CIK 1764260
Maltin Wealth Management, Inc.
Institutional 13F holdings & portfolio
Holdings
132
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 101–132 of 132
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPHQ | INVESCO EXCHANGE TRADED FD T | 4K | $100K–$500K | SH |
| FJUN | FIRST TR EXCHNG TRADED FD VI | 6K | $100K–$500K | SH |
| MS | MORGAN STANLEY | 2K | $100K–$500K | SH |
| SPYG | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| BX | BLACKSTONE INC | 2K | $100K–$500K | SH |
| DSEP | FIRST TR EXCHNG TRADED FD VI | 7K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 1K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 3K | $100K–$500K | SH |
| KCCA | KRANESHARES TRUST | 17K | $100K–$500K | SH |
| BXMX | NUVEEN S&P 500 BUY-WRITE INC | 19K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| DBC | INVESCO DB COMMDY INDX TRCK | 12K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 564 | $100K–$500K | SH |
| RSDE | FIRST TR EXCHNG TRADED FD VI | 12K | $100K–$500K | SH |
| SCZ | ISHARES TR | 3K | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 428 | $100K–$500K | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 6K | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| AGG | ISHARES TR | 2K | $100K–$500K | SH |
| YMAR | FIRST TR EXCHNG TRADED FD VI | 9K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 1K | $100K–$500K | SH |
| LIN | LINDE PLC | 531 | $100K–$500K | SH |
| XLP | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| V | VISA INC | 638 | $100K–$500K | SH |
| ITA | ISHARES TR | 1K | $100K–$500K | SH |
| BLK | BLACKROCK INC | 202 | $100K–$500K | SH |
| ORCL | ORACLE CORP | 1K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 2K | $100K–$500K | SH |
| XLI | SELECT SECTOR SPDR TR | 1K | $100K–$500K | SH |
| T | AT&T INC | 8K | $100K–$500K | SH |
| LC | LENDINGCLUB CORP | 10K | $100K–$500K | SH |
| IBRX | IMMUNITYBIO INC | 13K | $15K–$50K | SH |