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Mittelman Wealth Management

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13F filer, CIK 2021464, ANDOVER, MA

Mittelman Wealth Management reported $118,471,288 across 38 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-08. Its ten largest share positions make up 83.62% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002021464-25-000004

Period
2025-06-30
Reported value
$118M
Holdings
38
Top 10 weight
83.62%
New
7
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IGIBadded+34,627$1.85M
IGSBadded+31,650$1.67M
VBadded+6,970$1.65M
VGSHnew+11,550$679K
VSSadded+4,753$639K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VEAreduced-56,402-$3.22M
VOOreduced-4,343-$2.47M
VYMreduced-10,492-$1.4M
VWOreduced-23,996-$1.19M
HOLXreduced-8,797-$573K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0002021464-25-000004, largest first. % of portfolio is the value over $118,471,288, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,662 shares; 2024Q4: 89,116 shares; 2025Q1: 93,934 shares; 2025Q2: 92,702 shares 92,702$19M16.02%-1,232Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,342 shares; 2024Q4: 139,286 shares; 2025Q1: 147,052 shares; 2025Q2: 136,560 shares 136,560$18.2M15.37%-10,492Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389,465 shares; 2024Q4: 261,338 shares; 2025Q1: 253,873 shares; 2025Q2: 197,471 shares 197,471$11.3M9.5%-56,402Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,815 shares; 2024Q4: 24,799 shares; 2025Q1: 23,631 shares; 2025Q2: 19,288 shares 19,288$11M9.25%-4,343Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,833 shares; 2024Q4: 241,496 shares; 2025Q1: 241,365 shares; 2025Q2: 217,369 shares 217,369$10.8M9.07%-23,996Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,971 shares; 2024Q4: 132,345 shares; 2025Q1: 134,595 shares; 2025Q2: 169,222 shares 169,222$9.02M7.61%+34,627Timeline
IGLBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,689 shares; 2024Q4: 155,523 shares; 2025Q1: 151,284 shares; 2025Q2: 141,922 shares 141,922$7.13M6.01%-9,362Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,454 shares; 2024Q4: 12,306 shares; 2025Q1: 15,643 shares; 2025Q2: 22,613 shares 22,613$5.36M4.52%+6,970Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,644 shares; 2024Q4: 25,796 shares; 2025Q1: 42,850 shares; 2025Q2: 74,500 shares 74,500$3.93M3.32%+31,650Timeline
FLJPFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,537 shares; 2024Q4: 90,990 shares; 2025Q1: 95,463 shares; 2025Q2: 108,395 shares 108,395$3.48M2.94%+12,932Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,573 shares; 2024Q4: 7,702 shares; 2025Q1: 8,332 shares; 2025Q2: 10,244 shares 10,244$2.87M2.42%+1,912Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,662 shares; 2024Q4: 19,269 shares; 2025Q1: 20,815 shares; 2025Q2: 24,357 shares 24,357$1.96M1.66%+3,542Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,755 shares; 2025Q1: 4,765 shares; 2025Q2: 6,478 shares 6,478$1.4M1.18%+1,713Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,929 shares; 2025Q2: 8,682 shares 8,682$1.17M0.98%+4,753Timeline
BKLNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,891 shares; 2025Q2: 48,376 shares 48,376$1.01M0.85%+21,485Timeline
FLINFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,421 shares; 2024Q4: 14,330 shares; 2025Q1: 16,015 shares; 2025Q2: 22,742 shares 22,742$906K0.76%+6,727Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,350 shares; 2025Q1: 1,353 shares; 2025Q2: 2,352 shares 2,352$799K0.67%+999Timeline
HOLXHOLOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,015 shares; 2025Q1: 19,928 shares; 2025Q2: 11,131 shares 11,131$725K0.61%-8,797Timeline
GXCSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,441 shares; 2024Q4: 9,126 shares; 2025Q1: 9,379 shares; 2025Q2: 8,062 shares 8,062$706K0.6%-1,317Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,550 shares 11,550$679K0.57%newTimeline
SPXLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,653 shares 3,653$634K0.54%newTimeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,929 shares 7,929$584K0.49%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,441 shares; 2024Q4: 4,441 shares; 2025Q1: 3,308 shares; 2025Q2: 3,624 shares 3,624$573K0.48%+316Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,989 shares; 2024Q4: 8,044 shares; 2025Q1: 8,312 shares; 2025Q2: 8,370 shares 8,370$529K0.45%+58Timeline
VOXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,273 shares; 2024Q4: 3,273 shares; 2025Q1: 3,273 shares; 2025Q2: 2,867 shares 2,867$490K0.41%-406Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,066 shares 12,066$489K0.41%newTimeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,790 shares; 2025Q1: 8,846 shares; 2025Q2: 4,714 shares 4,714$468K0.39%-4,132Timeline
VCRVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,443 shares; 2024Q4: 1,443 shares; 2025Q1: 1,443 shares; 2025Q2: 1,262 shares 1,262$457K0.39%-181Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 823 shares; 2025Q1: 689 shares; 2025Q2: 675 shares 675$417K0.35%-14Timeline
UPROPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,345 shares 4,345$397K0.34%newTimeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,765 shares; 2024Q4: 10,765 shares; 2025Q1: 8,914 shares; 2025Q2: 7,060 shares 7,060$358K0.3%-1,854Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,463 shares 1,463$300K0.25%newTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,211 shares; 2024Q4: 1,206 shares; 2025Q1: 1,149 shares; 2025Q2: 477 shares 477$296K0.25%-672Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 794 shares; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 393 shares 393$278K0.23%-127Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 1,424 shares; 2025Q1: 1,020 shares; 2025Q2: 813 shares 813$248K0.21%-207Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,998 shares; 2024Q4: 5,264 shares; 2025Q1: 5,080 shares; 2025Q2: 3,507 shares 3,507$243K0.21%-1,573Timeline
MINTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,123 shares 2,123$213K0.18%newTimeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,513 shares; 2025Q2: 3,546 shares 3,546$212K0.18%-967Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
IBMINTERNATIONAL BUSINESS MACHS840$209Kshares
GEGE AEROSPACE1,010$202Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002021464-25-000004 base2025-08-08acceptance time not in the bulk data set