Mittelman Wealth Management Portfolio Holdings

Mittelman Wealth Management has filed its 13F form on February 18, 2025 for Q4 2024 where it was disclosed a total value porftolio of $107 Billion distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Whitehall Fds (Vangua with a value of $17.8B, Vanguard Dividend Appreciation with a value of $17.5B, Vanguard Index Fds S&P 500 ETF with a value of $13.4B, Vanguard Ftse Developed Market with a value of $12.5B, and Vanguard Ftse Emerging Mkts Et with a value of $10.6B.

Examining the 13F form we can see an decrease of $68.5B in the current position value, from $176B to 107B.

Mittelman Wealth Management is based out at Andover, MA

Below you can find more details about Mittelman Wealth Management portfolio as well as his latest detailed transactions.