Maltin Wealth Management, Inc.

Q1 2026 13F-HR Holdings

Location
Ridgewood, NJ
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
136
Total value ($000)
$261,648
Net value change ($000)
+10,250 (4.1%)
New positions
18
Sold out positions
14
Turnover %
9.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
RSSE 9,010 1356.9%
KDEC 7,836 NEW
PXF 4,713 64.8%
GMOI 4,115 76.6%
INOV 3,955 373.1%
SDCI 2,615 28.8%
HDV 1,672 23.9%
FENY 1,492 54.1%
FUTY 1,075 34.3%
VSS 1,030 12.6%
Top Reduces (Value $000, Stocks/ETFs)
RSJN -9,135 -73.2%
KMAY -6,798 -100.0%
YJUN -5,779 -57.6%
DBEF -3,821 -85.7%
YEXT -1,644 -52.1%
HEFA -1,420 -80.4%
VBIL -1,354 -47.5%
FCOM -863 -20.2%
FNCL -663 -15.1%
KAPR -649 -100.0%
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