Mittelman Wealth Management
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Mittelman Wealth Management reported 52 stock positions worth $160.4 million. Its top holding was Vanguard Dividend Apprec ETF (VIG) at 13.5% of the portfolio, followed by Vanguard High DVD Yield ETF (VYM, 10.9%) and Vanguard Ftse Developed ETF (VEA, 8.8%). Compared with Q4 2025, it opened 11 new positions, sold out of 2, added to 21 and reduced 16. The biggest buy was Vanguard Intermediate-Term T (VGIT, shares +200%) and the biggest sale Evolv Technologies (EVLV, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- ANDOVER, MA
- CIK
- 0002021464
- Portfolio Value
- $160.4M (Q1 2026)
- SEC Filing
- 0002021464-26-000002 ↗ filed May 15, 2026
Holdings Value
Holdings 52 stocks · $160.4M
| VIG Vanguard Dividend Apprec ETF | 13.49% | 100,578 | $21.6M | Add +2.7% |
| VYM Vanguard High DVD Yield ETF | 10.86% | 117,650 | $17.4M | Reduce -2.5% |
| VEA Vanguard Ftse Developed ETF | 8.82% | 220,830 | $14.2M | Add +3.1% |
| VWO Vanguard Ftse Emerging Marke | 8.12% | 240,969 | $13.0M | Add +6.7% |
| IGIB iShares 5-10Y Inv Grade Corp. | 7.10% | 213,856 | $11.4M | Add +9.0% |
| VOO Vanguard S&P 500 ETF | 6.59% | 17,684 | $10.6M | Reduce -3.8% |
| IGLB iShares 10+ Year Inv GR Corp. | 5.59% | 180,799 | $9.0M | Add +22.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 4.09% | 124,664 | $6.6M | Reduce -8.3% |
| EVLV Evolv Technologies Holdings | 3.21% | 850,425 | $5.1M | Reduce -25.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.93% | 16,356 | $4.7M | Add +6.8% |
| VPU Vanguard Utilities ETF | 2.89% | 23,386 | $4.6M | Add +12.4% |
| FLJP Franklin Ftse Japan ETF | 2.31% | 102,476 | $3.7M | Add +0.4% |
| BKLN Invesco Senior Loan ETF | 1.95% | 153,160 | $3.1M | Add +15.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.91% | 11,683 | $3.1M | Reduce -25.4% |
| VGIT Vanguard Intermediate-Term T | 1.85% | 49,959 | $3.0M | Add +199.5% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.66% | 33,400 | $2.7M | Reduce -6.9% |
| VSS Vanguard Ftse All Wo X-US SC | 1.37% | 15,121 | $2.2M | Add +5.5% |
| EWU iShares MSCI United Kingdom | 1.32% | 46,550 | $2.1M | Add +5.9% |
| FLIN Franklin Ftse India ETF | 0.98% | 47,360 | $1.6M | Add +19.6% |
| GXC State Street SPDR S&P China | 0.98% | 16,816 | $1.6M | Add +17.4% |
| MINT PIMCO Enhanced Short Maturit | 0.95% | 15,130 | $1.5M | New |
| IWM iShares Russell 2000 ETF | 0.84% | 5,401 | $1.3M | Reduce -45.1% |
| IWB iShares Russell 1000 ETF | 0.75% | 3,428 | $1.2M | New |
| VOX Vanguard Communication Servi | 0.65% | 5,766 | $1.0M | No change |
| VGLT Vanguard Long-Term Treasury | 0.64% | 18,590 | $1.0M | Add +62.0% |
| VCR Vanguard Consumer Discre ETF | 0.57% | 2,544 | $913K | No change |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.56% | 16,987 | $898K | Reduce -7.7% |
| NVDA Nvidia Corp. | 0.47% | 4,281 | $747K | New |
| HOLX Hologic Inc. | 0.46% | 9,688 | $732K | Add +31.1% |
| GS Goldman Sachs Group Inc. | 0.45% | 847 | $717K | Reduce -18.5% |
| VGSH Vanguard Short-Term Treasury | 0.42% | 11,460 | $671K | Add +19.2% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.39% | 7,903 | $622K | Reduce -7.7% |
| SPXL Direxion Daily S&P 500 Bull | 0.36% | 3,122 | $577K | No change |
| EFA iShares MSCI Eafe ETF | 0.33% | 5,493 | $534K | New |
| JPST JPMorgan Ultra-Short Income | 0.33% | 10,525 | $533K | Add +11.3% |
| AAPL Apple Inc. | 0.32% | 2,013 | $511K | Add +44.8% |
| WMT Walmart Inc. | 0.30% | 3,860 | $480K | Reduce -16.4% |
| MSFT Microsoft Corp. | 0.28% | 1,219 | $451K | Add +126.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.27% | 674 | $439K | Add +4.5% |
| UPRO Proshares Ultrapro S&P 500 | 0.26% | 4,345 | $421K | No change |
| GOOG Alphabet Inc. Class C | 0.26% | 1,453 | $417K | New |
| CSCO Cisco Systems Inc. | 0.26% | 5,284 | $410K | Reduce -16.5% |
