Sponsored

The Analysis of Maltin Wealth Management, Inc.'s Holdings & P&L

Currently, Maltin Wealth Management, Inc. holds 136 types of securities in its portfolio with a total value $261.6M. In the most recent quarter, they have increased their positions in RSSE (+418.5K shares, valued at $9.0M), KDEC (+304.9K shares, valued at $7.8M), N/A (+60.5K shares, valued at $4.2M); decreased their positions in RSJN (-266.6K shares, valued at $9.2M), YJUN (-226.0K shares, valued at $5.8M), DBEF (-79.8K shares, valued at $3.9M); initiated new positions in KDEC (+304.9K shares, valued at $7.8M), NVDA (+5.0K shares, valued at $880.1K), DDEC (+15.2K shares, valued at $673.1K).

1M P&L

-30.2M-11.94%

3M P&L

-44.2M-16.54%

HY P&L

-25.2M-10.14%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A218.2M

93.9%

2Consumer Electronics2.9M

1.2%

3Software - Infrastructure1.9M

0.8%

Top Industries by Stock Count

1N/A101 stocks

81.5%

2Biotechnology3 stocks

2.4%

3Drug Manufacturers - General2 stocks

1.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II171.5K shares54.51%2026-03-312026-04-21

SDCI USCF ETF TR428.8K shares4.20%2026-03-312026-04-21

RSSE FIRST TR EXCHNG TRADED FD VI449.5K shares1348.51%2026-03-312026-04-21

GMOI GMO ETF TRUST261.8K shares63.72%2026-03-312026-04-21

VSS VANGUARD INTL EQUITY INDEX F62.9K shares10.75%2026-03-312026-04-21

ISHARES GOLD TR ISHARES GOLD TR100.9K shares-4.39%2026-03-312026-04-21

HDV ISHARES TR63.9K shares11.02%2026-03-312026-04-21

KDEC INNOVATOR ETFS TRUST304.9K sharesnew addition2026-03-312026-04-21

Sponsored

BAB INVESCO EXCH TRADED FD TR II290.2K shares3.52%2026-03-312026-04-21

VOE VANGUARD INDEX FDS32.7K shares1.90%2026-03-312026-04-21

VWO VANGUARD INTL EQUITY INDEX F104.4K shares11.32%2026-03-312026-04-21

VIS VANGUARD WORLD FD17.1K shares0.03%2026-03-312026-04-21

SCHO SCHWAB STRATEGIC TR212.2K shares2.07%2026-03-312026-04-21

INOV INNOVATOR ETFS TRUST144.6K shares370.95%2026-03-312026-04-21

PIE INVESCO EXCH TRADED FD TR II181.4K shares8.97%2026-03-312026-04-21

BJAN INNOVATOR ETFS TRUST85.0K shares1.98%2026-03-312026-04-21

Sponsored

BUFP PGIM ROCK ETF TR143.1K shares-0.42%2026-03-312026-04-21

YJUN FIRST TR EXCHNG TRADED FD VI165.2K shares-57.78%2026-03-312026-04-21

FENY FIDELITY COVINGTON TRUST124.9K shares12.19%2026-03-312026-04-21

FUTY FIDELITY COVINGTON TRUST71.2K shares25.57%2026-03-312026-04-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T20.7K shares-3.01%2026-03-312026-04-21

