Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 50.37% of Mittelman Wealth Management's stock portfolio.
Added to shares of these 10 stocks: EVLV (+$11M), VPU, VIG, IGSB, BKLN, EWU, IGIB, MINT, JPST, VO.
Started 4 new stock positions in EVLV, EWU, VPU, VGLT.
Reduced shares in these 10 stocks: VB, VYM, AGG, IWM, FLJP, BND, VGSH, SPDW, HOLX, SPXL.
Sold out of its position in AGG.
Mittelman Wealth Management was a net buyer of stock by $28M.
Mittelman Wealth Management has $153M in assets under management (AUM), dropping by 28.92%.
Central Index Key (CIK): 0002021464

Tip: Access up to 7 years of quarterly data

Positions held by Mittelman Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Mittelman Wealth Management

Mittelman Wealth Management holds 41 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG)	14.7	$22M	+12%	104k	215.79	View chart
Vanguard High Dividend Yield Etf Uit Exchange Traded (VYM)	12.0	$18M	-4%	131k	140.95	View chart
Vanguard Ftse Developed Markets Etf Uit Exchange Traded (VEA)	8.1	$12M	+4%	206k	59.92	View chart
Vanguard Ftse Emerging Markets Etf Uit Exchange Traded (VWO)	7.8	$12M		220k	54.18	View chart
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)	7.8	$12M		19k	612.39	View chart
Evolv Technologies Hldgs Class A Common Stock (EVLV)	7.5	$11M	NEW	1.5M	7.55	View chart
Ishares Trt Is 5-10 Inv Gr Cr Bd Etf Uit Exchange Traded (IGIB)	6.8	$10M	+14%	193k	54.09	View chart
Ishrs 10 Yr Invest Grade Bond Etf Uit Exchange Traded (IGLB)	4.8	$7.3M		142k	51.54	View chart
Ishares Tr Is 1-5 Yr In Gr Cr Bd Etf Uit Exchange Traded (IGSB)	4.1	$6.3M	+60%	119k	53.03	View chart
Vanguard Small Cap Etf Uit Exchange Traded (VB)	2.8	$4.3M	-24%	17k	254.29	View chart
Vanguard Mid Cap Etf Uit Exchange Traded (VO)	2.6	$3.9M	+30%	13k	293.76	View chart
Franklin Ftse Japan Etf Uit Exchange Traded (FLJP)	2.3	$3.5M	-6%	101k	34.56	View chart
Vanguard Utilities Etf Uit Exchange Traded (VPU)	1.9	$3.0M	NEW	16k	189.41	View chart
Ishares Iboxx High Yield Bond Etf Uit Exchange Traded (HYG)	1.9	$2.9M	+44%	35k	81.19	View chart
Invesco Senior Loan Etf Uit Exchange Traded (BKLN)	1.9	$2.8M	+180%	136k	20.93	View chart
Vgrd Ftse All Wrld Ex Us Sml Cap Etf Uit Exchange Traded (VSS)	1.2	$1.9M	+51%	13k	142.55	View chart
Ishares Msci United Kingdome Etf Uit Exchange Traded (EWU)	1.0	$1.6M	NEW	38k	41.97	View chart
Jpmorgan Ultra Short Income Etf Uit Exchange Traded (JPST)	1.0	$1.6M	+336%	31k	50.73	View chart
Pimco Enhanced Shrt Maturty Actv Etf Uit Exchange Traded (MINT)	0.9	$1.4M	+569%	14k	100.69	View chart
Franklin Ftse India Etf Uit Exchange Traded (FLIN)	0.9	$1.3M	+58%	36k	37.29	View chart
Spdr S&p China Etf Uit Exchange Traded (GXC)	0.8	$1.3M	+53%	12k	104.97	View chart
Ishares Russell 2000 Etf Uit Exchange Traded (IWM)	0.8	$1.3M	-19%	5.2k	241.97	View chart
Ishares Russell 1000 Etf Uit Exchange Traded (IWB)	0.7	$1.1M	+25%	3.0k	365.56	View chart
Vanguard Inter-term Treas Index Uit Exchange Traded (VGIT)	0.5	$800k	+275%	13k	60.03	View chart
Direxion Daily S&p 500 Bull 3x Etf Uit Exchange Traded (SPXL)	0.4	$662k	-14%	3.1k	211.90	View chart
Hologic Common Stock (HOLX)	0.4	$623k	-17%	9.2k	67.49	View chart
Nvidia Corp Common Stock (NVDA)	0.4	$601k	-11%	3.2k	186.60	View chart
Vanguard Long-term Treas Index Fd Etf Uit Exchange Traded (VGLT)	0.4	$580k	NEW	10k	56.86	View chart
Ishares Msci Emerging Markets Etf Uit Exchange Traded (EMXC)	0.4	$568k		8.4k	67.52	View chart
Vanguard Communication Services Etf Uit Exchange Traded (VOX)	0.4	$538k		2.9k	187.73	View chart
Vanguard Short Term Treasury Etf Uit Exchange Traded (VGSH)	0.3	$507k	-25%	8.6k	58.85	View chart
Vanguard Consumer Discretionary Etf Uit Exchange Traded (VCR)	0.3	$500k		1.3k	396.15	View chart
Proshares Ultrapro S&p 500 Etf Uit Exchange Traded (UPRO)	0.3	$484k		4.3k	111.49	View chart
Spdr S&p 500 Etf Uit Exchange Traded (SPY)	0.3	$432k	-3%	649.00	666.32	View chart
Vanguard Total Bond Market Etf Uit Exchange Traded (BND)	0.2	$378k	-35%	5.1k	74.37	View chart
Spdr Portfolio Dvlpd Wrld Ex-us Etf Uit Exchange Traded (SPDW)	0.2	$360k	-30%	8.4k	42.79	View chart
Apple Common Stock (AAPL)	0.2	$344k	-7%	1.4k	254.63	View chart
Ishares Core S&p 500 Etf Uit Exchange Traded (IVV)	0.2	$306k	-4%	456.00	670.07	View chart
Goldman Sachs Group Common Stock (GS)	0.2	$282k	-9%	354.00	796.35	View chart
Spdr Gold Shares Etf Uit Exchange Traded (GLD)	0.2	$259k	-10%	728.00	355.47	View chart
Cisco Sys Common Stock (CSCO)	0.1	$225k	-6%	3.3k	68.42	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 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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z