§ 13F · FUND PROFILE
Mittelman Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $118.5T (13F)Positions · 38Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$153.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD DIVIDEND | 98K | $21.5T | 14.0% | NEW |
| 2 | VYM | VANGUARD HIGH DIVIDEND | 121K | $17.3T | 11.3% | NEW |
| 3 | VEA | VANGUARD FTSE DEVELOPED | 214K | $13.4T | 8.7% | NEW |
| 4 | VWO | VANGUARD FTSE EMERGING | 226K | $12.1T | 7.9% | NEW |
| 5 | VOO | VANGUARD S&P 500 ETF | 18K | $11.5T | 7.5% | NEW |
| 6 | IGIB | ISHARES TRT IS 5-10 INV | 196K | $10.6T | 6.9% | NEW |
| 7 | EVLV | EVOLV TECHNOLOGIES HLDGS | 1.13M | $8.1T | 5.3% | NEW |
| 8 | IGLB | ISHRS 10 YR INVEST GRADE | 148K | $7.4T | 4.8% | NEW |
| 9 | IGSB | ISHARES TR IS 1-5 YR IN | 136K | $7.2T | 4.7% | NEW |
| 10 | VO | VANGUARD MID CAP ETF | 15K | $4.4T | 2.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MITTELMAN SIGNAL
AC read
Mittelman Wealth Management is a Other fund managing $118471.3 trillion in assets. The fund runs a portfolio of 38 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed