Mittelman Wealth Management

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$160.4M

Reporting period: 2026-03-31 · Number of holdings: 52

Mittelman Wealth Management disclosed 52 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $160.4M and a quarterly turnover rate of 15.6%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "M"

Personality snowflake

Concentration: 25.72
Portfolio Stability: 15.61
Momentum/Contrarian: 100
Sector conviction: 76.44
Diversification: 100
Sizing Uniformity: 84.54

Recent moves

Trim EVLV
-25.0%　-$3.0M
Add VGIT
+199.5%　$2.0M
Trim IWM
-45.1%　-$1.5M
Trim VOO
-3.8%　-$959.7K
Add IGLB
+22.5%　$1.5M
Trim VB
-25.4%　-$978.3K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VIG	Vanguard Dividend Apprec ETF	ETF-Other	13.49%	-0.50%	+2.68%
2	VYM	Vanguard High Dvd Yield ETF	ETF-Other	10.86%	-0.40%	-2.54%
3	VEA	Vanguard Ftse Developed ETF	ETF-Other	8.82%	+0.13%	+3.14%
4	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	8.12%	+0.23%	+6.74%
5	IGIB	Ishares 5-10y Inv Grade CORP	ETF-Corp Bonds	7.10%	+0.23%	+8.98%
6	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	6.59%	-0.90%	-3.79%
7	IGLB	Ishares 10+ Year Inv Gr CORP	ETF-Other	5.59%	+0.75%	+22.46%
8	IGSB	Ishares 1-5y Inv Grade CORP	ETF-Other	4.09%	-0.58%	-8.26%
9	EVLV	Evolv Technologies Holdings	Stock-Other	3.21%	-2.07%	-25.00%
10	VO	Vanguard Mid-cap ETF	ETF-Other	2.93%	+0.04%	+6.75%
11	VPU	Vanguard Utilities ETF	ETF-Other	2.89%	+0.39%	+12.36%
12	FLJP	Franklin Ftse Japan ETF	ETF-Other	2.31%	+0.02%	+0.36%
13	BKLN	Invesco Senior Loan ETF	ETF-Other	1.95%	+0.13%	+14.96%
14	VB	Vanguard Small-cap ETF	ETF-Other	1.91%	-0.71%	-25.37%
15	VGIT	Vanguard Intermediate-term T	ETF-Other	1.85%	+1.20%	+199.50%
16	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	ETF-High Yield	1.66%	-0.22%	-6.87%
17	VSS	Vanguard Ftse All Wo X-us Sc	ETF-Other	1.37%	+0.03%	+5.50%
18	EWU	Ishares Msci United Kingdom	ETF-Other	1.32%	+0.06%	+5.88%
19	FLIN	Franklin Ftse India ETF	ETF-Other	0.98%	-0.01%	+19.57%
20	GXC	State Street Spdr S&p China	ETF-Emerging Markets	0.98%	+0.08%	+17.43%
21	MINT	Pimco Enhanced Short Maturit	ETF-Other	0.95%	+0.95%	NEW
22	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	0.84%	-1.01%	-45.07%
23	IWB	Ishares Russell 1000 ETF	ETF-Other	0.75%	+0.75%	NEW
24	VOX	Vanguard Communication Servi	ETF-Other	0.65%	-0.08%	—
25	VGLT	Vanguard Long-term Treasury	ETF-Gov Bonds	0.64%	+0.22%	+62.02%
26	VCR	Vanguard Consumer Discre ETF	ETF-Other	0.57%	-0.08%	—
27	AKRE	Akre Focus ETF	ETF-Other	0.56%	-0.22%	-7.72%
28	NVDA	Nvidia CORP	Stock-Tech	0.47%	+0.47%	NEW
29	HO1	Hologic INC	Stock-Other	0.46%	+0.10%	+31.11%
30	GS	Goldman Sachs Group INC	Stock-Financials	0.45%	-0.14%	-18.48%
31	VGSH	Vanguard Short-term Treasury	ETF-Gov Bonds	0.42%	+0.05%	+19.21%
32	EMXC	Ishares Msci Emr Mrk Ex Chna	ETF-Other	0.39%	—	-7.71%
33	SPXL	Direxion Daily S&p 500 Bull	ETF-Large Cap & Growth	0.36%	-0.09%	—
34	EFA	Ishares Msci Eafe ETF	ETF-Other	0.33%	+0.33%	NEW
35	JPST	Jpmorgan Ultra-short Income	ETF-Other	0.33%	+0.02%	+11.27%
36	AAPL	Apple INC	Stock-Tech	0.32%	+0.07%	+44.82%
37	WMT	Walmart INC	Stock-Consumer Staples	0.30%	—	-16.38%
38	MSFT	Microsoft CORP	Stock-Tech	0.28%	+0.11%	+126.58%
39	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.27%	—	+4.50%
40	UPRO	Proshares Ultrapro S&p 500	ETF-Large Cap & Growth	0.26%	-0.07%	—
41	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.26%	+0.26%	NEW
42	CSCO	Cisco Systems INC	Stock-Tech	0.26%	-0.06%	-16.54%
43	GE	General Electric	Stock-Industrials	0.24%	-0.09%	-17.39%
44	GEV	GE Vernova INC	Stock-Industrials	0.22%	—	-18.38%
45	IEI	Ishares 3-7 Year Treasury Bo	ETF-Gov Bonds	0.20%	+0.20%	NEW
46	HAL	Halliburton Co	Stock-Energy	0.20%	+0.04%	-9.71%
47	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.19%	+0.19%	NEW
48	IBM	Intl Business Machines CORP	Stock-Tech	0.18%	-0.11%	-19.89%
49	IGF	Ishares Global Infrastructur	ETF-Other	0.18%	+0.18%	NEW
50	IEF	Ishares 7-10 Year Treasury B	ETF-Gov Bonds	0.18%	+0.18%	NEW

1–50 of 52

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	52	$160.4M	16	1VIG 2VYM 3VEA Top holdings2026-03-31 1.VIG 2.VYM 3.VEA 4.VWO 5.IGIB 6.VOO 7.IGLB 8.IGSB 9.EVLV 10.VO
2025-12-31	43	$153.9M	15	1VIG 2VYM 3VEA Top holdings2025-12-31 1.VIG 2.VYM 3.VEA 4.VWO 5.VOO 6.IGIB 7.EVLV 8.IGLB 9.IGSB 10.VO
2025-09-30	41	$152.7M	37	1VIG 2VYM 3VEA Top holdings2025-09-30 1.VIG 2.VYM 3.VEA 4.VWO 5.VOO 6.EVLV 7.IGIB 8.IGLB 9.IGSB 10.VB
2025-06-30	38	$118.5M	0	1VIG 2VYM 3VEA Top holdings2025-06-30 1.VIG 2.VYM 3.VEA 4.VOO 5.VWO 6.IGIB 7.IGLB 8.VB 9.IGSB 10.FLJP
2025-03-31	33	$110.8M	0	1VYM 2VIG 3VEA Top holdings2025-03-31 1.VYM 2.VIG 3.VEA 4.VOO 5.VWO 6.IGLB 7.IGIB 8.VB 9.FLJP 10.IGSB
2024-12-31	31	$107.5M	0	1VYM 2VIG 3VOO Top holdings2024-12-31 1.VYM 2.VIG 3.VOO 4.VEA 5.VWO 6.IGLB 7.IGIB 8.VB 9.FLJP 10.VO
2024-09-30	28	$176.0M	0	1VIG 2VYM 3VOO Top holdings2024-09-30 1.VIG 2.VYM 3.VOO 4.VEA 5.IGLB 6.VWO 7.IGIB 8.FLJP 9.VB 10.VO
2024-06-30	72	$154.3M	0	1VIG 2VOO 3VYM Top holdings2024-06-30 1.VIG 2.VOO 3.VYM 4.EFA 5.IGIB 6.VEA 7.EEM 8.VWO 9.SUB 10.VGT
2024-03-31	64	$147.6M	0	1VIG 2VOO 3VYM Top holdings2024-03-31 1.VIG 2.VOO 3.VYM 4.EFA 5.IGIB 6.VEA 7.EEM 8.VWO 9.SUB 10.FLJP

Holding changes this quarter

Mittelman Wealth Management's most significant position changes for 2026-03-31: New buy: Pimco Enhanced Short Maturit (MINT); New buy: Ishares Russell 1000 ETF (IWB); New buy: Nvidia CORP (NVDA); New buy: Ishares Msci Eafe ETF (EFA); New buy: Alphabet Inc-cl C (GOOG).

