology Holdings plc | +0.1% | NEW | New buy |
| 19 | PJAN | Innovator U.s. Equity Power | +0.1% | NEW | New buy |
| 20 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | NEW | New buy |
| 21 | IJK | Ishares S&p Mid-cap 400 Grow | +0.1% | +3.69% | Add |
| 22 | FHLC | Fidelity Msci Health Care | +0.1% | +9.38% | Add |
| 23 | GEV | GE Vernova Inc | +0.1% | NEW | New buy |
| 24 | GE | General Electric | +0.1% | NEW | New buy |
| 25 | CAT | Caterpillar Inc | +0.1% | NEW | New buy |
| 26 | VRT | Vertiv Holdings Co-a | +0.1% | NEW | New buy |
| 27 | VO | Vanguard Mid-cap ETF | +0.1% | +327.84% | Add |
| 28 | META | Meta Platforms Inc-class A | +0.1% | +51.89% | Add |
| 29 | SCHF | Schwab Intl Equity ETF | +0.1% | NEW | New buy |
| 30 | V | Visa Inc-class A Shares | +0.1% | NEW | New buy |
| 31 | SCHB | Schwab US Broad Market ETF | +0.1% | NEW | New buy |
| 32 | FMAY | Ft Vest US Equity Buffer ETF | +0.1% | NEW | New buy |
| 33 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | -12.85% | Trim |
| 34 | RSDE | Ftvestuseqeqlwghtbuffetfdec | +0.1% | +42.41% | Add |
| 35 | PH | Parker Hannifin CORP | 0% | +28.96% | Add |
| 36 | YEXT | Yext Inc | 0% | — | Unchanged |
| 37 | IJR | Ishares Core S&p Small-cap E | 0% | -0.12% | Trim |
| 38 | AMZN | Amazon.com Inc | 0% | +8.48% | Add |
| 39 | IWN | Ishares Russell 2000 Value E | 0% | +11.25% | Add |
| 40 | PXF | Invesco Rafi Developed Marke | 0% | +6.00% | Add |
| 41 | IJH | Ishares Core S&p Midcap ETF | 0% | +5.93% | Add |
| 42 | GS | Goldman Sachs Group Inc | 0% | +0.41% | Add |
| 43 | LLY | Eli Lilly & Co | 0% | -0.45% | Trim |
| 44 | MS | Morgan Stanley | 0% | +5.89% | Add |
| 45 | TRVI | Trevi Therapeutics Inc | 0% | — | Unchanged |
| 46 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 47 | VWO | Vanguard Ftse Emerging Marke | 0% | +4.21% | Add |
| 48 | STIP | Ishares 0-5 Year Tips Bond E | 0% | +16.01% | Add |
| 49 | AAPL | Apple Inc | 0% | +0.78% | Add |
| 50 | VUG | Vanguard Growth ETF | 0% | +500.74% | Add |
According to official SEC Form 13F filings, Maltin Wealth Management, Inc. reported a total U.S. public equity portfolio value of $308.4M across 146 disclosed positions in Q2 2026.
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 PXF, SDCI, VSS) accounted for 18.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
SNDK
市值: $1.6M
Top Position Liquidated / Trimmed
DDEC
前期市值: $673.1K
During Q2 2026, Maltin Wealth Management, Inc.'s top holdings by market value included PXF (4.6%)、SDCI (3.9%)、VSS (3.4%). The largest single position, PXF, represented 4.6% of total portfolio value.
In Q2 2026, Maltin Wealth Management, Inc. made 124 total portfolio adjustments, initiating 17 new buys, adding to 68 positions, trimming 32 holdings, and fully liquidating 7 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.