0001085146-25-002027.txt : 20250410 0001085146-25-002027.hdr.sgml : 20250410 20250410170927 ACCESSION NUMBER: 0001085146-25-002027 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250331 FILED AS OF DATE: 20250410 DATE AS OF CHANGE: 20250410 EFFECTIVENESS DATE: 20250410 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Maltin Wealth Management, Inc. CENTRAL INDEX KEY: 0001764260 ORGANIZATION NAME: EIN: 460936886 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20181 FILM NUMBER: 25829179 BUSINESS ADDRESS: STREET 1: 294 WEST END AVENUE CITY: RIDGEWOOD STATE: NJ ZIP: 07450 BUSINESS PHONE: 201-215-3850 MAIL ADDRESS: STREET 1: 294 WEST END AVENUE CITY: RIDGEWOOD STATE: NJ ZIP: 07450 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001764260 XXXXXXXX 03-31-2025 03-31-2025 false Maltin Wealth Management, Inc.
294 WEST END AVENUE RIDGEWOOD NJ 07450
13F HOLDINGS REPORT 028-20181 000164330 801-77022 N
Peter L. Maltin Chief Compliance Officer 201-215-3855 /s/ Peter L. Maltin Wyckoff NJ 04-10-2025 0 130 212944464 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 300851 1436 SH SOLE 1436 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 539409 3488 SH SOLE 3488 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 730907 4678 SH SOLE 4678 0 0 ALPS ETF TR EQUAL SEC ETF 00162Q205 BBG001T53M75 860605 6832 SH SOLE 6832 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 602334 3166 SH SOLE 3166 0 0 APPLE INC COM 037833100 BBG001S5N8V8 1387289 6245 SH SOLE 6245 0 0 AT&T INC COM 00206R102 BBG001S5VWH2 228959 8096 SH SOLE 8096 0 0 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 307586 7371 SH SOLE 7371 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 2395325 3 SH SOLE 3 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 424466 797 SH SOLE 797 0 0 BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 09257P105 BBG003BPM0W5 2407705 113410 SH SOLE 113410 0 0 BLACKSTONE INC COM 09260D107 BBG001S7H949 278169 1990 SH SOLE 1990 0 0 DBX ETF TR XTRACK MSCI EAFE 233051200 BBG001S9Z3V8 3545849 81890 SH SOLE 81890 0 0 DIREXION SHS ETF TR DLY S&P500 BR 1X 25460E869 BBG00D1WLCR0 721163 62223 SH SOLE 62223 0 0 DISNEY WALT CO COM 254687106 BBG001S5QHF3 223705 2267 SH SOLE 2267 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 304925 2500 SH SOLE 2500 0 0 ELI LILLY & CO COM 532457108 BBG001S5STL8 379651 460 SH SOLE 460 0 0 FIDELITY COVINGTON TRUST MSCI COMMNTN SVC 316092873 BBG005FHWFG8 3201584 56907 SH SOLE 56907 0 0 FIDELITY COVINGTON TRUST MSCI CONSM DIS 316092204 BBG005FHVPV0 2804210 33182 SH SOLE 33182 0 0 FIDELITY COVINGTON TRUST MSCI ENERGY IDX 316092402 BBG005FHW2X8 2527537 98925 SH SOLE 98925 0 0 FIDELITY COVINGTON TRUST MSCI FINLS IDX 316092501 BBG005FHWXW1 3799542 54654 SH SOLE 54654 0 0 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 BBG005FHVV56 3699468 54149 SH SOLE 54149 0 0 FIDELITY COVINGTON TRUST MSCI INDL INDX 316092709 BBG005FHVVZ3 491525 7179 SH SOLE 7179 0 0 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 BBG005FHWBL1 2610091 16185 SH SOLE 16185 0 0 FIDELITY COVINGTON TRUST MSCI UTILS INDEX 316092865 BBG005FHVXB5 2271897 44591 SH SOLE 44591 0 0 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 BBG001SN9872 396538 1785 SH SOLE 1785 0 0 FIRST TR EXCHNG TRADED FD VI FT VEST INT JUNE 33740U869 BBG011FRZJF4 18151076 800312 SH SOLE 800312 0 0 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740F763 BBG00RPK2N78 1201649 24629 SH SOLE 24629 0 0 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740F615 BBG00ZR07NB2 354257 9402 SH SOLE 9402 0 0 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740F185 BBG01PP3PLY8 4916968 247934 SH SOLE 247934 0 0 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740F722 BBG00VC9S4V5 275592 5524 SH SOLE 5524 0 0 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740F714 BBG00VC9SSV2 365132 8697 SH SOLE 8697 0 0 FIRST TR EXCHNG TRADED FD VI VEST U S EQUITY 33740F227 BBG01NCK0YX9 6764859 213450 SH SOLE 213450 0 0 FIRST TR VALUE LINE DIVID IN SHS 33734H106 BBG001SLWD88 250373 5615 SH SOLE 5615 0 0 GABELLI DIVID & INCOME TR COM 36242H104 BBG001SDC273 