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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, IGIB, and represent 48.39% of Mittelman Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VGIT, IGLB, MINT, IWB, IGIB, VWO, NVDA, VIG, EFA, VPU.
Started 11 new stock positions in AMZN, IWB, IGF, EFA, MINT, GOOG, IEF, JPM, IEI, NVDA. IVV.
Reduced shares in these 10 stocks: EVLV, IWM, VB, IGSB, VYM, VOO, BND, GOOGL, HYG, GS.
Sold out of its positions in GOOGL, BND.
Mittelman Wealth Management was a net buyer of stock by $8.9M.
Mittelman Wealth Management has $160M in assets under management (AUM), dropping by 4.23%.
Central Index Key (CIK): 0002021464

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Portfolio Holdings for Mittelman Wealth Management

Mittelman Wealth Management holds 52 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Dividend Uit Exchange Traded (VIG)	13.5	$22M	+2%	101k	215.06	View chart
Vanguard High Dividend Uit Exchange Traded (VYM)	10.9	$17M	-2%	118k	148.10	View chart
Vanguard Ftse Developed Uit Exchange Traded (VEA)	8.8	$14M	+3%	221k	64.08	View chart
Vanguard Ftse Emerging Uit Exchange Traded (VWO)	8.1	$13M	+6%	241k	54.05	View chart
Ishares 5-10 Year Uit Exchange Traded (IGIB)	7.1	$11M	+8%	214k	53.22	View chart
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)	6.6	$11M	-3%	18k	597.58	View chart
Ishares 10 Year Uit Exchange Traded (IGLB)	5.6	$9.0M	+22%	181k	49.63	View chart
Ishares 1-5 Year Uit Exchange Traded (IGSB)	4.1	$6.6M	-8%	125k	52.56	View chart
Evolv Technologies Hldgs Common Stock (EVLV)	3.2	$5.1M	-24%	850k	6.05	View chart
Vanguard Mid-cap Index Uit Exchange Traded (VO)	2.9	$4.7M	+6%	16k	287.19	View chart
Vanguard Utilities Index Uit Exchange Traded (VPU)	2.9	$4.6M	+12%	23k	198.14	View chart
Franklin Ftse Japan Etf Uit Exchange Traded (FLJP)	2.3	$3.7M		103k	36.18	View chart
Invesco Senior Loan Etf Uit Exchange Traded (BKLN)	1.9	$3.1M	+14%	153k	20.41	View chart
Vanguard Small-cap Index Uit Exchange Traded (VB)	1.9	$3.1M	-25%	12k	261.93	View chart
Vanguard Inter-term Uit Exchange Traded (VGIT)	1.9	$3.0M	+199%	50k	59.55	View chart
Ishares Iboxx $ High Uit Exchange Traded (HYG)	1.7	$2.7M	-6%	33k	79.56	View chart
Vanguard Ftse All-world Uit Exchange Traded (VSS)	1.4	$2.2M	+5%	15k	145.80	View chart
Ishares Msci United Uit Exchange Traded (EWU)	1.3	$2.1M	+5%	47k	45.56	View chart
Franklin Ftse India Etf Uit Exchange Traded (FLIN)	1.0	$1.6M	+19%	47k	33.22	View chart
State Street Spdr S&p Uit Exchange Traded (GXC)	1.0	$1.6M	+17%	17k	93.12	View chart
Pimco Enhanced Short Uit Exchange Traded (MINT)	0.9	$1.5M	NEW	15k	100.57	View chart
Ishares Russell 2000 Uit Exchange Traded (IWM)	0.8	$1.3M	-45%	5.4k	248.03	View chart
Ishares Russell 1000 Uit Exchange Traded (IWB)	0.7	$1.2M	NEW	3.4k	350.18	View chart
Vanguard Communication Uit Exchange Traded (VOX)	0.6	$1.0M		5.8k	179.84	View chart
Vanguard Long-term Treas Uit Exchange Traded (VGLT)	0.6	$1.0M	+62%	19k	55.36	View chart
Vanguard Consumer Uit Exchange Traded (VCR)	0.6	$913k		2.5k	359.03	View chart
Akre Focus Etf Uit Exchange Traded (AKRE)	0.6	$898k	-7%	17k	52.85	View chart
Nvidia Corp Common Stock (NVDA)	0.5	$747k	NEW	4.3k	174.42	View chart
Hologic Common Stock	0.5	$732k	+31%	9.7k	75.59	View chart
Goldman Sachs Group Common Stock (GS)	0.4	$717k	-18%	847.00	845.99	View chart
Vanguard Short-term Uit Exchange Traded (VGSH)	0.4	$671k	+19%	12k	58.54	View chart
Ishares Msci Emerging Uit Exchange Traded (EMXC)	0.4	$622k	-7%	7.9k	78.67	View chart
Direxion Daily S&p500 Uit Exchange Traded (SPXL)	0.4	$577k		3.1k	184.89	View chart
Ishares Msci Eafe Etf Uit Exchange Traded (EFA)	0.3	$534k	NEW	5.5k	97.13	View chart
Jpmorgan Ultra-short Uit Exchange Traded (JPST)	0.3	$533k	+11%	11k	50.61	View chart
Apple Common Stock (AAPL)	0.3	$511k	+44%	2.0k	253.79	View chart
Walmart Common Stock (WMT)	0.3	$480k	-16%	3.9k	124.28	View chart
Microsoft Corp Common Stock (MSFT)	0.3	$451k	+126%	1.2k	370.19	View chart
State Street Spdr S&p Uit Exchange Traded (SPY)	0.3	$439k	+4%	674.00	651.13	View chart
Proshares Ultrapro S& Uit Exchange Traded (UPRO)	0.3	$421k		4.3k	96.98	View chart
Alphabet Common Stock (GOOG)	0.3	$417k	NEW	1.5k	287.10	View chart
Cisco Sys Common Stock (CSCO)	0.3	$410k	-16%	5.3k	77.60	View chart
Ge Aerospace Common Stock (GE)	0.2	$387k	-17%	1.4k	283.77	View chart
Ge Vernova Common Stock (GEV)	0.2	$353k	-18%	404.00	872.90	View chart
Ishares 3-7 Year Uit Exchange Traded (IEI)	0.2	$320k	NEW	2.7k	118.62	View chart
Halliburton Common Stock (HAL)	0.2	$315k	-9%	8.1k	38.99	View chart
Ishares Core S&p 500 Uit Exchange Traded (IVV)	0.2	$305k	NEW	467.00	653.58	View chart
Ibm Corp Common Stock (IBM)	0.2	$295k	-19%	1.2k	242.58	View chart
Ishares Global Uit Exchange Traded (IGF)	0.2	$292k	NEW	4.4k	67.00	View chart
Ishares 7-10 Year Uit Exchange Traded (IEF)	0.2	$284k	NEW	3.0k	95.44	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.1	$239k	NEW	812.00	294.50	View chart
Amazon.com Common Stock (AMZN)	0.1	$227k	NEW	1.1k	208.27	View chart

Past Filings by Mittelman Wealth Management

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

Mittelman Wealth Management 2026 Q1 filed May 15, 2026
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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