Maltin Wealth Management, Inc.

13F filer · CIK 0001764260

Reported Jul 22, 2026

Net buyer this quarter

13F portfolio value$299MU.S. long equity reported on 13F

Positions539 new · 3 closed

Net flow last quarter+$9.01MBuys minus sells

Top 10 positions weight13.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 22, 202653 positions
BABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust	$8.05M	2.69%	Not reported	+3.4%	Q1 2023
IAUIshares Gold Trust	$7.77M	2.60%	0.01%	+2.0%	Q4 2019
INOVInovalon Holdings, Inc.	$5.15M	1.72%	Not reported	-3.0%	Q2 2025
GOOGLAlphabet Inc.	$3.61M	1.21%	0.00%	+180.0%	Q2 2020
AAPLApple Inc.	$3.32M	1.11%	0.00%	+0.8%	Q4 2019
GOOGAlphabet Inc.	$2.83M	0.95%	Not reported	+84.1%	Q2 2022
BTTBlackRock Municipal 2030 Target Term Trust	$2.68M	0.89%	Not reported	-5.3%	Q1 2024
BRK.ABerkshire Hathaway Inc	$2.25M	0.75%	Not reported	Not reported	Q4 2019
YEXTYext, Inc.	$1.84M	0.61%	0.39%	Not reported	Q4 2019
UPSUnited Parcel Service Inc	$1.69M	0.57%	0.00%	0.0%	Q4 2019
HAPNHappen, Inc.	$1.62M	0.54%	0.07%	+682.8%	Q4 2023
SNDKSandisk Corp	$1.58M	0.53%	0.00%	New	Q2 2026
MDYSPDR S&P Midcap 400 ETF Trust	$1.33M	0.45%	Not reported	Not reported	Q1 2020
BOCTBoulder Capital Opportunities II Ltd	$1.24M	0.42%	Not reported	Not reported	Q4 2019
JPMJPMorgan Chase & Co	$1.11M	0.37%	0.00%	-0.3%	Q4 2019
AMZNAmazon Com Inc	$1.05M	0.35%	0.00%	+8.5%	Q4 2019
NVDANvidia Corp	$1.01M	0.34%	0.00%	+0.1%	Q1 2026
GSGoldman Sachs Group Inc	$979K	0.33%	0.00%	+0.4%	Q4 2020
METAMeta Platforms, Inc.	$926K	0.31%	Not reported	+51.9%	Q2 2021
MSFTMicrosoft Corp	$786K	0.26%	0.00%	+128.6%	Q1 2020
BACBank of America Corp	$676K	0.23%	0.00%	+1.5%	Q4 2019
GDVGabelli Dividend & Income Trust	$640K	0.21%	Not reported	-6.6%	Q1 2020
PHParker-Hannifin Corp	$597K	0.20%	0.00%	+29.0%	Q4 2023
LLYELI LILLY & Co	$528K	0.18%	0.00%	-0.5%	Q4 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$524K	0.18%	Not reported	-0.8%	Q2 2021
MSMorgan Stanley	$387K	0.13%	0.00%	+5.9%	Q4 2020
VSTVistra Corp.	$366K	0.12%	0.00%	+15.1%	Q1 2026
GLDSPDR Gold Trust	$365K	0.12%	0.00%	Not reported	Q2 2020
ABBVAbbVie Inc.	$365K	0.12%	0.00%	+0.1%	Q2 2020
BRK.BBerkshire Hathaway Inc	$342K	0.11%	Not reported	-0.6%	Q4 2019
BXBlackstone Inc.	$334K	0.11%	0.00%	+3.1%	Q3 2021
IONQIonQ, Inc.	$320K	0.11%	0.00%	New	Q2 2026
IMNMImmunome Inc.	$318K	0.11%	0.01%	Not reported	Q1 2026
QQQInvesco QQQ Trust, Series 1	$315K	0.11%	Not reported	Not reported	Q4 2021
MAMastercard Inc	$303K	0.10%	0.00%	Not reported	Q3 2025
DIASPDR Dow Jones Industrial Average ETF Trust	$295K	0.10%	Not reported	Not reported	Q4 2021
STXSeagate Technology Holdings plc	$290K	0.10%	0.00%	New	Q2 2026
SPXXNuveen S&P 500 Dynamic Overwrite Fund	$282K	0.09%	Not reported	-6.2%	Q1 2026
LINLinde PLC	$275K	0.09%	0.00%	Not reported	Q3 2021
FVDFirst Trust Value Line Dividend Fund	$271K	0.09%	Not reported	Not reported	Q1 2021
DBCInvesco DB Commodity Index Tracking Fund	$270K	0.09%	0.02%	Not reported	Q4 2019
UDNInvesco DB US Dollar Index Bearish Fund	$267K	0.09%	0.25%	Not reported	Q1 2026
GEVGE Vernova Inc.	$251K	0.08%	0.00%	New	Q2 2026
GEGeneral Electric Co	$250K	0.08%	0.00%	New	Q2 2026
CATCaterpillar Inc	$245K	0.08%	0.00%	Not reported	Q4 2021
VRTVertiv Holdings Co	$242K	0.08%	0.00%	New	Q2 2026
SPYSPDR S&P 500 ETF Trust	$230K	0.08%	Not reported	-5.5%	Q4 2019
SCZNXG NextGen Infrastructure Income Fund	$226K	0.08%	Not reported	-19.2%	Q4 2019
VVisa Inc.	$219K	0.07%	0.00%	Not reported	Q1 2025
TRVITrevi Therapeutics, Inc.	$197K	0.07%	0.01%	Not reported	Q1 2026

Q1 2026Reported Apr 21, 202647 positions
IAUIshares Gold Trust	$8.9M	3.40%	0.01%	-4.4%	Q4 2019
BABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust	$7.82M	2.99%	Not reported	+3.5%	Q1 2023
INOVInovalon Holdings, Inc.	$5.02M	1.92%	Not reported	+371.0%	Q2 2025
AAPLApple Inc.	$2.89M	1.10%	0.00%	-0.1%	Q4 2019
BTTBlackRock Municipal 2030 Target Term Trust	$2.82M	1.08%	Not reported	-5.2%	Q1 2024
BRK.ABerkshire Hathaway Inc	$2.15M	0.82%	Not reported	Not reported	Q4 2019
UPSUnited Parcel Service Inc	$1.55M	0.59%	0.00%	+4.1%	Q4 2019
YEXTYext, Inc.	$1.51M	0.58%	0.32%	+0.5%	Q4 2019
GOOGAlphabet Inc.	$1.25M	0.48%	Not reported	-12.9%	Q2 2022
MDYSPDR S&P Midcap 400 ETF Trust	$1.17M	0.45%	Not reported	Not reported	Q1 2020
BOCTBoulder Capital Opportunities II Ltd	$1.13M	0.43%	Not reported	Not reported	Q4 2019
GOOGLAlphabet Inc.	$1.04M	0.40%	0.00%	+0.1%	Q2 2020
JPMJPMorgan Chase & Co	$1M	0.38%	0.00%	-2.9%	Q4 2019
NVDANvidia Corp	$880K	0.34%	0.00%	New	Q1 2026
AMZNAmazon Com Inc	$843K	0.32%	0.00%	+13.7%	Q4 2019
GSGoldman Sachs Group Inc	$815K	0.31%	0.00%	+0.5%	Q4 2020
GDVGabelli Dividend & Income Trust	$627K	0.24%	Not reported	-1.1%	Q1 2020
METAMeta Platforms, Inc.	$619K	0.24%	Not reported	+86.1%	Q2 2021
BACBank of America Corp	$569K	0.22%	0.00%	+41.1%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$495K	0.19%	Not reported	+0.4%	Q2 2021
GLDSPDR Gold Trust	$427K	0.16%	0.00%	Not reported	Q2 2020
PHParker-Hannifin Corp	$424K	0.16%	0.00%	Not reported	Q4 2023
LLYELI LILLY & Co	$407K	0.16%	0.00%	Not reported	Q4 2022
MSFTMicrosoft Corp	$341K	0.13%	0.00%	+0.1%	Q1 2020
BRK.BBerkshire Hathaway Inc	$329K	0.13%	Not reported	-14.2%	Q4 2019
IMNMImmunome Inc.	$328K	0.13%	0.01%	New	Q1 2026
BXBlackstone Inc.	$317K	0.12%	0.00%	+37.4%	Q3 2021
ABBVAbbVie Inc.	$315K	0.12%	0.00%	+0.3%	Q2 2020
VSTVistra Corp.	$301K	0.12%	0.00%	New	Q1 2026
MAMastercard Inc	$295K	0.11%	0.00%	+0.2%	Q3 2025
DBCInvesco DB Commodity Index Tracking Fund	$293K	0.11%	0.02%	-16.7%	Q4 2019
MSMorgan Stanley	$288K	0.11%	0.00%	-0.2%	Q4 2020
UDNInvesco DB US Dollar Index Bearish Fund	$269K	0.10%	0.19%	New	Q1 2026
SCZNXG NextGen Infrastructure Income Fund	$267K	0.10%	Not reported	Not reported	Q4 2019
FVDFirst Trust Value Line Dividend Fund	$264K	0.10%	Not reported	Not reported	Q1 2021
LINLinde PLC	$263K	0.10%	0.00%	Not reported	Q3 2021
DIASPDR Dow Jones Industrial Average ETF Trust	$261K	0.10%	Not reported	Not reported	Q4 2021
SPXXNuveen S&P 500 Dynamic Overwrite Fund	$259K	0.10%	Not reported	New	Q1 2026
QQQInvesco QQQ Trust, Series 1	$247K	0.09%	Not reported	Not reported	Q4 2021
SPYSPDR S&P 500 ETF Trust	$212K	0.08%	Not reported	-44.4%	Q4 2019
EOGEog Resources Inc	$211K	0.08%	0.00%	Not reported	Q2 2022
XOMExxonMobil Holdings Corp	$209K	0.08%	0.00%	New	Q1 2026
PNIPimco New York Municipal Income Fund II	$150K	0.06%	Not reported	Not reported	Q1 2020
HAPNHappen, Inc.	$143K	0.05%	0.01%	Not reported	Q4 2023
TRVITrevi Therapeutics, Inc.	$126K	0.05%	0.01%	New	Q1 2026
IBRXImmunityBio, Inc.	$101K	0.04%	0.00%	Not reported	Q3 2025
NBNiocorp Developments Ltd	$44.6K	0.02%	0.01%	New	Q1 2026
Q4 2025Reported Jan 15, 202645 positions
IAUIshares Gold Trust	$8.57M	3.41%	0.01%	-18.8%	Q4 2019
BABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust	$7.63M	3.03%	Not reported	+10.5%	Q1 2023
YEXTYext, Inc.	$3.15M	1.25%	0.32%	Not reported	Q4 2019
AAPLApple Inc.	$3.1M	1.23%	0.00%	+0.3%	Q4 2019
BTTBlackRock Municipal 2030 Target Term Trust	$2.99M	1.19%	Not reported	+1.2%	Q1 2024
BRK.ABerkshire Hathaway Inc	$2.26M	0.90%	Not reported	Not reported	Q4 2019
GOOGAlphabet Inc.	$1.57M	0.62%	Not reported	+0.1%	Q2 2022
UPSUnited Parcel Service Inc	$1.5M	0.60%	0.00%	+2.7%	Q4 2019
BOCTBoulder Capital Opportunities II Ltd	$1.16M	0.46%	Not reported	Not reported	Q4 2019
MDYSPDR S&P Midcap 400 ETF Trust	$1.14M	0.46%	Not reported	+0.3%	Q1 2020
JPMJPMorgan Chase & Co	$1.13M	0.45%	0.00%	+0.2%	Q4 2019
GOOGLAlphabet Inc.	$1.13M	0.45%	0.00%	+0.3%	Q2 2020
INOVInovalon Holdings, Inc.	$1.06M	0.42%	Not reported	+17.4%	Q2 2025
GSGoldman Sachs Group Inc	$843K	0.34%	0.00%	+0.6%	Q4 2020
AMZNAmazon Com Inc	$821K	0.33%	0.00%	+0.5%	Q4 2019
GDVGabelli Dividend & Income Trust	$654K	0.26%	Not reported	-3.3%	Q1 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$477K	0.19%	Not reported	+0.5%	Q2 2021
LLYELI LILLY & Co	$475K	0.19%	0.00%	+0.5%	Q4 2022
BACBank of America Corp	$455K	0.18%	0.00%	+0.7%	Q4 2019
MSFTMicrosoft Corp	$445K	0.18%	0.00%	+2.3%	Q1 2020
