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Maltin Wealth Management, Inc.
Maltin Wealth Management, Inc. is a registered investment adviser based in Ridgewood, New Jersey, serving primarily high net worth individuals and families. Founded circa 2012, the firm manages customized investment portfolios, focusing on wealth preservation, financial planning, and fiduciary management. With a small team of around 5 employees, the firm delivers personalized advisory services to a select clientele.
Investment Strategy
Maltin Wealth Management, Inc. provides individualized portfolio management for clients, particularly high net worth individuals, focusing on both discretionary and non-discretionary investment advisory services. The firm emphasizes diversification, long-term wealth preservation, and portfolio customization, often utilizing a broad mix of mutual funds, ETFs, equities, and fixed income depending on each client’s financial goals and risk tolerance.
Latest 13F Filing Activity
Maltin Wealth Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 121 equity positions with a total 13F market value of $222M. The fund increased holdings in Invesco Exch Traded FD TR II, Vanguard Instl Index FD, First TR Exchange Traded FD among other positions. Maltin Wealth Management, Inc. reduced exposure to First TR Exchng Traded FD VI, Janus Detroit STR TR, Innovator Etfs Trust among others.
Top Holdings
Equity Positions (121)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Y YJUN | FIRST TR EXCHNG TRADED FD VI | 4.81% | $10.7M | 436,519 | $18.55 | $24.48 | -$7.5M |
I IAU | ISHARES GOLD TR | 3.65% | $8.1M | 129,987 | $36.08 | $62.36 | +$404.9K |
V VSS | VANGUARD INTL EQUITY INDEX F | 3.17% | $7.1M | 52,470 | $99.92 | $134.39 | +$1.1M |
B BAB | INVESCO EXCH TRADED FD TR II | 3.10% | $6.9M | 259,337 | $26.66 | $26.53 | +$598.7K |
S SDCI | USCF ETF TR | 2.92% | $6.5M | 299,422 | $21.28 | $21.65 | +$1.1M |
Industry Allocation
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