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Akre Focus Etf shares owned by Mittelman Wealth Management

Quarter-by-quarter ownership of Akre Focus Etf (AKRE) shares owned by Mittelman Wealth Management from 13F filings

Historical chart of Mittelman Wealth Management investment in Akre Focus Etf

Tip: Access up to 7 years of quarterly data

All positions including Akre Focus Etf held by Mittelman Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Akre Focus Etf by Mittelman Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 18k 65.51

More positions owned by Mittelman Wealth Management

Vanguard Dividend Uit Exchange Traded (VIG)
Vanguard High Dividend Uit Exchange Traded (VYM)
Vanguard Ftse Developed Uit Exchange Traded (VEA)
Vanguard Ftse Emerging Uit Exchange Traded (VWO)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Ishares Trt Is 5-10 Inv Uit Exchange Traded (IGIB)
Evolv Technologies Hldgs Common Stock (EVLV)
Ishrs 10 Yr Invest Grade Uit Exchange Traded (IGLB)
Ishares Tr Is 1-5 Yr In Uit Exchange Traded (IGSB)
Vanguard Mid Cap Etf Uit Exchange Traded (VO)
Vanguard Small Cap Etf Uit Exchange Traded (VB)
Vanguard Utilities Etf Uit Exchange Traded (VPU)
Franklin Ftse Japan Etf Uit Exchange Traded (FLJP)
Ishares Iboxx High Yield Uit Exchange Traded (HYG)
Ishares Russell 2000 Uit Exchange Traded (IWM)

View all positions for Mittelman Wealth Management

Top funds holding Akre Focus Etf

Brown Brothers Harriman & Co.
CI Private Wealth
AlTi Global
Financial Engines Advisors L.L.C
Franklin Resources
LPL Financial
Mesirow Financial Investment Management International Equity
Brown Advisory Holdings Incorporated
Advisor Group Holdings
Raymond James Financial
Cambridge Investment Research Advisors
Wells Fargo & Company
UBS Group
Montis Financial
HighTower Advisors

View all funds holding Akre Focus Etf