Maltin Wealth Management, Inc.

Q2 2026 13F-HR Holdings

Location
Ridgewood, NJ
Holdings as of
6/30/2026
Date filed
7/22/2026
Form type
13F-HR
Num holdings
146
Total value ($000)
$299,045
Net value change ($000)
+37,397 (14.3%)
New positions
17
Sold out positions
7
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
GOOGL 2,574 248.0%
SCHO 2,384 46.3%
PXF 1,763 14.7%
GOOGL 1,583 126.7%
SNDK 1,578 NEW
LC 1,481 1035.7%
IEI 1,383 51.5%
PIE 1,297 27.5%
AIRR 1,290 42.3%
DMAY 1,132 NEW
Top Reduces (Value $000, Stocks/ETFs)
IAU -1,123 -12.6%
FENY -895 -21.1%
GDX -819 -39.9%
DDEC -673 -100.0%
PSQ -387 -38.4%
DSEP -300 -100.0%
EFA -256 -100.0%
XOP -218 -100.0%
EOG -211 -100.0%
XOM -209 -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