Mittelman Wealth Management 13F Holdings · Q2 2026
Mittelman Wealth Management reported 53 securities worth $151.20M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VIG (12.92%), VYM (10.07%), VOO (8.23%). Among its top 25 positions this quarter: 25 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $19.5M | 12.92% | 15,197 | Trimmed |
| 2 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $15.2M | 10.07% | 19,314 | Trimmed |
| 3 | VOO | VANGUARD S&P 500 ETF | $12.4M | 8.23% | 3,714 | Trimmed |
| 4 | VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $12.3M | 8.11% | 35,179 | Trimmed |
| 5 | VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | $12.1M | 7.99% | 40,913 | Trimmed |
| 6 | IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $10.6M | 7.02% | 39,056 | Trimmed |
| 7 | IGLB | ISHARES 10 YEAR | $7.8M | 5.18% | 32,844 | Trimmed |
| 8 | IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $7.2M | 4.75% | 30,463 | Trimmed |
| 9 | VPU | VANGUARD UTILITIES INDEX FUND ETF SHARES | $5.8M | 3.85% | 5,623 | Trimmed |
| 10 | VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | $4.3M | 2.87% | 12,621 | Trimmed |
| 11 | FLJP | FRANKLIN FTSE JAPAN ETF | $4.1M | 2.74% | 20,723 | Trimmed |
| 12 | VGIT | VANGUARD INTER-TERM TREAS INDEX FD | $3.9M | 2.57% | 12,682 | Trimmed |
| 13 | BKLN | INVESCO SENIOR LOAN ETF | $3.1M | 2.07% | 33,948 | Trimmed |
| 14 | EVLV | EVOLV TECHNOLOGIES HLDGS CLASS A | $2.9M | 1.90% | 496,081 | Trimmed |
| 15 | GXC | STATE STREET SPDR S&P CHINA ETF | $2.1M | 1.41% | 5,541 | Trimmed |
| 16 | VB | VANGUARD SMALL-CAP INDEX FUND ETF SHARES | $1.9M | 1.29% | 1,848 | Trimmed |
| 17 | EWU | ISHARES MSCI UNITED KINGDOM ETF | $1.9M | 1.25% | 8,781 | Trimmed |
| 18 | HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $1.8M | 1.22% | 4,649 | Trimmed |
| 19 | VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND ETF SHARES | $1.7M | 1.15% | 9,869 | Trimmed |
| 20 | VGLT | VANGUARD LONG-TERM TREAS INDEX FD ETF SHS | $1.7M | 1.13% | 10,754 | Trimmed |
| 21 | MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $1.5M | 0.98% | 14,334 | Trimmed |
| 22 | VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF SHARES | $1.4M | 0.91% | 2,583 | Trimmed |
| 23 | IWB | ISHARES RUSSELL 1000 ETF | $1.3M | 0.84% | 1,972 | Trimmed |
| 24 | FLIN | FRANKLIN FTSE INDIA ETF | $880,016 | 0.58% | 5,497 | Trimmed |
| 25 | SPXL | DIREXION DAILY S&P500 BULL 3X SHARES | $840,971 | 0.56% | 3,107 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR