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Mittelman Wealth Management

Latest statistics and disclosures from Mittelman Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VYM, VIG, VOO, VEA, VWO, and represent 66.72% of Mittelman Wealth Management's stock portfolio.
Added to shares of these 6 stocks: HOLX, IWM, AGG, IWB, IEI, EMXC.
Started 5 new stock positions in IWB, HOLX, IWM, IEI, AGG.
Reduced shares in these 10 stocks: VIG (-$15M), VYM (-$11M), IGLB (-$10M), VOO (-$8.1M), VEA (-$6.1M), VWO, IGIB, FLJP, VO, IGSB.
Sold out of its positions in GE, QQQ.
Mittelman Wealth Management was a net seller of stock by $-63M.
Mittelman Wealth Management has $108M in assets under management (AUM), dropping by -38.92%.
Central Index Key (CIK): 0002021464

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Portfolio Holdings for Mittelman Wealth Management

Mittelman Wealth Management holds 31 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard High Dividend Yield Etf Uit Exchange Traded (VYM)	16.5	$18M	-38%	139k	127.59	View chart
Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG)	16.2	$18M	-45%	89k	195.83	View chart
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)	12.4	$13M	-37%	25k	538.81	View chart
Vanguard Ftse Developed Markets Etf Uit Exchange Traded (VEA)	11.6	$13M	-32%	261k	47.82	View chart
Vanguard Ftse Emerging Mark Etf Iv Uit Exchange Traded (VWO)	9.9	$11M	-31%	242k	44.04	View chart
Ishrs 10 Yr Invest Gradebond Etf Uit Exchange Traded (IGLB)	7.1	$7.7M	-57%	156k	49.40	View chart
Ishares Trt Is 5-10 Inv Gr Cr Bd Etf Uit Exchange Traded (IGIB)	6.3	$6.8M	-32%	132k	51.51	View chart
Vanguard Small Cap Etf Uit Exchange Traded (VB)	2.8	$3.0M	-25%	12k	240.28	View chart
Franklin Ftse Japan Etf Uit Exchange Traded (FLJP)	2.4	$2.6M	-45%	91k	28.61	View chart
Vanguard Mid Cap Etf Uit Exchange Traded (VO)	1.9	$2.0M	-47%	7.7k	264.13	View chart
Ishares Iboxx High Yieldbond Etf Uit Exchange Traded (HYG)	1.4	$1.5M	-24%	19k	78.65	View chart
Hologic Common Stock (HOLX)	1.4	$1.5M	NEW	21k	72.09	View chart
Ishares Tr Is 1-5 Yr In Gr Cr Bd Etf Uit Exchange Traded (IGSB)	1.2	$1.3M	-46%	26k	51.70	View chart
Ishares Russell 2000 Etf Uit Exchange Traded (IWM)	1.0	$1.1M	NEW	4.8k	220.96	View chart
Ishares Core Us Aggregate Bond Etf Uit Exchange Traded (AGG)	0.8	$852k	NEW	8.8k	96.90	View chart
Ishares Core S&p 500 Etf Iv Uit Exchange Traded (IVV)	0.7	$710k		1.2k	588.68	View chart
Spdr S&p China Etf Uit Exchange Traded (GXC)	0.6	$693k	-26%	9.1k	75.88	View chart
Nvidia Corp Common Stock (NVDA)	0.6	$597k	-18%	4.4k	134.31	View chart
Franklin Ftse India Etf Uit Exchange Traded (FLIN)	0.5	$543k	-38%	14k	37.90	View chart
Jpmorgan Ultra Short Income Etf Uit Exchange Traded (JPST)	0.5	$542k		11k	50.37	View chart
Vanguard Consumer Discretionary Etf Uit Exchange Traded (VCR)	0.5	$542k		1.4k	375.38	View chart
Vanguard Communication Services Etf Uit Exchange Traded (VOX)	0.5	$507k		3.3k	154.96	View chart
Burke Herbert Finl Svcs Common Stock (BHRB)	0.5	$487k	-27%	7.8k	62.36	View chart
Spdr S&p 500 Etf Iv Uit Exchange Traded (SPY)	0.4	$482k	-10%	823.00	586.08	View chart
Ishares Msci Emerging Markets Etf Uit Exchange Traded (EMXC)	0.4	$446k		8.0k	55.45	View chart
Ishares Russell 1000 Etf Uit Exchange Traded (IWB)	0.4	$435k	NEW	1.4k	322.16	View chart
Spdr Gold Shares Etf Uit Exchange Traded (GLD)	0.3	$345k	-2%	1.4k	242.13	View chart
Cisco Sys Common Stock (CSCO)	0.3	$312k	-12%	5.3k	59.20	View chart
Goldman Sachs Group Common Stock (GS)	0.3	$298k	-34%	520.00	572.62	View chart
Ibm Corp Common Stock (IBM)	0.2	$243k	-14%	1.1k	219.83	View chart
Ishares 3-7 Year Trery Bond Etf Uit Exchange Traded (IEI)	0.2	$229k	NEW	2.0k	115.55	View chart

Past Filings by Mittelman Wealth Management

SEC 13F filings are viewable for Mittelman Wealth Management going back to 2024

Mittelman Wealth Management 2024 Q4 filed Feb. 18, 2025
Mittelman Wealth Management 2024 Q3 filed Nov. 18, 2024
Mittelman Wealth Management 2024 Q2 filed Aug. 12, 2024
Mittelman Wealth Management 2024 Q1 filed May 6, 2024

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