FHLC FIDELITY COVINGTON TRUST56.5K shares-3.94%2026-03-312026-04-21

IJK ISHARES TR38.0K shares4.30%2026-03-312026-04-21

FNCL FIDELITY COVINGTON TRUST53.3K shares-5.95%2026-03-312026-04-21

Sponsored

VO VANGUARD INDEX FDS12.3K shares5.71%2026-03-312026-04-21

FCOM FIDELITY COVINGTON TRUST50.1K shares-14.13%2026-03-312026-04-21

VEA VANGUARD TAX-MANAGED FDS52.6K shares0.64%2026-03-312026-04-21

RSJN FIRST TR EXCHNG TRADED FD VI97.0K shares-73.32%2026-03-312026-04-21

STIP ISHARES TR31.7K shares4.18%2026-03-312026-04-21

FTEC FIDELITY COVINGTON TRUST15.7K shares-4.93%2026-03-312026-04-21

ITOT ISHARES TR22.2K shares9.07%2026-03-312026-04-21

FDIS FIDELITY COVINGTON TRUST33.8K shares-3.36%2026-03-312026-04-21

Sponsored

AIRR FIRST TR EXCHANGE TRADED FD27.5K shares3.85%2026-03-312026-04-21

RSPM INVESCO EXCHANGE TRADED FD T78.1K shares12.02%2026-03-312026-04-21

AAPL APPLE INC11.4K shares-0.05%2026-03-312026-04-21

SCHP SCHWAB STRATEGIC TR106.9K shares3.31%2026-03-312026-04-21

BTT BLACKROCK MUN TARGET TERM TR124.2K shares-5.17%2026-03-312026-04-21

IEI ISHARES TR22.6K shares-13.12%2026-03-312026-04-21

BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2026-03-312026-04-21

GDX VANECK ETF TRUST22.4K shares-0.56%2026-03-312026-04-21

Sponsored

BAPR INNOVATOR ETFS TRUST37.5K shares-6.02%2026-03-312026-04-21

XLE SELECT SECTOR SPDR TR29.5K shares-9.32%2026-03-312026-04-21

IYW ISHARES TR9.5K shares-3.02%2026-03-312026-04-21

XLK SELECT SECTOR SPDR TR12.2K shares-0.51%2026-03-312026-04-21

UPS UNITED PARCEL SVCS INC15.8K shares4.09%2026-03-312026-04-21

YEXT YEXT INC393.4K shares0.51%2026-03-312026-04-21

VBIL VANGUARD INSTL INDEX FD19.8K shares-47.65%2026-03-312026-04-21

PSL INVESCO EXCHANGE TRADED FD T13.2K shares82.11%2026-03-312026-04-21

Sponsored

BJUN INNOVATOR ETFS TRUST30.4K shares-4.10%2026-03-312026-04-21

IEF ISHARES TR14.5K shares136.29%2026-03-312026-04-21

FFEB FIRST TR EXCHNG TRADED FD VI24.1K shares-2.03%2026-03-312026-04-21

IJR ISHARES TR10.6K shares3.23%2026-03-312026-04-21

ALPHABET INC ALPHABET INC4.4K shares-12.85%2026-03-312026-04-21

SPDN DIREXION SHARES ETF TRUST124.2K shares24.90%2026-03-312026-04-21

VTIP VANGUARD MALVERN FDS24.2K shares-8.55%2026-03-312026-04-21

MDY STATE STR SPDR S&P MIDCAP 401.9K shares0.00%2026-03-312026-04-21

Sponsored

VPU VANGUARD WORLD FD5.9K shares17.09%2026-03-312026-04-21

BSEP INNOVATOR ETFS TRUST23.8K shares0.00%2026-03-312026-04-21

BOCT INNOVATOR ETFS TRUST23.5K shares0.00%2026-03-312026-04-21

ALPHABET INC ALPHABET INC3.6K shares0.06%2026-03-312026-04-21

PSQ PROSHARES TR31.3K shares32.20%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO3.4K shares-2.91%2026-03-312026-04-21

