Mittelman Wealth Management Top Holdings and 13F Report (2026) About Mittelman Wealth ManagementInvestment ActivityMittelman Wealth Management has $151.20 million in total holdings as of June 30, 2026.Mittelman Wealth Management owns shares of 53 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 1.34% of the portfolio was purchased this quarter.About 390.92% of the portfolio was sold this quarter.This quarter, Mittelman Wealth Management has purchased 52 new stocks and bought additional shares in 3 stocks.Mittelman Wealth Management sold shares of 44 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Dividend Appreciation ETF $19,537,786Vanguard High Dividend Yield ETF $15,226,420Vanguard S&P 500 ETF $12,442,522Vanguard FTSE Developed Markets ETF $12,262,081Vanguard FTSE Emerging Markets ETF $12,075,170 Largest New Holdings this Quarter 464287390 - iShares Latin America 40 ETF $668,891 Holding001055102 - Aflac $370,041 Holding482480100 - KLA $334,898 Holding25490K281 - Direxion Daily MSCI Emerging Markets Bull 3X Shares $241,188 Holding25459W458 - Direxion Daily Semiconductors Bull 3x Shares $214,168 Holding Largest Purchases this Quarter iShares Latin America 40 ETF 4,893 shares (about $668.89K)Aflac 3,131 shares (about $370.04K)KLA 300 shares (about $334.90K)Direxion Daily MSCI Emerging Markets Bull 3X Shares 1,730 shares (about $241.19K)Direxion Daily Semiconductors Bull 3x Shares 803 shares (about $214.17K) Largest Sales this Quarter Vanguard Dividend Appreciation ETF 85,381 shares (about $109.77M)Vanguard High Dividend Yield ETF 98,336 shares (about $77.52M)Vanguard FTSE Developed Markets ETF 185,651 shares (about $64.71M)Vanguard FTSE Emerging Markets ETF 200,056 shares (about $59.05M)iShares 5-10 Year Investment Grade Corporate Bond ETF 174,800 shares (about $47.49M) 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$19,537,786$109,768,751 â–¼-84.9%15,19712.9%ETFVYMVanguard High Dividend Yield ETF$15,226,420$77,524,347 â–¼-83.6%19,31410.1%ETFVOOVanguard S&P 500 ETF$12,442,522$46,801,840 â–¼-79.0%3,7148.2%ETFVEAVanguard FTSE Developed Markets ETF$12,262,081$64,710,981 â–¼-84.1%35,1798.1%ETFVWOVanguard FTSE Emerging Markets ETF$12,075,170$59,045,052 â–¼-83.0%40,9138.0%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$10,611,282$47,492,116 â–¼-81.7%39,0567.0%ETFIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$7,832,602$35,284,150 â–¼-81.8%32,8445.2%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$7,185,729$22,220,492 â–¼-75.6%30,4634.8%ETFVPUVanguard Utilities ETF$5,820,814$18,387,892 â–¼-76.0%5,6233.8%ETFVOVanguard Mid-Cap ETF$4,346,802$1,286,372 â–¼-22.8%12,6212.9%ETFFLJPFranklin FTSE Japan ETF$4,137,554$16,322,803 â–¼-79.8%20,7232.7%ETFVGITVanguard Intermediate-Term Treasury ETF$3,887,413$11,426,517 â–¼-74.6%12,6822.6%ETFBKLNInvesco Senior Loan ETF$3,130,631$10,993,543 â–¼-77.8%33,9482.1%ETFEVLVEvolv Technologies$2,877,269$2,055,195 â–¼-41.7%496,0811.9%TechnologyGXCSPDR S&P China ETF$2,124,881$4,323,774 