Mittelman Wealth Management

DOSSIER · 13F-HR · Q2 2026

Mittelman Wealth Management

$151M in tracked AUM across 53 positions as of Q2 2026.

MW

CIK 0002021464 · last filed Jun 30, 2026

Total AUM

$151M

as of Q2 2026

Holdings

53

—

positions

Whale Score

62

62

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Mittelman Wealth Management filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

VIG

VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES

$20M15K12.9%02

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES

$15M19K10.1%03

VOO

VANGUARD S&P 500 ETF

$12M4K8.2%04

VEA

VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES

$12M35K8.1%05

VWO

VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES

$12M41K8.0%06

IGIB

ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF

$11M39K7.0%07

IGLB

ISHARES 10 YEAR

$8M33K5.2%08

IGSB

ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

$7M30K4.8%09

VPU

VANGUARD UTILITIES INDEX FUND ETF SHARES

$6M6K3.8%10

VO

VANGUARD MID-CAP INDEX FUND ETF SHARES