Mittelman Wealth Management Top Holdings and 13F Report (2025) About Mittelman Wealth ManagementInvestment ActivityMittelman Wealth Management has $110.85 million in total holdings as of March 31, 2025.Mittelman Wealth Management owns shares of 33 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 5.13% of the portfolio was purchased this quarter.About 2.25% of the portfolio was sold this quarter.This quarter, Mittelman Wealth Management has purchased 31 new stocks and bought additional shares in 14 stocks.Mittelman Wealth Management sold shares of 12 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard High Dividend Yield ETF $18,963,950Vanguard Dividend Appreciation ETF $18,222,300Vanguard FTSE Developed Markets ETF $12,904,381Vanguard S&P 500 ETF $12,144,418Vanguard FTSE Emerging Markets ETF $10,924,200 Largest New Holdings this Quarter 46138G508 - Invesco Senior Loan ETF $556,643 Holding922042718 - Vanguard FTSE All-World ex-US Small-Cap ETF $454,192 Holding92206C706 - Vanguard Intermediate-Term Treasury Index ETF $268,085 Holding369604301 - GE Aerospace $202,151 Holding Largest Purchases this Quarter Vanguard High Dividend Yield ETF 7,766 shares (about $1.00M)Vanguard Dividend Appreciation ETF 4,818 shares (about $934.65K)iShares 1-5 Year Investment Grade Corporate Bond ETF 17,054 shares (about $893.13K)Vanguard Small-Cap ETF 3,337 shares (about $740.01K)Invesco Senior Loan ETF 26,891 shares (about $556.64K) Largest Sales this Quarter Vanguard S&P 500 ETF 1,168 shares (about $600.26K)Vanguard FTSE Developed Markets ETF 7,465 shares (about $379.45K)iShares 10+ Year Investment Grade Corporate Bond ETF 4,239 shares (about $212.93K)NVIDIA 1,133 shares (about $122.82K)SPDR Gold Shares 404 shares (about $116.41K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMittelman Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVYMVanguard High Dividend Yield ETF$18,963,950$1,001,510 ▲5.6%147,05217.1%ETFVIGVanguard Dividend Appreciation ETF$18,222,300$934,646 ▲5.4%93,93416.4%ETFVEAVanguard FTSE Developed Markets ETF$12,904,381$379,446 ▼-2.9%253,87311.6%ETFVOOVanguard S&P 500 ETF$12,144,418$600,257 ▼-4.7%23,63111.0%ETFVWOVanguard FTSE Emerging Markets ETF$10,924,200$5,929 ▼-0.1%241,3659.9%ETFIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$7,599,044$212,926 ▼-2.7%151,2846.9%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$7,068,954$118,170 ▲1.7%134,5956.4%ManufacturingVBVanguard Small-Cap ETF$3,468,961$740,007 ▲27.1%15,6433.1%ETFFLJPFranklin FTSE Japan ETF$2,806,612$131,506 ▲4.9%95,4632.5%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,244,091$893,133 ▲66.1%42,8502.0%ManufacturingVOVanguard Mid-Cap ETF$2,154,987$162,943 ▲8.2%8,3321.9%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$1,642,118$121,966 ▲8.0%20,8151.5%ETFHOLXHologic$1,230,952$67,144 ▼-5.2%19,9281.1%MedicalIWMiShares Russell 2000 ETF$950,736$1,995 ▲0.2%4,7650.9%FinanceAGGiShares Core U.S. Aggregate Bond ETF$875,070$5,540 ▲0.6%8,8460.8%FinanceGXCSPDR S&P China ETF$806,594$21,758 ▲2.8%9,3790.7%ETFIVViShares Core S&P 500 ETF$645,968$32,045 ▼-4.7%1,1490.6%ETFFLINFranklin FTSE India ETF$589,992$62,075 ▲11.8%16,0150.5%ETFBKLNInvesco Senior Loan ETF$556,643$556,643 ▲New Holding26,8910.5%ETFVOXVanguard Communication Services ETF$485,6800.0%3,2730.4%ETFVCRVanguard Consumer Discretionary ETF$469,7100.0%1,4430.4%ETFEMXCiShares MSCI Emerging Markets ex China ETF$457,908$14,764 ▲3.3%8,3120.4%ManufacturingVSSVanguard FTSE All-World ex-US Small-Cap ETF$454,192$454,192 ▲New Holding3,9290.4%ETFJPSTJPMorgan Ultra-Short Income ETF$451,317$93,716 ▼-17.2%8,9140.4%ETFIWBiShares Russell 1000 ETF$415,207$921 ▲0.2%1,3530.4%ETFSPYSPDR S&P 500 ETF Trust$385,787$75,030 ▼-16.3%6890.3%FinanceNVDANVIDIA$358,604$122,823 ▼-25.5%3,3080.3%Computer and TechnologyCSCOCisco Systems$313,523$11,356 ▼-3.5%5,0800.3%Computer and TechnologyGLDSPDR Gold Shares$293,902$116,408 ▼-28.4%1,0200.3%FinanceGSThe Goldman Sachs Group$284,0700.0%5200.3%FinanceVGITVanguard Intermediate-Term Treasury Index ETF$268,085$268,085 ▲New Holding4,5130.2%ETFIBMInternational Business Machines$209,031$65,944 ▼-24.0%8400.2%Computer and TechnologyGEGE Aerospace$202,151$202,151 ▲New Holding1,0100.2%IndustrialsBHRBBurke & Herbert Financial Services$0$486,470 ▼-100.0%00.0%FinanceIEIiShares 3-7 Year Treasury Bond ETF$0$228,789 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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