Maltin Wealth Management, Inc.

Q4 2025 13F-HR Holdings

Location
Ridgewood, NJ
Holdings as of
12/31/2025
Date filed
1/15/2026
Form type
13F-HR
Num holdings
132
Total value ($000)
$251,398
Net value change ($000)
+10,537 (4.4%)
New positions
4
Sold out positions
3
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/24/2025 Next filing: 4/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
SDCI 2,026 28.8%
PXF 1,028 16.5%
GMOI 834 18.4%
BAB 703 10.2%
IEF 591 NEW
FHLC 531 13.8%
PSQ 508 244.2%
HDV 461 7.1%
VSS 435 5.6%
DBEF 381 9.3%
Top Reduces (Value $000, Stocks/ETFs)
VBIL -2,349 -45.2%
IAU -896 -9.5%
KFEB -467 -100.0%
DOG -236 -100.0%
NFLX -223 -100.0%
YEXT -180 -5.4%
SPY -150 -27.3%
FIDU -102 -17.1%
BSEP -95 -7.5%
ORCL -95 -30.6%
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