Mittelman Wealth Management
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Mittelman Wealth Management reported 43 stock positions worth $153.9 million. Its top holding was Vanguard Dividend Apprec ETF (VIG) at 14.0% of the portfolio, followed by Vanguard High DVD Yield ETF (VYM, 11.3%) and Vanguard Ftse Developed ETF (VEA, 8.7%). Compared with Q3 2025, it opened 8 new positions, sold out of 6, added to 23 and reduced 10. The biggest buy was iShares Russell 2000 ETF (IWM, shares +89%) and the biggest sale Evolv Technologies (EVLV, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- ANDOVER, MA
- CIK
- 0002021464
- Portfolio Value
- $153.9M (Q4 2025)
- SEC Filing
- 0002021464-26-000001 ↗ filed Feb 17, 2026
Holdings Value
Holdings 43 stocks · $153.9M
| VIG Vanguard Dividend Apprec ETF | 13.99% | 97,957 | $21.5M | Reduce -5.7% |
| VYM Vanguard High DVD Yield ETF | 11.26% | 120,717 | $17.3M | Reduce -7.5% |
| VEA Vanguard Ftse Developed ETF | 8.69% | 214,116 | $13.4M | Add +4.0% |
| VWO Vanguard Ftse Emerging Marke | 7.89% | 225,745 | $12.1M | Add +2.7% |
| VOO Vanguard S&P 500 ETF | 7.49% | 18,380 | $11.5M | Reduce -5.1% |
| IGIB iShares 5-10Y Inv Grade Corp. | 6.87% | 196,233 | $10.6M | Add +1.7% |
| EVLV Evolv Technologies Holdings | 5.28% | 1,133,899 | $8.1M | Reduce -25.0% |
| IGLB iShares 10+ Year Inv GR Corp. | 4.84% | 147,643 | $7.4M | Add +3.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 4.67% | 135,894 | $7.2M | Add +13.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.89% | 15,322 | $4.4M | Add +14.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.62% | 15,655 | $4.0M | Reduce -7.7% |
| VPU Vanguard Utilities ETF | 2.50% | 20,814 | $3.9M | Add +32.5% |
| FLJP Franklin Ftse Japan ETF | 2.29% | 102,108 | $3.5M | Add +0.7% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.88% | 35,862 | $2.9M | Add +2.0% |
| IWM iShares Russell 2000 ETF | 1.85% | 9,832 | $2.8M | Add +88.7% |
| BKLN Invesco Senior Loan ETF | 1.82% | 133,224 | $2.8M | Reduce -1.7% |
| VSS Vanguard Ftse All Wo X-US SC | 1.34% | 14,333 | $2.1M | Add +9.3% |
| EWU iShares MSCI United Kingdom | 1.26% | 43,965 | $1.9M | Add +17.0% |
| FLIN Franklin Ftse India ETF | 0.99% | 39,610 | $1.5M | Add +9.6% |
| GXC State Street SPDR S&P China | 0.90% | 14,320 | $1.4M | Add +15.9% |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.78% | 18,409 | $1.2M | New |
| VOX Vanguard Communication Servi | 0.73% | 5,766 | $1.1M | Add +101.1% |
| VCR Vanguard Consumer Discre ETF | 0.65% | 2,544 | $1.0M | Add +101.6% |
| VGIT Vanguard Intermediate-Term T | 0.65% | 16,681 | $1000K | Add +25.3% |
| GS Goldman Sachs Group Inc. | 0.59% | 1,039 | $913K | Add +193.5% |
| SPXL Direxion Daily S&P 500 Bull | 0.45% | 3,122 | $689K | No change |
| VGLT Vanguard Long-Term Treasury | 0.42% | 11,474 | $640K | Add +12.5% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.40% | 8,563 | $622K | Add +1.8% |
| VGSH Vanguard Short-Term Treasury | 0.37% | 9,613 | $565K | Add +11.7% |
| HOLX Hologic Inc. | 0.36% | 7,389 | $550K | Reduce -20.0% |
| WMT Walmart Inc. | 0.33% | 4,616 | $514K | New |
| GE General Electric filed as GE AEROSPACE | 0.33% | 1,650 | $508K | New |
| UPRO Proshares Ultrapro S&P 500 | 0.33% | 4,345 | $503K | No change |
| CSCO Cisco Systems Inc. | 0.32% | 6,331 | $488K | Add +92.8% |
| JPST JPMorgan Ultra-Short Income | 0.31% | 9,459 | $479K | Reduce -69.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.29% | 1,518 | $450K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.29% | 645 | $440K | Reduce -0.6% |
