Mittelman Wealth Management
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Mittelman Wealth Management reported 53 stock positions worth $151.2 million. Its top holding was Vanguard Dividend Apprec ETF (VIG) at 12.9% of the portfolio, followed by Vanguard High DVD Yield ETF (VYM, 10.1%) and Vanguard S&P 500 ETF (VOO, 8.2%). Compared with Q1 2026, it opened 5 new positions, sold out of 4, added to 3 and reduced 44. The biggest buy was a new position in iShares Latin America 40 ETF (ILF) and the biggest sale Evolv Technologies (EVLV, shares −42%).
- Most Recent 13F
- Q2 2026
- Location
- ANDOVER, MA
- CIK
- 0002021464
- Portfolio Value
- $151.2M (Q2 2026)
- SEC Filing
- 0002021464-26-000004 ↗ filed Aug 7, 2026
Holdings Value
Holdings 53 stocks · $151.2M
| VIG Vanguard Dividend Apprec ETF | 12.92% | 15,197 | $19.5M | Reduce -84.9% |
| VYM Vanguard High DVD Yield ETF | 10.07% | 19,314 | $15.2M | Reduce -83.6% |
| VOO Vanguard S&P 500 ETF | 8.23% | 3,714 | $12.4M | Reduce -79.0% |
| VEA Vanguard Ftse Developed ETF | 8.11% | 35,179 | $12.3M | Reduce -84.1% |
| VWO Vanguard Ftse Emerging Marke | 7.99% | 40,913 | $12.1M | Reduce -83.0% |
| IGIB iShares 5-10Y Inv Grade Corp. | 7.02% | 39,056 | $10.6M | Reduce -81.7% |
| IGLB iShares 10+ Year Inv GR Corp. | 5.18% | 32,844 | $7.8M | Reduce -81.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 4.75% | 30,463 | $7.2M | Reduce -75.6% |
| VPU Vanguard Utilities ETF | 3.85% | 5,623 | $5.8M | Reduce -76.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.87% | 12,621 | $4.3M | Reduce -80.7% |
| FLJP Franklin Ftse Japan ETF | 2.74% | 20,723 | $4.1M | Reduce -79.8% |
| VGIT Vanguard Intermediate-Term T | 2.57% | 12,682 | $3.9M | Reduce -74.6% |
| BKLN Invesco Senior Loan ETF | 2.07% | 33,948 | $3.1M | Reduce -77.8% |
| EVLV Evolv Technologies Holdings | 1.90% | 496,081 | $2.9M | Reduce -41.7% |
| GXC State Street SPDR S&P China | 1.41% | 5,541 | $2.1M | Reduce -67.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.29% | 1,848 | $1.9M | Reduce -84.2% |
| EWU iShares MSCI United Kingdom | 1.25% | 8,781 | $1.9M | Reduce -81.1% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.22% | 4,649 | $1.8M | Reduce -86.1% |
| VGSH Vanguard Short-Term Treasury | 1.15% | 9,869 | $1.7M | Reduce -13.9% |
| VGLT Vanguard Long-Term Treasury | 1.13% | 10,754 | $1.7M | Reduce -42.1% |
| MINT PIMCO Enhanced Short Maturit | 0.98% | 14,334 | $1.5M | Reduce -5.3% |
| VSS Vanguard Ftse All Wo X-US SC | 0.91% | 2,583 | $1.4M | Reduce -82.9% |
| IWB iShares Russell 1000 ETF | 0.84% | 1,972 | $1.3M | Reduce -42.5% |
| FLIN Franklin Ftse India ETF | 0.58% | 5,497 | $880K | Reduce -88.4% |
| SPXL Direxion Daily S&P 500 Bull | 0.56% | 3,107 | $841K | Reduce -0.5% |
| IWM iShares Russell 2000 ETF | 0.54% | 1,167 | $823K | Reduce -78.4% |
| NVDA Nvidia Corp. | 0.52% | 1,353 | $791K | Reduce -68.4% |
| IVV iShares Core S&P 500 ETF | 0.51% | 549 | $777K | Add +17.6% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.51% | 3,790 | $771K | Reduce -52.0% |
