Mittelman Wealth Management
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 8, 2025), Mittelman Wealth Management reported 38 stock positions worth $118.5 million. Its top holding was Vanguard Dividend Apprec ETF (VIG) at 16.0% of the portfolio, followed by Vanguard High DVD Yield ETF (VYM, 15.4%) and Vanguard Ftse Developed ETF (VEA, 9.5%). Compared with Q1 2025, it opened 7 new positions, sold out of 2, added to 13 and reduced 18. The biggest buy was Vanguard Most SM-Cap ETF-Usd (VB, shares +45%) and the biggest sale Vanguard Ftse Developed ETF (VEA, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- ANDOVER, MA
- CIK
- 0002021464
- Portfolio Value
- $118.5M (Q2 2025)
- SEC Filing
- 0002021464-25-000004 ↗ filed Aug 8, 2025
Holdings Value
Holdings 38 stocks · $118.5M
| VIG Vanguard Dividend Apprec ETF | 16.02% | 92,702 | $19.0M | Reduce -1.3% |
| VYM Vanguard High DVD Yield ETF | 15.37% | 136,560 | $18.2M | Reduce -7.1% |
| VEA Vanguard Ftse Developed ETF | 9.50% | 197,471 | $11.3M | Reduce -22.2% |
| VOO Vanguard S&P 500 ETF | 9.25% | 19,288 | $11.0M | Reduce -18.4% |
| VWO Vanguard Ftse Emerging Marke | 9.07% | 217,369 | $10.8M | Reduce -9.9% |
| IGIB iShares 5-10Y Inv Grade Corp. | 7.61% | 169,222 | $9.0M | Add +25.7% |
| IGLB iShares 10+ Year Inv GR Corp. | 6.01% | 141,922 | $7.1M | Reduce -6.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 4.52% | 22,613 | $5.4M | Add +44.6% |
| IGSB iShares 1-5Y Inv Grade Corp. | 3.32% | 74,500 | $3.9M | Add +73.9% |
| FLJP Franklin Ftse Japan ETF | 2.94% | 108,395 | $3.5M | Add +13.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.42% | 10,244 | $2.9M | Add +22.9% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.66% | 24,357 | $2.0M | Add +17.0% |
| IWM iShares Russell 2000 ETF | 1.18% | 6,478 | $1.4M | Add +36.0% |
| VSS Vanguard Ftse All Wo X-US SC | 0.98% | 8,682 | $1.2M | Add +121.0% |
| BKLN Invesco Senior Loan ETF | 0.85% | 48,376 | $1.0M | Add +79.9% |
| FLIN Franklin Ftse India ETF | 0.76% | 22,742 | $906K | Add +42.0% |
| IWB iShares Russell 1000 ETF | 0.67% | 2,352 | $799K | Add +73.8% |
| HOLX Hologic Inc. | 0.61% | 11,131 | $725K | Reduce -44.1% |
| GXC State Street SPDR S&P China | 0.60% | 8,062 | $706K | Reduce -14.0% |
| VGSH Vanguard Short-Term Treasury | 0.57% | 11,550 | $679K | New |
| SPXL Direxion Daily S&P 500 Bull | 0.54% | 3,653 | $634K | New |
| BND Vanguard Total Bond Market | 0.49% | 7,929 | $584K | New |
| NVDA Nvidia Corp. | 0.48% | 3,624 | $573K | Add +9.6% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.45% | 8,370 | $529K | Add +0.7% |
| VOX Vanguard Communication Servi | 0.41% | 2,867 | $490K | Reduce -12.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.41% | 12,066 | $489K | New |
| AGG iShares Core U.S. Aggregate | 0.39% | 4,714 | $468K | Reduce -46.7% |
| VCR Vanguard Consumer Discre ETF | 0.39% | 1,262 | $457K | Reduce -12.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.35% | 675 | $417K | Reduce -2.0% |
| UPRO Proshares Ultrapro S&P 500 | 0.34% | 4,345 | $397K | New |
| JPST JPMorgan Ultra-Short Income | 0.30% | 7,060 | $358K | Reduce -20.8% |
| AAPL Apple Inc. | 0.25% | 1,463 | $300K | New |
| IVV iShares Core S&P 500 ETF | 0.25% | 477 | $296K | Reduce -58.5% |
| GS Goldman Sachs Group Inc. | 0.23% | 393 | $278K | Reduce -24.4% |
| GLD SPDR Gold Shares | 0.21% | 813 | $248K | Reduce -20.3% |
| CSCO Cisco Systems Inc. | 0.21% | 3,507 | $243K | Reduce -31.0% |
| MINT PIMCO Enhanced Short Maturit | 0.18% | 2,123 | $213K | New |
| VGIT Vanguard Intermediate-Term T | 0.18% | 3,546 | $212K | Reduce -21.4% |
Portfolio Sells Q1 2025 → Q2 2025
| VEA Vanguard Ftse Developed ETF | Reduce -22.2% | 9.50% | −2.14 |
| VYM Vanguard High DVD Yield ETF | Reduce -7.1% | 15.37% | −1.74 |
| VOO Vanguard S&P 500 ETF | Reduce -18.4% | 9.25% | −1.71 |
| IGLB iShares 10+ Year Inv GR Corp. | Reduce -6.2% | 6.01% | −0.84 |
| VWO Vanguard Ftse Emerging Marke | Reduce -9.9% | 9.07% | −0.78 |
| HOLX Hologic Inc. | Reduce -44.1% | 0.61% | −0.50 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.3% | 16.02% | −0.42 |
| AGG iShares Core U.S. Aggregate | Reduce -46.7% | 0.39% | −0.39 |
| IVV iShares Core S&P 500 ETF | Reduce -58.5% | 0.25% | −0.33 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.19 |
| GE General Electric | Sold out | 0.00% | −0.18 |
| GXC State Street SPDR S&P China | Reduce -14.0% | 0.60% | −0.13 |
| JPST JPMorgan Ultra-Short Income | Reduce -20.8% | 0.30% | −0.11 |
| CSCO Cisco Systems Inc. | Reduce -31.0% | 0.21% | −0.08 |
| VGIT Vanguard Intermediate-Term T | Reduce -21.4% | 0.18% | −0.06 |
| GLD SPDR Gold Shares | Reduce -20.3% | 0.21% | −0.06 |
| VCR Vanguard Consumer Discre ETF | Reduce -12.5% | 0.39% | −0.04 |
| VOX Vanguard Communication Servi | Reduce -12.4% | 0.41% | −0.02 |
| GS Goldman Sachs Group Inc. | Reduce -24.4% | 0.23% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.0% | 0.35% | +0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| VB Vanguard Most SM-Cap ETF-Usd | Add +44.6% | 4.52% | +1.39 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +73.9% | 3.32% | +1.29 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +25.7% | 7.61% | +1.23 |
| VSS Vanguard Ftse All Wo X-US SC | Add +121.0% | 0.98% | +0.58 |
| VGSH Vanguard Short-Term Treasury | New | 0.57% | +0.57 |
| SPXL Direxion Daily S&P 500 Bull | New | 0.54% | +0.54 |
| BND Vanguard Total Bond Market | New | 0.49% | +0.49 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +22.9% | 2.42% | +0.48 |
| SPDW Ste STR SPDR PT DW Eu ETF | New | 0.41% | +0.41 |
| FLJP Franklin Ftse Japan ETF | Add +13.6% | 2.94% | +0.41 |
| BKLN Invesco Senior Loan ETF | Add +79.9% | 0.85% | +0.35 |
| UPRO Proshares Ultrapro S&P 500 | New | 0.34% | +0.34 |
| IWM iShares Russell 2000 ETF | Add +36.0% | 1.18% | +0.32 |
| IWB iShares Russell 1000 ETF | Add +73.8% | 0.67% | +0.30 |
| AAPL Apple Inc. | New | 0.25% | +0.25 |
| FLIN Franklin Ftse India ETF | Add +42.0% | 0.76% | +0.23 |
| MINT PIMCO Enhanced Short Maturit | New | 0.18% | +0.18 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +17.0% | 1.66% | +0.18 |
| NVDA Nvidia Corp. | Add +9.6% | 0.48% | +0.16 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +0.7% | 0.45% | +0.03 |
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 |