Mittelman Wealth Management Portfolio Holdings

Mittelman Wealth Management

$153 Billion
Q3 2025

Mittelman Wealth Management has filed its 13F form on November 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $153 Billion distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $22.4B, Vanguard Whitehall Fds (Vangua with a value of $18.4B, Vanguard Ftse Developed Market with a value of $12.3B, Vanguard Ftse Emerging Mkts Et with a value of $11.9B, and Vanguard Index Fds S&P 500 ETF with a value of $11.9B.

Examining the 13F form we can see an increase of $34.3B in the current position value, from $118B to 153B.

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 $153 Billion

ETFs: $139 Billion

Industrials: $11.4 Billion

Technology: $1.17 Billion

Healthcare: $623 Million

Financial Services: $282 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VIG Vanguard Dividend Appreciation ETFs	$0	$22.4 Billion 14.67% of portfolio	103,857	Q3 2025 Added 12.03%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$18.4 Billion 12.05% of portfolio	130,572	Q3 2025 Reduced 4.38%
VEA Vanguard Ftse Developed Market ETFs	$0	$12.3 Billion 8.08% of portfolio	205,932	Q3 2025 Added 4.28%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$11.9 Billion 7.8% of portfolio	219,849	Q3 2025 Added 1.14%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$11.9 Billion 7.77% of portfolio	19,369	Q3 2025 Added 0.42%
EVLV Evolv Technologies Holdings, Inc. Industrials	$867M	$11.4 Billion 7.47% of portfolio	1,511,866	Q3 2025 New
IGIB Ishares Trust Ishares 5 10 Yea ETFs	$0	$10.4 Billion 6.84% of portfolio	193,023	Q3 2025 Added 14.06%
IGLB Ishares 10+ Year Investment Gr ETFs	$0	$7.33 Billion 4.8% of portfolio	142,261	Q3 2025 Added 0.24%
IGSB Ishares Trust Ishares 1 5 Year ETFs	$0	$6.33 Billion 4.15% of portfolio	119,404	Q3 2025 Added 60.27%
VB Vanguard Small Cap ETF ETFs	$0	$4.31 Billion 2.82% of portfolio	16,964	Q3 2025 Reduced 24.98%
VO Vanguard Mid Cap ETF ETFs	$0	$3.93 Billion 2.57% of portfolio	13,372	Q3 2025 Added 30.53%
FLJP Franklin Templeton ETF Tr ETFs	$0	$3.5 Billion 2.29% of portfolio	101,394	Q3 2025 Reduced 6.46%
VPU Vanguard Utilities ETF ETFs	$0	$2.97 Billion 1.95% of portfolio	15,706	Q3 2025 New
HYG Ishares Tr ETFs	$0	$2.85 Billion 1.87% of portfolio	35,161	Q3 2025 Added 44.36%
BKLN Invesco ETF Tr Ii Sr Ln ETF ETFs	$0	$2.84 Billion 1.86% of portfolio	135,573	Q3 2025 Added 180.25%
VSS Vanguard Intl Eqty Ftse All Wo ETFs	$0	$1.87 Billion 1.22% of portfolio	13,118	Q3 2025 Added 51.09%
EWU Ishs Msci Utd Kingdom ETF ETFs	$0	$1.58 Billion 1.03% of portfolio	37,576	Q3 2025 New
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$1.57 Billion 1.02% of portfolio	30,849	Q3 2025 Added 336.95%
MINT Pimco ETF Tr Enhanced Sht Matu ETFs	$0	$1.43 Billion 0.94% of portfolio	14,214	Q3 2025 Added 569.52%
FLIN Franklin Templeton ETF Tr ETFs	$0	$1.35 Billion 0.88% of portfolio	36,145	Q3 2025 Added 58.94%
GXC Spdr Index Shs Fund Spdr S&P C ETFs	$0	$1.3 Billion 0.85% of portfolio	12,357	Q3 2025 Added 53.27%
IWM Ishares Russell 2000 ETF ETFs	$0	$1.26 Billion 0.83% of portfolio	5,210	Q3 2025 Reduced 19.57%
IWB Ishares Tr Russell 1000 ETF ETFs	$0	$1.08 Billion 0.71% of portfolio	2,952	Q3 2025 Added 25.51%
VGIT Vanguard Intermediate Term Tre ETFs	$0	$799 Million 0.52% of portfolio	13,317	Q3 2025 Added 275.55%
SPXL Direxion Daily S&P 500 Bull 3 X ETFs	$0	$662 Million 0.43% of portfolio	3,122	Q3 2025 Reduced 14.54%
HOLX Hologic Inc Healthcare	$18.5B	$623 Million 0.41% of portfolio	9,235	Q3 2025 Reduced 17.03%
NVDA Nvidia Corp Technology	$465B	$600 Million 0.39% of portfolio	3,218	Q3 2025 Reduced 11.2%
VGLT Vanguard Long Term Treasury Et ETFs	$0	$580 Million 0.38% of portfolio	10,202	Q3 2025 New
EMXC Ishares Inc Msci Emerging Mkts ETFs	$0	$568 Million 0.37% of portfolio	8,409	Q3 2025 Added 0.47%
VOX Vanguard Communication Service ETFs	$0	$538 Million 0.35% of portfolio	2,867	Q2 2025 Reduced 12.4%
VGSH Vanguard ETFs	$0	$507 Million 0.33% of portfolio	8,608	Q3 2025 Reduced 25.47%
VCR Vanguard Consumer Discretionar ETFs	$0	$500 Million 0.33% of portfolio	1,262	Q2 2025 Reduced 12.54%
UPRO Proshares Trust Proshares Ultr ETFs	$0	$484 Million 0.32% of portfolio	4,345	Q2 2025 New
SPY Spdr S&P 500 ETF Trust ETFs	$0	$432 Million 0.28% of portfolio	649	Q3 2025 Reduced 3.85%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$378 Million 0.25% of portfolio	5,079	Q3 2025 Reduced 35.94%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$360 Million 0.24% of portfolio	8,409	Q3 2025 Reduced 30.31%
AAPL Apple Inc. Technology	$4.3T	$344 Million 0.23% of portfolio	1,351	Q3 2025 Reduced 7.66%
IVV Ishares Core S&P 500 ETF ETFs	$0	$306 Million 0.2% of portfolio	456	Q3 2025 Reduced 4.4%
GS Goldman Sachs Group Inc Financial Services	$265B	$282 Million 0.18% of portfolio	354	Q3 2025 Reduced 9.92%
GLD Spdr Gold Trust ETFs	$130B	$259 Million 0.17% of portfolio	728	Q3 2025 Reduced 10.46%
CSCO Cisco Systems, Inc. Technology	$319B	$225 Million 0.15% of portfolio	3,284	Q3 2025 Reduced 6.36%

Summary

Portfolio
No. of Stocks 41
Current Value $153 Billion
Prior Value $118 Billion
Filing
Period Q3 2025
Filing Date November 17, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 4 stocks
Additional Purchases 18 stocks
Sold out of 0 stocks
Reduced holdings in 16 stocks

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mittelman Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Mittelman Wealth Management with notifications on news.

Account

Mittelman Wealth Management Portfolio Holdings