Mittelman Wealth Management | 13F Holdings

Recent Signals

Historical data not yet available for this fund

Signals will appear when we have Q3 2025 comparison data

Current Positions

Showing 43 of 43 positions

VIG

Vanguard Dividend Appreciation ETF

97,957 shares

$21.5M

13.99%

VYM

Vanguard High Dividend Yield ETF

120,717 shares

$17.3M

11.26%

VEA

Vanguard FTSE Developed Markets ETF

214,116 shares

$13.4M

8.69%

VWO

Vanguard FTSE Emerging Markets Stock Index Fund ETF

225,745 shares

$12.1M

7.89%

VOO

Vanguard S&P 500 ETF

18,380 shares

$11.5M

7.49%

IGIB

196,233 shares

$10.6M

6.87%

EVLV

Evolv Technologies Holdings, Inc.

1,133,899 shares

$8.1M

5.28%

IGLB

147,643 shares

$7.4M

4.84%

IGSB

iShares 1-5 Year Investment Grade Corporate Bond ETF

135,894 shares

$7.2M

4.67%

Vanguard Mid-Cap ETF

15,322 shares

$4.4M

2.89%

Vanguard Small-Cap ETF

15,655 shares

$4.0M

2.62%

VPU

Vanguard Utilities ETF

20,814 shares

$3.9M

2.50%

FLJP

102,108 shares

$3.5M

2.29%

HYG

iShares iBoxx $ High Yield Corporate Bond ETF

35,862 shares

$2.9M

1.88%

IWM

iShares Russell 2000 ETF

9,832 shares

$2.8M

1.85%

BKLN

133,224 shares

$2.8M

1.82%

VSS

Vanguard FTSE All-World ex-US Small-Cap ETF

14,333 shares

$2.1M

1.34%

EWU

43,965 shares

$1.9M

1.26%

FLIN

39,610 shares

$1.5M

0.99%

GXC

14,320 shares

$1.4M

0.90%

AKRE

18,409 shares

$1.2M

0.78%

VOX

Vanguard Communication Services ETF

5,766 shares

$1.1M

0.73%

VCR

Vanguard Consumer Discretionary ETF

2,544 shares

$1.0M

0.65%

VGIT

Vanguard Intermediate-Term Treasury ETF

16,681 shares

$1.0M

0.65%

GOLDMAN SACHS GROUP INC

1,039 shares

$0.9M

0.59%

SPXL

3,122 shares

$0.7M

0.45%

VGLT

11,474 shares

$0.6M

0.42%

EMXC

8,563 shares

$0.6M

0.40%

VGSH

Vanguard Short-Term Treasury ETF

9,613 shares

$0.6M

0.37%

HOLX

HOLOGIC INC

7,389 shares

$0.6M

0.36%

WMT

Walmart Inc.

4,616 shares

$0.5M

0.33%

GENERAL ELECTRIC CO

1,650 shares

$0.5M

0.33%

UPRO

4,345 shares

$0.5M

0.33%

CSCO

CISCO SYSTEMS, INC.

6,331 shares

$0.5M

0.32%

JPST

JPMorgan Ultra-Short Income ETF

9,459 shares

$0.5M

0.31%

IBM

INTERNATIONAL BUSINESS MACHINES CORP

1,518 shares

$0.4M

0.29%

SPY

SPDR S&P 500 ETF TRUST

645 shares

$0.4M

0.29%

AAPL

Apple Inc.

1,390 shares

$0.4M

0.25%

GEV

GE Vernova Inc.

495 shares

$0.3M

0.21%

MSFT

MICROSOFT CORP

538 shares

$0.3M

0.17%

HAL

HALLIBURTON CO

8,942 shares

$0.3M

0.16%

BND

Vanguard Total Bond Market ETF

3,165 shares

$0.2M

0.15%

GOOGL

Alphabet Inc.

738 shares

$0.2M

0.15%

Most Active Tickers

VIG

Vanguard Dividend Appreciation ETF

2 signals

VYM

Vanguard High Dividend Yield ETF

2 signals

VOO

Vanguard S&P 500 ETF

2 signals

IGIB

2 signals

HYG

iShares iBoxx $ High Yield Corporate Bond ETF

2 signals

VSS

Vanguard FTSE All-World ex-US Small-Cap ETF

2 signals

IWM

iShares Russell 2000 ETF

2 signals

EWU

2 signals

AKRE

2 signals

SPXL

Activity (Last 7 Days)

Feb 17, 2026

+43-0

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