Mittelman Wealth Management
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$160.4M
Q ending 2026-03-31
Prior quarter
$153.9M
Q ending 2025-12-31
Change
+4.2% QoQ · +44.7% YoY
Positions
52
reported holdings
Largest positions
All 52 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Dividend | VIG | Shares | $21.6M | 101K |
| Vanguard High Dividend | VYM | Shares | $17.4M | 118K |
| Vanguard Ftse Developed | VEA | Shares | $14.2M | 221K |
| Vanguard Ftse Emerging | VWO | Shares | $13.0M | 241K |
| Ishares 5-10 Year | IGIB | Shares | $11.4M | 214K |
| Vanguard S&P 500 Etf | VOO | Shares | $10.6M | 18K |
| Ishares 10 Year | IGLB | Shares | $9.0M | 181K |
| Ishares 1-5 Year | IGSB | Shares | $6.6M | 125K |
| Evolv Technologies Hldgs | EVLV | Shares | $5.1M | 850K |
| Vanguard Mid-Cap Index | VO | Shares | $4.7M | 16K |
| Vanguard Utilities Index | VPU | Shares | $4.6M | 23K |
| Franklin Ftse Japan Etf | FLJP | Shares | $3.7M | 102K |
| Invesco Senior Loan Etf | BKLN | Shares | $3.1M | 153K |
| Vanguard Small-Cap Index | VB | Shares | $3.1M | 12K |
| Vanguard Inter-Term | VGIT | Shares | $3.0M | 50K |
| Ishares Iboxx $ High | HYG | Shares | $2.7M | 33K |
| Vanguard Ftse All-World | VSS | Shares | $2.2M | 15K |
| Ishares Msci United | EWU | Shares | $2.1M | 47K |
| Franklin Ftse India Etf | FLIN | Shares | $1.6M | 47K |
| State Street Spdr S&P | GXC | Shares | $1.6M | 17K |
| Pimco Enhanced Short | MINT | Shares | $1.5M | 15K |
| Ishares Russell 2000 | IWM | Shares | $1.3M | 5K |
| Ishares Russell 1000 | IWB | Shares | $1.2M | 3K |
| Vanguard Communication | VOX | Shares | $1.0M | 6K |
| Vanguard Long-Term Treas | VGLT | Shares | $1.0M | 19K |
| Vanguard Consumer | VCR | Shares | $913K | 3K |
| Akre Focus Etf | AKRE | Shares | $898K | 17K |
| Nvidia Corp | NVDA | Shares | $747K | 4K |
| Hologic Inc | HOLX | Shares | $732K | 10K |
| Goldman Sachs Group Inc | GS | Shares | $717K | 847 |
| Vanguard Short-Term | VGSH | Shares | $671K | 11K |
| Ishares Msci Emerging | EMXC | Shares | $622K | 8K |
| Direxion Daily S&P500 | SPXL | Shares | $577K | 3K |
| Ishares Msci Eafe Etf | EFA | Shares | $534K | 5K |
| Jpmorgan Ultra-Short | JPST | Shares | $533K | 11K |
| Apple Inc | AAPL | Shares | $511K | 2K |
| Walmart Inc | WMT | Shares | $480K | 4K |
| Microsoft Corp | MSFT | Shares | $451K | 1K |
| State Street Spdr S&P | SPY | Shares | $439K | 674 |
| Proshares Ultrapro S& | UPRO | Shares | $421K | 4K |
| Alphabet Inc | GOOG | Shares | $417K | 1K |
| Cisco Sys Inc | CSCO | Shares | $410K | 5K |
| Ge Aerospace | GE | Shares | $387K | 1K |
| Ge Vernova Inc | GEV | Shares | $353K | 404 |
| Ishares 3-7 Year | IEI | Shares | $320K | 3K |
| Halliburton Co | HAL | Shares | $315K | 8K |
| Ishares Core S&P 500 | IVV | Shares | $305K | 467 |
| Ibm Corp | IBM | Shares | $295K | 1K |
| Ishares Global | IGF | Shares | $292K | 4K |
| Ishares 7-10 Year | IEF | Shares | $284K | 3K |
| Jpmorgan Chase & Co | JPM | Shares | $239K | 812 |
| Amazon.Com Inc | AMZN | Shares | $227K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.