Mittelman Wealth Management Top Holdings and 13F Report (2025) About Mittelman Wealth ManagementInvestment ActivityMittelman Wealth Management has $118.47 million in total holdings as of June 30, 2025.Mittelman Wealth Management owns shares of 38 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 9.98% of the portfolio was purchased this quarter.About 9.69% of the portfolio was sold this quarter.This quarter, Mittelman Wealth Management has purchased 33 new stocks and bought additional shares in 13 stocks.Mittelman Wealth Management sold shares of 18 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Dividend Appreciation ETF $18,973,447Vanguard High Dividend Yield ETF $18,204,914Vanguard FTSE Developed Markets ETF $11,257,872Vanguard S&P 500 ETF $10,956,643Vanguard FTSE Emerging Markets ETF $10,751,091 Largest New Holdings this Quarter 92206C102 - Vanguard Short-Term Treasury ETF $678,910 Holding25459W862 - Direxion Daily S&P 500 Bull 3x Shares $633,905 Holding921937835 - Vanguard Total Bond Market ETF $583,812 Holding78463X889 - SPDR Portfolio Developed World ex-US ETF $488,552 Holding74347X864 - ProShares UltraPro S&P 500 $397,306 Holding Largest Purchases this Quarter iShares 5-10 Year Investment Grade Corporate Bond ETF 34,627 shares (about $1.85M)iShares 1-5 Year Investment Grade Corporate Bond ETF 31,650 shares (about $1.67M)Vanguard Small-Cap ETF 6,970 shares (about $1.65M)Vanguard Short-Term Treasury ETF 11,550 shares (about $678.91K)Vanguard FTSE All-World ex-US Small-Cap ETF 4,753 shares (about $638.76K) Largest Sales this Quarter Vanguard FTSE Developed Markets ETF 56,402 shares (about $3.22M)Vanguard S&P 500 ETF 4,343 shares (about $2.47M)Vanguard High Dividend Yield ETF 10,492 shares (about $1.40M)Vanguard FTSE Emerging Markets ETF 23,996 shares (about $1.19M)Hologic 8,797 shares (about $573.21K) 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 PortfolioSectorVIGVanguard Dividend Appreciation ETF$18,973,447$252,155 ▼-1.3%92,70216.0%ETFVYMVanguard High Dividend Yield ETF$18,204,914$1,398,696 ▼-7.1%136,56015.4%ETFVEAVanguard FTSE Developed Markets ETF$11,257,872$3,215,492 ▼-22.2%197,4719.5%ETFVOOVanguard S&P 500 ETF$10,956,643$2,467,062 ▼-18.4%19,2889.2%ETFVWOVanguard FTSE Emerging Markets ETF$10,751,091$1,186,844 ▼-9.9%217,3699.1%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$9,017,866$1,845,278 ▲25.7%169,2227.6%ManufacturingIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$7,125,925$470,067 ▼-6.2%141,9226.0%ETFVBVanguard Small-Cap ETF$5,359,030$1,651,813 ▲44.6%22,6134.5%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$3,930,643$1,669,864 ▲73.9%74,5003.3%ManufacturingFLJPFranklin FTSE Japan ETF$3,484,916$415,766 ▲13.5%108,3952.9%ETFVOVanguard Mid-Cap ETF$2,866,812$535,079 ▲22.9%10,2442.4%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$1,964,454$285,671 ▲17.0%24,3571.7%ETFIWMiShares Russell 2000 ETF$1,398,076$369,698 ▲35.9%6,4781.2%FinanceVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,166,773$638,755 ▲121.0%8,6821.0%ETFBKLNInvesco Senior Loan ETF$1,012,025$449,466 ▲79.9%48,3760.9%ETFFLINFranklin FTSE India ETF$905,822$267,939 ▲42.0%22,7420.8%ETFIWBiShares Russell 1000 ETF$798,693$339,241 ▲73.8%2,3520.7%ETFHOLXHologic$725,295$573,212 ▼-44.1%11,1310.6%MedicalGXCSPDR S&P China ETF$705,876$115,311 ▼-14.0%8,0620.6%ETFVGSHVanguard Short-Term Treasury ETF$678,910$678,910 ▲New Holding11,5500.6%ETFSPXLDirexion Daily S&P 500 Bull 3x Shares$633,905$633,905 ▲New Holding3,6530.5%ETFBNDVanguard Total Bond Market ETF$583,812$583,812 ▲New Holding7,9290.5%ETFNVDANVIDIA$572,570$49,926 ▲9.6%3,6240.5%Computer and TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$528,531$3,662 ▲0.7%8,3700.4%ManufacturingVOXVanguard Communication Services ETF$490,343$69,438 ▼-12.4%2,8670.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$488,552$488,552 ▲New Holding12,0660.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$467,680$409,939 ▼-46.7%4,7140.4%FinanceVCRVanguard Consumer Discretionary ETF$457,247$65,580 ▼-12.5%1,2620.4%ETFSPYSPDR S&P 500 ETF Trust$417,191$8,653 ▼-2.0%6750.4%FinanceUPROProShares UltraPro S&P 500$397,306$397,306 ▲New Holding4,3450.3%ETFJPSTJPMorgan Ultra-Short Income ETF$357,800$93,961 ▼-20.8%7,0600.3%ETFAAPLApple$300,163$300,163 ▲New Holding1,4630.3%Computer and TechnologyIVViShares Core S&P 500 ETF$296,227$417,326 ▼-58.5%4770.3%ETFGSThe Goldman Sachs Group$278,145$89,884 ▼-24.4%3930.2%FinanceGLDSPDR Gold Shares$247,826$63,100 ▼-20.3%8130.2%FinanceCSCOCisco Systems$243,356$109,153 ▼-31.0%3,5070.2%Computer and TechnologyMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$213,435$213,435 ▲New Holding2,1230.2%ETFVGITVanguard Intermediate-Term Treasury ETF$212,116$57,844 ▼-21.4%3,5460.2%ETFIBMInternational Business Machines$0$209,031 ▼-100.0%00.0%Computer and TechnologyGEGE Aerospace$0$202,151 ▼-100.0%00.0%AerospaceShowing 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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