Mittelman Wealth Management

Mittelman Wealth Management as of June 30, 2026

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