Mittelman Wealth Management Portfolio Stock Holdings
Mittelman Wealth Management disclosed 52 stock positions valued at approximately $160.4 million in its latest SEC 13F filing. The largest holdings include VANGUARD DIVIDEND, VANGUARD HIGH DIVIDEND, and VANGUARD FTSE DEVELOPED. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 52
- Portfolio Value
- $160.4M
Holdings by Sector
Mittelman Wealth Management Portfolio Holdings in Q1 2026
51 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND | VIG | Other | 13.49% | 100,578 | +2,621 | +2.68% | $21,630,469 |
| VANGUARD HIGH DIVIDEND | VYM | Other | 10.86% | 117,650 | -3,067 | -2.54% | $17,423,996 |
| VANGUARD FTSE DEVELOPED | VEA | Other | 8.82% | 220,830 | +6,714 | +3.14% | $14,150,814 |
| VANGUARD FTSE EMERGING | VWO | Other | 8.12% | 240,969 | +15,224 | +6.74% | $13,024,415 |
| ISHARES 5-10 YEAR | IGIB | Other | 7.10% | 213,856 | +17,623 | +8.98% | $11,381,433 |
| VANGUARD S&P 500 ETF | VOO | Other | 6.59% | 17,684 | -696 | -3.79% | $10,567,567 |
| ISHARES 10 YEAR | IGLB | Other | 5.59% | 180,799 | +33,156 | +22.46% | $8,973,065 |
| ISHARES 1-5 YEAR | IGSB | Other | 4.09% | 124,664 | -11,230 | -8.26% | $6,552,350 |
| EVOLV TECHNOLOGIES HLDGS | EVLV | Industrials | 3.21% | 850,425 | -283,474 | -25.00% | $5,145,071 |
| VANGUARD MID-CAP INDEX | VO | Other | 2.93% | 16,356 | +1,034 | +6.75% | $4,697,347 |
| VANGUARD UTILITIES INDEX | VPU | Other | 2.89% | 23,386 | +2,572 | +12.36% | $4,633,702 |
| FRANKLIN FTSE JAPAN ETF | FLJP | Other | 2.31% | 102,476 | +368 | +0.36% | $3,707,611 |
| INVESCO SENIOR LOAN ETF | BKLN | Other | 1.95% | 153,160 | +19,936 | +14.96% | $3,126,011 |
| VANGUARD SMALL-CAP INDEX | VB | Other | 1.91% | 11,683 | -3,972 | -25.37% | $3,060,115 |
| VANGUARD INTER-TERM | VGIT | Other | 1.85% | 49,959 | +33,278 | +199.50% | $2,975,085 |
| ISHARES IBOXX $ HIGH | HYG | Other | 1.66% | 33,400 | -2,462 | -6.87% | $2,657,307 |
| VANGUARD FTSE ALL-WORLD | VSS | Other | 1.37% | 15,121 | +788 | +5.50% | $2,204,586 |
| ISHARES MSCI UNITED | EWU | Other | 1.32% | 46,550 | +2,585 | +5.88% | $2,120,818 |
| FRANKLIN FTSE INDIA ETF | FLIN | Other | 0.98% | 47,360 | +7,750 | +19.57% | $1,573,332 |
| STATE STREET SPDR S&P | GXC | Other | 0.98% | 16,816 | +2,496 | +17.43% | $1,565,986 |
| PIMCO ENHANCED SHORT | MINT | Other | 0.95% | 15,130 | +15,130 | +100.00% | $1,521,624 |
| ISHARES RUSSELL 2000 | IWM | Other | 0.84% | 5,401 | -4,431 | -45.07% | $1,339,596 |
| ISHARES RUSSELL 1000 | IWB | Other | 0.75% | 3,428 | +3,428 | +100.00% | $1,200,432 |
| VANGUARD COMMUNICATION | VOX | Other | 0.65% | 5,766 | - | - | $1,036,957 |
| VANGUARD LONG-TERM TREAS | VGLT | Other | 0.64% | 18,590 | +7,116 | +62.02% | $1,029,051 |
| VANGUARD CONSUMER | VCR | Other | 0.57% | 2,544 | - | - | $913,372 |
| NVIDIA CORP | NVDA | Technology | 0.47% | 4,281 | +4,281 | +100.00% | $746,710 |
| HOLOGIC INC | HOLX | Healthcare | 0.46% | 9,688 | +2,299 | +31.11% | $732,315 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.45% | 847 | -192 | -18.48% | $716,553 |
| VANGUARD SHORT-TERM | VGSH | Other | 0.42% | 11,460 | +1,847 | +19.21% | $670,899 |
| ISHARES MSCI EMERGING | EMXC | Other | 0.39% | 7,903 | -660 | -7.71% | $621,722 |
| DIREXION DAILY S&P500 | SPXL | Other | 0.36% | 3,122 | - | - | $577,226 |
| ISHARES MSCI EAFE ETF | EFA | Other | 0.33% | 5,493 | +5,493 | +100.00% | $533,535 |
| JPMORGAN ULTRA-SHORT | JPST | Other | 0.33% | 10,525 | +1,066 | +11.27% | $532,714 |
| APPLE INC | AAPL | Technology | 0.32% | 2,013 | +623 | +44.82% | $510,879 |
| WALMART INC | WMT | Consumer Defensive | 0.30% | 3,860 | -756 | -16.38% | $479,720 |
| MICROSOFT CORP | MSFT | Technology | 0.28% | 1,219 | +681 | +126.58% | $451,256 |
| STATE STREET SPDR S&P | SPY | Other | 0.27% | 674 | +29 | +4.50% | $438,861 |
| PROSHARES ULTRAPRO S& | UPRO | Other | 0.26% | 4,345 | - | - | $421,378 |
| ALPHABET INC | GOOG | Communication Services | 0.26% | 1,453 | +1,453 | +100.00% | $417,159 |
| CISCO SYS INC | CSCO | Technology | 0.26% | 5,284 | -1,047 | -16.54% | $410,051 |
| GE AEROSPACE | GE | Industrials | 0.24% | 1,363 | -287 | -17.39% | $386,778 |
| GE VERNOVA INC | GEV | Utilities | 0.22% | 404 | -91 | -18.38% | $352,651 |
| ISHARES 3-7 YEAR | IEI | Other | 0.20% | 2,701 | +2,701 | +100.00% | $320,404 |
| HALLIBURTON CO | HAL | Energy | 0.20% | 8,074 | -868 | -9.71% | $314,805 |
| ISHARES CORE S&P 500 | IVV | Other | 0.19% | 467 | +467 | +100.00% | $305,220 |
| IBM CORP | IBM | Technology | 0.18% | 1,216 | -302 | -19.89% | $294,974 |
| ISHARES GLOBAL | IGF | Other | 0.18% | 4,354 | +4,354 | +100.00% | $291,718 |
| ISHARES 7-10 YEAR | IEF | Other | 0.18% | 2,978 | +2,978 | +100.00% | $284,220 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.15% | 812 | +812 | +100.00% | $239,135 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 0.14% | 1,090 | +1,090 | +100.00% | $227,014 |