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CIK: 0002021464
Total reported value
$151.2M
$151.2M
41 檔
50.9%
As reported in its official Q3 2025 Form 13F filing, Mittelman Wealth Management's tracked investment portfolio stood at $151.2M with 41 total positions.
In Q3 2025, Mittelman Wealth Management displayed an active expansion posture, initiating 11 new positions and adding to 16 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 14.67% | -0.57% | +12.03% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 12.05% | -0.79% | -4.38% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.08% | -0.71% | +4.28% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 7.80% | -0.13% | +1.14% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.77% | +1.64% | +0.42% | |
| 6 | EVLV | Evolv Technologies Holdings | Stock-Other | 7.47% | -1.31% | — | |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 6.84% | -0.08% | +14.06% | |
| 8 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 4.80% | -0.41% | +0.24% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 4.15% | +0.66% | +60.27% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 2.82% | -0.62% | -24.98% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.57% | -0.06% | +30.53% | |
| 12 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 2.29% | +0.43% | -6.46% | |
| 13 | VPU | Vanguard Utilities ETF | ETF-Other | 1.95% | +0.96% | — | |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.87% | -0.44% | +44.36% | |
| 15 | BKLN | Invesco Senior Loan ETF | ETF-Other | 1.86% | +0.12% | +180.25% | |
| 16 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.22% | -0.46% | +51.09% | |
| 17 | EWU | Ishares Msci United Kingdom | ETF-Other | 1.03% | -0.07% | — | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.02% | -0.01% | +336.95% | |
| 19 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.94% | +0.03% | +569.52% | |
| 20 | FLIN | Franklin Ftse India ETF | ETF-Other | 0.88% | -0.40% | +58.94% | |
| 21 | GXC | State Street Spdr S&p China | ETF-Emerging Markets | 0.85% | +0.43% | +53.27% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.83% | -0.30% | -19.57% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.71% | +0.09% | +25.51% | |
| 24 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.52% | +0.72% | +275.55% | |
| 25 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 0.43% | +0.20% | -14.54% | |
| 26 | HO1 | Hologic Inc | Stock-Other | 0.41% | -0.46% | EXIT | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.39% | +0.05% | -11.20% | |
| 28 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.38% | +0.49% | — | |
| 29 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.37% | +0.12% | +0.47% | |
| 30 | VOX | Vanguard Communication Servi | ETF-Other | 0.35% | -0.30% | — | |
| 31 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.33% | +0.73% | -25.47% | |
| 32 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.33% | -0.23% | — | |
| 33 | UPRO | Proshares Ultrapro S&p 500 | ETF-Large Cap & Growth | 0.32% | +0.15% | — | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.28% | +0.11% | -3.85% | |
| 35 | BND | Vanguard Total Bond Market | ETF-Other | 0.25% | — | -35.94% | |
| 36 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.24% | — | -30.31% | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.23% | +0.04% | -7.66% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | +0.32% | -4.40% | |
| 39 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.18% | -0.17% | -9.92% | |
| 40 | GLD | Spdr Gold Shares | ETF-Commodities | 0.17% | — | -10.46% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.15% | -0.04% | -6.36% |
According to official SEC Form 13F filings, Mittelman Wealth Management reported a total U.S. public equity portfolio value of $151.2M across 41 disclosed positions in Q3 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 50.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
EVLV
市值: $11.4M
Top Position Liquidated / Trimmed
AGG
前期市值: $875.1K
During Q3 2025, Mittelman Wealth Management's top holdings by market value included VIG (14.7%)、VYM (12.1%)、VEA (8.1%). The largest single position, VIG, represented 14.7% of total portfolio value.
In Q3 2025, Mittelman Wealth Management made 44 total portfolio adjustments, initiating 11 new buys, adding to 16 positions, trimming 14 holdings, and fully liquidating 3 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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