Maltin Wealth Management, Inc.
Annual return '25
+11.0%
SPY '25
+17.7%
Alpha
-6.7ptsvs SPY
Invested
$261.6M
Holdings
136
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$PXF
INVESCO EXCH TRADED FD TR II
Q1 2026: Exited (was 111.0k shares)
4.6%
02
$SDCI
USCF ETF TR
Q1 2026: Exited (was 411.5k shares)
4.5%
03
$RSSE
FIRST TR EXCHNG TRADED FD VI
Q1 2026: Exited (was 31.0k shares)
3.7%
04
$GMOI
GMO ETF TRUST
Q1 2026: Exited (was 159.9k shares)
3.6%
05
$VSS
VANGUARD INTL EQUITY INDEX F
Q1 2026: Exited (was 56.8k shares)
3.5%
06
$IAU
ISHARES GOLD TR
Q1 2026: Sold 94.0% (105.6k → 6.3k shares)
3.4%
07
$HDV
ISHARES TR
Q1 2026: Exited (was 57.6k shares)
3.3%
08
$KDEC
INNOVATOR ETFS TRUST
Q2 2025: Exited (was 19.2k shares)
3.0%
09
$BAB
INVESCO EXCH TRADED FD TR II
Q1 2026: Exited (was 280.3k shares)
3.0%
10
$VOE
VANGUARD INDEX FDS
Q1 2026: Exited (was 32.1k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:38 UTC.