| AAPL Apple Inc. | 0.25% | 1,390 | $378K | Add +2.9% |
| GEV GE Vernova Inc. | 0.21% | 495 | $324K | New |
| MSFT Microsoft Corp. | 0.17% | 538 | $261K | New |
| HAL Halliburton Co. | 0.16% | 8,942 | $253K | New |
| BND Vanguard Total Bond Market | 0.15% | 3,165 | $234K | Reduce -37.7% |
| GOOGL Alphabet Inc. Class A | 0.15% | 738 | $232K | New |
Portfolio Sells Q3 2025 → Q4 2025
| EVLV Evolv Technologies Holdings | Reduce -25.0% | 5.28% | −2.20 |
| MINT PIMCO Enhanced Short Maturit | Sold out | 0.00% | −0.94 |
| VYM Vanguard High DVD Yield ETF | Reduce -7.5% | 11.26% | −0.79 |
| JPST JPMorgan Ultra-Short Income | Reduce -69.3% | 0.31% | −0.71 |
| IWB iShares Russell 1000 ETF | Sold out | 0.00% | −0.71 |
| VIG Vanguard Dividend Apprec ETF | Reduce -5.7% | 13.99% | −0.68 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −0.39 |
| VOO Vanguard S&P 500 ETF | Reduce -5.1% | 7.49% | −0.27 |
| SPDW Ste STR SPDR PT DW Eu ETF | Sold out | 0.00% | −0.24 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.20 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -7.7% | 2.62% | −0.20 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −0.17 |
| BND Vanguard Total Bond Market | Reduce -37.7% | 0.15% | −0.10 |
| HOLX Hologic Inc. | Reduce -20.0% | 0.36% | −0.05 |
| BKLN Invesco Senior Loan ETF | Reduce -1.7% | 1.82% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.6% | 0.29% | +0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| IWM iShares Russell 2000 ETF | Add +88.7% | 1.85% | +1.02 |
| AKRE Akre Focus ETF | New | 0.78% | +0.78 |
| VEA Vanguard Ftse Developed ETF | Add +4.0% | 8.69% | +0.61 |
| VPU Vanguard Utilities ETF | Add +32.5% | 2.50% | +0.56 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +13.8% | 4.67% | +0.52 |
| GS Goldman Sachs Group Inc. | Add +193.5% | 0.59% | +0.41 |
| VOX Vanguard Communication Servi | Add +101.1% | 0.73% | +0.37 |
| WMT Walmart Inc. | New | 0.33% | +0.33 |
| GE General Electric | New | 0.33% | +0.33 |
| VCR Vanguard Consumer Discre ETF | Add +101.6% | 0.65% | +0.32 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +14.6% | 2.89% | +0.32 |
| IBM Intl Business Machines Corp. | New | 0.29% | +0.29 |
| EWU iShares MSCI United Kingdom | Add +17.0% | 1.26% | +0.22 |
| GEV GE Vernova Inc. | New | 0.21% | +0.21 |
| CSCO Cisco Systems Inc. | Add +92.8% | 0.32% | +0.17 |
| MSFT Microsoft Corp. | New | 0.17% | +0.17 |
| HAL Halliburton Co. | New | 0.16% | +0.16 |
| GOOGL Alphabet Inc. Class A | New | 0.15% | +0.15 |
| VGIT Vanguard Intermediate-Term T | Add +25.3% | 0.65% | +0.13 |
| FLIN Franklin Ftse India ETF | Add +9.6% | 0.99% | +0.11 |
| VSS Vanguard Ftse All Wo X-US SC | Add +9.3% | 1.34% | +0.11 |
| VWO Vanguard Ftse Emerging Marke | Add +2.7% | 7.89% | +0.09 |
| GXC State Street SPDR S&P China | Add +15.9% | 0.90% | +0.05 |
| IGLB iShares 10+ Year Inv GR Corp. | Add +3.8% | 4.84% | +0.04 |
| VGLT Vanguard Long-Term Treasury | Add +12.5% | 0.42% | +0.04 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +1.7% | 6.87% | +0.04 |
| VGSH Vanguard Short-Term Treasury | Add +11.7% | 0.37% | +0.04 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +1.8% | 0.40% | +0.03 |
| AAPL Apple Inc. | Add +2.9% | 0.25% | +0.02 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +2.0% | 1.88% | +0.01 |
| FLJP Franklin Ftse Japan ETF | Add +0.7% | 2.29% | −0.01 |
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 |