Mittelman Wealth Management Top Holdings and 13F Report (2025) About Mittelman Wealth ManagementInvestment ActivityMittelman Wealth Management has $107.49 million in total holdings as of December 31, 2024.Mittelman Wealth Management owns shares of 31 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 3.80% of the portfolio was purchased this quarter.About 62.34% of the portfolio was sold this quarter.This quarter, Mittelman Wealth Management has purchased 28 new stocks and bought additional shares in 1 stock.Mittelman Wealth Management sold shares of 22 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard High Dividend Yield ETF $17,771,500Vanguard Dividend Appreciation ETF $17,451,586Vanguard S&P 500 ETF $13,361,905Vanguard FTSE Developed Markets ETF $12,497,183Vanguard FTSE Emerging Markets ETF $10,635,483 Largest New Holdings this Quarter Hologic $1,514,971 HoldingiShares Russell 2000 ETF $1,050,664 HoldingiShares Core U.S. Aggregate Bond ETF $851,751 HoldingiShares Russell 1000 ETF $434,916 HoldingiShares 3-7 Year Treasury Bond ETF $228,789 Holding Largest Purchases this Quarter Hologic 21,015 shares (about $1.51M)iShares Russell 2000 ETF 4,755 shares (about $1.05M)iShares Core U.S. Aggregate Bond ETF 8,790 shares (about $851.75K)iShares Russell 1000 ETF 1,350 shares (about $434.92K)iShares 3-7 Year Treasury Bond ETF 1,980 shares (about $228.79K) Largest Sales this Quarter Vanguard Dividend Appreciation ETF 75,546 shares (about $14.79M)Vanguard High Dividend Yield ETF 88,056 shares (about $11.24M)iShares 10+ Year Investment Grade Corporate Bond ETF 206,166 shares (about $10.18M)Vanguard S&P 500 ETF 15,016 shares (about $8.09M)Vanguard FTSE Developed Markets ETF 128,127 shares (about $6.13M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMittelman Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVYMVanguard High Dividend Yield ETF$17,771,500$11,235,065 ▼-38.7%139,28616.5%ETFVIGVanguard Dividend Appreciation ETF$17,451,586$14,794,173 ▼-45.9%89,11616.2%ETFVOOVanguard S&P 500 ETF$13,361,905$8,090,744 ▼-37.7%24,79912.4%ETFVEAVanguard FTSE Developed Markets ETF$12,497,183$6,127,033 ▼-32.9%261,33811.6%ETFVWOVanguard FTSE Emerging Markets ETF$10,635,483$4,991,361 ▼-31.9%241,4969.9%ETFIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$7,682,836$10,184,600 ▼-57.0%155,5237.1%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$6,817,090$3,277,375 ▼-32.5%132,3456.3%ManufacturingVBVanguard Small-Cap ETF$2,956,885$996,681 ▼-25.2%12,3062.8%ETFFLJPFranklin FTSE Japan ETF$2,603,223$2,132,789 ▼-45.0%90,9902.4%ETFVOVanguard Mid-Cap ETF$2,034,329$1,814,837 ▼-47.1%7,7021.9%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$1,515,506$502,809 ▼-24.9%19,2691.4%ETFHOLXHologic$1,514,971$1,514,971 ▲New Holding21,0151.4%MedicalIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,333,653$1,181,241 ▼-47.0%25,7961.2%ManufacturingIWMiShares Russell 2000 ETF$1,050,664$1,050,664 ▲New Holding4,7551.0%FinanceAGGiShares Core U.S. Aggregate Bond ETF$851,751$851,751 ▲New Holding8,7900.8%FinanceIVViShares Core S&P 500 ETF$709,948$2,943 ▼-0.4%1,2060.7%ETFGXCSPDR S&P China ETF$692,480$251,542 ▼-26.6%9,1260.6%ETFNVDANVIDIA$596,485$134,313 ▼-18.4%4,4410.6%Computer and TechnologyFLINFranklin FTSE India ETF$543,107$344,549 ▼-38.8%14,3300.5%ETFJPSTJPMorgan Ultra-Short Income ETF$542,2330.0%10,7650.5%ETFVCRVanguard Consumer Discretionary ETF$541,6730.0%1,4430.5%ETFVOXVanguard Communication Services ETF$507,1840.0%3,2730.5%ETFBHRBBurke & Herbert Financial Services$486,470$187,080 ▼-27.8%7,8010.5%FinanceSPYSPDR S&P 500 ETF Trust$482,343$57,436 ▼-10.6%8230.4%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$446,039$3,050 ▲0.7%8,0440.4%ManufacturingIWBiShares Russell 1000 ETF$434,916$434,916 ▲New Holding1,3500.4%ETFGLDSPDR Gold Shares$344,793$10,654 ▼-3.0%1,4240.3%FinanceCSCOCisco Systems$311,628$43,453 ▼-12.2%5,2640.3%Computer and TechnologyGSThe Goldman Sachs Group$297,762$156,898 ▼-34.5%5200.3%FinanceIBMInternational Business Machines$242,912$40,009 ▼-14.1%1,1050.2%Computer and TechnologyIEIiShares 3-7 Year Treasury Bond ETF$228,789$228,789 ▲New Holding1,9800.2%ETFGEGeneral Electric$0$239,119 ▼-100.0%00.0%TransportationQQQInvesco QQQ$0$211,822 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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