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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 VIG, VYM, VEA, VWO, VOO, and represent 49.32% of Mittelman Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IWM, AKRE, VPU, IGSB, GS, VO, VOX, WMT, VEA, GE.
Started 8 new stock positions in HAL, GOOGL, IBM, GEV, AKRE, GE, MSFT, WMT.
Reduced shares in these 10 stocks: EVLV, , VYM, VIG, JPST, IWB, VOO, NVDA, , VB.
Sold out of its positions in IVV, IWB, NVDA, MINT, GLD, SPDW.
Mittelman Wealth Management was a net buyer of stock by $31k.
Mittelman Wealth Management has $154M in assets under management (AUM), dropping by 0.75%.
Central Index Key (CIK): 0002021464

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Portfolio Holdings for Mittelman Wealth Management

Mittelman Wealth Management holds 43 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Dividend Uit Exchange Traded (VIG)	14.0	$22M	-5%	98k	219.78	View chart
Vanguard High Dividend Uit Exchange Traded (VYM)	11.3	$17M	-7%	121k	143.52	View chart
Vanguard Ftse Developed Uit Exchange Traded (VEA)	8.7	$13M	+3%	214k	62.47	View chart
Vanguard Ftse Emerging Uit Exchange Traded (VWO)	7.9	$12M	+2%	226k	53.76	View chart
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)	7.5	$12M	-5%	18k	627.16	View chart
Ishares Trt Is 5-10 Inv Uit Exchange Traded (IGIB)	6.9	$11M		196k	53.88	View chart
Evolv Technologies Hldgs Common Stock (EVLV)	5.3	$8.1M	-25%	1.1M	7.16	View chart
Ishrs 10 Yr Invest Grade Uit Exchange Traded (IGLB)	4.8	$7.4M	+3%	148k	50.45	View chart
Ishares Tr Is 1-5 Yr In Uit Exchange Traded (IGSB)	4.7	$7.2M	+13%	136k	52.88	View chart
Vanguard Mid Cap Etf Uit Exchange Traded (VO)	2.9	$4.4M	+14%	15k	290.23	View chart
Vanguard Small Cap Etf Uit Exchange Traded (VB)	2.6	$4.0M	-7%	16k	257.96	View chart
Vanguard Utilities Etf Uit Exchange Traded (VPU)	2.5	$3.9M	+32%	21k	185.04	View chart
Franklin Ftse Japan Etf Uit Exchange Traded (FLJP)	2.3	$3.5M		102k	34.45	View chart
Ishares Iboxx High Yield Uit Exchange Traded (HYG)	1.9	$2.9M		36k	80.63	View chart
Ishares Russell 2000 Uit Exchange Traded (IWM)	1.8	$2.8M	+88%	9.8k	288.87	View chart
Invesco Senior Loan Etf Uit Exchange Traded (BKLN)	1.8	$2.8M		133k	21.00	View chart
Vgrd Ftse All Wrld Ex Us Uit Exchange Traded (VSS)	1.3	$2.1M	+9%	14k	143.34	View chart
Ishares Msci United Uit Exchange Traded (EWU)	1.3	$1.9M	+17%	44k	43.98	View chart
Franklin Ftse India Etf Uit Exchange Traded (FLIN)	1.0	$1.5M	+9%	40k	38.59	View chart
Spdr S&p China Etf Uit Exchange Traded (GXC)	0.9	$1.4M	+15%	14k	96.82	View chart
Akre Focus Etf Uit Exchange Traded (AKRE)	0.8	$1.2M	NEW	18k	65.51	View chart
Vanguard Communication Uit Exchange Traded (VOX)	0.7	$1.1M	+101%	5.8k	193.63	View chart
Vanguard Consumer Uit Exchange Traded (VCR)	0.7	$1.0M	+101%	2.5k	393.92	View chart
Vanguard Inter-term Uit Exchange Traded (VGIT)	0.6	$1000k	+25%	17k	59.93	View chart
Goldman Sachs Group Common Stock (GS)	0.6	$913k	+193%	1.0k	879.00	View chart
Direxion Daily S&p 500 Uit Exchange Traded (SPXL)	0.4	$689k		3.1k	220.61	View chart
Vanguard Long-term Treas Uit Exchange Traded (VGLT)	0.4	$640k	+12%	12k	55.80	View chart
Ishares Msci Emerging Uit Exchange Traded (EMXC)	0.4	$622k		8.6k	72.69	View chart
Vanguard Short Term Uit Exchange Traded (VGSH)	0.4	$565k	+11%	9.6k	58.73	View chart
Hologic Common Stock (HOLX)	0.4	$550k	-19%	7.4k	74.49	View chart
Walmart Common Stock (WMT)	0.3	$514k	NEW	4.6k	111.41	View chart
Ge Aerospace Common Stock (GE)	0.3	$508k	NEW	1.7k	308.03	View chart
Proshares Ultrapro S&p Uit Exchange Traded (UPRO)	0.3	$503k		4.3k	115.76	View chart
Cisco Sys Common Stock (CSCO)	0.3	$488k	+92%	6.3k	77.04	View chart
Jpmorgan Ultra Short Uit Exchange Traded (JPST)	0.3	$479k	-69%	9.5k	50.59	View chart
Ibm Corp Common Stock (IBM)	0.3	$450k	NEW	1.5k	296.39	View chart
Spdr S&p 500 Etf Uit Exchange Traded (SPY)	0.3	$441k		645.00	682.93	View chart
Apple Common Stock (AAPL)	0.2	$378k	+2%	1.4k	271.86	View chart
Ge Vernova Common Stock (GEV)	0.2	$324k	NEW	495.00	653.57	View chart
Microsoft Corp Common Stock (MSFT)	0.2	$261k	NEW	538.00	484.44	View chart
Halliburton Common Stock (HAL)	0.2	$253k	NEW	8.9k	28.26	View chart
Vanguard Total Bond Uit Exchange Traded (BND)	0.2	$234k	-37%	3.2k	74.07	View chart
Alphabet Common Stock (GOOGL)	0.2	$232k	NEW	738.00	313.80	View chart

Past Filings by Mittelman Wealth Management

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

Mittelman Wealth Management 2025 Q4 filed Feb. 17, 2026
Mittelman Wealth Management 2025 Q3 filed Nov. 17, 2025
Mittelman Wealth Management 2025 Q2 filed Aug. 8, 2025
Mittelman Wealth Management 2025 Q1 filed May 15, 2025
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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