Mittelman Wealth Management

Mittelman Wealth Management as of March 31, 2026

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