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Mittelman Wealth Management — 13F Holdings & Portfolio

CIK 2021464 · latest 13F-HR filed 2026-08-07

Backtest portfolio

Mittelman Wealth Management manages $151.2M in 13F-reported U.S. long-equity assets across 53 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VIG (12.92%), VYM (10.07%), VOO (8.23%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions, exited 4, added to 20, and trimmed 24.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
4 WINTERBERRY LN
ANDOVER, MA 01810
Phone
(617) 378-1382
Filing Manager
Mittelman Wealth Management
ANDOVER, MA
Signatory
S. JOEL MITTELMAN
CHIEF COMPLIANCE OFFICER
Loading holdings…
AUM

$151.2M

Long-equity book

Holdings

53

Distinct positions

Period

2026-06-30

Filed 2026-08-07

Q/Q Activity

+5 / −4 / ↑20 / ↓24

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD S&P 500 ETF$1.9M +17.7%
  • VANGUARD UTILITIES INDEX FUND ETF SHARES$1.2M +25.6%
  • VANGUARD SHORT-TERM TREASURY INDEX FUND ETF SHARES$1.1M +158.2%
  • VANGUARD INTER-TERM TREAS INDEX FD$912.3K +30.7%
  • VANGUARD LONG-TERM TREAS INDEX FD ETF SHS$679.4K +66.0%
Show all 20 →

Top Trims

  • EVOLV TECHNOLOGIES HLDGS CLASS A-$2.3M -44.1%
  • VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES-$2.2M -12.6%
  • VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES-$2.1M -9.7%
  • VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES-$1.9M -13.3%
  • ISHARES 10 YEAR-$1.1M -12.7%
Show all 24 →

New Positions

  • ISHARES LATIN AMERICA 40 ETF$668.9K
  • AFLAC INC$370.0K
  • KLA CORP$334.9K
  • DIREXION DAILY MSCI EMERGING MARKETS BULL 3X SHARES$241.2K
  • DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES$214.2K
Show all 5 →

