Maltin Wealth Management, Inc.

All 13F Filings

Location
Ridgewood, NJ
Most recent 13F
Q2 2026
Holdings value ($000)
299,045
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/22/2026 146 299,045 13F-HR Maltin Wealth Management, Inc.
Q1 2026 4/21/2026 136 261,648 13F-HR Maltin Wealth Management, Inc.
Q4 2025 1/15/2026 132 251,398 13F-HR Maltin Wealth Management, Inc.
Q3 2025 10/24/2025 131 240,861 13F-HR Maltin Wealth Management, Inc.
Q2 2025 8/6/2025 127 222,248 13F-HR Maltin Wealth Management, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 114.7 K 38.4% 17.6 K 0 17.6 K
ETFs 184.3 K 61.6% 19.8 K 0 19.8 K
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Fund Snapshot

Q2 2026
Latest filed
7/22/2026
Total value ($000)
299,045
Holdings
146
QoQ value change ($000)
37,397 (14.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.