Mittelman Wealth Management

CIK 0002021464 • 6 13F filings • May 15, 2025 – Aug 7, 2026

Import this data to Google Sheets with:

=jivedata("mittelman-wealth-management","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: Mittelman Wealth Management, CHIEF COMPLIANCE OFFICER
Address: 4 WINTERBERRY LN, ANDOVER, MA, 01810
Phone: 6173781382
AUM: $153.9M

AUM over time

$151.2M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyConsumer DiscretionaryConsumer StaplesFinancialsOther

Holdings by filing

Portfolio value: $153.9M43 positionsView on SEC.gov

			% of Portfolio
AKRE FOCUS ETF	UIT EXCHANGE TRADED	$1.2M	0.8%	18,409 SH	New
ALPHABET INC	COMMON STOCK	$232K	0.2%	738 SH	New
APPLE INC	COMMON STOCK	$378K	0.2%Prev: 0.2%	1,390 SH	Increased+39 SH
CISCO SYS INC	COMMON STOCK	$488K	0.3%Prev: 0.1%	6,331 SH	Increased+3,047 SH
DIREXION DAILY S&P 500	UIT EXCHANGE TRADED	$689K	0.4%	3,122 SH	New
EVOLV TECHNOLOGIES HLDGS	COMMON STOCK	$8.1M	5.3%	1,133,899 SH	New
FRANKLIN FTSE INDIA ETF	UIT EXCHANGE TRADED	$1.5M	1.0%Prev: 0.9%	39,610 SH	Increased+3,465 SH
FRANKLIN FTSE JAPAN ETF	UIT EXCHANGE TRADED	$3.5M	2.3%Prev: 2.3%	102,108 SH	Increased+714 SH
GE AEROSPACE	COMMON STOCK	$508K	0.3%	1,650 SH	New
GE VERNOVA INC	COMMON STOCK	$324K	0.2%	495 SH	New
GOLDMAN SACHS GROUP INC	COMMON STOCK	$913K	0.6%Prev: 0.2%	1,039 SH	Increased+685 SH
HALLIBURTON CO	COMMON STOCK	$253K	0.2%	8,942 SH	New
HOLOGIC INC	COMMON STOCK	$550K	0.4%Prev: 0.4%	7,389 SH	Decreased-1,846 SH
IBM CORP	COMMON STOCK	$450K	0.3%	1,518 SH	New
INVESCO SENIOR LOAN ETF	UIT EXCHANGE TRADED	$2.8M	1.8%Prev: 1.9%	133,224 SH	Decreased-2,349 SH
ISHARES IBOXX HIGH YIELD	UIT EXCHANGE TRADED	$2.9M	1.9%	35,862 SH	New
ISHARES MSCI EMERGING	UIT EXCHANGE TRADED	$622K	0.4%	8,563 SH	New
ISHARES MSCI UNITED	UIT EXCHANGE TRADED	$1.9M	1.3%	43,965 SH	New
ISHARES RUSSELL 2000	UIT EXCHANGE TRADED	$2.8M	1.8%	9,832 SH	New
ISHARES TR IS 1-5 YR IN	UIT EXCHANGE TRADED	$7.2M	4.7%	135,894 SH	New
ISHARES TRT IS 5-10 INV	UIT EXCHANGE TRADED	$10.6M	6.9%	196,233 SH	New
ISHRS 10 YR INVEST GRADE	UIT EXCHANGE TRADED	$7.4M	4.8%	147,643 SH	New
JPMORGAN ULTRA SHORT	UIT EXCHANGE TRADED	$479K	0.3%	9,459 SH	New
MICROSOFT CORP	COMMON STOCK	$261K	0.2%	538 SH	New
PROSHARES ULTRAPRO S&P	UIT EXCHANGE TRADED	$503K	0.3%	4,345 SH	New
SPDR S&P 500 ETF	UIT EXCHANGE TRADED	$440K	0.3%Prev: 0.3%	645 SH	Increased-4 SH
SPDR S&P CHINA ETF	UIT EXCHANGE TRADED	$1.4M	0.9%Prev: 0.8%	14,320 SH	Increased+1,963 SH
VANGUARD COMMUNICATION	UIT EXCHANGE TRADED	$1.1M	0.7%	5,766 SH	New
VANGUARD CONSUMER	UIT EXCHANGE TRADED	$1.0M	0.7%	2,544 SH	New
VANGUARD DIVIDEND	UIT EXCHANGE TRADED	$21.5M	14.0%	97,957 SH	New
VANGUARD FTSE DEVELOPED	UIT EXCHANGE TRADED	$13.4M	8.7%	214,116 SH	New
VANGUARD FTSE EMERGING	UIT EXCHANGE TRADED	$12.1M	7.9%	225,745 SH	New
VANGUARD HIGH DIVIDEND	UIT EXCHANGE TRADED	$17.3M	11.3%	120,717 SH	New
VANGUARD INTER-TERM	UIT EXCHANGE TRADED	$1000K	0.6%	16,681 SH	New
VANGUARD LONG-TERM TREAS	UIT EXCHANGE TRADED	$640K	0.4%	11,474 SH	New
VANGUARD MID CAP ETF	UIT EXCHANGE TRADED	$4.4M	2.9%Prev: 2.6%	15,322 SH	Increased+1,950 SH
VANGUARD S&P 500 ETF	UIT EXCHANGE TRADED	$11.5M	7.5%Prev: 7.8%	18,380 SH	Decreased-989 SH
VANGUARD SHORT TERM	UIT EXCHANGE TRADED	$565K	0.4%	9,613 SH	New
VANGUARD SMALL CAP ETF	UIT EXCHANGE TRADED	$4.0M	2.6%Prev: 2.8%	15,655 SH	Decreased-1,309 SH
VANGUARD TOTAL BOND	UIT EXCHANGE TRADED	$234K	0.2%	3,165 SH	New
VANGUARD UTILITIES ETF	UIT EXCHANGE TRADED	$3.9M	2.5%Prev: 1.9%	20,814 SH	Increased+5,108 SH
VGRD FTSE ALL WRLD EX US	UIT EXCHANGE TRADED	$2.1M	1.3%	14,333 SH	New
WALMART INC	COMMON STOCK	$514K	0.3%	4,616 SH	New

Sold (vs prior filing)

DIREXION DAILY S&P 500 BULL 3X ETF — $662K
EVOLV TECHNOLOGIES HLDGS CLASS A — $11.4M
ISHARES CORE S&P 500 ETF — $306K
ISHARES IBOXX HIGH YIELD BOND ETF — $2.9M
ISHARES MSCI EMERGING MARKETS ETF — $568K
ISHARES MSCI UNITED KINGDOME ETF — $1.6M
ISHARES RUSSELL 1000 ETF — $1.1M
ISHARES RUSSELL 2000 ETF — $1.3M
ISHARES TR IS 1-5 YR IN GR CR BD ETF — $6.3M
ISHARES TRT IS 5-10 INV GR CR BD ETF — $10.4M
ISHRS 10 YR INVEST GRADE BOND ETF — $7.3M
JPMORGAN ULTRA SHORT INCOME ETF — $1.6M
NVIDIA CORP — $600K
PIMCO ENHANCED SHRT MATURTY ACTV ETF — $1.4M
PROSHARES ULTRAPRO S&P 500 ETF — $484K
SPDR GOLD SHARES ETF — $259K
SPDR PORTFOLIO DVLPD WRLD EX-US ETF — $360K
VANGUARD COMMUNICATION SERVICES ETF — $538K
VANGUARD CONSUMER DISCRETIONARY ETF — $500K
VANGUARD DIVIDEND APPRECIATION ETF — $22.4M
… and 8 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 17, 2026	Q4 2025	13F-HR	0002021464-26-000001	$153.9M	View
Nov 17, 2025	Q3 2025	13F-HR	0002021464-25-000006	$152.7M	View
Aug 7, 2026	Q2 2026