Mittelman Wealth Management holds a focused book of 53 reported positions worth $151.2M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Ishares Latin America 40 ETF and trimmed Vanguard Dividend Apprec ETF. Their largest long position is Vanguard Dividend Apprec ETF at 13% of the reported non-option book.
Mittelman Wealth Management is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
5% mapped to company sectors
+3 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Mittelman Wealth Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 6 / 53 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 6 / 53 | $4.4B |
| Swiss Re Ltd | 15 / 53 | $1.0B |
| Uhlmann Price Securities, LLC | 14 / 53 | $2.4B |
| Hoffman, Alan N Investment Management | 6 / 53 | $139.4M |
| 9823 Capital, L.P. | 8 / 53 | $117.0M |
| Marest Capital, LLC | 11 / 53 | $155.6M |
| Gainplan LLC | 10 / 53 | $181.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Mittelman Wealth Management: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Dividend Appreciation Index Fund ETF Shares UIT EXCHANGE TRADED | $19.5M | 15.2K | 12.9% | ▼−85% Reduced · −85K sh | |
| 2 | Vanguard High Dividend Yield Index Fund ETF Shares UIT EXCHANGE TRADED | $15.2M | 19.3K | 10.1% | ▼−84% Reduced · −98K sh | |
| 3 | Vanguard S&P 500 ETF UIT EXCHANGE TRADED | $12.4M | 3.7K | 8.2% | ▼−79% Reduced · −14K sh | |
| 4 | Vanguard Ftse Developed Markets Index Fund ETF Shares UIT EXCHANGE TRADED | $12.3M | 35.2K | 8.1% | ▼−84% Reduced · −186K sh | |
| 5 | Vanguard Ftse Emerging Markets Index Fund ETF Shares UIT EXCHANGE TRADED | $12.1M | 40.9K | 8.0% | ▼−83% Reduced · −200K sh | |
| 6 | Ishares 5-10 Year Investment Grade Corporate Bond ETF UIT EXCHANGE TRADED | $10.6M | 39.1K | 7.0% | ▼−82% Reduced · −175K sh | |
| 7 | Ishares 10 Year UIT EXCHANGE TRADED | $7.8M | 32.8K | 5.2% | ▼−82% Reduced · −148K sh | |
| 8 | Ishares 1-5 Year Investment Grade Corporate Bond ETF UIT EXCHANGE TRADED | $7.2M | 30.5K | 4.8% | ▼−76% Reduced · −94K sh | |
| 9 | Vanguard Utilities Index Fund ETF Shares UIT EXCHANGE TRADED | $5.8M | 5.6K | 3.8% | ▼−76% Reduced · −18K sh | |
| 10 | Vanguard Mid-Cap Index Fund ETF Shares UIT EXCHANGE TRADED | $4.3M | 12.6K | 2.9% | ▼−23% Reduced · −4K sh | |
| 11 | Franklin Ftse Japan ETF UIT EXCHANGE TRADED | $4.1M | 20.7K | 2.7% | ▼−80% Reduced · −82K sh | |
| 12 | Vanguard Inter-Term Treas Index FD UIT EXCHANGE TRADED | $3.9M | 12.7K | 2.6% | ▼−75% Reduced · −37K sh | |
| 13 | Invesco Senior Loan ETF COMMON STOCK | $3.1M | 33.9K | 2.1% | ▼−78% Reduced · −119K sh | |
| 14 | Evolv Technologies Hldgs Class A COMMON STOCK | $2.9M | 496.1K | 1.9% | ▼−42% Reduced · −354K sh | |
| 15 | State Street SPDR S&P China ETF UIT EXCHANGE TRADED | $2.1M | 5.5K | 1.4% | ▼−67% Reduced · −11K sh | |
| 16 | Vanguard Small-Cap Index Fund ETF Shares UIT EXCHANGE TRADED | $1.9M | 1.8K | 1.3% | ▼−84% Reduced · −10K sh | |
| 17 | Ishares Msci United Kingdom ETF UIT EXCHANGE TRADED | $1.9M | 8.8K | 1.2% | ▼−81% Reduced · −38K sh | |
| 18 | Ishares Iboxx $ High Yield Corporate Bond ETF UIT EXCHANGE TRADED | $1.8M | 4.6K | 1.2% | ▼−86% Reduced · −29K sh | |
| 19 | Vanguard Short-Term Treasury Index Fund ETF Shares UIT EXCHANGE TRADED | $1.7M | 9.9K | 1.1% | ▼−14% Reduced · −2K sh | |
