§ 13F · FUND PROFILE
Mittelman Wealth Management.
AUM · $151M (13F)Positions · 53Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | 15K | $20M | 12.9% | −85% |
| 2 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | 19K | $15M | 10.1% | −84% |
| 3 | VOO | VANGUARD S&P 500 ETF | 4K | $12M | 8.2% | −79% |
| 4 | VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | 35K | $12M | 8.1% | −84% |
| 5 | VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | 41K | $12M | 8.0% | −83% |
| 6 | IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 39K | $11M | 7.0% | −82% |
| 7 | IGLB | ISHARES 10 YEAR | 33K | $8M | 5.2% | −82% |
| 8 | IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 30K | $7M | 4.8% | −76% |
| 9 | VPU | VANGUARD UTILITIES INDEX FUND ETF SHARES | 6K | $6M | 3.8% | −76% |
| 10 | VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | 13K | $4M | 2.9% | −23% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MITTELMAN SIGNAL
AC read
Mittelman Wealth Management is a Other fund managing $151 million in assets. The fund runs a portfolio of 53 positions.
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