Mittelman Wealth Management

Mittelman Wealth Management as of June 30, 2025

Portfolio Holdings for Mittelman Wealth Management

Mittelman Wealth Management holds 38 positions in its portfolio as reported in the June 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) 16.0 $19M 93k 204.67
Vanguard High Dividend Yield Etf Uit Exchange Traded (VYM) 15.4 $18M 137k 133.31
Vanguard Ftse Developed Markets Etf Uit Exchange Traded (VEA) 9.5 $11M 198k 57.01
Vanguard S&p 500 Etf Uit Exchange Traded (VOO) 9.2 $11M 19k 568.05
Vanguard Ftse Emerging Markets Etf Uit Exchange Traded (VWO) 9.1 $11M 217k 49.46
Ishares Trt Is 5-10 Inv Gr Cr Bd Etf Uit Exchange Traded (IGIB) 7.6 $9.0M 169k 53.29
Ishrs 10 Yr Invest Grade Bond Etf Uit Exchange Traded (IGLB) 6.0 $7.1M 142k 50.21
Vanguard Small Cap Etf Uit Exchange Traded (VB) 4.5 $5.4M 23k 236.99
Ishares Tr Is 1-5 Yr In Gr Cr Bd Etf Uit Exchange Traded (IGSB) 3.3 $3.9M 75k 52.76
Franklin Ftse Japan Etf Uit Exchange Traded (FLJP) 2.9 $3.5M 108k 32.15
Vanguard Mid Cap Etf Uit Exchange Traded (VO) 2.4 $2.9M 10k 279.85
Ishares Iboxx High Yield Bond Etf Uit Exchange Traded (HYG) 1.7 $2.0M 24k 80.65
Ishares Russell 2000 Etf Uit Exchange Traded (IWM) 1.2 $1.4M 6.5k 215.82
Vgrd Ftse All Wrld Ex Us Sml Cap Etf Uit Exchange Traded (VSS) 1.0 $1.2M 8.7k 134.39
Invesco Senior Loan Etf Uit Exchange Traded (BKLN) 0.9 $1.0M 48k 20.92
Franklin Ftse India Etf Uit Exchange Traded (FLIN) 0.8 $906k 23k 39.83
Ishares Russell 1000 Etf Uit Exchange Traded (IWB) 0.7 $799k 2.4k 339.58
Hologic Common Stock (HOLX) 0.6 $725k 11k 65.16
Spdr S&p China Etf Uit Exchange Traded (GXC) 0.6 $706k 8.1k 87.56
Vanguard Short Term Treasury Etf Uit Exchange Traded (VGSH) 0.6 $679k 12k 58.78
Direxion Daily S&p 500 Bull 3x Etf Uit Exchange Traded (SPXL) 0.5 $634k 3.7k 173.53
Vanguard Total Bond Market Etf Uit Exchange Traded (BND) 0.5 $584k 7.9k 73.63
Nvidia Corp Common Stock (NVDA) 0.5 $573k 3.6k 157.99
Ishares Msci Emerging Markets Ex Chi Uit Exchange Traded (EMXC) 0.4 $529k 8.4k 63.15
Vanguard Communication Services Etf Uit Exchange Traded (VOX) 0.4 $490k 2.9k 171.03
Spdr Portfolio Developed World Ex-us Uit Exchange Traded (SPDW) 0.4 $489k 12k 40.49
Ishares Core Us Aggregate Bond Etf Uit Exchange Traded (AGG) 0.4 $468k 4.7k 99.21
Vanguard Consumer Discretionary Etf Uit Exchange Traded (VCR) 0.4 $457k 1.3k 362.32
Spdr S&p 500 Etf Uit Exchange Traded (SPY) 0.4 $417k 675.00 618.06
Proshares Ultrapro S&p 500 Etf Uit Exchange Traded (UPRO) 0.3 $397k 4.3k 91.44
Jpmorgan Ultra Short Income Etf Uit Exchange Traded (JPST) 0.3 $358k 7.1k 50.68
Apple Common Stock (AAPL) 0.3 $300k 1.5k 205.17
Ishares Core S&p 500 Etf Uit Exchange Traded (IVV) 0.3 $296k 477.00 621.02
Goldman Sachs Group Common Stock (GS) 0.2 $278k 393.00 707.75
Spdr Gold Shares Etf Uit Exchange Traded (GLD) 0.2 $248k 813.00 304.83
Cisco Sys Common Stock (CSCO) 0.2 $243k 3.5k 69.39
Pimco Enhanced Shrt Maturty Actv Etf Uit Exchange Traded (MINT) 0.2 $213k 2.1k 100.53
Vanguard Inter-term Treas Index Uit Exchange Traded (VGIT) 0.2 $212k 3.5k 59.82