| ILF iShares Latin America 40 ETF | 0.44% | 4,893 | $669K | New |
| UPRO Proshares Ultrapro S&P 500 | 0.41% | 4,345 | $616K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.38% | 764 | $571K | Add +13.3% |
| EFA iShares MSCI Eafe ETF | 0.38% | 3,268 | $571K | Reduce -40.5% |
| AAPL Apple Inc. | 0.36% | 805 | $549K | Reduce -60.0% |
| VOX Vanguard Communication Servi | 0.35% | 2,899 | $533K | Reduce -49.7% |
| VCR Vanguard Consumer Discre ETF | 0.34% | 1,282 | $508K | Reduce -49.6% |
| JPST JPMorgan Ultra-Short Income | 0.32% | 4,016 | $483K | Reduce -61.8% |
| GOOG Alphabet Inc. Class C | 0.31% | 184 | $468K | Reduce -87.3% |
| GS Goldman Sachs Group Inc. | 0.28% | 422 | $431K | Reduce -50.2% |
| MSFT Microsoft Corp. | 0.27% | 430 | $409K | Reduce -64.7% |
| AFL Aflac Inc. | 0.24% | 3,131 | $370K | New |
| IEI iShares 3-7 Year Treasury Bo | 0.22% | 2,859 | $339K | Add +5.8% |
| GE General Electric filed as GE AEROSPACE | 0.22% | 829 | $337K | Reduce -39.2% |
| KLAC KLA Corp. | 0.22% | 300 | $335K | New |
| CSCO Cisco Systems Inc. | 0.22% | 1,981 | $326K | Reduce -62.5% |
| GEV GE Vernova Inc. | 0.20% | 236 | $297K | Reduce -41.6% |
| WMT Walmart Inc. | 0.20% | 2,026 | $296K | Reduce -47.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.19% | 785 | $295K | Reduce -35.4% |
| JPM JPMorgan Chase & Co. | 0.16% | 435 | $243K | Reduce -46.4% |
| EDC Dir Da Ms Em Ma Bul 3X ETF-U | 0.16% | 1,730 | $241K | New |
| AMZN Amazon.com Inc. | 0.16% | 346 | $239K | Reduce -68.3% |
| IGF iShares Global Infrastructur | 0.16% | 1,973 | $238K | Reduce -54.7% |
| SOXL Direx Dail Semi Bu 3X Et-Usd | 0.14% | 803 | $214K | New |
Portfolio Sells Q1 2026 → Q2 2026
| EVLV Evolv Technologies Holdings | Reduce -41.7% | 1.90% | −1.30 |
| VYM Vanguard High DVD Yield ETF | Reduce -83.6% | 10.07% | −0.79 |
| VEA Vanguard Ftse Developed ETF | Reduce -84.1% | 8.11% | −0.71 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -84.2% | 1.29% | −0.62 |
| VIG Vanguard Dividend Apprec ETF | Reduce -84.9% | 12.92% | −0.56 |
| AKRE Akre Focus ETF | Sold out | 0.00% | −0.56 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -82.9% | 0.91% | −0.46 |
| HOLX Hologic Inc. | Sold out | 0.00% | −0.46 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -86.1% | 1.22% | −0.44 |
| IGLB iShares 10+ Year Inv GR Corp. | Reduce -81.8% | 5.18% | −0.41 |
| FLIN Franklin Ftse India ETF | Reduce -88.4% | 0.58% | −0.40 |
| VOX Vanguard Communication Servi | Reduce -49.7% | 0.35% | −0.29 |
| IWM iShares Russell 2000 ETF | Reduce -78.4% | 0.54% | −0.29 |
| VCR Vanguard Consumer Discre ETF | Reduce -49.6% | 0.34% | −0.23 |
| HAL Halliburton Co. | Sold out | 0.00% | −0.20 |
| IEF iShares 7-10 Year Treasury B | Sold out | 0.00% | −0.18 |
| GS Goldman Sachs Group Inc. | Reduce -50.2% | 0.28% | −0.16 |
| VWO Vanguard Ftse Emerging Marke | Reduce -83.0% | 7.99% | −0.13 |
| WMT Walmart Inc. | Reduce -47.5% | 0.20% | −0.10 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -81.7% | 7.02% | −0.08 |
| EWU iShares MSCI United Kingdom | Reduce -81.1% | 1.25% | −0.07 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -80.7% | 2.87% | −0.05 |
| CSCO Cisco Systems Inc. | Reduce -62.5% | 0.22% | −0.04 |
| IGF iShares Global Infrastructur | Reduce -54.7% | 0.16% | −0.02 |
| GEV GE Vernova Inc. | Reduce -41.6% | 0.20% | −0.02 |
| GE General Electric | Reduce -39.2% | 0.22% | −0.02 |
| JPST JPMorgan Ultra-Short Income | Reduce -61.8% | 0.32% | −0.01 |
| MSFT Microsoft Corp. | Reduce -64.7% | 0.27% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -35.4% | 0.19% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -46.4% | 0.16% | +0.01 |
| AMZN Amazon.com Inc. | Reduce -68.3% | 0.16% | +0.02 |
| MINT PIMCO Enhanced Short Maturit | Reduce -5.3% | 0.98% | +0.03 |
| EFA iShares MSCI Eafe ETF | Reduce -40.5% | 0.38% | +0.04 |
| AAPL Apple Inc. | Reduce -60.0% | 0.36% | +0.04 |
| GOOG Alphabet Inc. Class C | Reduce -87.3% | 0.31% | +0.05 |
| NVDA Nvidia Corp. | Reduce -68.4% | 0.52% | +0.06 |
| IWB iShares Russell 1000 ETF | Reduce -42.5% | 0.84% | +0.09 |
| BKLN Invesco Senior Loan ETF | Reduce -77.8% | 2.07% | +0.12 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -52.0% | 0.51% | +0.12 |
| SPXL Direxion Daily S&P 500 Bull | Reduce -0.5% | 0.56% | +0.20 |
| FLJP Franklin Ftse Japan ETF | Reduce -79.8% | 2.74% | +0.42 |
| GXC State Street SPDR S&P China | Reduce -67.0% | 1.41% | +0.43 |
| VGLT Vanguard Long-Term Treasury | Reduce -42.1% | 1.13% | +0.49 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -75.6% | 4.75% | +0.67 |
| VGIT Vanguard Intermediate-Term T | Reduce -74.6% | 2.57% | +0.72 |
| VGSH Vanguard Short-Term Treasury | Reduce -13.9% | 1.15% | +0.73 |
| VPU Vanguard Utilities ETF | Reduce -76.0% | 3.85% | +0.96 |
| VOO Vanguard S&P 500 ETF | Reduce -79.0% | 8.23% | +1.64 |
Portfolio Buys Q1 2026 → Q2 2026
| ILF iShares Latin America 40 ETF | New | 0.44% | +0.44 |
| IVV iShares Core S&P 500 ETF | Add +17.6% | 0.51% | +0.32 |
| AFL Aflac Inc. | New | 0.24% | +0.24 |
| KLAC KLA Corp. | New | 0.22% | +0.22 |
| EDC Dir Da Ms Em Ma Bul 3X ETF-U | New | 0.16% | +0.16 |
| SOXL Direx Dail Semi Bu 3X Et-Usd | New | 0.14% | +0.14 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +13.3% | 0.38% | +0.10 |
| IEI iShares 3-7 Year Treasury Bo | Add +5.8% | 0.22% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 53 | $151.2M | VIG, VYM, VOO, VEA, VWO |
| Q1 2026 | 52 | $160.4M | VIG, VYM, VEA, VWO, IGIB |
| Q4 2025 | 43 | $153.9M | VIG, VYM, VEA, VWO, VOO |
| Q3 2025 | 41 | $152.7M | VIG, VYM, VEA, VWO, VOO |
| Q2 2025 | 38 | $118.5M | VIG, VYM, VEA, VOO, VWO |
| Q1 2025 | 33 | $110.8M | VYM, VIG, VEA, VOO, VWO |
| Q4 2024 | 31 | $107.5M | VYM, VIG, VOO, VEA, VWO |
| Q3 2024 | 28 | $176.0M | VIG, VYM, VOO, VEA, IGLB |
| Q2 2024 | 72 | $154.3M | VIG, VOO, VYM, EFA, IGIB |
| Q1 2024 | 64 | $147.6M | VIG, VOO, VYM, EFA, IGIB |