PHParker-Hannifin Corp	$416K	0.17%	0.00%	Not reported	Q4 2023
BRK.BBerkshire Hathaway Inc	$403K	0.16%	Not reported	+0.3%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$399K	0.16%	Not reported	-28.9%	Q4 2019
GLDSPDR Gold Trust	$393K	0.16%	0.00%	-2.3%	Q2 2020
METAMeta Platforms, Inc.	$384K	0.15%	Not reported	Not reported	Q2 2021
MAMastercard Inc	$337K	0.13%	0.00%	+0.5%	Q3 2025
ABBVAbbVie Inc.	$330K	0.13%	0.00%	-0.1%	Q2 2020
MSMorgan Stanley	$311K	0.12%	0.00%	+0.9%	Q4 2020
BXBlackstone Inc.	$309K	0.12%	0.00%	+0.4%	Q3 2021
DUKDuke Energy CORP	$293K	0.12%	0.00%	0.0%	Q1 2023
BXMXNuveen S&P 500 BuyWrite Income Fund	$282K	0.11%	Not reported	+3.2%	Q1 2020
DBCInvesco DB Commodity Index Tracking Fund	$272K	0.11%	0.02%	+2.8%	Q4 2019
DIASPDR Dow Jones Industrial Average ETF Trust	$271K	0.11%	Not reported	Not reported	Q4 2021
SCZNXG NextGen Infrastructure Income Fund	$264K	0.10%	Not reported	+2.0%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$263K	0.10%	Not reported	+0.2%	Q4 2021
FVDFirst Trust Value Line Dividend Fund	$259K	0.10%	Not reported	Not reported	Q1 2021
JNJJohnson & Johnson	$227K	0.09%	0.00%	Not reported	Q1 2020
LINLinde PLC	$226K	0.09%	0.00%	+0.4%	Q3 2021
VVisa Inc.	$224K	0.09%	0.00%	+1.0%	Q1 2025
BLKBlackRock, Inc.	$216K	0.09%	0.00%	-1.5%	Q2 2021
ORCLOracle Corp	$215K	0.09%	0.00%	+0.1%	Q2 2025
DISWalt Disney Co	$211K	0.08%	0.00%	-3.5%	Q4 2019
TAt&T Inc.	$206K	0.08%	0.00%	+1.1%	Q4 2019
HAPNHappen, Inc.	$189K	0.08%	0.01%	Not reported	Q4 2023
IBRXImmunityBio, Inc.	$26K	0.01%	0.00%	Not reported	Q3 2025
Q3 2025Reported Oct 24, 202545 positions
IAUIshares Gold Trust	$9.46M	3.93%	0.02%	+0.1%	Q4 2019
BABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust	$6.92M	2.87%	Not reported	-2.2%	Q1 2023
YEXTYext, Inc.	$3.34M	1.38%	0.32%	Not reported	Q4 2019
BTTBlackRock Municipal 2030 Target Term Trust	$2.91M	1.21%	Not reported	-0.2%	Q1 2024
AAPLApple Inc.	$2.89M	1.20%	0.00%	+81.7%	Q4 2019
BRK.ABerkshire Hathaway Inc	$2.26M	0.94%	Not reported	Not reported	Q4 2019
UPSUnited Parcel Service Inc	$1.23M	0.51%	0.00%	-5.6%	Q4 2019
GOOGAlphabet Inc.	$1.22M	0.50%	Not reported	-2.1%	Q2 2022
BOCTBoulder Capital Opportunities II Ltd	$1.14M	0.47%	Not reported	Not reported	Q4 2019
MDYSPDR S&P Midcap 400 ETF Trust	$1.13M	0.47%	Not reported	+0.2%	Q1 2020
