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Peter L. Maltin

Maltin Wealth Management, Inc.

Assets Managed
$299.045M
Holdings
146
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
14.3%(2Q avg: 9.19%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Maltin Wealth Management, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 146 positions.

Assets under management

The assets under management (AUM) of Maltin Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 299.045M in assets, with a quarterly growth rate of 14.3% and a 2-quarter average growth rate of 9.19%. The portfolio is managed by Peter L. Maltin, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PXF
Invesco Ftse Rafi Developed
Recent Activity
Increased 6.01%
4.6%
$13.753M
181,827 shares@ $75.64 avg price
SDCI
Uscf Summerhaven Dynamic Etf
Recent Activity
Increased 3.13%
3.91%
$11.691M
442,173 shares@ $26.45 avg price
VSS
Vanguard Ftse All Wo X-us Sc
Recent Activity
Increased 5.47%
3.43%
$10.239M
66,359 shares@ $154.29 avg price
GMOI
Gmo International Value Etf
Recent Activity
Increased 4.06%
3.42%
$10.21M
272,404 shares@ $37.49 avg price
RSSE
Ft Vest Us Equi Eq W Etf - S
Recent Activity
Decreased -2.7%
3.39%
$10.125M
437,348 shares@ $23.15 avg price
HDV
Ishares Core High Dividend E
Recent Activity
Increased 446.28%
3.2%
$9.568M
349,061 shares@ $27.41 avg price
KDEC
Inn Us Sml Cap P B Etf - Dec
Recent Activity
Increased 1.29%
2.94%
$8.765M
308,827 shares@ $28.38 avg price
BAB
Invesco Taxable Municipal Bo
Recent Activity
Increased 3.41%
2.7%
$8.055M
300,098 shares@ $26.84 avg price
IAU
Ishares Gold Trust
Recent Activity
Increased 2.02%
2.6%
$7.775M
102,963 shares@ $75.52 avg price
SCHO
Schwab Short-term Us Treas
Recent Activity
Increased 47.09%
2.52%
$7.534M
312,086 shares@ $24.14 avg price

1-10 of 146