Mittelman Wealth Management

Mittelman Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Mittelman Wealth Management

Mittelman Wealth Management holds 43 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Dividend Uit Exchange Traded (VIG) 14.0 $22M 98k 219.78
Vanguard High Dividend Uit Exchange Traded (VYM) 11.3 $17M 121k 143.52
Vanguard Ftse Developed Uit Exchange Traded (VEA) 8.7 $13M 214k 62.47
Vanguard Ftse Emerging Uit Exchange Traded (VWO) 7.9 $12M 226k 53.76
Vanguard S&p 500 Etf Uit Exchange Traded (VOO) 7.5 $12M 18k 627.16
Ishares Trt Is 5-10 Inv Uit Exchange Traded (IGIB) 6.9 $11M 196k 53.88
Evolv Technologies Hldgs Common Stock (EVLV) 5.3 $8.1M 1.1M 7.16
Ishrs 10 Yr Invest Grade Uit Exchange Traded (IGLB) 4.8 $7.4M 148k 50.45
Ishares Tr Is 1-5 Yr In Uit Exchange Traded (IGSB) 4.7 $7.2M 136k 52.88
Vanguard Mid Cap Etf Uit Exchange Traded (VO) 2.9 $4.4M 15k 290.23
Vanguard Small Cap Etf Uit Exchange Traded (VB) 2.6 $4.0M 16k 257.96
Vanguard Utilities Etf Uit Exchange Traded (VPU) 2.5 $3.9M 21k 185.04
Franklin Ftse Japan Etf Uit Exchange Traded (FLJP) 2.3 $3.5M 102k 34.45
Ishares Iboxx High Yield Uit Exchange Traded (HYG) 1.9 $2.9M 36k 80.63
Ishares Russell 2000 Uit Exchange Traded (IWM) 1.8 $2.8M 9.8k 288.87
Invesco Senior Loan Etf Uit Exchange Traded (BKLN) 1.8 $2.8M 133k 21.00
Vgrd Ftse All Wrld Ex Us Uit Exchange Traded (VSS) 1.3 $2.1M 14k 143.34
Ishares Msci United Uit Exchange Traded (EWU) 1.3 $1.9M 44k 43.98
Franklin Ftse India Etf Uit Exchange Traded (FLIN) 1.0 $1.5M 40k 38.59
Spdr S&p China Etf Uit Exchange Traded (GXC) 0.9 $1.4M 14k 96.82
Akre Focus Etf Uit Exchange Traded (AKRE) 0.8 $1.2M 18k 65.51
Vanguard Communication Uit Exchange Traded (VOX) 0.7 $1.1M 5.8k 193.63
Vanguard Consumer Uit Exchange Traded (VCR) 0.7 $1.0M 2.5k 393.92
Vanguard Inter-term Uit Exchange Traded (VGIT) 0.6 $1000k 17k 59.93
Goldman Sachs Group Common Stock (GS) 0.6 $913k 1.0k 879.00
Direxion Daily S&p 500 Uit Exchange Traded (SPXL) 0.4 $689k 3.1k 220.61
Vanguard Long-term Treas Uit Exchange Traded (VGLT) 0.4 $640k 12k 55.80
Ishares Msci Emerging Uit Exchange Traded (EMXC) 0.4 $622k 8.6k 72.69
Vanguard Short Term Uit Exchange Traded (VGSH) 0.4 $565k 9.6k 58.73
Hologic Common Stock (HOLX) 0.4 $550k 7.4k 74.49
Walmart Common Stock (WMT) 0.3 $514k 4.6k 111.41
Ge Aerospace Common Stock (GE) 0.3 $508k 1.7k 308.03
Proshares Ultrapro S&p Uit Exchange Traded (UPRO) 0.3 $503k 4.3k 115.76
Cisco Sys Common Stock (CSCO) 0.3 $488k 6.3k 77.04
Jpmorgan Ultra Short Uit Exchange Traded (JPST) 0.3 $479k 9.5k 50.59
Ibm Corp Common Stock (IBM) 0.3 $450k 1.5k 296.39
Spdr S&p 500 Etf Uit Exchange Traded (SPY) 0.3 $441k 645.00 682.93
Apple Common Stock (AAPL) 0.2 $378k 1.4k 271.86
Ge Vernova Common Stock (GEV) 0.2 $324k 495.00 653.57
Microsoft Corp Common Stock (MSFT) 0.2 $261k 538.00 484.44
Halliburton Common Stock (HAL) 0.2 $253k 8.9k 28.26
Vanguard Total Bond Uit Exchange Traded (BND) 0.2 $234k 3.2k 74.07
Alphabet Common Stock (GOOGL) 0.2 $232k 738.00 313.80