Maltin Wealth Management, Inc.

All 13F Filings

Location
Ridgewood, NJ
Most recent 13F
Q1 2026
Holdings value ($000)
261,648
Description
Website
Founded
Chairman
CEO
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
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 97.11 K 37.1% 0 91.83 K -91.83 K
ETFs 164.5 K 62.9% 102.1 K 0 102.1 K
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Fund Snapshot

Q1 2026
Latest filed
4/21/2026
Total value ($000)
261,648
Holdings
136
QoQ value change ($000)
10,250 (4.1%)
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.