Institutional Fund
Maltin Wealth Management, Inc.
Ridgewood, NJCIK 17642605 filings on record
Portfolio Value
$261.65M
Q1 2026
Holdings
136
Reported positions
New Buys
18
Opened this quarter
QoQ Change
+4.1%
from $251.40M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Invesco Exch Traded Fd Tr II4.6%
- Uscf ETF Tr4.5%
- First Tr Exchng Traded Fd Vi3.7%
- Gmo ETF Trust3.6%
- Vanguard Intl Equity Index F3.5%
- Ishares Gold Tr3.4%
- Other76.7%
Portfolio Holdings
136 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Exch Traded Fd Tr II | 171.5K | $11.99M | 4.6% | +60.5K | Added |
| 2 | Uscf ETF Tr | 428.8K | $11.68M | 4.5% | +17.3K | Added |
| 3 | First Tr Exchng Traded Fd Vi | 449.5K | $9.67M | 3.7% | +418.5K | Added |
| 4 | Gmo ETF Trust | 261.8K | $9.48M | 3.6% | +101.9K | Added |
| 5 | Vanguard Intl Equity Index F | 62.9K | $9.17M | 3.5% | +6.1K | Added |
| 6 | Ishares Gold Tr | 100.9K | $8.90M | 3.4% | −4.6K | Reduced |
| 7 | Ishares Tr | 63.9K | $8.67M | 3.3% | +6.3K | Added |
| 8 | Innovator Etfs Trust | 304.9K | $7.84M | 3.0% | +304.9K | New |
| 9 | Invesco Exch Traded Fd Tr II | 290.2K | $7.82M | 3.0% | +9.9K | Added |
| 10 | Vanguard Index Fds | 32.7K | $6.03M | 2.3% | +610 | Added |
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