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CIK: 0002021464
Total reported value
$151.2M
$151.2M
28 檔
81.2%
The Q3 2024 SEC filing reveals that Mittelman Wealth Management held a total portfolio value of $151.2M, covering 28 public equity positions.
During Q3 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 | 18.53% | -0.57% | +47.52% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 16.56% | -0.79% | +162.10% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.94% | +1.64% | +52.26% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 11.69% | -0.71% | +107.71% | |
| 5 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 11.01% | -0.41% | — | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 9.65% | -0.13% | +192.46% | |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 5.98% | -0.08% | +4.14% | |
| 8 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 2.86% | +0.43% | +55.04% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 2.22% | -0.62% | +598.09% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.18% | -0.06% | +64.18% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.46% | +0.66% | +133.30% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.17% | -0.44% | +287.58% | |
| 13 | GXC | State Street Spdr S&p China | ETF-Emerging Markets | 0.58% | +0.43% | +60.45% | |
| 14 | FLIN | Franklin Ftse India ETF | ETF-Other | 0.56% | -0.40% | -55.67% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | +0.32% | -2.02% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 0.38% | +0.05% | — | |
| 17 | BHRB | Burke & Herbert Financial Se | Stock-Other | 0.37% | — | — | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.31% | -0.01% | +32.18% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.30% | +0.11% | +15.99% | |
| 20 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.28% | -0.23% | -14.97% | |
| 21 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.28% | +0.12% | +6.79% | |
| 22 | VOX | Vanguard Communication Servi | ETF-Other | 0.27% | -0.30% | -52.31% | |
| 23 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.22% | -0.17% | -76.84% | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 0.20% | — | — | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 0.18% | -0.04% | -19.39% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 0.16% | +0.01% | -20.36% | |
| 27 | GE | General Electric | Stock-Industrials | 0.14% | -0.02% | -55.68% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.12% | — | — |
According to official SEC Form 13F filings, Mittelman Wealth Management reported a total U.S. public equity portfolio value of $151.2M across 28 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VIG, VYM, VOO) accounted for 81.2% of total reported equity market value during Q3 2024.
During Q3 2024, Mittelman Wealth Management's top holdings by market value included VIG (18.5%)、VYM (16.6%)、VOO (11.9%). The largest single position, VIG, represented 18.5% of total portfolio value.
In Q3 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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