EQL ALPS ETF TR20.8K shares0.35%2026-03-312026-04-21

NVDA NVIDIA CORPORATION5.0K sharesnew addition2026-03-312026-04-21

Sponsored

IXJ ISHARES TR9.1K shares0.36%2026-03-312026-04-21

AMZN AMAZON COM INC4.0K shares13.72%2026-03-312026-04-21

IJH ISHARES TR12.4K shares0.73%2026-03-312026-04-21

GS GOLDMAN SACHS GROUP INC964 shares0.52%2026-03-312026-04-21

VUG VANGUARD INDEX FDS1.6K shares-1.45%2026-03-312026-04-21

IEFA ISHARES TR7.5K shares-3.54%2026-03-312026-04-21

DDEC FIRST TR EXCHNG TRADED FD VI15.2K sharesnew addition2026-03-312026-04-21

PYZ INVESCO EXCHANGE TRADED FD T5.4K shares-1.42%2026-03-312026-04-21

Sponsored

UJAN INNOVATOR ETFS TRUST15.1K shares0.00%2026-03-312026-04-21

DBEF DBX ETF TR12.9K shares-86.08%2026-03-312026-04-21

GDV GABELLI DIVID & INCOME TR23.3K shares-1.09%2026-03-312026-04-21

META META PLATFORMS INC1.1K shares86.08%2026-03-312026-04-21

BMAY INNOVATOR ETFS TRUST13.4K shares-48.77%2026-03-312026-04-21

BAC BANK AMERICA CORP11.7K shares41.09%2026-03-312026-04-21

RSDE FIRST TR EXCHNG TRADED FD VI24.6K shares102.11%2026-03-312026-04-21

BNOV INNOVATOR ETFS TRUST12.2K sharesnew addition2026-03-312026-04-21

Sponsored

IBB ISHARES TR3.0K shares0.07%2026-03-312026-04-21

IWN ISHARES TR2.6K shares-6.64%2026-03-312026-04-21

PGIM ROCK ETF TR PGIM ROCK ETF TR16.7K sharesnew addition2026-03-312026-04-21

VYM VANGUARD WHITEHALL FDS3.3K shares0.42%2026-03-312026-04-21

FIDU FIDELITY COVINGTON TRUST5.7K shares-5.04%2026-03-312026-04-21

VOX VANGUARD WORLD FD2.6K shares-4.20%2026-03-312026-04-21

DHS WISDOMTREE TR4.0K shares-9.33%2026-03-312026-04-21

MDYG SPDR SERIES TRUST4.5K shares7.38%2026-03-312026-04-21

Sponsored

GLD SPDR GOLD TR992 shares0.00%2026-03-312026-04-21

PH PARKER-HANNIFIN CORP473 shares0.00%2026-03-312026-04-21

FDN FIRST TR EXCHANGE-TRADED FD1.8K shares0.00%2026-03-312026-04-21

PAUG INNOVATOR ETFS TRUST9.7K shares-28.74%2026-03-312026-04-21

LLY ELI LILLY & CO442 shares0.00%2026-03-312026-04-21

VFH VANGUARD WORLD FD3.2K shares0.78%2026-03-312026-04-21

HEFA ISHARES TR8.1K shares-80.92%2026-03-312026-04-21

MSFT MICROSOFT CORP922 shares0.11%2026-03-312026-04-21

Sponsored

KJAN INNOVATOR ETFS TRUST7.9K sharesnew addition2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL687 shares-14.23%2026-03-312026-04-21

