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, VOO, VEA, VWO, and represent 47.32% of Mittelman Wealth Management's stock portfolio.
Added to shares of these 8 stocks: ILF, AFL, KLAC, EDC, SOXL, IVV, SPY, IEI.
Started 5 new stock positions in EDC, KLAC, ILF, AFL, SOXL.
Reduced shares in these 10 stocks: VIG (-$110M), VYM (-$78M), VEA (-$65M), VWO (-$59M), IGIB (-$48M), VOO (-$47M), IGLB (-$35M), IGSB (-$22M), VPU (-$18M), FLJP (-$16M).
Sold out of its positions in HAL, Hologic, IEF, AKRE.
Mittelman Wealth Management was a net seller of stock by $-589M.
Mittelman Wealth Management has $151M in assets under management (AUM), dropping by -5.73%.
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 53 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Dividend Appreciation Index Fund Etf Shares Uit Exchange Traded (VIG)	12.9	$20M	-84%	15k	1285.63	View chart
Vanguard High Dividend Yield Index Fund Etf Shares Uit Exchange Traded (VYM)	10.1	$15M	-83%	19k	788.36	View chart
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)	8.2	$12M	-78%	3.7k	3350.17	View chart
Vanguard Ftse Developed Markets Index Fund Etf Shares Uit Exchange Traded (VEA)	8.1	$12M	-84%	35k	348.56	View chart
Vanguard Ftse Emerging Markets Index Fund Etf Shares Uit Exchange Traded (VWO)	8.0	$12M	-83%	41k	295.14	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Uit Exchange Traded (IGIB)	7.0	$11M	-81%	39k	271.69	View chart
Ishares 10 Year Uit Exchange Traded (IGLB)	5.2	$7.8M	-81%	33k	238.48	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Uit Exchange Traded (IGSB)	4.8	$7.2M	-75%	31k	235.88	View chart
Vanguard Utilities Index Fund Etf Shares Uit Exchange Traded (VPU)	3.8	$5.8M	-75%	5.6k	1035.18	View chart
Vanguard Mid-cap Index Fund Etf Shares Uit Exchange Traded (VO)	2.9	$4.3M	-22%	13k	344.41	View chart
Franklin Ftse Japan Etf Uit Exchange Traded (FLJP)	2.7	$4.1M	-79%	21k	199.66	View chart
Vanguard Inter-term Treas Index Uit Exchange Traded (VGIT)	2.6	$3.9M	-74%	13k	306.53	View chart
Invesco Senior Loan Etf Common Stock (BKLN)	2.1	$3.1M	-77%	34k	92.22	View chart
Evolv Technologies Hldgs Class A Common Stock (EVLV)	1.9	$2.9M	-41%	496k	5.80	View chart
State Street Spdr S&p China Etf Uit Exchange Traded (GXC)	1.4	$2.1M	-67%	5.5k	383.48	View chart
Vanguard Small-cap Index Fund Etf Shares Uit Exchange Traded (VB)	1.3	$1.9M	-84%	1.8k	1054.67	View chart
Ishares Msci United Kingdom Etf Uit Exchange Traded (EWU)	1.2	$1.9M	-81%	8.8k	214.79	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Uit Exchange Traded (HYG)	1.2	$1.8M	-86%	4.6k	396.98	View chart
Vanguard Short-term Treasury Index Fund Etf Shares Uit Exchange Traded (VGSH)	1.1	$1.7M	-13%	9.9k	175.50	View chart
Vanguard Long-term Treas Index Fd Etf Uit Exchange Traded (VGLT)	1.1	$1.7M	-42%	11k	158.86	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Uit Exchange Traded (MINT)	1.0	$1.5M	-5%	14k	102.92	View chart
