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CIK: 0002021464
Total reported value
$151.2M
$151.2M
38 檔
46.4%
At the close of Q2 2025, Mittelman Wealth Management disclosed equity holdings valued at approximately $151.2M, spread across 38 reported holdings.
During Q2 2025, 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 | 16.02% | -0.57% | -1.31% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 15.37% | -0.79% | -7.13% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.50% | -0.71% | -22.22% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.25% | +1.64% | -18.38% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 9.07% | -0.13% | -9.94% | |
| 6 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 7.61% | -0.08% | +25.73% | |
| 7 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 6.01% | -0.41% | -6.19% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-Other | 4.52% | -0.62% | +44.56% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.32% | +0.66% | +73.86% | |
| 10 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 2.94% | +0.43% | +13.55% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.42% | -0.06% | +22.95% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.66% | -0.44% | +17.02% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.18% | -0.30% | +35.95% | |
| 14 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.98% | -0.46% | +120.97% | |
| 15 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.85% | +0.12% | +79.90% | |
| 16 | FLIN | Franklin Ftse India ETF | ETF-Other | 0.76% | -0.40% | +42.00% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.67% | +0.09% | +73.84% | |
| 18 | HO1 | Hologic Inc | Stock-Other | 0.61% | -0.46% | EXIT | |
| 19 | GXC | State Street Spdr S&p China | ETF-Emerging Markets | 0.60% | +0.43% | -14.04% | |
| 20 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.57% | +0.73% | — | |
| 21 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 0.54% | +0.20% | — | |
| 22 | BND | Vanguard Total Bond Market | ETF-Other | 0.49% | — | — | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.48% | +0.05% | +9.55% | |
| 24 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.45% | +0.12% | +0.70% | |
| 25 | VOX | Vanguard Communication Servi | ETF-Other | 0.41% | -0.30% | -12.40% | |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.41% | — | — | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.39% | — | -46.71% | |
| 28 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.39% | -0.23% | -12.54% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.35% | +0.11% | -2.03% | |
| 30 | UPRO | Proshares Ultrapro S&p 500 | ETF-Large Cap & Growth | 0.34% | +0.15% | — | |
| 31 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.30% | -0.01% | -20.80% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.25% | +0.04% | — | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | +0.32% | -58.49% | |
| 34 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.23% | -0.17% | -24.42% | |
| 35 | GLD | Spdr Gold Shares | ETF-Commodities | 0.21% | — | -20.29% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.21% | -0.04% | -30.96% | |
| 37 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.18% | +0.03% | — | |
| 38 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.18% | +0.72% | -21.43% |
According to official SEC Form 13F filings, Mittelman Wealth Management reported a total U.S. public equity portfolio value of $151.2M across 38 disclosed positions in Q2 2025.
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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, VYM, VEA) accounted for 46.4% of total reported equity market value during Q2 2025.
During Q2 2025, Mittelman Wealth Management's top holdings by market value included VIG (16.0%)、VYM (15.4%)、VEA (9.5%). The largest single position, VIG, represented 16.0% of total portfolio value.
In Q2 2025, 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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