IMNM IMMUNOME INC15.0K sharesnew addition2026-03-312026-04-21

KCCA KRANESHARES TRUST21.7K shares26.93%2026-03-312026-04-21

SPHQ INVESCO EXCHANGE TRADED FD T4.3K shares0.00%2026-03-312026-04-21

BLACKSTONE INC BLACKSTONE INC2.8K shares37.44%2026-03-312026-04-21

IYC ISHARES TR3.3K shares0.12%2026-03-312026-04-21

ABBV ABBVIE INC1.4K shares0.28%2026-03-312026-04-21

Sponsored

VST VISTRA CORP2.0K sharesnew addition2026-03-312026-04-21

DSEP FIRST TR EXCHNG TRADED FD VI6.8K shares0.00%2026-03-312026-04-21

MA MASTERCARD INCORPORATED591 shares0.17%2026-03-312026-04-21

DBC INVESCO DB COMMDY INDX TRCK10.1K shares-16.70%2026-03-312026-04-21

MS MORGAN STANLEY1.7K shares-0.17%2026-03-312026-04-21

UDN INVESCO DB US DLR INDEX TR14.9K sharesnew addition2026-03-312026-04-21

SCZ ISHARES TR3.4K shares0.00%2026-03-312026-04-21

FVD FIRST TR EXCHANGE-TRADED FD5.6K shares0.00%2026-03-312026-04-21

Sponsored

LINDE PLC LINDE PLC531 shares0.00%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS439 shares-14.59%2026-03-312026-04-21

DIA STATE STR SPDR DOW JONES IND564 shares0.00%2026-03-312026-04-21

SPYG SPDR SERIES TRUST2.7K shares-8.45%2026-03-312026-04-21

SPXX NUVEEN S&P 500 DYNAMIC OVERW16.1K sharesnew addition2026-03-312026-04-21

XLV SELECT SECTOR SPDR TR1.8K shares0.34%2026-03-312026-04-21

EFA ISHARES TR2.6K sharesnew addition2026-03-312026-04-21

VTV VANGUARD INDEX FDS1.3K shares1.19%2026-03-312026-04-21

Sponsored

INVESCO QQQ TR INVESCO QQQ TR428 shares0.00%2026-03-312026-04-21

VT VANGUARD INTL EQUITY INDEX F1.7K sharesnew addition2026-03-312026-04-21

AGG ISHARES TR2.4K shares0.66%2026-03-312026-04-21

XLP SELECT SECTOR SPDR TR2.9K shares0.45%2026-03-312026-04-21

ITA ISHARES TR1.1K shares2.81%2026-03-312026-04-21

XLI SELECT SECTOR SPDR TR1.4K shares0.29%2026-03-312026-04-21

XOP SPDR SERIES TRUST1.2K sharesnew addition2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T326 shares-44.37%2026-03-312026-04-21

Sponsored

EOG EOG RES INC1.5K sharesnew addition2026-03-312026-04-21

XOM EXXON MOBIL CORP1.2K sharesnew addition2026-03-312026-04-21

DMAR FIRST TR EXCHNG TRADED FD VI4.9K shares-75.84%2026-03-312026-04-21

PIMCO NEW YORK MUN FD II PIMCO NEW YORK MUN FD II21.9K sharesnew addition2026-03-312026-04-21

