Q3 2025 · 13F-HR
Mittelman Wealth Managementholdings as filed
Filed 2025-11-17 · accession 0002021464-25-000006
The Brief · Mittelman Wealth Management · Q3 2025
AI · grounded in 13F
Mittelman Wealth Management established a new position in the Vanguard Dividend Appreciation ETF VIG valued at $22.4M. The fund also initiated stakes in the Vanguard High Dividend Yield ETF VYM for $18.4M and the Vanguard FTSE Developed Markets ETF VEA for $12.3M. Additional new positions include the Vanguard FTSE Emerging Markets ETF VWO, the Vanguard S&P 500 ETF VOO, and Evolv Technologies Hldgs Class A EVLV.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 921908844 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $22.4M | 14.7% | 103,857 | Common | SOLE |
| 921946406 | VYM | VANGUARD HIGH DIVIDEND YIELD ETF | $18.4M | 12.0% | 130,572 | Common | SOLE |
| 921943858 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $12.3M | 8.08% | 205,932 | Common | SOLE |
| 922042858 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $11.9M | 7.80% | 219,849 | Common | SOLE |
| 922908363 | VOO | VANGUARD S&P 500 ETF | $11.9M | 7.77% | 19,369 | Common | SOLE |
| 30049H102 | EVLV | EVOLV TECHNOLOGIES HLDGS CLASS A | $11.4M | 7.47% | 1,511,866 | Common | SOLE |
| 464288638 | IGIB | ISHARES TRT IS 5-10 INV GR CR BD ETF | $10.4M | 6.84% | 193,023 | Common | SOLE |
| 464289511 | IGLB | ISHRS 10 YR INVEST GRADE BOND ETF | $7.3M | 4.80% | 142,261 | Common | SOLE |
| 464288646 | IGSB | ISHARES TR IS 1-5 YR IN GR CR BD ETF | $6.3M | 4.15% | 119,404 | Common | SOLE |
| 922908751 | VB | VANGUARD SMALL CAP ETF | $4.3M | 2.82% | 16,964 | Common | SOLE |
| 922908629 | VO | VANGUARD MID CAP ETF | $3.9M | 2.57% | 13,372 | Common | SOLE |
| 35473P744 | FLJP | FRANKLIN FTSE JAPAN ETF | $3.5M | 2.29% | 101,394 | Common | SOLE |
| 92204A876 | VPU | VANGUARD UTILITIES ETF | $3.0M | 1.95% | 15,706 | Common | SOLE |
| 464288513 | HYG | ISHARES IBOXX HIGH YIELD BOND ETF | $2.9M | 1.87% | 35,161 | Common | SOLE |
| 46138G508 | BKLN | INVESCO SENIOR LOAN ETF | $2.8M | 1.86% | 135,573 | Common | SOLE |
| 922042718 | VSS | VGRD FTSE ALL WRLD EX US SML CAP ETF | $1.9M | 1.22% | 13,118 | Common | SOLE |
| 46435G334 | EWU | ISHARES MSCI UNITED KINGDOME ETF | $1.6M | 1.03% | 37,576 | Common | SOLE |
| 46641Q837 | JPST | JPMORGAN ULTRA SHORT INCOME ETF | $1.6M | 1.02% | 30,849 | Common | SOLE |
| 72201R833 | MINT | PIMCO ENHANCED SHRT MATURTY ACTV ETF | $1.4M | 0.94% | 14,214 | Common | SOLE |
| 35473P769 | FLIN | FRANKLIN FTSE INDIA ETF | $1.3M | 0.88% | 36,145 | Common | SOLE |
| 78463X400 | GXC | SPDR S&P CHINA ETF | $1.3M | 0.85% | 12,357 | Common | SOLE |
| 464287655 | IWM | ISHARES RUSSELL 2000 ETF | $1.3M | 0.83% | 5,210 | Common | SOLE |
| 464287622 | IWB | ISHARES RUSSELL 1000 ETF | $1.1M | 0.71% | 2,952 | Common | SOLE |
| 92206C706 | VGIT | VANGUARD INTER-TERM TREAS INDEX FD | $799,455 | 0.52% | 13,317 | Common | SOLE |
| 25459W862 | SPXL | DIREXION DAILY S&P 500 BULL 3X ETF | $661,551 | 0.43% | 3,122 | Common | SOLE |
| 436440101 | HO1 | HOLOGIC INC | $623,270 | 0.41% | 9,235 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORP | $600,470 | 0.39% | 3,218 | Common | SOLE |
| 92206C847 | VGLT | VANGUARD LONG-TERM TREAS INDEX FD ETF SHS | $580,115 | 0.38% | 10,202 | Common | SOLE |
| 46434G764 | EMXC | ISHARES MSCI EMERGING MARKETS ETF | $567,744 | 0.37% | 8,409 | Common | SOLE |
| 92204A884 | VOX | VANGUARD COMMUNICATION SERVICES ETF | $538,221 | 0.35% | 2,867 | Common | SOLE |
| 92206C102 | VGSH | VANGUARD SHORT TERM TREASURY ETF | $506,603 | 0.33% | 8,608 | Common | SOLE |
| 92204A108 | VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $499,941 | 0.33% | 1,262 | Common | SOLE |
| 74347X864 | UPRO | PROSHARES ULTRAPRO S&P 500 ETF | $484,424 | 0.32% | 4,345 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF | $432,443 | 0.28% | 649 | Common | SOLE |
| 921937835 | BND | VANGUARD TOTAL BOND MARKET ETF | $377,725 | 0.25% | 5,079 | Common | SOLE |
| 78463X889 | SPDW | SPDR PORTFOLIO DVLPD WRLD EX-US ETF | $359,821 | 0.24% | 8,409 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $344,005 | 0.23% | 1,351 | Common | SOLE |
| 464287200 | IVV | ISHARES CORE S&P 500 ETF | $305,551 | 0.20% | 456 | Common | SOLE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $281,907 | 0.18% | 354 | Common | SOLE |
| 78463V107 | GLD | SPDR GOLD SHARES ETF | $258,782 | 0.17% | 728 | Common | SOLE |
| 17275R102 | CSCO | CISCO SYS INC | $224,704 | 0.15% | 3,284 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.