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Peter L. Maltin

Maltin Wealth Management, Inc.

Assets Managed
$261.648M
Holdings
136
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
4.08%(2Q avg: 4.23%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Maltin Wealth Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 136 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 261.648M in assets, with a quarterly growth rate of 4.08% and a 2-quarter average growth rate of 4.23%. The portfolio is managed by Peter L. Maltin, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PXF
Invesco Ftse Rafi Developed
Recent Activity
Increased 54.52%
4.59%
$11.99M
171,534 shares@ $69.9 avg price
SDCI
Uscf Summerhaven Dynamic Etf
Recent Activity
Increased 4.21%
4.47%
$11.68M
428,775 shares@ $27.25 avg price
RSSE
Ft Vest Us Equi Eq W Etf - S
Recent Activity
Increased 1348.51%
3.7%
$9.674M
449,501 shares@ $21.53 avg price
GMOI
Gmo International Value Etf
Recent Activity
Increased 63.72%
3.63%
$9.485M
261,797 shares@ $36.23 avg price
VSS
Vanguard Ftse All Wo X-us Sc
Recent Activity
Increased 10.75%
3.51%
$9.173M
62,922 shares@ $145.79 avg price
IAU
Ishares Gold Trust
Recent Activity
Decreased -4.38%
3.41%
$8.898M
100,929 shares@ $88.17 avg price
HDV
Ishares Core High Dividend E
Recent Activity
Increased 11.02%
3.32%
$8.672M
63,898 shares@ $135.73 avg price
KDEC
Inn Us Sml Cap P B Etf - Dec
Recent Activity
New Position
3%
$7.836M
304,909 shares@ $25.7 avg price
BAB
Invesco Taxable Municipal Bo
Recent Activity
Increased 3.53%
3%
$7.824M
290,214 shares@ $26.97 avg price
VOE
Vanguard Mid-cap Value Etf
Recent Activity
Increased 1.9%
2.31%
$6.033M
32,737 shares@ $184.29 avg price

1-10 of 136