Mittelman Wealth Management
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 17, 2025), Mittelman Wealth Management reported 41 stock positions worth $152.7 million. Its top holding was Vanguard Dividend Apprec ETF (VIG) at 14.7% of the portfolio, followed by Vanguard High DVD Yield ETF (VYM, 12.0%) and Vanguard Ftse Developed ETF (VEA, 8.1%). Compared with Q2 2025, it opened 4 new positions, sold out of 1, added to 18 and reduced 16. The biggest buy was a new position in Evolv Technologies (EVLV) and the biggest sale Vanguard High DVD Yield ETF (VYM, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- ANDOVER, MA
- CIK
- 0002021464
- Portfolio Value
- $152.7M (Q3 2025)
- SEC Filing
- 0002021464-25-000006 ↗ filed Nov 17, 2025
Holdings Value
Holdings 41 stocks · $152.7M
| VIG Vanguard Dividend Apprec ETF | 14.67% | 103,857 | $22.4M | Add +12.0% |
| VYM Vanguard High DVD Yield ETF | 12.05% | 130,572 | $18.4M | Reduce -4.4% |
| VEA Vanguard Ftse Developed ETF | 8.08% | 205,932 | $12.3M | Add +4.3% |
| VWO Vanguard Ftse Emerging Marke | 7.80% | 219,849 | $11.9M | Add +1.1% |
| VOO Vanguard S&P 500 ETF | 7.77% | 19,369 | $11.9M | Add +0.4% |
| EVLV Evolv Technologies Holdings | 7.47% | 1,511,866 | $11.4M | New |
| IGIB iShares 5-10Y Inv Grade Corp. | 6.84% | 193,023 | $10.4M | Add +14.1% |
| IGLB iShares 10+ Year Inv GR Corp. | 4.80% | 142,261 | $7.3M | Add +0.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 4.15% | 119,404 | $6.3M | Add +60.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.82% | 16,964 | $4.3M | Reduce -25.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.57% | 13,372 | $3.9M | Add +30.5% |
| FLJP Franklin Ftse Japan ETF | 2.29% | 101,394 | $3.5M | Reduce -6.5% |
| VPU Vanguard Utilities ETF | 1.95% | 15,706 | $3.0M | New |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.87% | 35,161 | $2.9M | Add +44.4% |
| BKLN Invesco Senior Loan ETF | 1.86% | 135,573 | $2.8M | Add +180.3% |
| VSS Vanguard Ftse All Wo X-US SC | 1.22% | 13,118 | $1.9M | Add +51.1% |
| EWU iShares MSCI United Kingdom | 1.03% | 37,576 | $1.6M | New |
| JPST JPMorgan Ultra-Short Income | 1.02% | 30,849 | $1.6M | Add +336.9% |
| MINT PIMCO Enhanced Short Maturit | 0.94% | 14,214 | $1.4M | Add +569.5% |
| FLIN Franklin Ftse India ETF | 0.88% | 36,145 | $1.3M | Add +58.9% |
| GXC State Street SPDR S&P China | 0.85% | 12,357 | $1.3M | Add +53.3% |
| IWM iShares Russell 2000 ETF | 0.83% | 5,210 | $1.3M | Reduce -19.6% |
| IWB iShares Russell 1000 ETF | 0.71% | 2,952 | $1.1M | Add +25.5% |
| VGIT Vanguard Intermediate-Term T | 0.52% | 13,317 | $799K | Add +275.6% |
| SPXL Direxion Daily S&P 500 Bull | 0.43% | 3,122 | $662K | Reduce -14.5% |
| HOLX Hologic Inc. | 0.41% | 9,235 | $623K | Reduce -17.0% |
| NVDA Nvidia Corp. | 0.39% | 3,218 | $600K | Reduce -11.2% |
| VGLT Vanguard Long-Term Treasury | 0.38% | 10,202 | $580K | New |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.37% | 8,409 | $568K | Add +0.5% |
| VOX Vanguard Communication Servi | 0.35% | 2,867 | $538K | No change |
| VGSH Vanguard Short-Term Treasury | 0.33% | 8,608 | $507K | Reduce -25.5% |
| VCR Vanguard Consumer Discre ETF | 0.33% | 1,262 | $500K | No change |