| GE General Electric filed as GE AEROSPACE | 0.24% | 1,363 | $387K | Reduce -17.4% |
| GEV GE Vernova Inc. | 0.22% | 404 | $353K | Reduce -18.4% |
| IEI iShares 3-7 Year Treasury Bo | 0.20% | 2,701 | $320K | New |
| HAL Halliburton Co. | 0.20% | 8,074 | $315K | Reduce -9.7% |
| IVV iShares Core S&P 500 ETF | 0.19% | 467 | $305K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.18% | 1,216 | $295K | Reduce -19.9% |
| IGF iShares Global Infrastructur | 0.18% | 4,354 | $292K | New |
| IEF iShares 7-10 Year Treasury B | 0.18% | 2,978 | $284K | New |
| JPM JPMorgan Chase & Co. | 0.15% | 812 | $239K | New |
| AMZN Amazon.com Inc. | 0.14% | 1,090 | $227K | New |
Portfolio Sells Q4 2025 → Q1 2026
| EVLV Evolv Technologies Holdings | Reduce -25.0% | 3.21% | −2.07 |
| IWM iShares Russell 2000 ETF | Reduce -45.1% | 0.84% | −1.01 |
| VOO Vanguard S&P 500 ETF | Reduce -3.8% | 6.59% | −0.90 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -25.4% | 1.91% | −0.72 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -8.3% | 4.09% | −0.58 |
| VYM Vanguard High DVD Yield ETF | Reduce -2.5% | 10.86% | −0.40 |
| AKRE Akre Focus ETF | Reduce -7.7% | 0.56% | −0.22 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -6.9% | 1.66% | −0.22 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.15 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.15 |
| GS Goldman Sachs Group Inc. | Reduce -18.5% | 0.45% | −0.15 |
| IBM Intl Business Machines Corp. | Reduce -19.9% | 0.18% | −0.11 |
| GE General Electric | Reduce -17.4% | 0.24% | −0.09 |
| CSCO Cisco Systems Inc. | Reduce -16.5% | 0.26% | −0.06 |
| WMT Walmart Inc. | Reduce -16.4% | 0.30% | −0.04 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -7.7% | 0.39% | −0.02 |
| GEV GE Vernova Inc. | Reduce -18.4% | 0.22% | +0.01 |
| HAL Halliburton Co. | Reduce -9.7% | 0.20% | +0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| VGIT Vanguard Intermediate-Term T | Add +199.5% | 1.85% | +1.21 |
| MINT PIMCO Enhanced Short Maturit | New | 0.95% | +0.95 |
| IGLB iShares 10+ Year Inv GR Corp. | Add +22.5% | 5.59% | +0.75 |
| IWB iShares Russell 1000 ETF | New | 0.75% | +0.75 |
| NVDA Nvidia Corp. | New | 0.47% | +0.47 |
| VPU Vanguard Utilities ETF | Add +12.4% | 2.89% | +0.39 |
| EFA iShares MSCI Eafe ETF | New | 0.33% | +0.33 |
| GOOG Alphabet Inc. Class C | New | 0.26% | +0.26 |
| VWO Vanguard Ftse Emerging Marke | Add +6.7% | 8.12% | +0.23 |
| VGLT Vanguard Long-Term Treasury | Add +62.0% | 0.64% | +0.23 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +9.0% | 7.10% | +0.22 |
| IEI iShares 3-7 Year Treasury Bo | New | 0.20% | +0.20 |
| IVV iShares Core S&P 500 ETF | New | 0.19% | +0.19 |
| IGF iShares Global Infrastructur | New | 0.18% | +0.18 |
| IEF iShares 7-10 Year Treasury B | New | 0.18% | +0.18 |
| JPM JPMorgan Chase & Co. | New | 0.15% | +0.15 |
| AMZN Amazon.com Inc. | New | 0.14% | +0.14 |
| BKLN Invesco Senior Loan ETF | Add +15.0% | 1.95% | +0.13 |
| VEA Vanguard Ftse Developed ETF | Add +3.1% | 8.82% | +0.13 |
| MSFT Microsoft Corp. | Add +126.6% | 0.28% | +0.11 |
| HOLX Hologic Inc. | Add +31.1% | 0.46% | +0.10 |
| GXC State Street SPDR S&P China | Add +17.4% | 0.98% | +0.08 |
| AAPL Apple Inc. | Add +44.8% | 0.32% | +0.07 |
| EWU iShares MSCI United Kingdom | Add +5.9% | 1.32% | +0.07 |
| VGSH Vanguard Short-Term Treasury | Add +19.2% | 0.42% | +0.05 |
| VSS Vanguard Ftse All Wo X-US SC | Add +5.5% | 1.37% | +0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +6.8% | 2.93% | +0.04 |
| FLJP Franklin Ftse Japan ETF | Add +0.4% | 2.31% | +0.03 |
| JPST JPMorgan Ultra-Short Income | Add +11.3% | 0.33% | +0.02 |
| FLIN Franklin Ftse India ETF | Add +19.6% | 0.98% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.5% | 0.27% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +2.7% | 13.49% | −0.51 |
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 |