635828 26350 SH SOLE 26350 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 515842 944 SH SOLE 944 0 0 INNOVATOR ETFS TRUST INNOVATOR INTL D 45783Y343 BBG01LR4C448 495858 18747 SH SOLE 18747 0 0 INNOVATOR ETFS TRUST INTRNL DEV APRL 45782C367 BBG00SXJN914 356340 12939 SH SOLE 12939 0 0 INNOVATOR ETFS TRUST UNCAPPED ACCLRTD 45783Y699 BBG018WBYMB3 373425 10000 SH SOLE 10000 0 0 INNOVATOR ETFS TRUST US EQT BUFR APR 45782C888 BBG00NR9PT90 1782806 41978 SH SOLE 41978 0 0 INNOVATOR ETFS TRUST US EQT ULTRA BF 45782C300 BBG00MYXKMH2 751885 19713 SH SOLE 19713 0 0 INNOVATOR ETFS TRUST US EQTY BUF OCT 45782C771 BBG00M4NZ631 1002536 23849 SH SOLE 23849 0 0 INNOVATOR ETFS TRUST US EQTY BUF SEP 45782C664 BBG00Q4023H0 1098147 26287 SH SOLE 26287 0 0 INNOVATOR ETFS TRUST US EQTY BUFR JAN 45782C409 BBG00MYXK7W8 3470108 74415 SH SOLE 74415 0 0 INNOVATOR ETFS TRUST US EQTY BUFR JUN 45782C755 BBG00PBD60M2 1284618 31717 SH SOLE 31717 0 0 INNOVATOR ETFS TRUST US EQTY BUFR MAY 45782C326 BBG00TGLNRW2 556926 14039 SH SOLE 14039 0 0 INNOVATOR ETFS TRUST US EQTY PWR BF 45782C680 BBG00PVP39R2 513090 13581 SH SOLE 13581 0 0 INNOVATOR ETFS TRUST US SMALL CAP PWR 45784N833 BBG01R1XTW85 440369 19220 SH SOLE 19220 0 0 INNOVATOR ETFS TRUST US SML CP PWR B 45782C284 BBG00VSHFQQ1 5308514 189823 SH SOLE 189823 0 0 INNOVATOR ETFS TRUST US SML CP PWR B 45782C599 BBG00QFNSZH9 692769 23670 SH SOLE 23670 0 0 INNOVATOR ETFS TRUST US SML CP PWR B 45782C474 BBG00R879Z72 802506 22454 SH SOLE 22454 0 0 INNOVATOR ETFS TRUST US SML CP PWR ET 45782C342 BBG00SXJYJL8 574921 18636 SH SOLE 18636 0 0 INVESCO DB COMMDY INDX TRCK UNIT 46138B103 BBG001SNZTS4 289702 12876 SH SOLE 12876 0 0 INVESCO EXCH TRADED FD TR II DORSEY WRGT EMRG 46138E867 BBG001SQTTP7 2836269 156010 SH SOLE 156010 0 0 INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 46138G805 BBG001STKGB3 6281501 235439 SH SOLE 235439 0 0 INVESCO EXCHANGE TRADED FD T DORSEY WRGT BASC 46137V704 BBG001SRMY71 471577 5563 SH SOLE 5563 0 0 INVESCO EXCHANGE TRADED FD T DORSEY WRGT CSMR 46137V886 BBG001SRMY80 677905 6255 SH SOLE 6255 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL MAT 46137V316 BBG00KJR2SC8 2121704 66847 SH SOLE 66847 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 3417404 19728 SH SOLE 19728 0 0 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 BBG001SDTVQ0 283205 4269 SH SOLE 4269 0 0 ISHARES GOLD TR ISHARES NEW 464285204 BBG001SJK6D5 7701078 130615 SH SOLE 130615 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 BBG001TG5H89 2681973 25920 SH SOLE 25920 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 BBG001SSD812 2141134 18124 SH SOLE 18124 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 BBG001V0XLT8 5527531 45637 SH SOLE 45637 0 0 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 552484 7303 SH SOLE 7303 0 0 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 686570 11766 SH SOLE 11766 0 0 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 1063775 10173 SH SOLE 10173 0 0 ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 2356892 19317 SH SOLE 19317 0 0 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 320924 571 SH SOLE 571 0 0 ISHARES TR GLOB HLTHCRE ETF 464287325 BBG001SJX8Q3 819040 8981 SH SOLE 8981 0 0 ISHARES TR HDG MSCI EAFE 46434V803 BBG005XKVF72 1322881 36453 SH SOLE 36453 0 0 ISHARES TR ISHARES BIOTECH 464287556 BBG001SGYSW7 387804 3032 SH SOLE 3032 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 BBG001S56277 499704 3310 SH SOLE 3310 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 201448 1010 SH SOLE 1010 0 0 ISHARES TR S&P MC 400GR ETF 464287606 BBG001SFQL08 2605621 31287 SH SOLE 31287 0 0 ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 1398259 9956 SH SOLE 9956 0 0 ISHARES TR US CONSUM DISCRE 464287580 BBG001SFGXZ5 287603 3256 SH SOLE 3256 0 0 JANUS DETROIT STR TR B-BBB CLO ETF 47103U753 BBG014GFHJN4 1936812 39795 SH SOLE 39795 0 0 JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 BBG00XX898D2 7438159 146680 SH SOLE 146680 0 0 JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 973687 3969 SH SOLE 3969 0 0 KRANESHARES