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Disclosery

13F-HR filed by Mittelman Wealth Management

Mittelman Wealth Management filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-17, with 41 holding rows worth $152,735,360.

Accession
0002021464-25-000006
Filer
CIK 2021464
Filed
2025-11-17
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 41 entries on the cover page, a total value of $152,735,360 stated on the cover page (in dollars after the unit check, H1), rows summing to $152,735,360 with VALUE read as dollars as filed, 13F file number 028-24096. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Vanguard Dividend Appreciation ETF921908844SHS103,857$22,411,446dollars as filed
Vanguard High Dividend Yield ETF921946406SHS130,572$18,404,134dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS205,932$12,339,471dollars as filed
VWO922042858SHS219,849$11,911,460dollars as filed
Vanguard S&P 500 ETF922908363COM19,369$11,861,335dollars as filed
EVOLV TECHNOLOGIES HLDNGS IN30049H102COM CL A1,511,866$11,414,588dollars as filed
ISHARES TR464288638ISHS 5-10YR INVT193,023$10,440,638dollars as filed
ISHARES 10 Y INVE GRADE COR B46428951110+ YR INVST GRD142,261$7,332,165dollars as filed
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646ETF119,404$6,332,011dollars as filed
Vanguard Small-Cap ETF922908751SHS16,964$4,313,798dollars as filed
Vanguard Mid-Cap ETF922908629SHS13,372$3,928,108dollars as filed
FRANKLIN TEMPLETON ETF TR35473P744FTSE JAPAN ETF101,394$3,504,194dollars as filed
Vanguard Utilities ETF92204A876SHS15,706$2,974,873dollars as filed
ISHARES TR464288513IBOXX HI YD ETF35,161$2,854,748dollars as filed
INVESCO EXCH TRADED FD TR II46138G508SR LN ETF135,573$2,837,560dollars as filed
Vanguard FTSE All-World ex-US Small-Cap ETF922042718SHS13,118$1,870,012dollars as filed
ISHARES TR MSCI UK ETF NEW46435G334MSCI UK ETF NEW37,576$1,577,064dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF30,849$1,565,013dollars as filed
PIMCO ETF TR72201R833ENHAN SHRT MA AC14,214$1,431,207dollars as filed
FRANKLIN TEMPLETON ETF TR35473P769FRANKLIN INDIA36,145$1,347,855dollars as filed
SPDR INDEX SHS FDS78463X400CMN12,357$1,297,171dollars as filed
iShares Russell 2000 ETF464287655SHS5,210$1,260,640dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF2,952$1,079,137dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS13,317$799,455dollars as filed
DIREXION SHARES ETF TRUST25459W862DA 500 BU 3X ETF3,122$661,551dollars as filed
HOLOGIC INC436440101COM9,235$623,270dollars as filed
NVIDIA Corp67066G104COM3,218$600,470dollars as filed
VANGUARD SCOTTSDALE FDS92206C847COM10,202$580,115dollars as filed
ISHARES INC46434G764MSCI EMRG CHN8,409$567,744dollars as filed
Vanguard Communication Services ETF92204A884SHS2,867$538,221dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS8,608$506,603dollars as filed
Vanguard Consumer Discretionary ETF92204A108SHS1,262$499,941dollars as filed
PROSHARES TR74347X864ULTRPRO S&P5004,345$484,424dollars as filed
SPY78462F103SHS649$432,443dollars as filed
Vanguard Total Bond Market ETF921937835SHS5,079$377,725dollars as filed
SPDW78463X889COM8,409$359,821dollars as filed
Apple Inc037833100COM1,351$344,005dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS456$305,551dollars as filed
Goldman Sachs Group,Inc.38141G104COM354$281,907dollars as filed
SPDR GOLD TR78463V107GOLD SHS728$258,782dollars as filed
Cisco Systems,Inc.17275R102COM3,284$224,704dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002021464-25-000006this filing2025-11-17acceptance time not in the bulk data set