Mittelman Wealth Management 13F Holdings
CIK 0002021464 · ANDOVER, MA
As of Sep 30, 2025, Mittelman Wealth Management reported 41 positions worth
CIK 0002021464 · ANDOVER, MA
As of Sep 30, 2025, Mittelman Wealth Management reported 41 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 103,857 | $22.4M | 14.67% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 130,572 | 8.4M | 12.05% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 205,932 | 2.3M | 8.08% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 219,849 | 1.9M | 7.80% |
| VANGUARD 500 INDEX FUND | VOO | — | 19,369 | 1.9M | 7.77% |
| EVOLV TECHNOLOGIES HOLDINGS INC | EVLV | Industrials | 1,511,866 | 1.4M | 7.47% |
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGIB | — | 193,023 | 0.4M | 6.84% |
| ISHARES 10+ YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGLB | — | 142,261 | $7.3M | 4.80% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 119,404 | $6.3M | 4.15% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 16,964 | $4.3M | 2.82% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 13,372 | $3.9M | 2.57% |
| FRANKLIN FTSE JAPAN ETF | FLJP | — | 101,394 | $3.5M | 2.29% |
| VANGUARD UTILITIES INDEX FUND | VPU | — | 15,706 | $3.0M | 1.95% |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | HYG | — | 35,161 | $2.9M | 1.87% |
| INVESCO SENIOR LOAN ETF | BKLN | — | 135,573 | $2.8M | 1.86% |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | VSS | — | 13,118 | .9M | 1.22% |
| ISHARES MSCI UNITED KINGDOM ETF | EWU | — | 37,576 | .6M | 1.03% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 30,849 | .6M | 1.02% |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | MINT | — | 14,214 | .4M | 0.94% |
| FRANKLIN FTSE INDIA ETF | FLIN | — | 36,145 | .3M | 0.88% |
| SPDR(R) S&P(R) CHINA ETF | GXC | — | 12,357 | .3M | 0.85% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 5,210 | .3M | 0.83% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 2,952 | .1M | 0.71% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 13,317 | $799.5K | 0.52% |
| DIREXION DAILY S&P 500(R) BULL 3X SHARES | SPXL | — | 3,122 | $661.6K | 0.43% |