CIK 2021464
Mittelman Wealth Management
Institutional 13F holdings & portfolio
Holdings
43
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–43 of 43
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VIG | VANGUARD DIVIDEND | 98K | $1M+ | SH |
| VYM | VANGUARD HIGH DIVIDEND | 121K | $1M+ | SH |
| VEA | VANGUARD FTSE DEVELOPED | 214K | $1M+ | SH |
| VWO | VANGUARD FTSE EMERGING | 226K | $1M+ | SH |
| VOO | VANGUARD S&P 500 ETF | 18K | $1M+ | SH |
| IGIB | ISHARES TRT IS 5-10 INV | 196K | $1M+ | SH |
| EVLV | EVOLV TECHNOLOGIES HLDGS | 1.1M | $1M+ | SH |
| IGLB | ISHRS 10 YR INVEST GRADE | 148K | $1M+ | SH |
| IGSB | ISHARES TR IS 1-5 YR IN | 136K | $1M+ | SH |
| VO | VANGUARD MID CAP ETF | 15K | $1M+ | SH |
| VB | VANGUARD SMALL CAP ETF | 16K | $1M+ | SH |
| VPU | VANGUARD UTILITIES ETF | 21K | $1M+ | SH |
| FLJP | FRANKLIN FTSE JAPAN ETF | 102K | $1M+ | SH |
| HYG | ISHARES IBOXX HIGH YIELD | 36K | $1M+ | SH |
| IWM | ISHARES RUSSELL 2000 | 10K | $1M+ | SH |
| BKLN | INVESCO SENIOR LOAN ETF | 133K | $1M+ | SH |
| VSS | VGRD FTSE ALL WRLD EX US | 14K | $1M+ | SH |
| EWU | ISHARES MSCI UNITED | 44K | $1M+ | SH |
| FLIN | FRANKLIN FTSE INDIA ETF | 40K | $1M+ | SH |
| GXC | SPDR S&P CHINA ETF | 14K | $1M+ | SH |
| AKRE | AKRE FOCUS ETF | 18K | $1M+ | SH |
| VOX | VANGUARD COMMUNICATION | 6K | $1M+ | SH |
| VCR | VANGUARD CONSUMER | 3K | $1M+ | SH |
| VGIT | VANGUARD INTER-TERM | 17K | $500K+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 1K | $500K+ | SH |
| SPXL | DIREXION DAILY S&P 500 | 3K | $500K+ | SH |
| VGLT | VANGUARD LONG-TERM TREAS | 11K | $500K+ | SH |
| EMXC | ISHARES MSCI EMERGING | 9K | $500K+ | SH |
| VGSH | VANGUARD SHORT TERM | 10K | $500K+ | SH |
| HOLX | HOLOGIC INC | 7K | $500K+ | SH |
| WMT | WALMART INC | 5K | $500K+ | SH |
| GE | GE AEROSPACE | 2K | $500K+ | SH |
| UPRO | PROSHARES ULTRAPRO S&P | 4K | $500K+ | SH |
| CSCO | CISCO SYS INC | 6K | $100K–$500K | SH |
| JPST | JPMORGAN ULTRA SHORT | 9K | $100K–$500K | SH |
| IBM | IBM CORP | 2K | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF | 645 | $100K–$500K | SH |
| AAPL | APPLE INC | 1K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 495 | $100K–$500K | SH |
| MSFT | MICROSOFT CORP | 538 | $100K–$500K | SH |
| HAL | HALLIBURTON CO | 9K | $100K–$500K | SH |
| BND | VANGUARD TOTAL BOND | 3K | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 738 | $100K–$500K | SH |