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CIK: 0002021464
Total reported value
$151.2M
$151.2M
64 檔
41.1%
During the Q1 2024 filing period, Mittelman Wealth Management (CIK: 0002021464) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $151.2M across 64 reported positions.
During Q1 2024, Mittelman Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 12.97% | -0.57% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.65% | +1.64% | — | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 7.15% | -0.79% | — | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-Other | 7.04% | +0.05% | — | |
| 5 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 6.25% | -0.08% | — | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.01% | -0.71% | — | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 4.94% | — | — | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.02% | -0.13% | — | |
| 9 | SUB | Ishares Short-term National | ETF-Other | 2.48% | — | — | |
| 10 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 2.15% | +0.43% | — | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.02% | — | — | |
| 12 | VIS | Vanguard Industrials ETF | ETF-Other | 1.84% | — | — | |
| 13 | ISCB | Ishares Morningstar Sm Cap | ETF-Other | 1.73% | — | — | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.51% | -0.06% | — | |
| 15 | VDE | Vanguard Energy ETF | ETF-Other | 1.49% | — | — | |
| 16 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.46% | — | — | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.45% | +0.04% | — | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.45% | -0.01% | — | |
| 19 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.36% | — | — | |
| 20 | FLIN | Franklin Ftse India ETF | ETF-Other | 1.32% | -0.40% | — | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.25% | — | — | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.20% | +0.01% | — | |
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 1.10% | — | — | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.10% | — | — | |
| 25 | UNP | Union Pacific CORP | Stock-Industrials | 1.06% | — | — | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.06% | — | — | |
| 27 | APH | Amphenol Corp-cl A | Stock-Tech | 0.97% | — | — | |
| 28 | VAW | Vanguard Materials ETF | ETF-Other | 0.93% | — | — | |
| 29 | VFH | Vanguard Financials ETF | ETF-Other | 0.90% | — | — | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.86% | — | — | |
| 31 | AXP | American Express Co | Stock-Financials | 0.83% | — | — | |
| 32 | DLTR | Dollar Tree Inc | Stock-Consumer Staples | 0.77% | — | — | |
| 33 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.71% | -0.17% | — | |
| 34 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.70% | +0.66% | — | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.70% | +0.02% | — | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.70% | — | — | |
| 37 | FDX | Fedex CORP | Stock-Industrials | 0.64% | — | — | |
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.62% | — | — | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.57% | — | — | |
| 40 | USB | US Bancorp | Stock-Financials | 0.57% | — | — | |
| 41 | TXN | Texas Instruments Inc | Stock-Tech | 0.50% | — | — | |
| 42 | ISCG | Ishares Morningstar Small-ca | ETF-Other | 0.47% | — | — | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | +0.32% | — | |
| 44 | VB | Vanguard Small-cap ETF | ETF-Other | 0.39% | -0.62% | — | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.35% | +0.11% | — | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.33% | +0.05% | — | |
| 47 | GXC | State Street Spdr S&p China | ETF-Emerging Markets | 0.33% | +0.43% | — | |
| 48 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.32% | -0.01% | — | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.32% | — | — | |
| 50 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.29% | — | — |
According to official SEC Form 13F filings, Mittelman Wealth Management reported a total U.S. public equity portfolio value of $151.2M across 64 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VIG, VOO, VYM) accounted for 41.1% of total reported equity market value during Q1 2024.
During Q1 2024, Mittelman Wealth Management's top holdings by market value included VIG (13.0%)、VOO (8.7%)、VYM (7.2%). The largest single position, VIG, represented 13.0% of total portfolio value.
In Q1 2024, Mittelman Wealth Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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