Maltin Wealth Management, Inc. holds a diversified book of 146 stocks worth $299.0M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Sandisk Corp and trimmed FT Vest US Equi Eq W ETF - S. Their largest long position is Invesco Rafi Developed Marke at 5% of the equity book. Cloning the disclosed picks since 2024 would be +28% (+15.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Maltin Wealth Management, Inc.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 5.7 points over this window.
Growth of $10,000 cloning Maltin Wealth Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
13% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco Exch Traded FD TR II RAFI DVLPD MRKTS | $13.8M | 181.8K | 4.6% | ▲+6.0% Added · +10K sh | |
| 2 | Uscf ETF TR SUMMERHAVEN K1 | $11.7M | 442.2K | 3.9% | ▲+3.1% Added · +13K sh | |
| 3 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $10.2M | 66.4K | 3.4% | ▲+5.5% Added · +3K sh | |
| 4 | GMO ETF Trust GMO INTL VALUE | $10.2M | 272.4K | 3.4% | ▲+4.0% Added · +11K sh | |
| 5 | First TR Exchng Traded FD VI FT VEST US EQT | $10.1M | 437.3K | 3.4% | ▼−2.7% Reduced · −12K sh | |
| 6 | Ishares TR CORE HIGH DV ETF | $9.6M | 349.1K | 3.2% | ▲+446% Added · +285K sh | |
| 7 | Innovator Etfs Trust US SMALL CAP PWR | $8.8M | 308.8K | 2.9% | ▲+1.3% Added · +4K sh | |
| 8 | Invesco Exch Traded FD TR II TAXABLE MUN BD | $8.1M | 300.1K | 2.7% | ▲+3.4% Added · +10K sh | |
| 9 | Ishares Gold TR ISHARES NEW | $7.8M | 103.0K | 2.6% | ▲+2.0% Added · +2K sh | |
| 10 | Schwab Strategic TR SHT TM US TRES | $7.5M | 312.1K | 2.5% | ▲+47% Added · +100K sh | |
| 11 | Vanguard Index FDS MCAP VL IDXVIP | $6.7M | 33.7K | 2.2% | ▲+2.8% Added · +919 sh | |
| 12 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $6.5M | 108.8K | 2.2% | ▲+4.2% Added · +4K sh | |
| 13 | Invesco Exch Traded FD TR II DORSEY WRGT EMRG | $6.0M | 180.2K | 2.0% | ▼−0.7% Reduced · −1K sh | |
| 14 | Vanguard World FD INDUSTRIAL ETF | $6.0M | 16.7K | 2.0% | ▼−2.5% Reduced · −429 sh | |
| 15 | Innovator Etfs Trust INTL DEV PWR BUF | $5.1M | 140.2K | 1.7% | ▼−3.0% Reduced · −4K sh | |
| 16 | Innovator Etfs Trust US EQTY BUFR JAN | $5.0M | 85.0K | 1.7% | —Held | |
| 17 | Fidelity Covington Trust MSCI HLTH CARE I | $4.8M | 61.8K | 1.6% | ▲+9.4% Added · +5K sh | |
| 18 | Ishares TR S&P MC 400GR ETF | $4.6M | 39.4K | 1.5% | ▲+3.7% Added · +1K sh | |
| 19 | Pgim Rock ETF TR LADDE S&P 12 ETF | $4.6M | 142.4K | 1.5% | ▼−0.5% Reduced · −754 sh | |
| 20 | First TR Exchange Traded FD RBA INDL ETF | $4.3M | 32.6K | 1.5% | ▲+18% Added · +5K sh | |
| 21 | First TR Exchng Traded FD VI FT VEST INT JUNE | $4.3M | 160.8K | 1.4% | ▼−2.6% Reduced · −4K sh | |
| 22 | Vanguard Index FDS MID CAP ETF | $4.3M | 52.8K | 1.4% | ▲+328% Added · +40K sh | |
| 23 | Fidelity Covington Trust MSCI UTILS INDEX | $4.2M | 71.9K | 1.4% | ▲+0.9% Added · +681 sh | |
| 24 | Fidelity Covington Trust MSCI FINLS IDX | $4.2M | 54.7K | 1.4% | ▲+2.7% Added · +1K sh | |
