Mittelman Wealth Management
Top Portfolio Positions
15 positions ·
$11,445,546 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| EVLV |
Evolv Technologies Holdings, Inc.
Industrials
|
850,425 | $5,145,071 | 44.95% |
| NVDA |
Nvidia Corp
Technology
|
4,281 | $746,606 | 6.52% |
| HOLX |
HOLOGIC INC
Healthcare
|
9,688 | $732,315 | 6.40% |
| GS |
Goldman Sachs Group Inc
Financial Services
|
847 | $716,553 | 6.26% |
| AAPL |
Apple Inc.
Technology
|
2,013 | $510,879 | 4.46% |
| WMT |
Walmart Inc.
Consumer Defensive
|
3,860 | $479,720 | 4.19% |
| MSFT |
Microsoft Corp
Technology
|
1,219 | $451,237 | 3.94% |
| SPY |
Spdr S&P 500 Etf Trust
|
674 | $438,329 | 3.83% |
| CSCO |
Cisco Systems, Inc.
Technology
|
5,284 | $409,985 | 3.58% |
| GE |
General Electric Co
Industrials
|
1,363 | $386,778 | 3.38% |
Portfolio Trend
Holdings in EVLV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,145,071 | 850,425 | Shares | Sole | 2026-05-15 | |
| No quarters match your search. | ||||||