| UPRO Proshares Ultrapro S&P 500 | 0.32% | 4,345 | $484K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.28% | 649 | $432K | Reduce -3.9% |
| BND Vanguard Total Bond Market | 0.25% | 5,079 | $378K | Reduce -35.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.24% | 8,409 | $360K | Reduce -30.3% |
| AAPL Apple Inc. | 0.23% | 1,351 | $344K | Reduce -7.7% |
| IVV iShares Core S&P 500 ETF | 0.20% | 456 | $306K | Reduce -4.4% |
| GS Goldman Sachs Group Inc. | 0.18% | 354 | $282K | Reduce -9.9% |
| GLD SPDR Gold Shares | 0.17% | 728 | $259K | Reduce -10.5% |
| CSCO Cisco Systems Inc. | 0.15% | 3,284 | $225K | Reduce -6.4% |
Portfolio Sells Q2 2025 → Q3 2025
| VYM Vanguard High DVD Yield ETF | Reduce -4.4% | 12.05% | −3.32 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -25.0% | 2.82% | −1.70 |
| FLJP Franklin Ftse Japan ETF | Reduce -6.5% | 2.29% | −0.65 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.39 |
| IWM iShares Russell 2000 ETF | Reduce -19.6% | 0.83% | −0.35 |
| BND Vanguard Total Bond Market | Reduce -35.9% | 0.25% | −0.25 |
| VGSH Vanguard Short-Term Treasury | Reduce -25.5% | 0.33% | −0.24 |
| HOLX Hologic Inc. | Reduce -17.0% | 0.41% | −0.20 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -30.3% | 0.24% | −0.18 |
| SPXL Direxion Daily S&P 500 Bull | Reduce -14.5% | 0.43% | −0.10 |
| NVDA Nvidia Corp. | Reduce -11.2% | 0.39% | −0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.9% | 0.28% | −0.07 |
| CSCO Cisco Systems Inc. | Reduce -6.4% | 0.15% | −0.06 |
| GS Goldman Sachs Group Inc. | Reduce -9.9% | 0.18% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -4.4% | 0.20% | −0.05 |
| GLD SPDR Gold Shares | Reduce -10.5% | 0.17% | −0.04 |
| AAPL Apple Inc. | Reduce -7.7% | 0.23% | −0.03 |
Portfolio Buys Q2 2025 → Q3 2025
| EVLV Evolv Technologies Holdings | New | 7.47% | +7.47 |
| VPU Vanguard Utilities ETF | New | 1.95% | +1.95 |
| EWU iShares MSCI United Kingdom | New | 1.03% | +1.03 |
| BKLN Invesco Senior Loan ETF | Add +180.3% | 1.86% | +1.00 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +60.3% | 4.15% | +0.83 |
| MINT PIMCO Enhanced Short Maturit | Add +569.5% | 0.94% | +0.76 |
| JPST JPMorgan Ultra-Short Income | Add +336.9% | 1.02% | +0.72 |
| VGLT Vanguard Long-Term Treasury | New | 0.38% | +0.38 |
| VGIT Vanguard Intermediate-Term T | Add +275.6% | 0.52% | +0.34 |
| GXC State Street SPDR S&P China | Add +53.3% | 0.85% | +0.25 |
| VSS Vanguard Ftse All Wo X-US SC | Add +51.1% | 1.22% | +0.24 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +44.4% | 1.87% | +0.21 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +30.5% | 2.57% | +0.15 |
| FLIN Franklin Ftse India ETF | Add +58.9% | 0.88% | +0.12 |
| IWB iShares Russell 1000 ETF | Add +25.5% | 0.71% | +0.03 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +0.5% | 0.37% | −0.07 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +14.1% | 6.84% | −0.78 |
| IGLB iShares 10+ Year Inv GR Corp. | Add +0.2% | 4.80% | −1.21 |
| VWO Vanguard Ftse Emerging Marke | Add +1.1% | 7.80% | −1.28 |
| VIG Vanguard Dividend Apprec ETF | Add +12.0% | 14.67% | −1.34 |
| VEA Vanguard Ftse Developed ETF | Add +4.3% | 8.08% | −1.42 |
| VOO Vanguard S&P 500 ETF | Add +0.4% | 7.77% | −1.48 |
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 |