| 25 | Invesco Exchange Traded FD T S&P500 EQL WGT | $4.2M | 19.6K | 1.4% | ▼−5.6% Reduced · −1K sh | |
| 26 | Ishares TR 3 7 YR TREAS BD | $4.1M | 34.6K | 1.4% | ▲+53% Added · +12K sh | |
| 27 | Fidelity Covington Trust MSCI INFO TECH I | $3.9M | 13.7K | 1.3% | ▼−13% Reduced · −2K sh | |
| 28 | Invesco Exchange Traded FD T S&P500 EQL MAT | $3.8M | 98.5K | 1.3% | ▲+26% Added · +20K sh | |
| 29 | First TR Exchng Traded FD VI VEST U S EQUITY | $3.8M | 101.9K | 1.3% | ▲+5.1% Added · +5K sh | |
| 30 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $3.8M | 53.2K | 1.3% | ▲+1.3% Added · +686 sh | |
| 31 | Ishares TR 0-5 YR TIPS ETF | $3.8M | 36.8K | 1.3% | ▲+16% Added · +5K sh | |
| 32 | Alphabet Inc CAP STK CL A | $3.6M | 10.1K | 1.2% | ▲+180% Added · +6K sh | |
| 33 | Fidelity Covington Trust MSCI COMMNTN SVC | $3.6M | 51.7K | 1.2% | ▲+3.1% Added · +2K sh | |
| 34 | Fidelity Covington Trust MSCI CONSM DIS | $3.4M | 33.4K | 1.1% | ▼−1.1% Reduced · −386 sh | |
| 35 | Ishares TR CORE S&P TTL STK | $3.4M | 20.5K | 1.1% | ▼−7.6% Reduced · −2K sh | |
| 36 | Fidelity Covington Trust MSCI ENERGY IDX | $3.4M | 113.5K | 1.1% | ▼−9.1% Reduced · −11K sh | |
| 37 | Apple Inc COM | $3.3M | 11.5K | 1.1% | ▲+0.8% Added · +89 sh | |
| 38 | Schwab Strategic TR US TIPS ETF | $3.2M | 121.0K | 1.1% | ▲+13% Added · +14K sh | |
| 39 | Alphabet Inc CAP STK CL C | $2.8M | 8.0K | 0.9% | ▲+84% Added · +4K sh | |
| 40 | BlackRock Mun Target Term TR COM SHS BEN IN | $2.7M | 117.6K | 0.9% | ▼−5.3% Reduced · −7K sh | |
| 41 | Vanguard Instl Index FD 0 3 MO TR BI ETF | $2.5M | 32.8K | 0.8% | ▲+66% Added · +13K sh | |
| 42 | Ishares TR U.S. TECH ETF | $2.4M | 9.5K | 0.8% | ▼−0.3% Reduced · −25 sh | |
| 43 | Select Sector SPDR TR ST STR TECHN ETF | $2.3M | 12.2K | 0.8% | ▲+0.1% Added · +7 sh | |
| 44 | Berkshire Hathaway Inc Del CL A | $2.2M | 3 | 0.8% | —Held | |
| 45 | Innovator Etfs Trust US EQT BUFR APR | $2.0M | 37.5K | 0.7% | —Held | |
| 46 | Yext Inc COM | $1.8M | 393.4K | 0.6% | —Held | |
| 47 | United Parcel Svcs Inc CL B | $1.7M | 15.8K | 0.6% | ▲~0% Added · +3 sh | |
| 48 | Select Sector SPDR TR ST STR ENERG ETF | $1.7M | 31.5K | 0.6% | ▲+6.6% Added · +2K sh | |
| 49 | Happen Inc COM NEW | $1.6M | 78.3K | 0.5% | ▲+683% Added · +68K sh | |
| 50 | Invesco Exchange Traded FD T DORSEY WRGT CSMR | $1.6M | 14.4K | 0.5% | ▲+8.9% Added · +1K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 146 | $299.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 136 | $261.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 132 | $251.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 24, 2025 | 131 | $240.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 6, 2025 | 127 | $222.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 10, 2025 | 130 | $212.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 129 | $203.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 9, 2024 | 125 | $205.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.