LC LENDINGCLUB ISSUANCE TR SER10.0K shares0.00%2026-03-312026-04-21

TRVI TREVI THERAPEUTICS INC10.6K sharesnew addition2026-03-312026-04-21

IBRX IMMUNITYBIO INC13.2K shares0.00%2026-03-312026-04-21

NB NIOCORP DEVS LTD10.0K sharesnew addition2026-03-312026-04-21

Sponsored

INVESCO EXCH TRADED FD TR II

54.51%

Shares171.5K

Event2026-03-31

Filed2026-04-21

SDCI

USCF ETF TR

4.20%

Shares428.8K

Event2026-03-31

Filed2026-04-21

RSSE

FIRST TR EXCHNG TRADED FD VI

1348.51%

Shares449.5K

Event2026-03-31

Filed2026-04-21

GMOI

GMO ETF TRUST

63.72%

Shares261.8K

Event2026-03-31

Filed2026-04-21

VSS

VANGUARD INTL EQUITY INDEX F

10.75%

Shares62.9K

Event2026-03-31

Filed2026-04-21

ISHARES GOLD TR

-4.39%

Shares100.9K

Event2026-03-31

Filed2026-04-21

HDV

ISHARES TR

11.02%

Shares63.9K

Event2026-03-31

Filed2026-04-21

KDEC

INNOVATOR ETFS TRUST

New

Shares304.9K

Event2026-03-31

Filed2026-04-21

BAB

INVESCO EXCH TRADED FD TR II

3.52%

Shares290.2K

Event2026-03-31

Filed2026-04-21

VOE

VANGUARD INDEX FDS

1.90%

Shares32.7K

Event2026-03-31

Filed2026-04-21

VWO

VANGUARD INTL EQUITY INDEX F

11.32%

Shares104.4K

Event2026-03-31

Filed2026-04-21

VIS

VANGUARD WORLD FD

0.03%

Shares17.1K

Event2026-03-31

Filed2026-04-21

SCHO

SCHWAB STRATEGIC TR

2.07%

Shares212.2K

Event2026-03-31

Filed2026-04-21

INOV

INNOVATOR ETFS TRUST

370.95%

Shares144.6K

Event2026-03-31

Filed2026-04-21

PIE

INVESCO EXCH TRADED FD TR II

8.97%

Shares181.4K

Event2026-03-31

Filed2026-04-21

BJAN

INNOVATOR ETFS TRUST

1.98%

Shares85.0K

Event2026-03-31

Filed2026-04-21

BUFP

PGIM ROCK ETF TR

-0.42%

Shares143.1K

Event2026-03-31

Filed2026-04-21

YJUN

FIRST TR EXCHNG TRADED FD VI

-57.78%

Shares165.2K

Event2026-03-31

Filed2026-04-21

FENY

FIDELITY COVINGTON TRUST

12.19%

Shares124.9K

Event2026-03-31

Filed2026-04-21

FUTY

FIDELITY COVINGTON TRUST

25.57%

Shares71.2K

Event2026-03-31

Filed2026-04-21

INVESCO EXCHANGE TRADED FD T

-3.01%

Shares20.7K

Event2026-03-31

Filed2026-04-21

FHLC

FIDELITY COVINGTON TRUST

-3.94%

Shares56.5K

Event2026-03-31

Filed2026-04-21

IJK

ISHARES TR

4.30%

Shares38.0K

Event2026-03-31

Filed2026-04-21

FNCL

FIDELITY COVINGTON TRUST

-5.95%

Shares53.3K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

5.71%

Shares12.3K

Event2026-03-31

Filed2026-04-21

FCOM

FIDELITY COVINGTON TRUST

-14.13%

Shares50.1K

Event2026-03-31

Filed2026-04-21

VEA

VANGUARD TAX-MANAGED FDS

0.64%

Shares52.6K

Event2026-03-31

Filed2026-04-21

RSJN

FIRST TR EXCHNG TRADED FD VI

-73.32%

Shares97.0K

Event2026-03-31

Filed2026-04-21

STIP

ISHARES TR

4.18%

Shares31.7K

Event2026-03-31

Filed2026-04-21

FTEC

FIDELITY COVINGTON TRUST

-4.93%

Shares15.7K

Event2026-03-31

Filed2026-04-21

ITOT

ISHARES TR

9.07%

Shares22.2K

Event2026-03-31

Filed2026-04-21

FDIS

FIDELITY COVINGTON TRUST

-3.36%

Shares33.8K

Event2026-03-31

Filed2026-04-21

AIRR

FIRST TR EXCHANGE TRADED FD

3.85%

Shares27.5K

Event2026-03-31

Filed2026-04-21

RSPM

INVESCO EXCHANGE TRADED FD T

12.02%

Shares78.1K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

-0.05%

Shares11.4K

Event2026-03-31

