Universe · entity
Maltin Wealth Management, Inc.
Institutional manager (13F) · CIK 1764260
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $218M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | INVESCO EXCH TRADED FD TR II | $12M | 171,534 |
| 2 | USCF ETF TR | $12M | 428,775 |
| 3 | FIRST TR EXCHNG TRADED FD VI | $10M | 449,501 |
| 4 | GMO ETF TRUST | $9M | 261,797 |
| 5 | VANGUARD INTL EQUITY INDEX F | $9M | 62,922 |
| 6 | ISHARES GOLD TR | $9M | 100,929 |
| 7 | ISHARES TR | $9M | 63,898 |
| 8 | INNOVATOR ETFS TRUST | $8M | 304,909 |
| 9 | INVESCO EXCH TRADED FD TR II | $8M | 290,214 |
| 10 | VANGUARD INDEX FDS | $6M | 32,737 |
| 11 | VANGUARD INTL EQUITY INDEX F | $6M | 104,413 |
| 12 | VANGUARD WORLD FD | $5M | 17,083 |
| 13 | SCHWAB STRATEGIC TR | $5M | 212,185 |
| 14 | INNOVATOR ETFS TRUST | $5M | 144,572 |
| 15 | INVESCO EXCH TRADED FD TR II | $5M | 181,424 |
| 16 | INNOVATOR ETFS TRUST | $5M | 84,977 |
| 17 | PGIM ROCK ETF TR | $4M | 143,119 |
| 18 | FIRST TR EXCHNG TRADED FD VI | $4M | 165,156 |
| 19 | FIDELITY COVINGTON TRUST | $4M | 124,946 |
| 20 | FIDELITY COVINGTON TRUST | $4M | 71,207 |
| 21 | INVESCO EXCHANGE TRADED FD T | $4M | 20,738 |
| 22 | FIDELITY COVINGTON TRUST | $4M | 56,546 |
| 23 | ISHARES TR | $4M | 37,983 |
| 24 | FIDELITY COVINGTON TRUST | $4M | 53,263 |
| 25 | VANGUARD INDEX FDS | $4M | 12,344 |
| 26 | FIDELITY COVINGTON TRUST | $3M | 50,120 |
| 27 | VANGUARD TAX-MANAGED FDS | $3M | 52,559 |
| 28 | FIRST TR EXCHNG TRADED FD VI | $3M | 96,988 |
| 29 | ISHARES TR | $3M | 31,734 |
| 30 | FIDELITY COVINGTON TRUST | $3M | 15,701 |
| 31 | ISHARES TR | $3M | 22,232 |
| 32 | FIDELITY COVINGTON TRUST | $3M | 33,772 |
| 33 | FIRST TR EXCHANGE TRADED FD | $3M | 27,542 |
| 34 | INVESCO EXCHANGE TRADED FD T | $3M | 78,123 |
| 35 | APPLE INC | $3M | 11,392 |
| 36 | SCHWAB STRATEGIC TR | $3M | 106,853 |
| 37 | BLACKROCK MUN TARGET TERM TR | $3M | 124,238 |
| 38 | ISHARES TR | $3M | 22,621 |
| 39 | BERKSHIRE HATHAWAY INC DEL | $2M | 3 |
| 40 | VANECK ETF TRUST | $2M | 22,358 |
| 41 | INNOVATOR ETFS TRUST | $2M | 37,494 |
| 42 | SELECT SECTOR SPDR TR | $2M | 29,525 |
| 43 | ISHARES TR | $2M | 9,535 |
| 44 | SELECT SECTOR SPDR TR | $2M | 12,213 |
| 45 | UNITED PARCEL SVCS INC | $2M | 15,764 |
| 46 | YEXT INC | $2M | 393,439 |
| 47 | VANGUARD INSTL INDEX FD | $1M | 19,779 |
| 48 | INVESCO EXCHANGE TRADED FD T | $1M | 13,205 |
| 49 | INNOVATOR ETFS TRUST | $1M | 30,417 |
| 50 | ISHARES TR | $1M | 14,520 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.