Mittelman Wealth Management Top Holdings and 13F Report (2026) About Mittelman Wealth ManagementInvestment ActivityMittelman Wealth Management has $160.39 million in total holdings as of March 31, 2026.Mittelman Wealth Management owns shares of 52 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 9.71% of the portfolio was purchased this quarter.About 4.18% of the portfolio was sold this quarter.This quarter, Mittelman Wealth Management has purchased 43 new stocks and bought additional shares in 21 stocks.Mittelman Wealth Management sold shares of 16 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Dividend Appreciation ETF $21,630,469Vanguard High Dividend Yield ETF $17,423,996Vanguard FTSE Developed Markets ETF $14,150,814Vanguard FTSE Emerging Markets ETF $13,024,415iShares 5-10 Year Investment Grade Corporate Bond ETF $11,381,433 Largest New Holdings this Quarter 72201R833 - PIMCO Enhanced Short Maturity Exchange-Traded Fund $1,521,624 Holding464287622 - iShares Russell 1000 ETF $1,200,432 Holding67066G104 - NVIDIA $746,710 Holding464287465 - iShares MSCI EAFE ETF $533,535 Holding02079K107 - Alphabet $417,159 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Treasury ETF 33,278 shares (about $1.98M)iShares 10+ Year Investment Grade Corporate Bond ETF 33,156 shares (about $1.65M)PIMCO Enhanced Short Maturity Exchange-Traded Fund 15,130 shares (about $1.52M)iShares Russell 1000 ETF 3,428 shares (about $1.20M)iShares 5-10 Year Investment Grade Corporate Bond ETF 17,623 shares (about $937.90K) Largest Sales this Quarter Evolv Technologies 283,474 shares (about $1.72M)iShares Russell 2000 ETF 4,431 shares (about $1.10M)Vanguard Small-Cap ETF 3,972 shares (about $1.04M)iShares 1-5 Year Investment Grade Corporate Bond ETF 11,230 shares (about $590.25K)Vanguard High Dividend Yield ETF 3,067 shares (about $454.22K) 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$21,630,469$563,677 â–²2.7%100,57813.5%ETFVYMVanguard High Dividend Yield ETF$17,423,996$454,224 â–¼-2.5%117,65010.9%Financial ServicesVEAVanguard FTSE Developed Markets ETF$14,150,814$430,234 â–²3.1%220,8308.8%ETFVWOVanguard FTSE Emerging Markets ETF$13,024,415$822,860 â–²6.7%240,9698.1%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$11,381,433$937,897 â–²9.0%213,8567.1%ManufacturingVOOVanguard S&P 500 ETF$10,567,567$415,914 â–¼-3.8%17,6846.6%ETFIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$8,973,065$1,645,534 â–²22.5%180,7995.6%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$6,552,350$590,250 â–¼-8.3%124,6644.1%ManufacturingEVLVEvolv Technologies$5,145,071$1,715,018 â–¼-25.0%850,4253.2%Computer and TechnologyVOVanguard Mid-Cap ETF$4,697,347$296,959 â–²6.7%16,3562.9%ETFVPUVanguard Utilities ETF$4,633,702$509,616 â–²12.4%23,3862.9%ETFFLJPFranklin FTSE Japan ETF$3,707,611$13,314 â–²0.4%102,4762.3%ETFBKLNInvesco Senior Loan ETF$3,126,011$406,896 â–²15.0%153,1601.9%ETFVBVanguard Small-Cap ETF$3,060,115$1,040,381 â–¼-25.4%11,6831.9%ETFVGITVanguard Intermediate-Term Treasury ETF$2,975,085$1,981,723 â–²199.5%49,9591.9%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$2,657,307$195,877 â–¼-6.9%33,4001.7%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$2,204,586$114,887 â–²5.5%15,1211.4%ETFEWUiShares MSCI United Kingdom ETF$2,120,818$117,773 â–²5.9%46,5501.3%ETFFLINFranklin FTSE India ETF$1,573,332$257,460 â–²19.6%47,3601.0%ETFGXCSPDR S&P China ETF$1,565,986$232,439 â–²17.4%16,8161.0%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,521,624$1,521,624 â–²New Holding15,1300.9%ETFIWMiShares Russell 2000 ETF$1,339,596$1,099,009 â–¼-45.1%5,4010.8%FinanceIWBiShares Russell 1000 ETF$1,200,432$1,200,432 â–²New Holding3,4280.7%ETFVOXVanguard Communication Services ETF$1,036,9570.0%5,7660.6%ETFVGLTVanguard Long-Term Treasury ETF$1,029,051$393,907 â–²62.0%18,5900.6%ETFVCRVanguard Consumer Discretionary ETF$913,3720.0%2,5440.6%ETFAKRE FOCUS ETF$897,762$75,153 â–¼-7.7%16,9870.6%UIT EXCHANGE TRADEDNVDANVIDIA$746,710$746,710 â–²New Holding4,2810.5%Computer and TechnologyHOLXHologic$732,315$173,781 â–²31.1%9,6880.5%MedicalGSThe Goldman Sachs Group$716,553$162,430 â–¼-18.5%8470.4%FinanceVGSHVanguard Short-Term Treasury ETF$670,899$108,128 â–²19.2%11,4600.4%ETFEMXCiShares MSCI Emerging Markets ex China ETF$621,722$51,922 â–¼-7.7%7,9030.4%ManufacturingSPXLDirexion Daily S&P 500 Bull 3x Shares$577,2260.0%3,1220.4%ETFEFAiShares MSCI EAFE ETF$533,535$533,535 â–²New Holding5,4930.3%FinanceJPSTJPMorgan Ultra-Short Income ETF$532,714$53,955 â–²11.3%10,5250.3%ETFAAPLApple$510,879$158,111 â–²44.8%2,0130.3%Computer and TechnologyWALMART INC$479,720$93,956 â–¼-16.4%3,8600.3%COMMON STOCKMSFTMicrosoft$451,256$252,096 â–²126.6%1,2190.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$438,861$18,883 â–²4.5%6740.3%FinanceUPROProShares UltraPro S&P 500$421,3780.0%4,3450.3%ETFGOOGAlphabet$417,159$417,159 â–²New Holding1,4530.3%Computer and TechnologyCSCOCisco Systems$410,051$81,250 â–¼-16.5%5,2840.3%Computer and TechnologyGEGE Aerospace$386,778$81,442 â–¼-17.4%1,3630.2%AerospaceGE VERNOVA INC$352,651$79,434 â–¼-18.4%4040.2%COMMON STOCKIEIiShares 3-7 Year Treasury Bond ETF$320,404$320,404 â–²New Holding2,7010.2%ETFHALHalliburton$314,805$33,843 â–¼-9.7%8,0740.2%EnergyIVViShares Core S&P 500 ETF$305,220$305,220 â–²New Holding4670.2%ETFIBMInternational Business Machines$294,974$73,258 â–¼-19.9%1,2160.2%Computer and TechnologyIGFiShares Global Infrastructure ETF$291,718$291,718 â–²New Holding4,3540.2%ManufacturingIEFiShares 7-10 Year Treasury Bond ETF$284,220$284,220 â–²New Holding2,9780.2%ETFJPMJPMorgan Chase & Co.$239,135$239,135 â–²New Holding8120.1%FinanceAMZNAmazon.com$227,014$227,014 â–²New Holding1,0900.1%Retail/WholesaleBNDVanguard Total Bond Market ETF$0$234,431 â–¼-100.0%00.0%ETFGOOGLAlphabet$0$231,581 â–¼-100.0%00.0%Computer and TechnologyShowing 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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