Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Mittelman Wealth Management (CIK 2021464) reported $160.4M across 52 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VIG ($21.6M, 13.49%), VYM ($17.4M, 10.86%), VEA ($14.2M, 8.82%), VWO ($13.0M, 8.12%), IGIB ($11.4M, 7.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD DIVIDEND | $21.6M | 13.49% | 100,578 | Added |
| 2 | VYM | VANGUARD HIGH DIVIDEND | $17.4M | 10.86% | 117,650 | Trimmed |
| 3 | VEA | VANGUARD FTSE DEVELOPED | $14.2M | 8.82% | 220,830 | Added |
| 4 | VWO | VANGUARD FTSE EMERGING | $13.0M | 8.12% | 240,969 | Added |
| 5 | IGIB | ISHARES 5-10 YEAR | $11.4M | 7.10% | 213,856 | Added |
| 6 | VOO | VANGUARD S&P 500 ETF | $10.6M | 6.59% | 17,684 | Trimmed |
| 7 | IGLB | ISHARES 10 YEAR | $9.0M | 5.59% | 180,799 | Added |
| 8 | IGSB | ISHARES 1-5 YEAR | $6.6M | 4.09% | 124,664 | Trimmed |
| 9 | EVLV | EVOLV TECHNOLOGIES HLDGS | $5.1M | 3.21% | 850,425 | Trimmed |
| 10 | VO | VANGUARD MID-CAP INDEX | $4.7M | 2.93% | 16,356 | Added |
| 11 | VPU | VANGUARD UTILITIES INDEX | $4.6M | 2.89% | 23,386 | Added |
| 12 | FLJP | FRANKLIN FTSE JAPAN ETF | $3.7M | 2.31% | 102,476 | Added |
| 13 | BKLN | INVESCO SENIOR LOAN ETF | $3.1M | 1.95% | 153,160 | Added |
| 14 | VB | VANGUARD SMALL-CAP INDEX | $3.1M | 1.91% | 11,683 | Trimmed |
| 15 | VGIT | VANGUARD INTER-TERM | $3.0M | 1.85% | 49,959 | Added |
| 16 | HYG | ISHARES IBOXX $ HIGH | $2.7M | 1.66% | 33,400 | Trimmed |
| 17 | VSS | VANGUARD FTSE ALL-WORLD | $2.2M | 1.37% | 15,121 | Added |
| 18 | EWU | ISHARES MSCI UNITED | $2.1M | 1.32% | 46,550 | Added |
| 19 | GXC | STATE STREET SPDR S&P | $1.6M | 0.98% | 16,816 | Added |
| 20 | FLIN | FRANKLIN FTSE INDIA ETF | $1.6M | 0.98% | 47,360 | Added |
| 21 | MINT | PIMCO ENHANCED SHORT | $1.5M | 0.95% | 15,130 | New |
| 22 | IWM | ISHARES RUSSELL 2000 | $1.3M | 0.84% | 5,401 | Trimmed |
| 23 | IWB | ISHARES RUSSELL 1000 | $1.2M | 0.75% | 3,428 | New |
| 24 | VOX | VANGUARD COMMUNICATION | $1.0M | 0.65% | 5,766 | Hold |
| 25 | VGLT | VANGUARD LONG-TERM TREAS | $1.0M | 0.64% | 18,590 | Added |
Source: SEC Form 13F filings · as of 2026-03-31