Mittelman Wealth Management

CIK

2021464

Location

ANDOVER, MA

Portfolio Value

Micro $6,556,128

Diversification

Moderately concentrated

Filing Date

Global Rank

#8,230 / 8,517 ▼ 964

Top Industry

Security & Protection Services 48.1%

3Y Alpha vs SPY

+1.1%

Period ended 48 days ago

Filed Aug 7, 2026 · 10d

10 quarters · since Mar 2024

Clone Performance

May 2024–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+48.4%

SPY

+46.5%

Annualised alpha

+0.7%

Max drawdown

−15.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 10 quarters. Past performance does not predict future results.

Portfolio Concentration

16 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

43.9%

+1.4 pts

Top 5

69.4%

−18.8 pts

Top 10

88.4%

−5.6 pts

HHI

2,197

Moderately concentrated−538

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Industrials	52.8%	$3,464,357	3
Technology	18.4%	$1,208,003	6
Financial Services	14.3%	$936,295	3
Unclassified	8.7%	$570,532	1
Consumer Defensive	3.5%	$229,464	1
Consumer Cyclical	1.3%	$82,465	1
Communication Services	1.0%	$65,012	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
SPY	Spdr S&P 500 ETF Trust	+90	764	$570,532
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
EVLV	Evolv Technologies Holdings, Inc.	−354,344	496,081	$2,877,269
CSCO	Cisco Systems, Inc.	−3,303	1,981	$232,688
NVDA	Nvidia Corp	−2,928	1,353	$270,721
WMT	Walmart Inc.	−1,834	2,026	$229,464
GOOGL	Alphabet Inc.	−1,269	184	$65,012
AAPL	Apple Inc.	−1,208	805	$232,934
MSFT	Microsoft Corp	−789	430	$160,398
AMZN	Amazon Com Inc	−744	346	$82,465
GE	General Electric Co	−534	829	$309,822
IBM	International Business Machines Corp	−431	785	$220,749
GS	Goldman Sachs Group Inc	−425	422	$426,798
JPM	Jpmorgan Chase & Co	−377	435	$142,388
GEV	GE Vernova Inc.	−168	236	$277,266
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
AFL	Aflac Inc	3,131	$367,109
KLAC	Kla Corp	300	$90,513
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
VIG	Vanguard Dividend Appreciation ETF	100,578	$21,630,304
VEA	Vanguard FTSE Developed Markets ETF	220,830	$14,150,786
VB	Vanguard Morningstar Small-Cap ETF	11,683	$3,060,011
AKRE	Akre Focus ETF	16,987	$897,762
HAL	Halliburton Co	8,074	$314,805
HOLX	HOLOGIC INC	9,688	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

16 tracked positions · $6,556,128 total · filing declares 53 positions · $151,202,024 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
EVLV	Evolv Technologies Holdings, Inc. Industrials	Reduced	496,081	-354,344	$2,877,269	−44.1%	43.89%
SPY	Spdr S&P 500 ETF Trust	Added	764	+90	$570,532	+30.2%	8.70%
GS	Goldman Sachs Group Inc Financial Services	Reduced	422	-425	$426,798	−40.4%	6.51%
AFL	Aflac Inc Financial Services	NEW	3,131	NEW	$367,109	NEW	5.60%
GE	General Electric Co Industrials	Reduced	829	-534	$309,822	−19.9%	4.73%
GEV	GE Vernova Inc. Industrials	Reduced	236	-168	$277,266	−21.4%	4.23%
NVDA	Nvidia Corp Technology	Reduced	1,353	-2,928	$270,721	−63.7%	4.13%
AAPL	Apple Inc. Technology	Reduced	805	-1,208	$232,934	−54.4%	3.55%
CSCO	Cisco Systems, Inc. Technology	Reduced	1,981	-3,303	$232,688	−43.2%	3.55%
WMT	Walmart Inc. Consumer Defensive	Reduced	2,026	-1,834	$229,464	−52.2%	3.50%
IBM	International Business Machines Corp Technology	Reduced	785	-431	$220,749	−25.1%	3.37%
MSFT	Microsoft Corp Technology	Reduced	430	-789	$160,398	−64.5%	2.45%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	435	-377	$142,388	−40.4%	2.17%
KLAC	Kla Corp Technology	NEW	300	NEW	$90,513	NEW	1.38%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	346	-744	$82,465	−63.7%	1.26%
GOOGL	Alphabet Inc. Communication Services	Reduced	184	-1,269	$65,012	−84.4%	0.99%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.