Maltin Wealth Management, Inc.
Maltin Wealth Management, Inc. reported 146 holdings worth US$299M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 22, 2026
Maltin Wealth Management, Inc. reported 146 holdings worth US$299M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Apple Inc and Berkshire Hathaway Inc. Filed Jul 22, 2026 (Form 13F).
- Holdings
- 146
- Value as reported
- US$299M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 18,030 | US$6.44M | 2.2% |
| Apple Inc | 11,481 | US$3.32M | 1.1% |
| Berkshire Hathaway Inc. | 5,173 | US$2.59M | 0.87% |
| Yext, Inc. | 393K | US$1.84M | 0.61% |
| United Parcel Service, Inc. | 15,767 | US$1.69M | 0.57% |
| Lendingclub Corporation | 78,279 | US$1.62M | 0.54% |
| Sandisk Corporation | 694 | US$1.58M | 0.53% |
| Jp Morgan Chase & Co. | 3,397 | US$1.11M | 0.37% |
| Amazon.com, Inc. | 4,389 | US$1.05M | 0.35% |
| Nvidia Corporation | 5,053 | US$1.01M | 0.34% |
| Goldman Sachs Group, Inc. (the) | 968 | US$979K | 0.33% |
| Meta Platforms, Inc. | 1,645 | US$926K | 0.31% |
| Microsoft Corp. | 2,108 | US$786K | 0.26% |
| Bank Of America Corporation | 11,857 | US$676K | 0.23% |
| Parker-hannifin Corporation | 610 | US$597K | 0.20% |
| Eli Lilly And Company | 440 | US$528K | 0.18% |
| Morgan Stanley | 1,852 | US$387K | 0.13% |
| Vistra Corp. | 2,306 | US$366K | 0.12% |
| Abbvie Inc. | 1,449 | US$365K | 0.12% |
| Blackstone Inc. | 2,842 | US$334K | 0.11% |
| Ionq, Inc. | 6,000 | US$320K | 0.11% |
| Immunome, Inc. | 15,000 | US$318K | 0.11% |
| Mastercard Incorporated | 591 | US$303K | 0.10% |
| Ge Vernova Inc. | 214 | US$251K | 0.08% |
| Ge Aerospace | 668 | US$250K | 0.08% |
| Caterpillar, Inc. | 230 | US$245K | 0.08% |
| Vertiv Holdings, Llc | 723 | US$242K | 0.08% |
| Visa Inc. | 640 | US$219K | 0.07% |
| Trevi Therapeutics, Inc. | 10,560 | US$197K | 0.07% |
| Immunitybio, Inc. | 13,150 | US$115K | 0.04% |
| Niocorp Developments Ltd. | 10,000 | US$48,200 | 0.02% |
| Playstudios, Inc. | 75,594 | US$37,721 | 0.01% |
| Eog Resources, Inc. | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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