Position changes disclosed by Mittelman Wealth Management for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VGIT	Vanguard Intermediate-term T	+1.2%	+199.50%	Add
2	IGLB	Ishares 10+ Year Inv Gr CORP	+0.8%	+22.46%	Add
3	VPU	Vanguard Utilities ETF	+0.4%	+12.36%	Add
4	VWO	Vanguard Ftse Emerging Marke	+0.2%	+6.74%	Add
5	IGIB	Ishares 5-10y Inv Grade CORP	+0.2%	+8.98%	Add
6	VGLT	Vanguard Long-term Treasury	+0.2%	+62.02%	Add
7	VEA	Vanguard Ftse Developed ETF	+0.1%	+3.14%	Add
8	BKLN	Invesco Senior Loan ETF	+0.1%	+14.96%	Add
9	MSFT	Microsoft CORP	+0.1%	+126.58%	Add
10	HO1	Hologic INC	+0.1%	+31.11%	Add
11	GXC	State Street Spdr S&p China	+0.1%	+17.43%	Add
12	AAPL	Apple INC	+0.1%	+44.82%	Add
13	EWU	Ishares Msci United Kingdom	+0.1%	+5.88%	Add
14	VGSH	Vanguard Short-term Treasury	+0.1%	+19.21%	Add
15	VO	Vanguard Mid-cap ETF	0%	+6.75%	Add
16	HAL	Halliburton Co	0%	-9.71%	Trim
17	VSS	Vanguard Ftse All Wo X-us Sc	0%	+5.50%	Add
18	FLJP	Franklin Ftse Japan ETF	0%	+0.36%	Add
19	JPST	Jpmorgan Ultra-short Income	0%	+11.27%	Add
20	FLIN	Franklin Ftse India ETF	0%	+19.57%	Add
21	CSCO	Cisco Systems INC	-0.1%	-16.54%	Trim
22	UPRO	Proshares Ultrapro S&p 500	-0.1%	—	Unchanged
23	VCR	Vanguard Consumer Discre ETF	-0.1%	—	Unchanged
24	VOX	Vanguard Communication Servi	-0.1%	—	Unchanged
25	GE	General Electric	-0.1%	-17.39%	Trim
26	SPXL	Direxion Daily S&p 500 Bull	-0.1%	—	Unchanged
27	IBM	Intl Business Machines CORP	-0.1%	-19.89%	Trim
28	GS	Goldman Sachs Group INC	-0.1%	-18.48%	Trim
29	AKRE	Akre Focus ETF	-0.2%	-7.72%	Trim
30	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	-0.2%	-6.87%	Trim
31	VYM	Vanguard High Dvd Yield ETF	-0.4%	-2.54%	Trim
32	VIG	Vanguard Dividend Apprec ETF	-0.5%	+2.68%	Add
33	IGSB	Ishares 1-5y Inv Grade CORP	-0.6%	-8.26%	Trim
34	VB	Vanguard Small-cap ETF	-0.7%	-25.37%	Trim
35	VOO	Vanguard S&p 500 ETF	-0.9%	-3.79%	Trim
36	IWM	Ishares Russell 2000 ETF	-1%	-45.07%	Trim
37	EVLV	Evolv Technologies Holdings	-2.1%	-25.00%	Trim
38	MINT	Pimco Enhanced Short Maturit	—	NEW	New buy
39	IWB	Ishares Russell 1000 ETF	—	NEW	New buy
40	NVDA	Nvidia CORP	—	NEW	New buy
41	EFA	Ishares Msci Eafe ETF	—	NEW	New buy
42	GOOG	Alphabet Inc-cl C	—	NEW	New buy
43	IEI	Ishares 3-7 Year Treasury Bo	—	NEW	New buy
44	IVV	Ishares Core S&p 500 ETF	—	NEW	New buy
45	IGF	Ishares Global Infrastructur	—	NEW	New buy
46	IEF	Ishares 7-10 Year Treasury B	—	NEW	New buy
47	JPM	Jpmorgan Chase & Co	—	NEW	New buy
48	BND	Vanguard Total Bond Market	—	EXIT	Sold out
49	GOOGL	Alphabet Inc-cl A	—	EXIT	Sold out
50	AMZN	Amazon.com INC	—	NEW	New buy

FAQ

What is Mittelman Wealth Management and what type of investor is it?

Mittelman Wealth Management is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $160.4M, spread across 52 disclosed positions.

What are Mittelman Wealth Management's largest equity positions?

Based on the latest 13F filing, Mittelman Wealth Management's top holdings by market value are: 1. Vanguard Dividend Apprec ETF (VIG) — $21.6M (13.5%) 2. Vanguard High Dvd Yield ETF (VYM) — $17.4M (10.9%) 3. Vanguard Ftse Developed ETF (VEA) — $14.2M (8.8%) 4. Vanguard Ftse Emerging Marke (VWO) — $13.0M (8.1%) 5. Ishares 5-10y Inv Grade CORP (IGIB) — $11.4M (7.1%)

What changes did Mittelman Wealth Management make in its most recent portfolio filing?

In the latest reported quarter, Mittelman Wealth Management made 46 notable position adjustments: 11 new positions were initiated, 20 existing holdings were added to, 13 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Pimco Enhanced Short Maturit (MINT); New buy: Ishares Russell 1000 ETF (IWB); New buy: Nvidia CORP (NVDA); New buy: Ishares Msci Eafe ETF (EFA); New buy: Alphabet Inc-cl C (GOOG)

What sectors does Mittelman Wealth Management focus on?

Mittelman Wealth Management is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 43.5% • Financials: 17.2% • Industrials: 13.3% • Consumer Staples: 8.7% • Communication Services: 7.5% • Energy: 5.7%