Mittelman Wealth Management Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Mittelman Wealth Management disclosed 53 stock positions valued at approximately $151.20M as of quarter-end June 30, 2026. The largest holdings include VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES, VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES, and VANGUARD S&P 500 ETF.
- Report Period
- June 30, 2026
- No. of Stocks
- 53
- Portfolio Value
- $151.20M
Holdings by Sector
Mittelman Wealth Management Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | VIG | Other | 12.92% | 15,197 | -85,381 | -84.89% | $19,537,786 |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | VYM | Other | 10.07% | 19,314 | -98,336 | -83.58% | $15,226,420 |
| VANGUARD S&P 500 ETF | VOO | Other | 8.23% | 3,714 | -13,970 | -79.00% | $12,442,522 |
| VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | VEA | Other | 8.11% | 35,179 | -185,651 | -84.07% | $12,262,081 |
| VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | VWO | Other | 7.99% | 40,913 | -200,056 | -83.02% | $12,075,170 |
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGIB | Other | 7.02% | 39,056 | -174,800 | -81.74% | $10,611,282 |
| ISHARES 10 YEAR | IGLB | Other | 5.18% | 32,844 | -147,955 | -81.83% | $7,832,602 |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | Other | 4.75% | 30,463 | -94,201 | -75.56% | $7,185,729 |
| VANGUARD UTILITIES INDEX FUND ETF SHARES | VPU | Other | 3.85% | 5,623 | -17,763 | -75.96% | $5,820,814 |
| VANGUARD MID-CAP INDEX FUND ETF SHARES | VO | Other | 2.87% | 12,621 | -3,735 | -22.84% | $4,346,802 |
| FRANKLIN FTSE JAPAN ETF | FLJP | Other | 2.74% | 20,723 | -81,753 | -79.78% | $4,137,554 |
| VANGUARD INTER-TERM TREAS INDEX FD | VGIT | Other | 2.57% | 12,682 | -37,277 | -74.62% | $3,887,413 |
| INVESCO SENIOR LOAN ETF | BKLN | Other | 2.07% | 33,948 | -119,212 | -77.83% | $3,130,631 |
| EVOLV TECHNOLOGIES HLDGS CLASS A | EVLV | Industrials | 1.90% | 496,081 | -354,344 | -41.67% | $2,877,269 |
| STATE STREET SPDR S&P CHINA ETF | GXC | Other | 1.41% | 5,541 | -11,275 | -67.05% | $2,124,881 |
| VANGUARD SMALL-CAP INDEX FUND ETF SHARES | VB | Other | 1.29% | 1,848 | -9,835 | -84.18% | $1,949,022 |
| ISHARES MSCI UNITED KINGDOM ETF | EWU | Other | 1.25% | 8,781 | -37,769 | -81.14% | $1,886,064 |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | HYG | Other | 1.22% | 4,649 | -28,751 | -86.08% | $1,845,568 |
| VANGUARD SHORT-TERM TREASURY INDEX FUND ETF SHARES | VGSH | Other | 1.15% | 9,869 | -1,591 | -13.88% | $1,732,031 |
| VANGUARD LONG-TERM TREAS INDEX FD ETF SHS | VGLT | Other | 1.13% | 10,754 | -7,836 | -42.15% | $1,708,418 |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | MINT | Other | 0.98% | 14,334 | -796 | -5.26% | $1,475,253 |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF SHARES | VSS | Other | 0.91% | 2,583 | -12,538 | -82.92% | $1,375,698 |
| ISHARES RUSSELL 1000 ETF | IWB | Other | 0.84% | 1,972 | -1,456 | -42.47% | $1,268,736 |
| FRANKLIN FTSE INDIA ETF | FLIN | Other | 0.58% | 5,497 | -41,863 | -88.39% | $880,016 |
| DIREXION DAILY S&P500 BULL 3X SHARES | SPXL | Other | 0.56% | 3,107 | -15 | -0.48% | $840,971 |
| ISHARES RUSSELL 2000 ETF | IWM | Other | 0.54% | 1,167 | -4,234 | -78.39% | $823,071 |
| NVIDIA CORP | NVDA | Technology | 0.52% | 1,353 | -2,928 | -68.40% | $790,691 |
| ISHARES CORE S&P 500 ETF | IVV | Other | 0.51% | 549 | +82 | +17.56% | $777,325 |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | EMXC | Other | 0.51% | 3,790 | -4,113 | -52.04% | $770,512 |
| ISHARES LATIN AMERICA 40 ETF | ILF | Other | 0.44% | 4,893 | +4,893 | +100.00% | $668,891 |
Showing 30 of 53 holdings in the latest reporting period.