Mittelman Wealth Management holds a focused book of 52 stocks worth $160.4M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Pimco Enhanced Short Maturit and trimmed Vanguard High DVD Yield ETF. Their largest long position is Vanguard Dividend Apprec ETF at 13% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2021464/holdings"
Use Arkolith to show Mittelman Wealth Management's latest holdings, largest changes, and filing provenance.
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.
7% mapped to company sectors
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, no cost basis
Other tracked managers holding the same core names as Mittelman Wealth Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 53 / 52 | $390.5B |
| JPMORGAN CHASE & CO | 53 / 52 | $384.1B |
| WELLS FARGO & COMPANY/MN | 53 / 52 | $120.8B |
| UBS Group AG | 53 / 52 | $100.8B |
| COMMONWEALTH EQUITY SERVICES, LLC | 53 / 52 | $15.0B |
| OSAIC HOLDINGS, INC. | 53 / 52 | $12.5B |
| HARBOUR INVESTMENTS, INC. | 53 / 52 | $990.0M |
| ROYAL BANK OF CANADA | 52 / 52 | $111.0B |
Ranked by how many of Mittelman Wealth Management's top 52 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Dividend UIT EXCHANGE TRADED | $21.6M | 100.6K | 13.5% | ▲+2.7% Added · +3K sh | |
| 2 | Vanguard High Dividend UIT EXCHANGE TRADED | $17.4M | 117.7K | 10.9% | ▼−2.5% Reduced · −3K sh | |
| 3 | Vanguard Ftse Developed UIT EXCHANGE TRADED | $14.2M | 220.8K | 8.8% | ▲+3.1% Added · +7K sh | |
| 4 | Vanguard Ftse Emerging UIT EXCHANGE TRADED | $13.0M | 241.0K | 8.1% | ▲+6.7% Added · +15K sh | |
| 5 | Ishares 5-10 Year UIT EXCHANGE TRADED | $11.4M | 213.9K | 7.1% | ▲+9.0% Added · +18K sh | |
| 6 | Vanguard S&P 500 ETF UIT EXCHANGE TRADED | $10.6M | 17.7K | 6.6% | ▼−3.8% Reduced · −696 sh | |
| 7 | Ishares 10 Year UIT EXCHANGE TRADED | $9.0M | 180.8K | 5.6% | ▲+22% Added · +33K sh | |
| 8 | Ishares 1-5 Year UIT EXCHANGE TRADED | $6.6M | 124.7K | 4.1% | ▼−8.3% Reduced · −11K sh | |
| 9 | Evolv Technologies Hldgs COMMON STOCK | $5.1M | 850.4K | 3.2% | ▼−25% Reduced · −283K sh | |
| 10 | Vanguard Mid-Cap Index UIT EXCHANGE TRADED | $4.7M | 16.4K | 2.9% | ▲+6.7% Added · +1K sh | |
| 11 | Vanguard Utilities Index UIT EXCHANGE TRADED | $4.6M | 23.4K | 2.9% | ▲+12% Added · +3K sh | |
| 12 | Franklin Ftse Japan ETF UIT EXCHANGE TRADED | $3.7M | 102.5K | 2.3% | ▲+0.4% Added · +368 sh | |
| 13 | Invesco Senior Loan ETF UIT EXCHANGE TRADED | $3.1M | 153.2K | 1.9% | ▲+15% Added · +20K sh | |
| 14 | Vanguard Small-Cap Index UIT EXCHANGE TRADED | $3.1M | 11.7K | 1.9% | ▼−25% Reduced · −4K sh | |
| 15 | Vanguard Inter-Term UIT EXCHANGE TRADED | $3.0M | 50.0K | 1.9% | ▲+199% Added · +33K sh | |
| 16 | Ishares Iboxx $ High UIT EXCHANGE TRADED | $2.7M | 33.4K | 1.7% | ▼−6.9% Reduced · −2K sh | |
| 17 | Vanguard Ftse All-World UIT EXCHANGE TRADED | $2.2M | 15.1K | 1.4% | ▲+5.5% Added · +788 sh | |
| 18 | Ishares Msci United UIT EXCHANGE TRADED | $2.1M | 46.5K | 1.3% | ▲+5.9% Added · +3K sh | |
