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Mittelman Wealth Management

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13F filer, CIK 2021464, ANDOVER, MA

Mittelman Wealth Management reported $152,735,360 across 41 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-17. Its ten largest share positions make up 76.45% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002021464-25-000006

Period
2025-09-30
Reported value
$153M
Holdings
41
Top 10 weight
76.45%
New
4
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
EVLVnew+1,511,866$11.4M
VPUnew+15,706$2.97M
VIGadded+11,155$2.41M
IGSBadded+44,904$2.38M
BKLNadded+87,197$1.83M

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
VBreduced-5,649-$1.44M
VYMreduced-5,988-$844K
AGGexited-4,714-$468K
IWMreduced-1,268-$307K
FLJPreduced-7,001-$242K

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, Q3 2025

Share positions as resolved from 13F-HR 0002021464-25-000006, largest first. % of portfolio is the value over $152,735,360, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,662 shares; 2024Q4: 89,116 shares; 2025Q1: 93,934 shares; 2025Q2: 92,702 shares; 2025Q3: 103,857 shares 103,857$22.4M14.67%+11,155Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,342 shares; 2024Q4: 139,286 shares; 2025Q1: 147,052 shares; 2025Q2: 136,560 shares; 2025Q3: 130,572 shares 130,572$18.4M12.05%-5,988Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389,465 shares; 2024Q4: 261,338 shares; 2025Q1: 253,873 shares; 2025Q2: 197,471 shares; 2025Q3: 205,932 shares 205,932$12.3M8.08%+8,461Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,833 shares; 2024Q4: 241,496 shares; 2025Q1: 241,365 shares; 2025Q2: 217,369 shares; 2025Q3: 219,849 shares 219,849$11.9M7.8%+2,480Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,815 shares; 2024Q4: 24,799 shares; 2025Q1: 23,631 shares; 2025Q2: 19,288 shares; 2025Q3: 19,369 shares 19,369$11.9M7.77%+81Timeline
EVLVEVOLV TECHNOLOGIES HLDNGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,511,866 shares 1,511,866$11.4M7.47%newTimeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,971 shares; 2024Q4: 132,345 shares; 2025Q1: 134,595 shares; 2025Q2: 169,222 shares; 2025Q3: 193,023 shares 193,023$10.4M6.84%+23,801Timeline
IGLBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,689 shares; 2024Q4: 155,523 shares; 2025Q1: 151,284 shares; 2025Q2: 141,922 shares; 2025Q3: 142,261 shares 142,261$7.33M4.8%+339Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,644 shares; 2024Q4: 25,796 shares; 2025Q1: 42,850 shares; 2025Q2: 74,500 shares; 2025Q3: 119,404 shares 119,404$6.33M4.15%+44,904Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,454 shares; 2024Q4: 12,306 shares; 2025Q1: 15,643 shares; 2025Q2: 22,613 shares; 2025Q3: 16,964 shares 16,964$4.31M2.82%-5,649Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,573 shares; 2024Q4: 7,702 shares; 2025Q1: 8,332 shares; 2025Q2: 10,244 shares; 2025Q3: 13,372 shares 13,372$3.93M2.57%+3,128Timeline
FLJPFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,537 shares; 2024Q4: 90,990 shares; 2025Q1: 95,463 shares; 2025Q2: 108,395 shares; 2025Q3: 101,394 shares 101,394$3.5M2.29%-7,001Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,706 shares 15,706$2.97M1.95%newTimeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,662 shares; 2024Q4: 19,269 shares; 2025Q1: 20,815 shares; 2025Q2: 24,357 shares; 2025Q3: 35,161 shares 35,161$2.85M1.87%+10,804Timeline
BKLNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,891 shares; 2025Q2: 48,376 shares; 2025Q3: 135,573 shares 135,573$2.84M1.86%+87,197Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,929 shares; 2025Q2: 8,682 shares; 2025Q3: 13,118 shares 13,118$1.87M1.22%+4,436Timeline
EWUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,576 shares 37,576$1.58M1.03%newTimeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,765 shares; 2024Q4: 10,765 shares; 2025Q1: 8,914 shares; 2025Q2: 7,060 shares; 2025Q3: 30,849 shares 30,849$1.57M1.02%+23,789Timeline
MINTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,123 shares; 2025Q3: 14,214 shares 14,214$1.43M0.94%+12,091Timeline
FLINFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,421 shares; 2024Q4: 14,330 shares; 2025Q1: 16,015 shares; 2025Q2: 22,742 shares; 2025Q3: 36,145 shares 36,145$1.35M0.88%+13,403Timeline
GXCSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,441 shares; 2024Q4: 9,126 shares; 2025Q1: 9,379 shares; 2025Q2: 8,062 shares; 2025Q3: 12,357 shares 12,357$1.3M0.85%+4,295Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,755 shares; 2025Q1: 4,765 shares; 2025Q2: 6,478 shares; 2025Q3: 5,210 shares 5,210$1.26M0.83%-1,268Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,350 shares; 2025Q1: 1,353 shares; 2025Q2: 2,352 shares; 2025Q3: 2,952 shares 2,952$1.08M0.71%+600Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,513 shares; 2025Q2: 3,546 shares; 2025Q3: 13,317 shares 13,317$799K0.52%+9,771Timeline
SPXLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,653 shares; 2025Q3: 3,122 shares 3,122$662K0.43%-531Timeline
HOLXHOLOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,015 shares; 2025Q1: 19,928 shares; 2025Q2: 11,131 shares; 2025Q3: 9,235 shares 9,235$623K0.41%-1,896Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,441 shares; 2024Q4: 4,441 shares; 2025Q1: 3,308 shares; 2025Q2: 3,624 shares; 2025Q3: 3,218 shares 3,218$600K0.39%-406Timeline
VGLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,202 shares 10,202$580K0.38%newTimeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,989 shares; 2024Q4: 8,044 shares; 2025Q1: 8,312 shares; 2025Q2: 8,370 shares; 2025Q3: 8,409 shares 8,409$568K0.37%+39Timeline
VOXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,273 shares; 2024Q4: 3,273 shares; 2025Q1: 3,273 shares; 2025Q2: 2,867 shares; 2025Q3: 2,867 shares 2,867$538K0.35%0Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,550 shares; 2025Q3: 8,608 shares 8,608$507K0.33%-2,942Timeline
VCRVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,443 shares; 2024Q4: 1,443 shares; 2025Q1: 1,443 shares; 2025Q2: 1,262 shares; 2025Q3: 1,262 shares 1,262$500K0.33%0Timeline
UPROPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,345 shares; 2025Q3: 4,345 shares 4,345$484K0.32%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 823 shares; 2025Q1: 689 shares; 2025Q2: 675 shares; 2025Q3: 649 shares 649$432K0.28%-26Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,929 shares; 2025Q3: 5,079 shares 5,079$378K0.25%-2,850Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,066 shares; 2025Q3: 8,409 shares 8,409$360K0.24%-3,657Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,463 shares; 2025Q3: 1,351 shares 1,351$344K0.23%-112Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,211 shares; 2024Q4: 1,206 shares; 2025Q1: 1,149 shares; 2025Q2: 477 shares; 2025Q3: 456 shares 456$306K0.2%-21Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 794 shares; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 393 shares; 2025Q3: 354 shares 354$282K0.18%-39Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 1,424 shares; 2025Q1: 1,020 shares; 2025Q2: 813 shares; 2025Q3: 728 shares 728$259K0.17%-85Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,998 shares; 2024Q4: 5,264 shares; 2025Q1: 5,080 shares; 2025Q2: 3,507 shares; 2025Q3: 3,284 shares 3,284$225K0.15%-223Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
AGGISHARES TR4,714$468Kshares

How Q3 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 0002021464-25-000006 base2025-11-17acceptance time not in the bulk data set