Mittelman Wealth Management has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $111 Billion distributed in 33 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Whitehall Fds (Vangua with a value of $19B, Vanguard Dividend Appreciation with a value of $18.2B, Vanguard Ftse Developed Market with a value of $12.9B, Vanguard Index Fds S&P 500 ETF with a value of $12.1B, and Vanguard Ftse Emerging Mkts Et with a value of $10.9B.
Examining the 13F form we can see an increase of $3.36B in the current position value, from $107B to 111B.
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.
