§ 13F · FUND PROFILE
Mittelman Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $118M (13F)Positions · 38Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD DIVIDEND | 101K | $22M | 13.5% | +3% |
| 2 | VYM | VANGUARD HIGH DIVIDEND | 118K | $17M | 10.9% | −3% |
| 3 | VEA | VANGUARD FTSE DEVELOPED | 221K | $14M | 8.8% | +3% |
| 4 | VWO | VANGUARD FTSE EMERGING | 241K | $13M | 8.1% | +7% |
| 5 | IGIB | ISHARES 5-10 YEAR | 214K | $11M | 7.1% | +9% |
| 6 | VOO | VANGUARD S&P 500 ETF | 18K | $11M | 6.6% | −4% |
| 7 | IGLB | ISHARES 10 YEAR | 181K | $9M | 5.6% | +22% |
| 8 | IGSB | ISHARES 1-5 YEAR | 125K | $7M | 4.1% | −8% |
| 9 | EVLV | EVOLV TECHNOLOGIES HLDGS | 850K | $5M | 3.2% | −25% |
| 10 | VO | VANGUARD MID-CAP INDEX | 16K | $5M | 2.9% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MITTELMAN SIGNAL
AC read
Mittelman Wealth Management is a Other fund managing $118 million in assets. The fund runs a portfolio of 38 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed