Filed: 5/15/2026ACC: 0002021464-26-000002
📋 What this filing means
MITTELMAN WEALTH MANAGEMENT filed this quarterly 13F‑HR report disclosing 52 equity positions with a total reported market value of $160.39M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
52
Positions
$160.39M
Total AUM (reported)
2.75M
Total Shares
Allocation by class
UIT EXCHANGE TRADED$148.96M92.9%
COMMON STOCK$11.43M7.1%
Portfolio Concentration
Top 3$53.21M33.2%
4–10$60.34M37.6%
11–25$33.75M21.0%
Rest$13.09M8.2%
Top 3 weight
33.2%
Top 10 weight
70.8%
Voting Authority Distribution
Total shares with voting rights: 2.75M
Sole
Full voting authority
2.75M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole52
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings52
Rows:
VANGUARD DIVIDEND
SOLEShares100.58K
TypeSH
Market value$21.63M
13.49%
Sole
100.58K
Shared
0.00
None
0.00
VANGUARD HIGH DIVIDEND
SOLEShares117.65K
TypeSH
Market value$17.42M
10.86%
Sole
117.65K
Shared
0.00
None
0.00
VANGUARD FTSE DEVELOPED
SOLEShares220.83K
TypeSH
Market value$14.15M
8.82%
Sole
220.83K
Shared
0.00
None
0.00
VANGUARD FTSE EMERGING
SOLEShares240.97K
TypeSH
Market value$13.02M
8.12%
Sole
240.97K
Shared
0.00
None
0.00
ISHARES 5-10 YEAR
SOLEShares213.86K
TypeSH
Market value$11.38M
7.10%
Sole
213.86K
Shared
0.00
None
0.00
VANGUARD S&P 500 ETF
SOLEShares17.68K
TypeSH
Market value$10.57M
6.59%
Sole
17.68K
Shared
0.00
None
0.00
ISHARES 10 YEAR
SOLEShares180.80K
TypeSH
Market value$8.97M
5.59%
Sole
180.80K
Shared
0.00
None
0.00
ISHARES 1-5 YEAR
SOLEShares124.66K
TypeSH
Market value$6.55M
4.09%
Sole
124.66K
Shared
0.00
None
0.00
EVOLV TECHNOLOGIES HLDGS
SOLEShares850.42K
TypeSH
Market value$5.15M
3.21%
Sole
850.42K
Shared
0.00
None
0.00
VANGUARD MID-CAP INDEX
SOLEShares16.36K
TypeSH
Market value$4.70M
2.93%
Sole
16.36K
Shared
0.00
None
0.00
VANGUARD UTILITIES INDEX
SOLEShares23.39K
TypeSH
Market value$4.63M
2.89%
Sole
23.39K
Shared
0.00
None
0.00
FRANKLIN FTSE JAPAN ETF
SOLEShares102.48K
TypeSH
Market value$3.71M
2.31%
Sole
102.48K
Shared
0.00
None
0.00
INVESCO SENIOR LOAN ETF
SOLEShares153.16K
TypeSH
Market value$3.13M
1.95%
Sole
153.16K
Shared
0.00
None
0.00
VANGUARD SMALL-CAP INDEX
SOLEShares11.68K
TypeSH
Market value$3.06M
1.91%
Sole
11.68K
Shared
0.00
None
0.00
VANGUARD INTER-TERM
SOLEShares49.96K
TypeSH
Market value$2.98M
1.85%
Sole
49.96K
Shared
0.00
None
0.00
ISHARES IBOXX $ HIGH
SOLEShares33.40K
TypeSH
Market value$2.66M
1.66%
Sole
33.40K
Shared
0.00
None
0.00
VANGUARD FTSE ALL-WORLD
SOLEShares15.12K
TypeSH
Market value$2.20M
1.37%
Sole
15.12K
Shared
0.00
None
0.00
ISHARES MSCI UNITED
SOLEShares46.55K
TypeSH
Market value$2.12M
1.32%
Sole
46.55K
Shared
0.00
None
0.00
FRANKLIN FTSE INDIA ETF
SOLEShares47.36K
TypeSH
Market value$1.57M
0.98%
Sole
47.36K
Shared
0.00
None
0.00
STATE STREET SPDR S&P
SOLEShares16.82K
TypeSH
Market value$1.57M
0.98%
Sole
16.82K
Shared
0.00
None
0.00
PIMCO ENHANCED SHORT
SOLEShares15.13K
TypeSH
Market value$1.52M
0.95%
Sole
15.13K
Shared
0.00
None
0.00
ISHARES RUSSELL 2000
SOLEShares5.40K
TypeSH
Market value$1.34M
0.84%
Sole
5.40K
Shared
0.00
None
0.00
ISHARES RUSSELL 1000
SOLEShares3.43K
TypeSH
Market value$1.20M
0.75%
Sole
3.43K
Shared
0.00
None
0.00
VANGUARD COMMUNICATION
SOLEShares5.77K
TypeSH
Market value$1.04M
0.65%
Sole
5.77K
Shared
0.00
None
0.00
VANGUARD LONG-TERM TREAS
SOLEShares18.59K
TypeSH
Market value$1.03M
0.64%
Sole
18.59K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD DIVIDENDSOLE | UIT EXCHANGE TRADED | 100.58K | SH | $21.63M 13.49% | 100.58K | 0.00 | 0.00 |
VANGUARD HIGH DIVIDENDSOLE | UIT EXCHANGE TRADED | 117.65K | SH | $17.42M 10.86% | 117.65K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPEDSOLE | UIT EXCHANGE TRADED | 220.83K | SH | $14.15M 8.82% | 220.83K | 0.00 | 0.00 |
VANGUARD FTSE EMERGINGSOLE | UIT EXCHANGE TRADED | 240.97K | SH | $13.02M 8.12% | 240.97K | 0.00 | 0.00 |
ISHARES 5-10 YEARSOLE | UIT EXCHANGE TRADED | 213.86K | SH | $11.38M 7.10% | 213.86K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | UIT EXCHANGE TRADED | 17.68K | SH | $10.57M 6.59% | 17.68K | 0.00 | 0.00 |
ISHARES 10 YEARSOLE | UIT EXCHANGE TRADED | 180.80K | SH | $8.97M 5.59% | 180.80K | 0.00 | 0.00 |
ISHARES 1-5 YEARSOLE | UIT EXCHANGE TRADED | 124.66K | SH | $6.55M 4.09% | 124.66K | 0.00 | 0.00 |
EVOLV TECHNOLOGIES HLDGSSOLE | COMMON STOCK | 850.42K | SH | $5.15M 3.21% | 850.42K | 0.00 | 0.00 |
VANGUARD MID-CAP INDEXSOLE | UIT EXCHANGE TRADED | 16.36K | SH | $4.70M 2.93% | 16.36K | 0.00 | 0.00 |
VANGUARD UTILITIES INDEXSOLE | UIT EXCHANGE TRADED | 23.39K | SH | $4.63M 2.89% | 23.39K | 0.00 | 0.00 |
FRANKLIN FTSE JAPAN ETFSOLE | UIT EXCHANGE TRADED | 102.48K | SH | $3.71M 2.31% | 102.48K | 0.00 | 0.00 |
INVESCO SENIOR LOAN ETFSOLE | UIT EXCHANGE TRADED | 153.16K | SH | $3.13M 1.95% | 153.16K | 0.00 | 0.00 |
VANGUARD SMALL-CAP INDEXSOLE | UIT EXCHANGE TRADED | 11.68K | SH | $3.06M 1.91% | 11.68K | 0.00 | 0.00 |
VANGUARD INTER-TERMSOLE | UIT EXCHANGE TRADED | 49.96K | SH | $2.98M 1.85% | 49.96K | 0.00 | 0.00 |
ISHARES IBOXX $ HIGHSOLE | UIT EXCHANGE TRADED | 33.40K | SH | $2.66M 1.66% | 33.40K | 0.00 | 0.00 |
VANGUARD FTSE ALL-WORLDSOLE | UIT EXCHANGE TRADED | 15.12K | SH | $2.20M 1.37% | 15.12K | 0.00 | 0.00 |
ISHARES MSCI UNITEDSOLE | UIT EXCHANGE TRADED | 46.55K | SH | $2.12M 1.32% | 46.55K | 0.00 | 0.00 |
FRANKLIN FTSE INDIA ETFSOLE | UIT EXCHANGE TRADED | 47.36K | SH | $1.57M 0.98% | 47.36K | 0.00 | 0.00 |
STATE STREET SPDR S&PSOLE | UIT EXCHANGE TRADED | 16.82K | SH | $1.57M 0.98% | 16.82K | 0.00 | 0.00 |
PIMCO ENHANCED SHORTSOLE | UIT EXCHANGE TRADED | 15.13K | SH | $1.52M 0.95% | 15.13K | 0.00 | 0.00 |
ISHARES RUSSELL 2000SOLE | UIT EXCHANGE TRADED | 5.40K | SH | $1.34M 0.84% | 5.40K | 0.00 | 0.00 |
ISHARES RUSSELL 1000SOLE | UIT EXCHANGE TRADED | 3.43K | SH | $1.20M 0.75% | 3.43K | 0.00 | 0.00 |
VANGUARD COMMUNICATIONSOLE | UIT EXCHANGE TRADED | 5.77K | SH | $1.04M 0.65% | 5.77K | 0.00 | 0.00 |
VANGUARD LONG-TERM TREASSOLE | UIT EXCHANGE TRADED | 18.59K | SH | $1.03M 0.64% | 18.59K | 0.00 | 0.00 |
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