Institutions / Mittelman Wealth Management

Mittelman Wealth Management

CIK 2021464 · Institution · as of Jun 30, 2026
Portfolio value
$151.20M
Positions
53
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$151.20M-1.7%
$153.87M$152.54M$151.20MQ4 '25Q2 '26

Positions

53+23.3%
534843Q4 '25Q2 '26

Top holdings

Jun 30, 2026View all 53 →
CompanyClassValueShares% of portfolio
Vanguard Dividend Appreciation Index Fund ETF Shares—$19.54M15,19712.9%
Vanguard High Dividend Yield Index Fund ETF Shares—$15.23M19,31410.1%
Vanguard S&P 500 ETF—$12.44M3,7148.2%
Vanguard Ftse Developed Markets Index Fund ETF Shares—$12.26M35,1798.1%
Vanguard Ftse Emerging Markets Index Fund ETF Shares—$12.08M40,9138.0%
iShares 5-10 Year Investment Grade Corporate Bond ETF—$10.61M39,0567.0%
iShares MSCI UAE ETF—$7.83M32,8445.2%
iShares 1-5 Year Investment Grade Corporate Bond ETF—$7.19M30,4634.8%
Vanguard Utilities Index Fund ETF Shares—$5.82M5,6233.8%
Vanguard Mid-Cap Index Fund ETF Shares—$4.35M12,6212.9%
Franklin Ftse Japan ETF—$4.14M20,7232.7%
Vanguard Inter-Term Treas Index Fd—$3.89M12,6822.6%
Invesco Senior Loan ETF—$3.13M33,9482.1%
Evolv Technologies Holdings Inc—$2.88M496,0811.9%
State Street SPDR S&P China ETF—$2.12M5,5411.4%
Vanguard Small-Cap Index Fund ETF Shares—$1.95M1,8481.3%
iShares MSCI UAE ETF—$1.89M8,7811.2%
iShares Iboxx $ High Yield Corporate Bond ETF—$1.85M4,6491.2%
Vanguard Short-Term Treasury Index Fund ETF Shares—$1.73M9,8691.1%
Vanguard Long-Term Treas Index Fd ETF Shs—$1.71M10,7541.1%
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund—$1.48M14,3341.0%
Vanguard Ftse All-World Ex-Us Small-Cap Index Fund ETF Shares—$1.38M2,5830.9%
iShares Russell 1000 ETF—$1.27M1,9720.8%
Franklin Ftse India ETF—$880.0K5,4970.6%
Direxion Daily S&P500 Bull 3X Shares—$841.0K3,1070.6%

Activity

Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2026
as of
Trim921908844
Common stock
$-106.40M-83K
-84.49%
15,197
12.92% of portfolio
high
Q2 2026
as of
Trim921946406
Common stock
$-79.94M-101K
-84.00%
19,314
10.07% of portfolio
high
Q2 2026
as of
Trim921943858
Common stock
$-62.37M-179K
-83.57%
35,179
8.11% of portfolio
high
Q2 2026
as of
Trim922042858
Common stock
$-54.55M-185K
-81.88%
40,913
7.99% of portfolio
high
Q2 2026
as of
Trim922908363
Common stock
$-49.13M-15K
-79.79%
3,714
8.23% of portfolio
medium
Q2 2026
as of
Trim464288638
Common stock
$-42.70M-157K
-80.10%
39,056
7.02% of portfolio
medium
Q2 2026
as of
TrimiShares MSCI UAE ETF
Common stock
$-27.38M-115K
-77.75%
32,844
5.18% of portfolio
medium
Q2 2026
as of
Trim464288646
Common stock
$-24.87M-105K
-77.58%
30,463
4.75% of portfolio
medium
Q2 2026
as of
Trim35473P744
Common stock
$-16.25M-81K
-79.70%
20,723
2.74% of portfolio
medium
Q2 2026
as of
Trim92204A876
Common stock
$-15.73M-15K
-72.98%
5,623
3.85% of portfolio
medium