Mittelman Wealth Management Portfolio Holdings

Mittelman Wealth Management

  • $118 Billion
  • Q2 2025

Mittelman Wealth Management has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $118 Billion distributed in 38 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $19B, Vanguard Whitehall Fds (Vangua with a value of $18.2B, Vanguard Ftse Developed Market with a value of $11.3B, Vanguard Index Fds S&P 500 ETF with a value of $11B, and Vanguard Ftse Emerging Mkts Et with a value of $10.8B.

Examining the 13F form we can see an increase of $7.62B in the current position value, from $111B to 118B.

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.

Portfolio value $118 Billion
ETFs: $116 Billion
Technology: $1.12 Billion
Healthcare: $725 Million
Financial Services: $278 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $118 Billion
  • Prior Value $111 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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