JPMJPMorgan Chase & Co	$1.1M	0.46%	0.00%	+0.4%	Q4 2019
GOOGLAlphabet Inc.	$874K	0.36%	0.00%	+3.0%	Q2 2020
INOVInovalon Holdings, Inc.	$872K	0.36%	Not reported	Not reported	Q2 2025
AMZNAmazon Com Inc	$777K	0.32%	0.00%	+12.0%	Q4 2019
GSGoldman Sachs Group Inc	$759K	0.31%	0.00%	+0.5%	Q4 2020
GDVGabelli Dividend & Income Trust	$661K	0.27%	Not reported	+0.5%	Q1 2020
SPYSPDR S&P 500 ETF Trust	$549K	0.23%	Not reported	-1.1%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$467K	0.19%	Not reported	+0.4%	Q2 2021
MSFTMicrosoft Corp	$466K	0.19%	0.00%	+27.1%	Q1 2020
METAMeta Platforms, Inc.	$427K	0.18%	Not reported	Not reported	Q2 2021
BACBank of America Corp	$424K	0.18%	0.00%	+0.5%	Q4 2019
BRK.BBerkshire Hathaway Inc	$402K	0.17%	Not reported	+0.3%	Q4 2019
GLDSPDR Gold Trust	$361K	0.15%	0.00%	+2.5%	Q2 2020
PHParker-Hannifin Corp	$359K	0.15%	0.00%	Not reported	Q4 2023
BXBlackstone Inc.	$342K	0.14%	0.00%	+0.2%	Q3 2021
LLYELI LILLY & Co	$336K	0.14%	0.00%	Not reported	Q4 2022
ABBVAbbVie Inc.	$335K	0.14%	0.00%	+0.4%	Q2 2020
MAMastercard Inc	$334K	0.14%	0.00%	New	Q3 2025
ORCLOracle Corp	$310K	0.13%	0.00%	Not reported	Q2 2025
DUKDuke Energy CORP	$309K	0.13%	0.00%	Not reported	Q1 2023
MSMorgan Stanley	$276K	0.11%	0.00%	+0.3%	Q4 2020
BXMXNuveen S&P 500 BuyWrite Income Fund	$268K	0.11%	Not reported	+1.6%	Q1 2020
DBCInvesco DB Commodity Index Tracking Fund	$266K	0.11%	0.02%	Not reported	Q4 2019
DIASPDR Dow Jones Industrial Average ETF Trust	$262K	0.11%	Not reported	Not reported	Q4 2021
FVDFirst Trust Value Line Dividend Fund	$260K	0.11%	Not reported	Not reported	Q1 2021
QQQInvesco QQQ Trust, Series 1	$256K	0.11%	Not reported	Not reported	Q4 2021
SCZNXG NextGen Infrastructure Income Fund	$256K	0.11%	Not reported	Not reported	Q4 2019
LINLinde PLC	$251K	0.10%	0.00%	Not reported	Q3 2021
BLKBlackRock, Inc.	$239K	0.10%	0.00%	+0.5%	Q2 2021
TAt&T Inc.	$231K	0.10%	0.00%	+0.6%	Q4 2019
NFLXNetflix Inc	$223K	0.09%	0.00%	Not reported	Q2 2025
DISWalt Disney Co	$221K	0.09%	0.00%	+1.3%	Q4 2019
VVisa Inc.	$216K	0.09%	0.00%	+0.2%	Q1 2025
HAPNHappen, Inc.	$152K	0.06%	0.01%	Not reported	Q4 2023
IBRXImmunityBio, Inc.	$32.3K	0.01%	0.00%	New	Q3 2025

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