Mittelman Wealth Management - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Mittelman Wealth Management held in its portfolio 43 assets valued at $153,873,890 (i.e. $153.87M).

The most valuable assets in the portfolio included: VANGUARD DIVIDEND ($21.53M), VANGUARD HIGH DIVIDEND ($17.33M), and VANGUARD FTSE DEVELOPED ($13.38M).

The chart below shows the top 10 valuable assets, and the table below shows the top 43 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Mittelman Wealth Management Portfolio

VANGUARD DIVIDEND

VANGUARD HIGH DIVIDEND

VANGUARD FTSE DEVELOPED

VANGUARD FTSE EMERGING

VANGUARD S&P 500 ETF

ISHARES TRT IS 5-10 INV

EVOLV TECHNOLOGIES HLDGS

ISHRS 10 YR INVEST GRADE

ISHARES TR IS 1-5 YR IN

VANGUARD MID CAP ETF

Mittelman Wealth Management - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
VANGUARD DIVIDEND	97957	21529063	UIT EXCHANGE TRADED
VANGUARD HIGH DIVIDEND	120717	17325394	UIT EXCHANGE TRADED
VANGUARD FTSE DEVELOPED	214116	13375880	UIT EXCHANGE TRADED
VANGUARD FTSE EMERGING	225745	12136092	UIT EXCHANGE TRADED
VANGUARD S&P 500 ETF	18380	11527221	UIT EXCHANGE TRADED
ISHARES TRT IS 5-10 INV	196233	10573071	UIT EXCHANGE TRADED
EVOLV TECHNOLOGIES HLDGS	1133899	8118716	COMMON STOCK
ISHRS 10 YR INVEST GRADE	147643	7448630	UIT EXCHANGE TRADED
ISHARES TR IS 1-5 YR IN	135894	7186102	UIT EXCHANGE TRADED
VANGUARD MID CAP ETF	15322	4446850	UIT EXCHANGE TRADED
VANGUARD SMALL CAP ETF	15655	4038425	UIT EXCHANGE TRADED
VANGUARD UTILITIES ETF	20814	3851422	UIT EXCHANGE TRADED
FRANKLIN FTSE JAPAN ETF	102108	3517648	UIT EXCHANGE TRADED
ISHARES IBOXX HIGH YIELD	35862	2891617	UIT EXCHANGE TRADED
ISHARES RUSSELL 2000	9832	2840155	UIT EXCHANGE TRADED
INVESCO SENIOR LOAN ETF	133224	2797715	UIT EXCHANGE TRADED
VGRD FTSE ALL WRLD EX US	14333	2054442	UIT EXCHANGE TRADED
ISHARES MSCI UNITED	43965	1933580	UIT EXCHANGE TRADED
FRANKLIN FTSE INDIA ETF	39610	1528588	UIT EXCHANGE TRADED
SPDR S&P CHINA ETF	14320	1386402	UIT EXCHANGE TRADED
AKRE FOCUS ETF	18409	1205973	UIT EXCHANGE TRADED
VANGUARD COMMUNICATION	5766	1116470	UIT EXCHANGE TRADED
VANGUARD CONSUMER	2544	1002132	UIT EXCHANGE TRADED
VANGUARD INTER-TERM	16681	999696	UIT EXCHANGE TRADED
GOLDMAN SACHS GROUP INC	1039	913281	COMMON STOCK
DIREXION DAILY S&P 500	3122	688744	UIT EXCHANGE TRADED
VANGUARD LONG-TERM TREAS	11474	640266	UIT EXCHANGE TRADED
ISHARES MSCI EMERGING	8563	622425	UIT EXCHANGE TRADED
VANGUARD SHORT TERM	9613	564571	UIT EXCHANGE TRADED
HOLOGIC INC	7389	550406	COMMON STOCK
WALMART INC	4616	514268	COMMON STOCK
GE AEROSPACE	1650	508249	COMMON STOCK
PROSHARES ULTRAPRO S&P	4345	502977	UIT EXCHANGE TRADED
CISCO SYS INC	6331	487718	COMMON STOCK
JPMORGAN ULTRA SHORT	9459	478546	UIT EXCHANGE TRADED
IBM CORP	1518	449925	COMMON STOCK
SPDR S&P 500 ETF	645	440489	UIT EXCHANGE TRADED
APPLE INC	1390	377885	COMMON STOCK
GE VERNOVA INC	495	323517	COMMON STOCK
MICROSOFT CORP	538	260627	COMMON STOCK
HALLIBURTON CO	8942	252700	COMMON STOCK
VANGUARD TOTAL BOND	3165	234431	UIT EXCHANGE TRADED
ALPHABET INC	738	231581	COMMON STOCK