â–¼-67.0%5,5411.4%ETFVBVanguard Small-Cap ETF$1,949,022$10,372,636 â–¼-84.2%1,8481.3%ETFEWUiShares MSCI United Kingdom ETF$1,886,064$8,112,373 â–¼-81.1%8,7811.2%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$1,845,568$11,413,621 â–¼-86.1%4,6491.2%ETFVGSHVanguard Short-Term Treasury ETF$1,732,031$279,224 â–¼-13.9%9,8691.1%ETFVGLTVanguard Long-Term Treasury ETF$1,708,418$1,244,854 â–¼-42.2%10,7541.1%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,475,253$81,924 â–¼-5.3%14,3341.0%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,375,698$6,677,701 â–¼-82.9%2,5830.9%ETFIWBiShares Russell 1000 ETF$1,268,736$936,754 â–¼-42.5%1,9720.8%ETFFLINFranklin FTSE India ETF$880,016$6,701,857 â–¼-88.4%5,4970.6%ETFSPXLDirexion Daily S&P 500 Bull 3x Shares$840,971$4,060 â–¼-0.5%3,1070.6%ETFIWMiShares Russell 2000 ETF$823,071$2,986,189 â–¼-78.4%1,1670.5%ETFNVDANVIDIA$790,691$1,711,118 â–¼-68.4%1,3530.5%TechnologyIVViShares Core S&P 500 ETF$777,325$116,103 â–²17.6%5490.5%ETFEMXCiShares MSCI Emerging Markets ex China ETF$770,512$836,178 â–¼-52.0%3,7900.5%ETFILFiShares Latin America 40 ETF$668,891$668,891 â–²New Holding4,8930.4%ETFUPROProShares UltraPro S&P 500$616,0770.0%4,3450.4%ETFSPYSPDR S&P 500 ETF Trust$571,192$67,287 â–²13.4%7640.4%ETFEFAiShares MSCI EAFE ETF$570,612$388,498 â–¼-40.5%3,2680.4%ETFAAPLApple$549,494$824,582 â–¼-60.0%8050.4%TechnologyVOXVanguard Communication Services ETF$533,271$527,385 â–¼-49.7%2,8990.4%ETFVCRVanguard Consumer Discretionary ETF$508,454$500,522 â–¼-49.6%1,2820.3%ETFJPSTJPMorgan Ultra-Short Income ETF$483,457$783,571 â–¼-61.8%4,0160.3%ETFGOOGAlphabet$468,351$3,230,095 â–¼-87.3%1840.3%Communication ServicesGSThe Goldman Sachs Group$430,843$433,906 â–¼-50.2%4220.3%FinanceMSFTMicrosoft$408,531$749,607 â–¼-64.7%4300.3%TechnologyAFLAflac$370,041$370,041 â–²New Holding3,1310.2%FinanceIEIiShares 3-7 Year Treasury Bond ETF$339,328$18,753 â–²5.8%2,8590.2%ETFGEGE Aerospace$336,730$216,904 â–¼-39.2%8290.2%IndustrialsKLACKLA$334,898$334,898 â–²New Holding3000.2%TechnologyCSCOCisco Systems$326,297$544,048 â–¼-62.5%1,9810.2%TechnologyGE VERNOVA INC$297,239$211,594 â–¼-41.6%2360.2%COMMON STOCKWALMART INC$296,174$268,106 â–¼-47.5%2,0260.2%COMMON STOCKIBMInternational Business Machines$294,691$161,798 â–¼-35.4%7850.2%TechnologyJPMJPMorgan Chase & Co.$243,187$210,762 â–¼-46.4%4350.2%FinanceEDCDirexion Daily MSCI Emerging Markets Bull 3X Shares$241,188$241,188 â–²New Holding1,7300.2%ETFAMZNAmazon.com$238,816$513,523 â–¼-68.3%3460.2%Consumer DiscretionaryIGFiShares Global Infrastructure ETF$237,762$286,929 â–¼-54.7%1,9730.2%ETFSOXLDirexion Daily Semiconductors Bull 3x Shares$214,168$214,168 â–²New Holding8030.1%ETFAKRE FOCUS ETF$0$897,762 â–¼-100.0%00.0%UIT EXCHANGE TRADEDHOLXHologic$0$732,315 â–¼-100.0%00.0%HealthcareHALHalliburton$0$314,805 â–¼-100.0%00.0%EnergyIEFiShares 7-10 Year Treasury Bond ETF$0$284,220 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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