Mittelman Wealth Management
CIK: 0002021464SEC EDGAR →
Portfolio Value
$153.9M
Holdings
43
As of
Q4 2025
New Positions
4
Closed Positions
1
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD DIVIDEND | 97,957 | $21.5M | 13.99% |
| 2 | VANGUARD HIGH DIVIDEND | 120,717 | $17.3M | 11.26% |
| 3 | VANGUARD FTSE DEVELOPED | 214,116 | $13.4M | 8.69% |
| 4 | VANGUARD FTSE EMERGING | 225,745 | $12.1M | 7.89% |
| 5 | VANGUARD S&P 500 ETF | 18,380 | $11.5M | 7.49% |
| 6 | ISHARES TRT IS 5-10 INV | 196,233 | $10.6M | 6.87% |
| 7 | EVOLV TECHNOLOGIES HLDGS | 1,133,899 | $8.1M | 5.28% |
| 8 | ISHRS 10 YR INVEST GRADE | 147,643 | $7.4M | 4.84% |
| 9 | ISHARES TR IS 1-5 YR IN | 135,894 | $7.2M | 4.67% |
| 10 | VANGUARD MID CAP ETF | 15,322 | $4.4M | 2.89% |
Quarterly Changes
New Positions (8)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 32 | $141.8M | 92.2% |
| Industrials | 2 | $8.6M | 5.6% |
| Technology | 4 | $1.6M | 1.0% |
| Healthcare | 1 | $550K | 0.4% |
| Consumer Defensive | 1 | $514K | 0.3% |
| Utilities | 1 | $323K | 0.2% |
| Energy | 1 | $252K | 0.2% |
| Communication Services | 1 | $231K | 0.2% |