TRUST CALIFORNIA CARB 500767553 BBG012TH9ZK6 196352 11800 SH SOLE 11800 0 0 LENDINGCLUB CORP COM NEW 52603A208 BBG001YKDNH2 103200 10000 SH SOLE 10000 0 0 LINDE PLC SHS G54950103 BBG01FND0CH6 246165 529 SH SOLE 529 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 264923 706 SH SOLE 706 0 0 MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 202272 1734 SH SOLE 1734 0 0 NEKTAR THERAPEUTICS COM 640268108 BBG001S7RDK1 8840 13000 SH SOLE 13000 0 0 NUVEEN S&P 500 BUY-WRITE INC COM 6706ER101 BBG001S7ZM04 235904 17981 SH SOLE 17981 0 0 PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 287677 473 SH SOLE 473 0 0 PGIM ROCK ETF TR LADDERED FD OF B 69420N718 BBG01N63NTS6 3591621 137250 SH SOLE 137250 0 0 PIMCO NEW YORK MUN INCOME FD COM 72201E105 BBG001S9C5C9 532087 94342 SH SOLE 94342 0 0 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 210265 1234 SH SOLE 1234 0 0 PROSHARES TR PSHS SHORT DOW30 74347B235 BBG001SR6H94 256285 9489 SH SOLE 9489 0 0 PROSHARES TR SHORT QQQ 74349Y837 BBG001SR6H58 247722 6097 SH SOLE 6097 0 0 PUBLIC STORAGE OPER CO COM 74460D109 BBG001S5TH79 905689 3026 SH SOLE 3026 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 BBG001T9F795 4909292 201696 SH SOLE 201696 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 BBG001T9F777 2305155 85725 SH SOLE 85725 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 1576337 16868 SH SOLE 16868 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 270209 3309 SH SOLE 3309 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 332018 2274 SH SOLE 2274 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 1244158 6026 SH SOLE 6026 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 236737 564 SH SOLE 564 0 0 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 285259 990 SH SOLE 990 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 471328 843 SH SOLE 843 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 1084865 2034 SH SOLE 2034 0 0 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 4179436 45562 SH SOLE 45562 0 0 SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 226911 2823 SH SOLE 2823 0 0 SPDR SER TR S&P 400 MDCP GRW 78464A821 BBG001SPTBN0 327816 4126 SH SOLE 4126 0 0 SPDR SER TR S&P METALS MNG 78464A755 BBG001SMH2W0 876738 15659 SH SOLE 15659 0 0 UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 1763010 16029 SH SOLE 16029 0 0 USCF ETF TR SUMMERHAVEN K1 90290T809 BBG00KTNSV59 5426060 255705 SH SOLE 255705 0 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 BBG001SR42Z0 709076 15425 SH SOLE 15425 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 690852 1863 SH SOLE 1863 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 BBG001SRN7W1 4766476 29690 SH SOLE 29690 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 2588035 10007 SH SOLE 10007 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 235820 459 SH SOLE 459 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 929340 4191 SH SOLE 4191 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 229442 1328 SH SOLE 1328 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 3443380 76080 SH SOLE 76080 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 BBG001T0SKD6 5937985 51367 SH SOLE 51367 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 1227629 24602 SH SOLE 24602 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 201797 1040 SH SOLE 1040 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 2437131 47947 SH SOLE 47947 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 423146 3281 SH SOLE 3281 0 0 VANGUARD WORLD FD COMM SRVC ETF 92204A884 BBG001SHTV72 400098 2696 SH SOLE 2696 0 0 VANGUARD WORLD FD FINANCIALS ETF 92204A405 BBG001SHTTM0 397207 3325 SH SOLE 3325 0 0 VANGUARD WORLD FD INDUSTRIAL ETF 92204A603 BBG001SHVTX5 4051059 16365 SH SOLE 16365 0 0 VANGUARD WORLD FD UTILITIES ETF 92204A876 BBG001SHVTP4 757787 4436 SH SOLE 4436 0 0 VISA INC COM CL A 92826C839 BBG001SRCFY3 220857 630 SH SOLE 630 0 0 WISDOMTREE TR US HIGH DIVIDEND 97717W208 BBG001SHKNX0 421422 4250 SH SOLE 4250 0 0 YEXT INC COM 98585N106 BBG001V12329 2411264 391439 SH SOLE 391439 0 0