Maltin Wealth Management, Inc.

Q3 2025 13F-HR Holdings

Location
Ridgewood, NJ
Holdings as of
9/30/2025
Date filed
10/24/2025
Form type
13F-HR
Num holdings
131
Total value ($000)
$240,861
Net value change ($000)
+18,613 (8.4%)
New positions
7
Sold out positions
3
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2025 Next filing: 1/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 1,610 125.5%
IAU 1,358 16.8%
PXF 1,321 26.8%
VBIL 871 20.1%
GMOI 848 23.0%
VWO 732 18.1%
GDX 674 50.5%
VSS 657 9.3%
PIE 613 18.5%
HDV 578 9.7%
Top Reduces (Value $000, Stocks/ETFs)
PSA -891 -100.0%
YJUN -838 -7.8%
PIMCO NEW YORK MUNICIPAL INCOME FUND III -500 -100.0%
SCHO -364 -6.8%
UPS -345 -21.9%
IGV -213 -100.0%
RSSE -80 -16.0%
NFLX -26 -10.4%
DIS -15 -6.4%
UJAN -15 -2.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type