Mittelman Wealth Management Portfolio Holdings
Mittelman Wealth Management
- $111 Billion
- Q1 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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