Mittelman Wealth Management
CIK 0002021464 · ANDOVER, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$151.2M
2026 Q2
Positions
53
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
71.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES
12.9%
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES
10.1%
VOO
VANGUARD S&P 500 ETF
8.2%
VEA
VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES
8.1%
VWO
VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES
8.0%
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
7.0%
IGLB
ISHARES 10 YEAR
5.2%
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
4.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.