| 20 | Vanguard Long-Term Treas Index FD ETF SHS UIT EXCHANGE TRADED | $1.7M | 10.8K | 1.1% | ▼−42% Reduced · −8K sh | |
| 21 | Pimco Enhanced Short Maturity Active Exchange-Traded Fund UIT EXCHANGE TRADED | $1.5M | 14.3K | 1.0% | ▼−5.3% Reduced · −796 sh | |
| 22 | Vanguard Ftse All-World Ex-US Small-Cap Index Fund ETF Shares UIT EXCHANGE TRADED | $1.4M | 2.6K | 0.9% | ▼−83% Reduced · −13K sh | |
| 23 | Ishares Russell 1000 ETF UIT EXCHANGE TRADED | $1.3M | 2.0K | 0.8% | ▼−42% Reduced · −1K sh | |
| 24 | Franklin Ftse India ETF UIT EXCHANGE TRADED | $880K | 5.5K | 0.6% | ▼−88% Reduced · −42K sh | |
| 25 | Direxion Daily S&P500 Bull 3X Shares UIT EXCHANGE TRADED | $841K | 3.1K | 0.6% | ▼−0.5% Reduced · −15 sh | |
| 26 | Ishares Russell 2000 ETF UIT EXCHANGE TRADED | $823K | 1.2K | 0.5% | ▼−78% Reduced · −4K sh | |
| 27 | Nvidia Corp COMMON STOCK | $791K | 1.4K | 0.5% | ▼−68% Reduced · −3K sh | |
| 28 | Ishares Core S&P 500 ETF UIT EXCHANGE TRADED | $777K | 549 | 0.5% | ▲+18% Added · +82 sh | |
| 29 | Ishares Msci Emerging Markets Ex China ETF UIT EXCHANGE TRADED | $771K | 3.8K | 0.5% | ▼−52% Reduced · −4K sh | |
| 30 | Ishares Latin America 40 ETF UIT EXCHANGE TRADED | $669K | 4.9K | 0.4% | ▲New New position | |
| 31 | Proshares Ultrapro S& P500 UIT EXCHANGE TRADED | $616K | 4.3K | 0.4% | —Held | |
| 32 | State Street SPDR S&P 500 ETF Trust UIT EXCHANGE TRADED | $571K | 764 | 0.4% | ▲+13% Added · +90 sh | |
| 33 | Ishares Msci Eafe ETF UIT EXCHANGE TRADED | $571K | 3.3K | 0.4% | ▼−41% Reduced · −2K sh | |
| 34 | Apple Inc COMMON STOCK | $549K | 805 | 0.4% | ▼−60% Reduced · −1K sh | |
| 35 | Vanguard Communication Services Index Fund ETF Shares UIT EXCHANGE TRADED | $533K | 2.9K | 0.4% | ▼−50% Reduced · −3K sh | |
| 36 | Vanguard Consumer Discretionary Index Fund ETF Shares UIT EXCHANGE TRADED | $508K | 1.3K | 0.3% | ▼−50% Reduced · −1K sh | |
| 37 | JPMorgan Ultra-Short Income ETF UIT EXCHANGE TRADED | $483K | 4.0K | 0.3% | ▼−62% Reduced · −7K sh | |
| 38 | Alphabet Inc Class C COMMON STOCK | $468K | 184 | 0.3% | ▼−87% Reduced · −1K sh | |
| 39 | Goldman Sachs Group Inc COMMON STOCK | $431K | 422 | 0.3% | ▼−50% Reduced · −425 sh | |
| 40 | Microsoft Corp COMMON STOCK | $409K | 430 | 0.3% | ▼−65% Reduced · −789 sh | |
| 41 | Aflac Inc COMMON STOCK | $370K | 3.1K | 0.2% | ▲New New position | |
| 42 | Ishares 3-7 Year Treasury Bond ETF UIT EXCHANGE TRADED | $339K | 2.9K | 0.2% | ▲+5.8% Added · +158 sh | |
| 43 | Ge Aerospace COMMON STOCK | $337K | 829 | 0.2% | ▼−39% Reduced · −534 sh | |
| 44 | Kla Corp COMMON STOCK | $335K | 300 | 0.2% | ▲New New position | |
| 45 | Cisco Sys Inc COMMON STOCK | $326K | 2.0K | 0.2% | ▼−63% Reduced · −3K sh | |
| 46 | Ge Vernova Inc COMMON STOCK | $297K | 236 | 0.2% | ▼−42% Reduced · −168 sh | |
| 47 | Walmart Inc COMMON STOCK | $296K | 2.0K | 0.2% | ▼−48% Reduced · −2K sh | |
| 48 | Ibm Corp COMMON STOCK | $295K | 785 | 0.2% | ▼−35% Reduced · −431 sh | |
| 49 | JPMorgan Chase & Co COMMON STOCK | $243K | 435 | 0.2% | ▼−46% Reduced · −377 sh | |
| 50 | Direxion Daily Msci Emerging Markets Bull 3X Shares UIT EXCHANGE TRADED | $241K | 1.7K | 0.2% | ▲New New position |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.