1y return+17.1%S&P 500 +20.9%
3y return+38.9%S&P 500 +68.5%
5y return+33.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $157 against $232 in the S&P 500.2
Maltin Wealth Management, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| PXFInvesco Exch Traded Fd Tr II | $13.8M | 4.6% | +6.0% |
| SDCIUscf Etf Tr | $11.7M | 3.9% | +3.1% |
| VSSVanguard Intl Equity Index F | $10.2M | 3.4% | +5.5% |
| GMOIGmo Etf Trust | $10.2M | 3.4% | +4.1% |
| RSSEFirst Tr Exchng Traded Fd Vi | $10.1M | 3.4% | −2.7% |
| HDVIshares Tr | $9.6M | 3.2% | +9.3% |
| KDECInnovator Etfs Trust | $8.8M | 2.9% | +1.3% |
| BABInvesco Exch Traded Fd Tr II | $8.1M | 2.7% | +3.4% |
| IAUIshares Gold Tr | $7.8M | 2.6% | +2.0% |
| SCHOSchwab Strategic Tr | $7.5M | 2.5% | +47.1% |
| VOEVanguard Index Fds | $6.7M | 2.2% | +2.8% |
| VWOVanguard Intl Equity Index F | $6.5M | 2.2% | +4.2% |
| PIEInvesco Exch Traded Fd Tr II | $6.0M | 2.0% | |
| VISVanguard World Fd | $6.0M | 2.0% | −2.5% |
| INOVInnovator Etfs Trust | $5.1M | 1.7% | −3.0% |
| BJANInnovator Etfs Trust | $5.0M | 1.7% | |
| FHLCFidelity Covington Trust | $4.8M | 1.6% | +9.4% |
| IJKIshares Tr | $4.6M | 1.5% | +3.7% |
| BUFPPgim Rock Etf Tr | $4.6M | 1.5% | |
| AIRRFirst Tr Exchange Traded Fd | $4.3M | 1.5% | +18.3% |
| YJUNFirst Tr Exchng Traded Fd Vi | $4.3M | 1.4% | −2.7% |
| VOVanguard Index Fds | $4.3M | 1.4% | +7.0% |
| FUTYFidelity Covington Trust | $4.2M | 1.4% | |
| FNCLFidelity Covington Trust | $4.2M | 1.4% | +2.7% |
| RSPInvesco Exchange Traded Fd T | $4.2M | 1.4% | −5.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $3.6M |
| FTECFidelity Covington Trust | June 30, 2020 | +247.3% | $3.9M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $3.3M |
| FENYFidelity Covington Trust | June 30, 2020 | +197.7% | $3.4M |
| VISVanguard World Fd | June 30, 2020 | +177.4% | $6.0M |
| GOOGAlphabet Inc | September 30, 2023 | +168.0% | $2.8M |
| ITOTIshares Tr | June 30, 2020 | +136.6% | $3.4M |
| FNCLFidelity Covington Trust | June 30, 2020 | +131.1% | $4.2M |
| IAUIshares Gold Tr | June 30, 2022 | +120.1% | $7.8M |
| IJKIshares Tr | June 30, 2020 | +109.8% | $4.6M |
Sold off last quarter
- DDECFirst Tr Exchng Traded Fd Vi was $673K
- DSEPFirst Tr Exchng Traded Fd Vi was $300K
- EFAIshares Tr was $256K
- XOPSpdr Series Trust was $218K
- EOGEog Res Inc was $211K
- Exxon Mobil CorpCUSIP 30231G102 was $209K
- PNIPimco New York Mun Fd II was $150K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.5% | +14.8% |
| March 31, 2026 | +1.5% | −4.6% |
| December 31, 2025 | +2.3% | +2.4% |
| September 30, 2025 | +6.0% | +7.8% |
| June 30, 2025 | +5.5% | +10.5% |
| March 31, 2025 | +0.1% | −4.6% |
| December 31, 2024 | −1.8% | +2.1% |
| September 30, 2024 | +5.2% | +5.4% |
| June 30, 2024 | +0.0% | +4.0% |
| March 31, 2024 | +5.7% | +10.0% |
| December 31, 2023 | +7.1% | +11.2% |
| September 30, 2023 | −4.1% | −3.6% |
| June 30, 2023 | +3.5% | +8.3% |
| March 31, 2023 | +4.2% | +7.0% |
| December 31, 2022 | +8.2% | +7.1% |
| September 30, 2022 | −5.4% | −5.3% |
| June 30, 2022 | −12.7% | −16.5% |
| March 31, 2022 | −3.3% | −4.9% |
| December 31, 2021 | +4.3% | +10.7% |
| September 30, 2021 | −1.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Maltin Wealth Management, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1764260&type=13F-HR&dateb=&owner=include&count=40CIK 1764260
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1764260/000176426026000004/Filed July 22, 2026 · accession 0001764260-26-000004