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Mittelman Wealth Management

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13F filer, CIK 2021464, ANDOVER, MA

Mittelman Wealth Management reported $160,387,771 across 52 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 70.8% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002021464-26-000002

Period
2026-03-31
Reported value
$160M
Holdings
52
Top 10 weight
70.8%
New
11
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VGITadded+33,278$1.98M
IGLBadded+33,156$1.65M
MINTnew+15,130$1.52M
IWBnew+3,428$1.2M
IGIBadded+17,623$938K

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-283,474-$1.72M
IWMreduced-4,431-$1.1M
VBreduced-3,972-$1.04M
IGSBreduced-11,230-$590K
VYMreduced-3,067-$454K

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, Q1 2026

Share positions as resolved from 13F-HR 0002021464-26-000002, largest first. % of portfolio is the value over $160,387,771, 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; 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; 2026Q1: 100,578 shares 100,578$21.6M13.49%+2,621Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 117,650 shares 117,650$17.4M10.86%-3,067Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 220,830 shares 220,830$14.2M8.82%+6,714Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 240,969 shares 240,969$13M8.12%+15,224Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 213,856 shares 213,856$11.4M7.1%+17,623Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 17,684 shares 17,684$10.6M6.59%-696Timeline
IGLBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 180,799 shares 180,799$8.97M5.59%+33,156Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 124,664 shares 124,664$6.55M4.09%-11,230Timeline
EVLVEVOLV TECHNOLOGIES HLDNGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,511,866 shares; 2025Q4: 1,133,899 shares; 2026Q1: 850,425 shares 850,425$5.15M3.21%-283,474Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 16,356 shares 16,356$4.7M2.93%+1,034Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,706 shares; 2025Q4: 20,814 shares; 2026Q1: 23,386 shares 23,386$4.63M2.89%+2,572Timeline
FLJPFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 102,476 shares 102,476$3.71M2.31%+368Timeline
BKLNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,891 shares; 2025Q2: 48,376 shares; 2025Q3: 135,573 shares; 2025Q4: 133,224 shares; 2026Q1: 153,160 shares 153,160$3.13M1.95%+19,936Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 11,683 shares 11,683$3.06M1.91%-3,972Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,513 shares; 2025Q2: 3,546 shares; 2025Q3: 13,317 shares; 2025Q4: 16,681 shares; 2026Q1: 49,959 shares 49,959$2.98M1.85%+33,278Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 33,400 shares 33,400$2.66M1.66%-2,462Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,929 shares; 2025Q2: 8,682 shares; 2025Q3: 13,118 shares; 2025Q4: 14,333 shares; 2026Q1: 15,121 shares 15,121$2.2M1.37%+788Timeline
EWUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,576 shares; 2025Q4: 43,965 shares; 2026Q1: 46,550 shares 46,550$2.12M1.32%+2,585Timeline
FLINFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 47,360 shares 47,360$1.57M0.98%+7,750Timeline
GXCSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 16,816 shares 16,816$1.57M0.98%+2,496Timeline
MINTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,123 shares; 2025Q3: 14,214 shares; 2025Q4: not reported; 2026Q1: 15,130 shares 15,130$1.52M0.95%newTimeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,401 shares 5,401$1.34M0.84%-4,431Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,350 shares; 2025Q1: 1,353 shares; 2025Q2: 2,352 shares; 2025Q3: 2,952 shares; 2025Q4: not reported; 2026Q1: 3,428 shares 3,428$1.2M0.75%newTimeline
VOXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,766 shares 5,766$1.04M0.65%0Timeline
VGLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,202 shares; 2025Q4: 11,474 shares; 2026Q1: 18,590 shares 18,590$1.03M0.64%+7,116Timeline
VCRVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,544 shares 2,544$913K0.57%0Timeline
AKREPROFESIONALLY MANAGED PORTFOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,409 shares; 2026Q1: 16,987 shares 16,987$898K0.56%-1,422Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,441 shares; 2024Q4: 4,441 shares; 2025Q1: 3,308 shares; 2025Q2: 3,624 shares; 2025Q3: 3,218 shares; 2025Q4: not reported; 2026Q1: 4,281 shares 4,281$747K0.47%newTimeline
HOLXHOLOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 9,688 shares 9,688$732K0.46%+2,299Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 794 shares; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 393 shares; 2025Q3: 354 shares; 2025Q4: 1,039 shares; 2026Q1: 847 shares 847$717K0.45%-192Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,550 shares; 2025Q3: 8,608 shares; 2025Q4: 9,613 shares; 2026Q1: 11,460 shares 11,460$671K0.42%+1,847Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,903 shares 7,903$622K0.39%-660Timeline
SPXLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,653 shares; 2025Q3: 3,122 shares; 2025Q4: 3,122 shares; 2026Q1: 3,122 shares 3,122$577K0.36%0Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,493 shares 5,493$534K0.33%newTimeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,525 shares 10,525$533K0.33%+1,066Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,463 shares; 2025Q3: 1,351 shares; 2025Q4: 1,390 shares; 2026Q1: 2,013 shares 2,013$511K0.32%+623Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,616 shares; 2026Q1: 3,860 shares 3,860$480K0.3%-756Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 538 shares; 2026Q1: 1,219 shares 1,219$451K0.28%+681Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 823 shares; 2025Q1: 689 shares; 2025Q2: 675 shares; 2025Q3: 649 shares; 2025Q4: 645 shares; 2026Q1: 674 shares 674$439K0.27%+29Timeline
UPROPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,345 shares; 2025Q3: 4,345 shares; 2025Q4: 4,345 shares; 2026Q1: 4,345 shares 4,345$421K0.26%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,453 shares 1,453$417K0.26%newTimeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,284 shares 5,284$410K0.26%-1,047Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,268 shares; 2024Q4: not reported; 2025Q1: 1,010 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,650 shares; 2026Q1: 1,363 shares 1,363$387K0.24%-287Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 495 shares; 2026Q1: 404 shares 404$353K0.22%-91Timeline
IEIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,980 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,701 shares 2,701$320K0.2%newTimeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,942 shares; 2026Q1: 8,074 shares 8,074$315K0.2%-868Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,211 shares; 2024Q4: 1,206 shares; 2025Q1: 1,149 shares; 2025Q2: 477 shares; 2025Q3: 456 shares; 2025Q4: not reported; 2026Q1: 467 shares 467$305K0.19%newTimeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,287 shares; 2024Q4: 1,105 shares; 2025Q1: 840 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,518 shares; 2026Q1: 1,216 shares 1,216$295K0.18%-302Timeline
IGFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,354 shares 4,354$292K0.18%newTimeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,978 shares 2,978$284K0.18%newTimeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 812 shares 812$239K0.15%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,090 shares 1,090$227K0.14%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
BNDVANGUARD BD INDEX FDS3,165$234Kshares
GOOGLALPHABET INC738$232Kshares

How Q1 2026 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 0002021464-26-000002 base2026-05-15acceptance time not in the bulk data set