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CIK: 0002021464
Total reported value
$151.2M
$151.2M
43 檔
50.2%
The Q4 2025 SEC filing reveals that Mittelman Wealth Management held a total portfolio value of $151.2M, covering 43 public equity positions.
In Q4 2025, Mittelman Wealth Management displayed an active expansion posture, initiating 8 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 13.99% | -0.57% | -5.68% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 11.26% | -0.79% | -7.55% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.69% | -0.71% | +3.97% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 7.89% | -0.13% | +2.68% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.49% | +1.64% | -5.11% | |
| 6 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 6.87% | -0.08% | +1.66% | |
| 7 | EVLV | Evolv Technologies Holdings | Stock-Other | 5.28% | -1.31% | -25.00% | |
| 8 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 4.84% | -0.41% | +3.78% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 4.67% | +0.66% | +13.81% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.89% | -0.06% | +14.58% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 2.62% | -0.62% | -7.72% | |
| 12 | VPU | Vanguard Utilities ETF | ETF-Other | 2.50% | +0.96% | +32.52% | |
| 13 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 2.29% | +0.43% | +0.70% | |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.88% | -0.44% | +1.99% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.85% | -0.30% | +88.71% | |
| 16 | BKLN | Invesco Senior Loan ETF | ETF-Other | 1.82% | +0.12% | -1.73% | |
| 17 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.34% | -0.46% | +9.26% | |
| 18 | EWU | Ishares Msci United Kingdom | ETF-Other | 1.26% | -0.07% | +17.00% | |
| 19 | FLIN | Franklin Ftse India ETF | ETF-Other | 0.99% | -0.40% | +9.59% | |
| 20 | GXC | State Street Spdr S&p China | ETF-Emerging Markets | 0.90% | +0.43% | +15.89% | |
| 21 | AKRE | Akre Focus ETF | ETF-Other | 0.78% | -0.56% | EXIT | |
| 22 | VOX | Vanguard Communication Servi | ETF-Other | 0.73% | -0.30% | +101.12% | |
| 23 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.65% | -0.23% | +101.58% | |
| 24 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.65% | +0.72% | +25.26% | |
| 25 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.59% | -0.17% | +193.50% | |
| 26 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 0.45% | +0.20% | — | |
| 27 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.42% | +0.49% | +12.47% | |
| 28 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.40% | +0.12% | +1.83% | |
| 29 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.37% | +0.73% | +11.68% | |
| 30 | HO1 | Hologic Inc | Stock-Other | 0.36% | -0.46% | EXIT | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.33% | -0.10% | — | |
| 32 | GE | General Electric | Stock-Industrials | 0.33% | -0.02% | — | |
| 33 | UPRO | Proshares Ultrapro S&p 500 | ETF-Large Cap & Growth | 0.33% | +0.15% | — | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.32% | -0.04% | +92.78% | |
| 35 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.31% | -0.01% | -69.34% | |
| 36 | IBM | Intl Business Machines CORP | Stock-Tech | 0.29% | +0.01% | — | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.29% | +0.11% | -0.62% | |
| 38 | AAPL | Apple Inc | Stock-Tech | 0.25% | +0.04% | +2.89% | |
| 39 | GEV | GE Vernova Inc | Stock-Industrials | 0.21% | -0.02% | — | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.17% | -0.01% | — | |
| 41 | HAL | Halliburton Co | Stock-Energy | 0.16% | -0.20% | EXIT | |
| 42 | BND | Vanguard Total Bond Market | ETF-Other | 0.15% | — | -37.68% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.15% | — | — |
According to official SEC Form 13F filings, Mittelman Wealth Management reported a total U.S. public equity portfolio value of $151.2M across 43 disclosed positions in Q4 2025.
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, VYM, VEA) accounted for 50.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
AKRE
市值: $1.2M
Top Position Liquidated / Trimmed
MINT
前期市值: $1.4M
During Q4 2025, Mittelman Wealth Management's top holdings by market value included VIG (14.0%)、VYM (11.3%)、VEA (8.7%). The largest single position, VIG, represented 14.0% of total portfolio value.
In Q4 2025, Mittelman Wealth Management made 47 total portfolio adjustments, initiating 8 new buys, adding to 23 positions, trimming 10 holdings, and fully liquidating 6 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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