Mittelman Wealth Management
CIK
2021464
Location
ANDOVER, MA
Portfolio Value
Micro
$11,445,546
Diversification
Moderately concentrated
Filing Date
Global Rank
#7,699
/ 8,232
▲ 118
Top Industry
Security & Protection Services
46.7%
3Y Alpha vs SPY
-0.5%
Period ended 2 months ago
Filed May 15, 2026 · 29d
9 quarters · since Mar 2024
Clone Performance
May 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+42.2%
SPY
+43.4%
Annualised alpha
-0.5%
Max drawdown
−25.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
15 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
45.0%
−15.5 pts
Top 5
68.6%
−10.4 pts
Top 10
87.5%
−6.9 pts
HHI
2,267
Moderately concentrated−1,540
Portfolio Trend
9 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 51.4% | $5,884,500 |
| Technology | 21.1% | $2,413,453 |
| Financial Services | 8.3% | $955,410 |
| Healthcare | 6.4% | $732,315 |
| Consumer Defensive | 4.2% | $479,720 |
| Unclassified | 3.8% | $438,329 |
| Energy | 2.8% | $314,805 |
| Consumer Cyclical | 2.0% | $227,014 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EVLV | Evolv Technologies Holdings, Inc. | −283,474 | 850,425 | $5,145,071 | |
| CSCO | Cisco Systems, Inc. | −1,047 | 5,284 | $409,985 | |
| HAL | Halliburton Co | −868 | 8,074 | $314,805 | |
| WMT | Walmart Inc. | −756 | 3,860 | $479,720 | |
| IBM | International Business Machines Corp | −302 | 1,216 | $294,746 | |
| GE | General Electric Co | −287 | 1,363 | $386,778 | |
| GS | Goldman Sachs Group Inc | −192 | 847 | $716,553 | |
| GEV | GE Vernova Inc. | −91 | 404 | $352,651 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GOOGL | Alphabet Inc. | 738 | $230,994 | |
| No positions match the current search. | ||||
15 positions ·
$11,445,546 total
· as of Mar 31, 2026
All sectors
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| EVLV |
Evolv Technologies Holdings, Inc.
Industrials
|
Reduced | 850,425 | $5,145,071 | 44.95% | |
| NVDA |
Nvidia Corp
Technology
|
NEW | 4,281 | $746,606 | 6.52% | |
| HOLX |
HOLOGIC INC
Healthcare
|
Added | 9,688 | $732,315 | 6.40% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 847 | $716,553 | 6.26% | |
| AAPL |
Apple Inc.
Technology
|
Added | 2,013 | $510,879 | 4.46% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 3,860 | $479,720 | 4.19% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,219 | $451,237 | 3.94% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 674 | $438,329 | 3.83% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 5,284 | $409,985 | 3.58% | |
| GE |
General Electric Co
Industrials
|
Reduced | 1,363 | $386,778 | 3.38% | |
| GEV |
GE Vernova Inc.
Industrials
|
Reduced | 404 | $352,651 | 3.08% | |
| HAL |
Halliburton Co
Energy
|
Reduced | 8,074 | $314,805 | 2.75% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 1,216 | $294,746 | 2.58% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
NEW | 812 | $238,857 | 2.09% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
NEW | 1,090 | $227,014 | 1.98% |