Filed2026-04-21

SCHP

SCHWAB STRATEGIC TR

3.31%

Shares106.9K

Event2026-03-31

Filed2026-04-21

BTT

BLACKROCK MUN TARGET TERM TR

-5.17%

Shares124.2K

Event2026-03-31

Filed2026-04-21

IEI

ISHARES TR

-13.12%

Shares22.6K

Event2026-03-31

Filed2026-04-21

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3

Event2026-03-31

Filed2026-04-21

GDX

VANECK ETF TRUST

-0.56%

Shares22.4K

Event2026-03-31

Filed2026-04-21

BAPR

INNOVATOR ETFS TRUST

-6.02%

Shares37.5K

Event2026-03-31

Filed2026-04-21

XLE

SELECT SECTOR SPDR TR

-9.32%

Shares29.5K

Event2026-03-31

Filed2026-04-21

IYW

ISHARES TR

-3.02%

Shares9.5K

Event2026-03-31

Filed2026-04-21

XLK

SELECT SECTOR SPDR TR

-0.51%

Shares12.2K

Event2026-03-31

Filed2026-04-21

UPS

UNITED PARCEL SVCS INC

4.09%

Shares15.8K

Event2026-03-31

Filed2026-04-21

YEXT

YEXT INC

0.51%

Shares393.4K

Event2026-03-31

Filed2026-04-21

VBIL

VANGUARD INSTL INDEX FD

-47.65%

Shares19.8K

Event2026-03-31

Filed2026-04-21

PSL

INVESCO EXCHANGE TRADED FD T

82.11%

Shares13.2K

Event2026-03-31

Filed2026-04-21

BJUN

INNOVATOR ETFS TRUST

-4.10%

Shares30.4K

Event2026-03-31

Filed2026-04-21

IEF

ISHARES TR

136.29%

Shares14.5K

Event2026-03-31

Filed2026-04-21

FFEB

FIRST TR EXCHNG TRADED FD VI

-2.03%

Shares24.1K

Event2026-03-31

Filed2026-04-21

IJR

ISHARES TR

3.23%

Shares10.6K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-12.85%

Shares4.4K

Event2026-03-31

Filed2026-04-21

SPDN

DIREXION SHARES ETF TRUST

24.90%

Shares124.2K

Event2026-03-31

Filed2026-04-21

VTIP

VANGUARD MALVERN FDS

-8.55%

Shares24.2K

Event2026-03-31

Filed2026-04-21

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-21

VPU

VANGUARD WORLD FD

17.09%

Shares5.9K

Event2026-03-31

Filed2026-04-21

BSEP

INNOVATOR ETFS TRUST

0.00%

Shares23.8K

Event2026-03-31

Filed2026-04-21

BOCT

INNOVATOR ETFS TRUST

0.00%

Shares23.5K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

0.06%

Shares3.6K

Event2026-03-31

Filed2026-04-21

PSQ

PROSHARES TR

32.20%

Shares31.3K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

-2.91%

Shares3.4K

Event2026-03-31

Filed2026-04-21

EQL

ALPS ETF TR

0.35%

Shares20.8K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

New

Shares5.0K

Event2026-03-31

Filed2026-04-21

IXJ

ISHARES TR

0.36%

Shares9.1K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

13.72%

Shares4.0K

Event2026-03-31

Filed2026-04-21

IJH

ISHARES TR

0.73%

Shares12.4K

Event2026-03-31

Filed2026-04-21

GOLDMAN SACHS GROUP INC

0.52%

Shares964

Event2026-03-31

Filed2026-04-21

VUG

VANGUARD INDEX FDS

-1.45%

Shares1.6K

Event2026-03-31

Filed2026-04-21

IEFA

ISHARES TR

-3.54%

Shares7.5K

Event2026-03-31

Filed2026-04-21

DDEC

FIRST TR EXCHNG TRADED FD VI

New

Shares15.2K

Event2026-03-31

Filed2026-04-21

PYZ

INVESCO EXCHANGE TRADED FD T

-1.42%

Shares5.4K

Event2026-03-31

Filed2026-04-21

UJAN

INNOVATOR ETFS TRUST

0.00%

Shares15.1K

Event2026-03-31

Filed2026-04-21

DBEF

DBX ETF TR

-86.08%

Shares12.9K

Event2026-03-31

Filed2026-04-21

GDV

GABELLI DIVID & INCOME TR

-1.09%

Shares23.3K

Event2026-03-31

Filed2026-04-21