Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Maltin Wealth Management, Inc. (CIK 1764260) reported $299.0M across 146 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: PXF ($13.8M, 4.60%), SDCI ($11.7M, 3.91%), VSS ($10.2M, 3.42%), GMOI ($10.2M, 3.41%), RSSE ($10.1M, 3.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PXF | INVESCO EXCH TRADED FD TR II | $13.8M | 4.60% | 181,827 | Added |
| 2 | SDCI | USCF ETF TR | $11.7M | 3.91% | 442,173 | Added |
| 3 | VSS | VANGUARD INTL EQUITY INDEX F | $10.2M | 3.42% | 66,359 | Added |
| 4 | GMOI | GMO ETF TRUST | $10.2M | 3.41% | 272,404 | Added |
| 5 | RSSE | FIRST TR EXCHNG TRADED FD VI | $10.1M | 3.39% | 437,348 | Trimmed |
| 6 | HDV | ISHARES TR | $9.6M | 3.20% | 349,061 | Added |
| 7 | KDEC | INNOVATOR ETFS TRUST | $8.8M | 2.93% | 308,827 | Added |
| 8 | BAB | INVESCO EXCH TRADED FD TR II | $8.1M | 2.69% | 300,098 | Added |
| 9 | IAU | ISHARES GOLD TR | $7.8M | 2.60% | 102,963 | Added |
| 10 | SCHO | SCHWAB STRATEGIC TR | $7.5M | 2.52% | 312,086 | Added |
| 11 | VOE | VANGUARD INDEX FDS | $6.7M | 2.22% | 33,656 | Added |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $6.5M | 2.17% | 108,812 | Added |
| 13 | VIS | VANGUARD WORLD FD | $6.0M | 2.01% | 16,654 | Trimmed |
| 14 | PIE | INVESCO EXCH TRADED FD TR II | $6.0M | 2.01% | 180,244 | Trimmed |
| 15 | INOV | INNOVATOR ETFS TRUST | $5.1M | 1.72% | 140,219 | Trimmed |
| 16 | BJAN | INNOVATOR ETFS TRUST | $5.0M | 1.67% | 84,977 | Hold |
| 17 | FHLC | FIDELITY COVINGTON TRUST | $4.8M | 1.60% | 61,848 | Added |
| 18 | IJK | ISHARES TR | $4.6M | 1.55% | 39,385 | Added |
| 19 | BUFP | PGIM ROCK ETF TR | $4.6M | 1.53% | 142,365 | Trimmed |
| 20 | AIRR | FIRST TR EXCHANGE TRADED FD | $4.3M | 1.45% | 32,580 | Added |
| 21 | YJUN | FIRST TR EXCHNG TRADED FD VI | $4.3M | 1.44% | 160,766 | Trimmed |
| 22 | VO | VANGUARD INDEX FDS | $4.3M | 1.42% | 52,813 | Added |
| 23 | FNCL | FIDELITY COVINGTON TRUST | $4.2M | 1.40% | 54,696 | Added |
| 24 | FUTY | FIDELITY COVINGTON TRUST | $4.2M | 1.40% | 71,888 | Added |
| 25 | RSP | INVESCO EXCHANGE TRADED FD T | $4.2M | 1.39% | 19,576 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30