Vanguard Ftse All-world Ex-us Small-cap Index Fund Etf Shares Uit Exchange Traded (VSS)	0.9	$1.4M	-82%	2.6k	532.60	View chart
Ishares Russell 1000 Etf Uit Exchange Traded (IWB)	0.8	$1.3M	-42%	2.0k	643.38	View chart
Franklin Ftse India Etf Uit Exchange Traded (FLIN)	0.6	$880k	-88%	5.5k	160.09	View chart
Direxion Daily S&p500 Bull 3x Shares Uit Exchange Traded (SPXL)	0.6	$841k		3.1k	270.67	View chart
Ishares Russell 2000 Etf Uit Exchange Traded (IWM)	0.5	$823k	-78%	1.2k	705.29	View chart
Nvidia Corp Common Stock (NVDA)	0.5	$791k	-68%	1.4k	584.40	View chart
Ishares Core S&p 500 Etf Uit Exchange Traded (IVV)	0.5	$777k	+17%	549.00	1415.89	View chart
Ishares Msci Emerging Markets Ex China Etf Uit Exchange Traded (EMXC)	0.5	$771k	-52%	3.8k	203.30	View chart
Ishares Latin America 40 Etf Uit Exchange Traded (ILF)	0.4	$669k	NEW	4.9k	136.70	View chart
Proshares Ultrapro S& P500 Uit Exchange Traded (UPRO)	0.4	$616k		4.3k	141.79	View chart
State Street Spdr S&p 500 Etf Trust Uit Exchange Traded (SPY)	0.4	$571k	+13%	764.00	747.63	View chart
Ishares Msci Eafe Etf Uit Exchange Traded (EFA)	0.4	$571k	-40%	3.3k	174.61	View chart
Apple Common Stock (AAPL)	0.4	$550k	-60%	805.00	682.60	View chart
Vanguard Communication Services Index Fund Etf Shares Uit Exchange Traded (VOX)	0.4	$533k	-49%	2.9k	183.95	View chart
Vanguard Consumer Discretionary Index Fund Etf Shares Uit Exchange Traded (VCR)	0.3	$509k	-49%	1.3k	396.61	View chart
Jpmorgan Ultra-short Income Etf Uit Exchange Traded (JPST)	0.3	$484k	-61%	4.0k	120.38	View chart
Alphabet Inc Class C Common Stock (GOOG)	0.3	$468k	-87%	184.00	2545.39	View chart
Goldman Sachs Group Common Stock (GS)	0.3	$431k	-50%	422.00	1020.96	View chart
Microsoft Corp Common Stock (MSFT)	0.3	$409k	-64%	430.00	950.07	View chart
Aflac Common Stock (AFL)	0.2	$370k	NEW	3.1k	118.19	View chart
Ishares 3-7 Year Treasury Bond Etf Uit Exchange Traded (IEI)	0.2	$339k	+5%	2.9k	118.69	View chart
Ge Aerospace Common Stock (GE)	0.2	$337k	-39%	829.00	406.19	View chart
Kla Corp Common Stock (KLAC)	0.2	$335k	NEW	300.00	1116.33	View chart
Cisco Sys Common Stock (CSCO)	0.2	$326k	-62%	2.0k	164.71	View chart
Ge Vernova Common Stock (GEV)	0.2	$297k	-41%	236.00	1259.49	View chart
Walmart Common Stock (WMT)	0.2	$296k	-47%	2.0k	146.19	View chart
Ibm Corp Common Stock (IBM)	0.2	$295k	-35%	785.00	375.40	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.2	$243k	-46%	435.00	559.05	View chart
Direxion Daily Msci Emerging Markets Bull 3x Shares Uit Exchange Traded (EDC)	0.2	$241k	NEW	1.7k	139.41	View chart
Amazon.com Common Stock (AMZN)	0.2	$239k	-68%	346.00	690.22	View chart
Ishares Global Infrastructure Etf Uit Exchange Traded (IGF)	0.2	$238k	-54%	2.0k	120.51	View chart
Direxion Daily Semiconductor Bull 3x Shares Uit Exchange Traded (SOXL)	0.1	$214k	NEW	803.00	266.71	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 Q2 filed Aug. 7, 2026
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

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