| 19 | Franklin Ftse India ETF UIT EXCHANGE TRADED | $1.6M | 47.4K | 1.0% | ▲+20% Added · +8K sh | |
| 20 | State Street SPDR S&P UIT EXCHANGE TRADED | $1.6M | 16.8K | 1.0% | ▲+17% Added · +2K sh | |
| 21 | Pimco Enhanced Short UIT EXCHANGE TRADED | $1.5M | 15.1K | 0.9% | ▲New New position | |
| 22 | Ishares Russell 2000 UIT EXCHANGE TRADED | $1.3M | 5.4K | 0.8% | ▼−45% Reduced · −4K sh | |
| 23 | Ishares Russell 1000 UIT EXCHANGE TRADED | $1.2M | 3.4K | 0.7% | ▲New New position | |
| 24 | Vanguard Communication UIT EXCHANGE TRADED | $1.0M | 5.8K | 0.6% | —Held | |
| 25 | Vanguard Long-Term Treas UIT EXCHANGE TRADED | $1.0M | 18.6K | 0.6% | ▲+62% Added · +7K sh | |
| 26 | Vanguard Consumer UIT EXCHANGE TRADED | $913K | 2.5K | 0.6% | —Held | |
| 27 | Akre Focus ETF UIT EXCHANGE TRADED | $898K | 17.0K | 0.6% | ▼−7.7% Reduced · −1K sh | |
| 28 | Nvidia Corp COMMON STOCK | $747K | 4.3K | 0.5% | ▲New New position | |
| 29 | Hologic Inc COMMON STOCK | $732K | 9.7K | 0.5% | ▲+31% Added · +2K sh | |
| 30 | Goldman Sachs Group Inc COMMON STOCK | $717K | 847 | 0.4% | ▼−18% Reduced · −192 sh | |
| 31 | Vanguard Short-Term UIT EXCHANGE TRADED | $671K | 11.5K | 0.4% | ▲+19% Added · +2K sh | |
| 32 | Ishares Msci Emerging UIT EXCHANGE TRADED | $622K | 7.9K | 0.4% | ▼−7.7% Reduced · −660 sh | |
| 33 | Direxion Daily S&P500 UIT EXCHANGE TRADED | $577K | 3.1K | 0.4% | —Held | |
| 34 | Ishares Msci Eafe ETF UIT EXCHANGE TRADED | $534K | 5.5K | 0.3% | ▲New New position | |
| 35 | JPMorgan Ultra-Short UIT EXCHANGE TRADED | $533K | 10.5K | 0.3% | ▲+11% Added · +1K sh | |
| 36 | Apple Inc COMMON STOCK | $511K | 2.0K | 0.3% | ▲+45% Added · +623 sh | |
| 37 | Walmart Inc COMMON STOCK | $480K | 3.9K | 0.3% | ▼−16% Reduced · −756 sh | |
| 38 | Microsoft Corp COMMON STOCK | $451K | 1.2K | 0.3% | ▲+127% Added · +681 sh | |
| 39 | State Street SPDR S&P UIT EXCHANGE TRADED | $439K | 674 | 0.3% | ▲+4.5% Added · +29 sh | |
| 40 | Proshares Ultrapro S& UIT EXCHANGE TRADED | $421K | 4.3K | 0.3% | —Held | |
| 41 | Alphabet Inc COMMON STOCK | $417K | 1.5K | 0.3% | ▲New New position | |
| 42 | Cisco Sys Inc COMMON STOCK | $410K | 5.3K | 0.3% | ▼−17% Reduced · −1K sh | |
| 43 | Ge Aerospace COMMON STOCK | $387K | 1.4K | 0.2% | ▼−17% Reduced · −287 sh | |
| 44 | Ge Vernova Inc COMMON STOCK | $353K | 404 | 0.2% | ▼−18% Reduced · −91 sh | |
| 45 | Ishares 3-7 Year UIT EXCHANGE TRADED | $320K | 2.7K | 0.2% | ▲New New position | |
| 46 | Halliburton Co COMMON STOCK | $315K | 8.1K | 0.2% | ▼−9.7% Reduced · −868 sh | |
| 47 | Ishares Core S&P 500 UIT EXCHANGE TRADED | $305K | 467 | 0.2% | ▲New New position | |
| 48 | Ibm Corp COMMON STOCK | $295K | 1.2K | 0.2% | ▼−20% Reduced · −302 sh | |
| 49 | Ishares Global UIT EXCHANGE TRADED | $292K | 4.4K | 0.2% | ▲New New position | |
| 50 | Ishares 7-10 Year UIT EXCHANGE TRADED | $284K | 3.0K | 0.2% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.