Mittelman Wealth Management

Name: Mittelman Wealth Management — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0002021464 · ANDOVER, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source ↗

Mittelman Wealth Management reported 53 positions worth $151.2M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: VIG (12.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$151.2M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

71.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 53 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	VIG	VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES	SH	$19.5M	12.92%	15,197	—	—
▸ 2	VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES	SH	$15.2M	10.07%	19,314	—	—
▸ 3	VOO	VANGUARD S&P 500 ETF	SH	$12.4M	8.23%	3,714	—	—
▸ 4	VEA	VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES	SH	$12.3M	8.11%	35,179	—	—
▸ 5	VWO	VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES	SH	$12.1M	7.99%	40,913	—	—
▸ 6	IGIB	ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF	SH	$10.6M	7.02%	39,056	—	—
▸ 7	IGLB	ISHARES 10 YEAR	SH	$7.8M	5.18%	32,844	—	—
▸ 8	IGSB	ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF	SH	$7.2M	4.75%	30,463	—	—
▸ 9	VPU	VANGUARD UTILITIES INDEX FUND ETF SHARES	SH	$5.8M	3.85%	5,623	—	—
▸ 10	VO	VANGUARD MID-CAP INDEX FUND ETF SHARES	SH	$4.3M	2.87%	12,621	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Mittelman Wealth Management hold as of Q2 2026?

Mittelman Wealth Management reported 53 positions worth $151.2M in its Q2 2026 13F filing. Largest positions: VIG (12.9%), VYM (10.1%), VOO (8.2%), VEA (8.1%) and VWO (8.0%).

What did Mittelman Wealth Management buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Mittelman Wealth Management sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.