13F-HR filed by Mittelman Wealth Management
Mittelman Wealth Management filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 52 holding rows worth $160,387,771.
- Accession
- 0002021464-26-000002
- Filer
- CIK 2021464
- Filed
- 2026-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 52 entries on the cover page, a total value of $160,387,771 stated on the cover page (in dollars after the unit check, H1), rows summing to $160,387,771 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 100,578 | $21,630,469 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 117,650 | $17,423,996 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 220,830 | $14,150,814 | dollars as filed | |
| VWO | 922042858 | SHS | 240,969 | $13,024,415 | dollars as filed | |
| ISHARES TR | 464288638 | ISHS 5-10YR INVT | 213,856 | $11,381,433 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 17,684 | $10,567,567 | dollars as filed | |
| ISHARES 10 Y INVE GRADE COR B | 464289511 | 10+ YR INVST GRD | 180,799 | $8,973,065 | dollars as filed | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 124,664 | $6,552,350 | dollars as filed | |
| EVOLV TECHNOLOGIES HLDNGS IN | 30049H102 | COM CL A | 850,425 | $5,145,071 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 16,356 | $4,697,347 | dollars as filed | |
| Vanguard Utilities ETF | 92204A876 | SHS | 23,386 | $4,633,702 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P744 | FTSE JAPAN ETF | 102,476 | $3,707,611 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G508 | SR LN ETF | 153,160 | $3,126,011 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 11,683 | $3,060,115 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 49,959 | $2,975,085 | dollars as filed | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 33,400 | $2,657,307 | dollars as filed | |
| Vanguard FTSE All-World ex-US Small-Cap ETF | 922042718 | SHS | 15,121 | $2,204,586 | dollars as filed | |
| ISHARES TR MSCI UK ETF NEW | 46435G334 | MSCI UK ETF NEW | 46,550 | $2,120,818 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P769 | FRANKLIN INDIA | 47,360 | $1,573,332 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X400 | CMN | 16,816 | $1,565,986 | dollars as filed | |
| PIMCO ETF TR | 72201R833 | ENHAN SHRT MA AC | 15,130 | $1,521,624 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 5,401 | $1,339,596 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 3,428 | $1,200,432 | dollars as filed | |
| Vanguard Communication Services ETF | 92204A884 | SHS | 5,766 | $1,036,957 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C847 | COM | 18,590 | $1,029,051 | dollars as filed | |
| Vanguard Consumer Discretionary ETF | 92204A108 | SHS | 2,544 | $913,372 | dollars as filed | |
| PROFESIONALLY MANAGED PORTFO | 74316P579 | AKRE FOCUS ETF | 16,987 | $897,762 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 4,281 | $746,710 | dollars as filed | |
| HOLOGIC INC | 436440101 | COM | 9,688 | $732,315 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 847 | $716,553 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 11,460 | $670,899 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 7,903 | $621,722 | dollars as filed | |
| DIREXION SHARES ETF TRUST | 25459W862 | DA 500 BU 3X ETF | 3,122 | $577,226 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 5,493 | $533,535 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 10,525 | $532,714 | dollars as filed | |
| Apple Inc | 037833100 | COM | 2,013 | $510,879 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 3,860 | $479,720 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,219 | $451,256 | dollars as filed | |
| SPY | 78462F103 | SHS | 674 | $438,861 | dollars as filed | |
| PROSHARES TR | 74347X864 | ULTRPRO S&P500 | 4,345 | $421,378 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,453 | $417,159 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 5,284 | $410,051 | dollars as filed | |
| General Electric Company | 369604301 | COM | 1,363 | $386,778 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 404 | $352,651 | dollars as filed | |
| ISHARES TR | 464288661 | 3 7 YR TREAS BD | 2,701 | $320,404 | dollars as filed | |
| HALLIBURTON CO COM | 406216101 | Stock | 8,074 | $314,805 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 467 | $305,220 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,216 | $294,974 | dollars as filed | |
| ISHARES TR | 464288372 | COM | 4,354 | $291,718 | dollars as filed | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 2,978 | $284,220 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 812 | $239,135 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,090 | $227,014 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002021464-26-000002 | this filing | 2026-05-15 | acceptance time not in the bulk data set |