Mittelman Wealth Management

CIK

2021464

Location

ANDOVER, MA

Portfolio Value

Micro $40,214,104

Diversification

Diversified

Filing Date

Global Rank

#8,615 / 8,798 ▼ 1382 · as of Jun 2026

Top Industry

Security & Protection Services 43.1%

Period ended 3 months ago

Filed Aug 7, 2026 · 2mo

10 quarters · since Mar 2024

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

21.5%

+3.3 pts

Top 5

55.4%

−14.4 pts

Top 10

82.4%

−8.3 pts

HHI

929

Diversified−170

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	83.4%	$33,536,988	16
Industrials	8.6%	$3,464,357	3
Financial Services	4.0%	$1,627,815	4
Technology	3.0%	$1,208,003	6
Consumer Defensive	0.6%	$229,464	1
Consumer Cyclical	0.2%	$82,465	1
Communication Services	0.2%	$65,012	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
AAPD	Direxion Shares ETF Trust Direxion Daily AAPL Bear 1X ETF	+2,518	5,640	$0
SPY	Spdr S&P 500 ETF Trust	+90	764	$570,532
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−491,617	132,474	$8,634,726
EVLV	Evolv Technologies Holdings, Inc.	−354,344	496,081	$2,877,269
VEU	Vanguard FTSE All-World Ex-US ETF	−212,594	43,496	$2,840,627
VEA	Vanguard FTSE Developed Markets ETF	−185,651	35,179	$2,506,503
BUYZ	Franklin Disruptive Commerce ETF	−123,616	26,220	$1,019,267
IVZ	Invesco Ltd.	−119,212	33,948	$691,520
VIGI	Vanguard International Dividend Appreciation ETF	−98,336	19,314	$3,052,191
VIG	Vanguard Dividend Appreciation ETF	−85,381	15,197	$3,595,914
BNDW	Vanguard Total World Bond ETF	−46,704	33,305	$1,915,764
VB	Vanguard Morningstar Small-Cap ETF	−27,540	18,183	$4,127,850
EDV	Vanguard World Funds Extended Duration ETF	−21,892	9,804	$2,142,314
CWI	State Street SPDR MSCI ACWI ex-US ETF	−11,275	5,541	$479,407
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−6,509	4,016	$203,089
BKF	iShares MSCI BIC ETF	−4,113	3,790	$387,717
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
BILZ	PIMCO Ultra Short Government Active ETF	−796	14,334	$1,445,010
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
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

3 positions

Ticker	Company	Shares	Value
AKRE	Akre Focus ETF	16,987	$897,762
HAL	Halliburton Co	8,074	$314,805
—		9,688	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

32 tracked positions · $40,214,104 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
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	132,474	-491,617	$8,634,726	—	21.47%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	18,183	-27,540	$4,127,850	−72.1%	10.26%
VIG	Vanguard Dividend Appreciation ETF	Reduced	15,197	-85,381	$3,595,914	−83.4%	8.94%
VIGI	Vanguard International Dividend Appreciation ETF	Reduced	19,314	-98,336	$3,052,191	−82.5%	7.59%
EVLV	Evolv Technologies Holdings, Inc. Industrials	Reduced	496,081	-354,344	$2,877,269	−44.1%	7.15%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	43,496	-212,594	$2,840,627	−81.3%	7.06%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	35,179	-185,651	$2,506,503	−82.3%	6.23%
EDV	Vanguard World Funds Extended Duration ETF	Reduced	9,804	-21,892	$2,142,314	−67.5%	5.33%
BNDW	Vanguard Total World Bond ETF	Reduced	33,305	-46,704	$1,915,764	−59.0%	4.76%
BILZ	PIMCO Ultra Short Government Active ETF	Reduced	14,334	-796	$1,445,010	−5.0%	3.59%
BUYZ	Franklin Disruptive Commerce ETF	Reduced	26,220	-123,616	$1,019,267	−80.7%	2.53%
IVZ	Invesco Ltd. Financial Services	Reduced	33,948	-119,212	$691,520	−77.9%	1.72%
ANEW	ProShares MSCI Transformational Changes ETF	Held	4,345	0	$616,077	—	1.53%
SPY	Spdr S&P 500 ETF Trust	Added	764	+90	$570,532	+30.2%	1.42%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Reduced	5,541	-11,275	$479,407	−69.4%	1.19%
GS	Goldman Sachs Group Inc Financial Services	Reduced	422	-425	$426,798	−40.4%	1.06%
BKF	iShares MSCI BIC ETF	Reduced	3,790	-4,113	$387,717	−37.6%	0.96%
AFL	Aflac Inc Financial Services	NEW	3,131	NEW	$367,109	NEW	0.91%
GE	General Electric Co Industrials	Reduced	829	-534	$309,822	−19.9%	0.77%
GEV	GE Vernova Inc. Industrials	Reduced	236	-168	$277,266	−21.4%	0.69%
NVDA	Nvidia Corp Technology	Reduced	1,353	-2,928	$270,721	−63.7%	0.67%
AAPL	Apple Inc. Technology	Reduced	805	-1,208	$232,934	−54.4%	0.58%
CSCO	Cisco Systems, Inc. Technology	Reduced	1,981	-3,303	$232,688	−43.2%	0.58%
WMT	Walmart Inc. Consumer Defensive	Reduced	2,026	-1,834	$229,464	−52.2%	0.57%
IBM	International Business Machines Corp Technology	Reduced	785	-431	$220,749	−25.1%	0.55%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Reduced	4,016	-6,509	$203,089	−61.9%	0.51%
MSFT	Microsoft Corp Technology	Reduced	430	-789	$160,398	−64.5%	0.40%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	435	-377	$142,388	−40.4%	0.35%
KLAC	Kla Corp Technology	NEW	300	NEW	$90,513	NEW	0.23%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	346	-744	$82,465	−63.7%	0.21%
GOOGL	Alphabet Inc. Communication Services	Reduced	184	-1,269	$65,012	−84.4%	0.16%
AAPD	Direxion Shares ETF Trust Direxion Daily AAPL Bear 1X ETF	Added	5,640	+2,518	$0	—	0.00%

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.