Mittelman Wealth Management

Est. AUM

$160.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD DIVIDEND	UIT EXCHANGE TRADED	$21.6M	100578	13.49%	SOLE
2	VANGUARD HIGH DIVIDEND	UIT EXCHANGE TRADED	$17.4M	117650	10.86%	SOLE
3	VANGUARD FTSE DEVELOPED	UIT EXCHANGE TRADED	$14.2M	220830	8.82%	SOLE
4	VANGUARD FTSE EMERGING	UIT EXCHANGE TRADED	$13.0M	240969	8.12%	SOLE
5	ISHARES 5-10 YEAR	UIT EXCHANGE TRADED	$11.4M	213856	7.10%	SOLE
6	VANGUARD S&P 500 ETF	UIT EXCHANGE TRADED	$10.6M	17684	6.59%	SOLE
7	ISHARES 10 YEAR	UIT EXCHANGE TRADED	$9.0M	180799	5.59%	SOLE
8	ISHARES 1-5 YEAR	UIT EXCHANGE TRADED	$6.6M	124664	4.09%	SOLE
9	EVOLV TECHNOLOGIES HLDGS	COMMON STOCK	$5.1M	850425	3.21%	SOLE
10	VANGUARD MID-CAP INDEX	UIT EXCHANGE TRADED	$4.7M	16356	2.93%	SOLE
11	VANGUARD UTILITIES INDEX	UIT EXCHANGE TRADED	$4.6M	23386	2.89%	SOLE
12	FRANKLIN FTSE JAPAN ETF	UIT EXCHANGE TRADED	$3.7M	102476	2.31%	SOLE
13	INVESCO SENIOR LOAN ETF	UIT EXCHANGE TRADED	$3.1M	153160	1.95%	SOLE
14	VANGUARD SMALL-CAP INDEX	UIT EXCHANGE TRADED	$3.1M	11683	1.91%	SOLE
15	VANGUARD INTER-TERM	UIT EXCHANGE TRADED	$3.0M	49959	1.85%	SOLE
16	ISHARES IBOXX $ HIGH	UIT EXCHANGE TRADED	$2.7M	33400	1.66%	SOLE
17	VANGUARD FTSE ALL-WORLD	UIT EXCHANGE TRADED	$2.2M	15121	1.37%	SOLE
18	ISHARES MSCI UNITED	UIT EXCHANGE TRADED	$2.1M	46550	1.32%	SOLE
19	FRANKLIN FTSE INDIA ETF	UIT EXCHANGE TRADED	$1.6M	47360	0.98%	SOLE
20	STATE STREET SPDR S&P	UIT EXCHANGE TRADED	$1.6M	16816	0.98%	SOLE
21	PIMCO ENHANCED SHORT	UIT EXCHANGE TRADED	$1.5M	15130	0.95%	SOLE
22	ISHARES RUSSELL 2000	UIT EXCHANGE TRADED	$1.3M	5401	0.84%	SOLE
23	ISHARES RUSSELL 1000	UIT EXCHANGE TRADED	$1.2M	3428	0.75%	SOLE
24	VANGUARD COMMUNICATION	UIT EXCHANGE TRADED	$1.0M	5766	0.65%	SOLE
25	VANGUARD LONG-TERM TREAS	UIT EXCHANGE TRADED	$1.0M	18590	0.64%	SOLE
26	VANGUARD CONSUMER	UIT EXCHANGE TRADED	$913K	2544	0.57%	SOLE
27	AKRE FOCUS ETF	UIT EXCHANGE TRADED	$898K	16987	0.56%	SOLE
28	NVIDIA CORP	COMMON STOCK	$747K	4281	0.47%	SOLE
29	HOLOGIC INC	COMMON STOCK	$732K	9688	0.46%	SOLE
30	GOLDMAN SACHS GROUP INC	COMMON STOCK	$717K	847	0.45%	SOLE
31	VANGUARD SHORT-TERM	UIT EXCHANGE TRADED	$671K	11460	0.42%	SOLE
32	ISHARES MSCI EMERGING	UIT EXCHANGE TRADED	$622K	7903	0.39%	SOLE
33	DIREXION DAILY S&P500	UIT EXCHANGE TRADED	$577K	3122	0.36%	SOLE
34	ISHARES MSCI EAFE ETF	UIT EXCHANGE TRADED	$534K	5493	0.33%	SOLE
35	JPMORGAN ULTRA-SHORT	UIT EXCHANGE TRADED	$533K	10525	0.33%	SOLE
36	APPLE INC	COMMON STOCK	$511K	2013	0.32%	SOLE
37	WALMART INC	COMMON STOCK	$480K	3860	0.30%	SOLE
38	MICROSOFT CORP	COMMON STOCK	$451K	1219	0.28%	SOLE
39	STATE STREET SPDR S&P	UIT EXCHANGE TRADED	$439K	674	0.27%	SOLE
40	PROSHARES ULTRAPRO S&	UIT EXCHANGE TRADED	$421K	4345	0.26%	SOLE
41	ALPHABET INC	COMMON STOCK	$417K	1453	0.26%	SOLE
42	CISCO SYS INC	COMMON STOCK	$410K	5284	0.26%	SOLE
43	GE AEROSPACE	COMMON STOCK	$387K	1363	0.24%	SOLE
44	GE VERNOVA INC	COMMON STOCK	$353K	404	0.22%	SOLE
45	ISHARES 3-7 YEAR	UIT EXCHANGE TRADED	$320K	2701	0.20%	SOLE
46	HALLIBURTON CO	COMMON STOCK	$315K	8074	0.20%	SOLE
47	ISHARES CORE S&P 500	UIT EXCHANGE TRADED	$305K	467	0.19%	SOLE
48	IBM CORP	COMMON STOCK	$295K	1216	0.18%	SOLE
49	ISHARES GLOBAL	UIT EXCHANGE TRADED	$292K	4354	0.18%	SOLE
50	ISHARES 7-10 YEAR	UIT EXCHANGE TRADED	$284K	2978	0.18%	SOLE

1–50 of 52

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.