Mittelman Wealth Management

Mittelman Wealth Management as of Sept. 30, 2025

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