Exited Positions

  • AKRE FOCUS ETF$897.8K
  • HOLOGIC INC$732.3K
  • HALLIBURTON CO$314.8K
  • ISHARES 7-10 YEAR$284.2K
Show all 4 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES VIG 921908844 $19.5M 12.92% 15,197 SH
2 VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES VYM 921946406 $15.2M 10.07% 19,314 SH
3 VANGUARD S&P 500 ETF VOO 922908363 $12.4M 8.23% 3,714 SH
4 VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES VEA 921943858 $12.3M 8.11% 35,179 SH
5 VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES VWO 922042858 $12.1M 7.99% 40,913 SH
6 ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF IGIB 464288638 $10.6M 7.02% 39,056 SH
7 ISHARES 10 YEAR IGLB 464289511 $7.8M 5.18% 32,844 SH
8 ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF IGSB 464288646 $7.2M 4.75% 30,463 SH
9 VANGUARD UTILITIES INDEX FUND ETF SHARES VPU 92204A876 $5.8M 3.85% 5,623 SH
10 VANGUARD MID-CAP INDEX FUND ETF SHARES VO 922908629 $4.3M 2.87% 12,621 SH
11 FRANKLIN FTSE JAPAN ETF FLJP 35473P744 $4.1M 2.74% 20,723 SH
12 VANGUARD INTER-TERM TREAS INDEX FD VGIT 92206C706 $3.9M 2.57% 12,682 SH
13 INVESCO SENIOR LOAN ETF BKLN 46138G508 $3.1M 2.07% 33,948 SH
14 EVOLV TECHNOLOGIES HLDGS CLASS A EVLV 30049H102 $2.9M 1.90% 496,081 SH
15 STATE STREET SPDR S&P CHINA ETF GXC 78463X400 $2.1M 1.41% 5,541 SH
16 VANGUARD SMALL-CAP INDEX FUND ETF SHARES VB 922908751 $1.9M 1.29% 1,848 SH
17 ISHARES MSCI UNITED KINGDOM ETF EWU 46435G334 $1.9M 1.25% 8,781 SH
18 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF HYG 464288513 $1.8M 1.22% 4,649 SH
19 VANGUARD SHORT-TERM TREASURY INDEX FUND ETF SHARES VGSH 92206C102 $1.7M 1.15% 9,869 SH
20 VANGUARD LONG-TERM TREAS INDEX FD ETF SHS VGLT 92206C847 $1.7M 1.13% 10,754 SH
21 PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND MINT 72201R833 $1.5M 0.98% 14,334 SH
22 VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF SHARES VSS 922042718 $1.4M 0.91% 2,583 SH
23 ISHARES RUSSELL 1000 ETF IWB 464287622 $1.3M 0.84% 1,972 SH
24 FRANKLIN FTSE INDIA ETF FLIN 35473P769 $880.0K 0.58% 5,497 SH
25 DIREXION DAILY S&P500 BULL 3X SHARES SPXL 25459W862 $841.0K 0.56% 3,107 SH
26 ISHARES RUSSELL 2000 ETF IWM 464287655 $823.1K 0.54% 1,167 SH
27 NVIDIA CORP NVDA 67066G104 $790.7K 0.52% 1,353 SH
28 ISHARES CORE S&P 500 ETF IVV 464287200 $777.3K 0.51% 549 SH
29 ISHARES MSCI EMERGING MARKETS EX CHINA ETF EMXC 46434G764 $770.5K 0.51% 3,790 SH
30 ISHARES LATIN AMERICA 40 ETF ILF 464287390 $668.9K 0.44% 4,893 SH
31 PROSHARES ULTRAPRO S& P500 UPRO 74347X864 $616.1K 0.41% 4,345 SH
32 STATE STREET SPDR S&P 500 ETF TRUST SPY 78462F103 $571.2K 0.38% 764 SH
33 ISHARES MSCI EAFE ETF EFA 464287465 $570.6K 0.38% 3,268 SH
34 APPLE INC AAPL 037833100 $549.5K 0.36% 805 SH
35 VANGUARD COMMUNICATION SERVICES INDEX FUND ETF SHARES VOX 92204A884 $533.3K 0.35% 2,899 SH
36 VANGUARD CONSUMER DISCRETIONARY INDEX FUND ETF SHARES VCR 92204A108 $508.5K 0.34% 1,282 SH
37 JPMORGAN ULTRA-SHORT INCOME ETF JPST 46641Q837 $483.5K 0.32% 4,016 SH
38 ALPHABET INC CLASS C GOOG 02079K107 $468.4K 0.31% 184 SH
39 GOLDMAN SACHS GROUP INC GS 38141G104 $430.8K 0.28% 422 SH
40 MICROSOFT CORP MSFT 594918104 $408.5K 0.27% 430 SH
41 AFLAC INC AFL 001055102 $370.0K 0.24% 3,131 SH
42 ISHARES 3-7 YEAR TREASURY BOND ETF IEI 464288661 $339.3K 0.22% 2,859 SH
43 GE AEROSPACE GE 369604301 $336.7K 0.22% 829 SH
44 KLA CORP KLAC 482480100 $334.9K 0.22% 300 SH
45 CISCO SYS INC CSCO 17275R102 $326.3K 0.22% 1,981 SH
46 GE VERNOVA INC GEV 36828A101 $297.2K 0.20% 236 SH
47 WALMART INC WMT 931142103 $296.2K 0.20% 2,026 SH
48 IBM CORP IBM 459200101 $294.7K 0.19% 785 SH
49 JPMORGAN CHASE & CO JPM 46625H100 $243.2K 0.16% 435 SH
50 DIREXION DAILY MSCI EMERGING MARKETS BULL 3X SHARES EDC 25490K281 $241.2K 0.16% 1,730 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-07 $151.2M 53 0002021464-26-000004
2026-03-31 2026-05-15 $160.4M 52 0002021464-26-000002
2025-12-31 2026-02-17 $153.9M 43 0002021464-26-000001
2025-09-30 2025-11-17 $152.7M 41 0002021464-25-000006