StockDriftsStockDriftsTop 50 Mittelman Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | 12.92% | 15.2K | $19.5M | -84.89%(-85.38K) | $185.79(+32.73%) | 2026-06-30 | |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | 10.07% | 19.3K | $15.2M | -83.58%(-98.34K) | $121.10(+37.54%) | 2026-06-30 | |
| VOO | VANGUARD S&P 500 ETF | 8.23% | 3.7K | $12.4M | -79.00%(-13.97K) | $474.36(+49.90%) | 2026-06-30 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | 8.11% | 35.2K | $12.3M | -84.07%(-185.65K) | $51.26(+42.37%) | 2026-06-30 | |
| VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | 7.99% | 40.9K | $12.1M | -83.02%(-200.06K) | $45.28(+33.40%) | 2026-06-30 | |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 7.02% | 39.1K | $10.6M | -81.74%(-174.80K) | $52.37(-0.17%) | 2026-06-30 | |
| IGLB | ISHARES 10 YEAR | 5.18% | 32.8K | $7.8M | -81.83%(-147.96K) | $51.46(-6.89%) | 2026-06-30 | |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 4.75% | 30.5K | $7.2M | -75.56%(-94.20K) | $52.48(-0.73%) | 2026-06-30 | |
| VPU | VANGUARD UTILITIES INDEX FUND ETF SHARES | 3.85% | 5.6K | $5.8M | -75.96%(-17.76K) | $184.84(+1.44%) | 2026-06-30 | |
| VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | 2.87% | 12.6K | $4.3M | -80.71%(-52.80K) | $66.28(+25.26%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (9 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +23.48% |
| Top 20 Holdings Unweighted | — | — | — | — | +20.62% |
Mittelman Wealth Management reports $151.20M in US-listed equity holdings across 53 positions in its most recent 13F filing. Its largest disclosed positions are VIG (12.9%), VYM (10.1%) and VOO (8.2%). The top 20 holdings account for 87.72% of reported assets. Its disclosed equity book has returned +23.48% cumulatively over 9 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mittelman Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2021464). View Mittelman Wealth Management’s 13F filings on SEC