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Mittelman Wealth Management

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13F filer, CIK 2021464, ANDOVER, MA

Mittelman Wealth Management reported $153,873,890 across 43 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 73.87% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002021464-26-000001

Period
2025-12-31
Reported value
$154M
Holdings
43
Top 10 weight
73.87%
New
8
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IWMadded+4,622$1.34M
AKREnew+18,409$1.21M
VPUadded+5,108$945K
IGSBadded+16,490$872K
GSadded+685$602K

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
EVLVreduced-377,967-$2.71M
MINTexited-14,214-$1.43M
VYMreduced-9,855-$1.41M
VIGreduced-5,900-$1.3M
JPSTreduced-21,390-$1.08M

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, Q4 2025

Share positions as resolved from 13F-HR 0002021464-26-000001, largest first. % of portfolio is the value over $153,873,890, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,662 shares; 2024Q4: 89,116 shares; 2025Q1: 93,934 shares; 2025Q2: 92,702 shares; 2025Q3: 103,857 shares; 2025Q4: 97,957 shares 97,957$21.5M13.99%-5,900Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,342 shares; 2024Q4: 139,286 shares; 2025Q1: 147,052 shares; 2025Q2: 136,560 shares; 2025Q3: 130,572 shares; 2025Q4: 120,717 shares 120,717$17.3M11.26%-9,855Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389,465 shares; 2024Q4: 261,338 shares; 2025Q1: 253,873 shares; 2025Q2: 197,471 shares; 2025Q3: 205,932 shares; 2025Q4: 214,116 shares 214,116$13.4M8.69%+8,184Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,833 shares; 2024Q4: 241,496 shares; 2025Q1: 241,365 shares; 2025Q2: 217,369 shares; 2025Q3: 219,849 shares; 2025Q4: 225,745 shares 225,745$12.1M7.89%+5,896Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,815 shares; 2024Q4: 24,799 shares; 2025Q1: 23,631 shares; 2025Q2: 19,288 shares; 2025Q3: 19,369 shares; 2025Q4: 18,380 shares 18,380$11.5M7.49%-989Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,971 shares; 2024Q4: 132,345 shares; 2025Q1: 134,595 shares; 2025Q2: 169,222 shares; 2025Q3: 193,023 shares; 2025Q4: 196,233 shares 196,233$10.6M6.87%+3,210Timeline
EVLVEVOLV TECHNOLOGIES HLDNGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,511,866 shares; 2025Q4: 1,133,899 shares 1,133,899$8.12M5.28%-377,967Timeline
IGLBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,689 shares; 2024Q4: 155,523 shares; 2025Q1: 151,284 shares; 2025Q2: 141,922 shares; 2025Q3: 142,261 shares; 2025Q4: 147,643 shares 147,643$7.45M4.84%+5,382Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,644 shares; 2024Q4: 25,796 shares; 2025Q1: 42,850 shares; 2025Q2: 74,500 shares; 2025Q3: 119,404 shares; 2025Q4: 135,894 shares 135,894$7.19M4.67%+16,490Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,573 shares; 2024Q4: 7,702 shares; 2025Q1: 8,332 shares; 2025Q2: 10,244 shares; 2025Q3: 13,372 shares; 2025Q4: 15,322 shares 15,322$4.45M2.89%+1,950Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,454 shares; 2024Q4: 12,306 shares; 2025Q1: 15,643 shares; 2025Q2: 22,613 shares; 2025Q3: 16,964 shares; 2025Q4: 15,655 shares 15,655$4.04M2.62%-1,309Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,706 shares; 2025Q4: 20,814 shares 20,814$3.85M2.5%+5,108Timeline
FLJPFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,537 shares; 2024Q4: 90,990 shares; 2025Q1: 95,463 shares; 2025Q2: 108,395 shares; 2025Q3: 101,394 shares; 2025Q4: 102,108 shares 102,108$3.52M2.29%+714Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,662 shares; 2024Q4: 19,269 shares; 2025Q1: 20,815 shares; 2025Q2: 24,357 shares; 2025Q3: 35,161 shares; 2025Q4: 35,862 shares 35,862$2.89M1.88%+701Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,755 shares; 2025Q1: 4,765 shares; 2025Q2: 6,478 shares; 2025Q3: 5,210 shares; 2025Q4: 9,832 shares 9,832$2.84M1.85%+4,622Timeline
BKLNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,891 shares; 2025Q2: 48,376 shares; 2025Q3: 135,573 shares; 2025Q4: 133,224 shares 133,224$2.8M1.82%-2,349Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,929 shares; 2025Q2: 8,682 shares; 2025Q3: 13,118 shares; 2025Q4: 14,333 shares 14,333$2.05M1.34%+1,215Timeline
EWUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,576 shares; 2025Q4: 43,965 shares 43,965$1.93M1.26%+6,389Timeline
FLINFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,421 shares; 2024Q4: 14,330 shares; 2025Q1: 16,015 shares; 2025Q2: 22,742 shares; 2025Q3: 36,145 shares; 2025Q4: 39,610 shares 39,610$1.53M0.99%+3,465Timeline
GXCSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,441 shares; 2024Q4: 9,126 shares; 2025Q1: 9,379 shares; 2025Q2: 8,062 shares; 2025Q3: 12,357 shares; 2025Q4: 14,320 shares 14,320$1.39M0.9%+1,963Timeline
AKREPROFESIONALLY MANAGED PORTFOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,409 shares 18,409$1.21M0.78%newTimeline
VOXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,273 shares; 2024Q4: 3,273 shares; 2025Q1: 3,273 shares; 2025Q2: 2,867 shares; 2025Q3: 2,867 shares; 2025Q4: 5,766 shares 5,766$1.12M0.73%+2,899Timeline
VCRVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,443 shares; 2024Q4: 1,443 shares; 2025Q1: 1,443 shares; 2025Q2: 1,262 shares; 2025Q3: 1,262 shares; 2025Q4: 2,544 shares 2,544$1M0.65%+1,282Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,513 shares; 2025Q2: 3,546 shares; 2025Q3: 13,317 shares; 2025Q4: 16,681 shares 16,681$1000K0.65%+3,364Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 794 shares; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 393 shares; 2025Q3: 354 shares; 2025Q4: 1,039 shares 1,039$913K0.59%+685Timeline
SPXLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,653 shares; 2025Q3: 3,122 shares; 2025Q4: 3,122 shares 3,122$689K0.45%0Timeline
VGLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,202 shares; 2025Q4: 11,474 shares 11,474$640K0.42%+1,272Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,989 shares; 2024Q4: 8,044 shares; 2025Q1: 8,312 shares; 2025Q2: 8,370 shares; 2025Q3: 8,409 shares; 2025Q4: 8,563 shares 8,563$622K0.4%+154Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,550 shares; 2025Q3: 8,608 shares; 2025Q4: 9,613 shares 9,613$565K0.37%+1,005Timeline
HOLXHOLOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,015 shares; 2025Q1: 19,928 shares; 2025Q2: 11,131 shares; 2025Q3: 9,235 shares; 2025Q4: 7,389 shares 7,389$550K0.36%-1,846Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,616 shares 4,616$514K0.33%newTimeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,268 shares; 2024Q4: not reported; 2025Q1: 1,010 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,650 shares 1,650$508K0.33%newTimeline
UPROPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,345 shares; 2025Q3: 4,345 shares; 2025Q4: 4,345 shares 4,345$503K0.33%0Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,998 shares; 2024Q4: 5,264 shares; 2025Q1: 5,080 shares; 2025Q2: 3,507 shares; 2025Q3: 3,284 shares; 2025Q4: 6,331 shares 6,331$488K0.32%+3,047Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,765 shares; 2024Q4: 10,765 shares; 2025Q1: 8,914 shares; 2025Q2: 7,060 shares; 2025Q3: 30,849 shares; 2025Q4: 9,459 shares 9,459$479K0.31%-21,390Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,287 shares; 2024Q4: 1,105 shares; 2025Q1: 840 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,518 shares 1,518$450K0.29%newTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 823 shares; 2025Q1: 689 shares; 2025Q2: 675 shares; 2025Q3: 649 shares; 2025Q4: 645 shares 645$440K0.29%-4Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,463 shares; 2025Q3: 1,351 shares; 2025Q4: 1,390 shares 1,390$378K0.25%+39Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 495 shares 495$324K0.21%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 538 shares 538$261K0.17%newTimeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,942 shares 8,942$253K0.16%newTimeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,929 shares; 2025Q3: 5,079 shares; 2025Q4: 3,165 shares 3,165$234K0.15%-1,914Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 738 shares 738$232K0.15%newTimeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
MINTPIMCO ETF TR14,214$1.43Mshares
IWBISHARES TR2,952$1.08Mshares
NVDANVIDIA CORPORATION3,218$600Kshares
SPDWSPDR INDEX SHS FDS8,409$360Kshares
IVVISHARES TR456$306Kshares
GLDSPDR GOLD TR728$259Kshares

How Q4 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 0002021464-26-000001 base2026-02-17acceptance time not in the bulk data set