Mittelman Wealth Management Q3 2025 Filing
Filed November 17, 2025
Portfolio Value
$152.7B
Holdings
41
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (41 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VIGVANGUARD DIVIDEND APPRECIATION ETF | 103,857 | $22.4B | 14.67% | |
| 2 | VYMVANGUARD HIGH DIVIDEND YIELD ETF | 130,572 | $18.4B | 12.05% | |
| 3 | VEAVANGUARD FTSE DEVELOPED MARKETS ETF | 205,932 | $12.3B | 8.08% | |
| 4 | VWOVANGUARD FTSE EMERGING MARKETS ETF | 219,849 | $11.9B | 7.80% | |
| 5 | VOOVANGUARD S&P 500 ETF | 19,369 | $11.9B | 7.77% | |
| 6 | EVLVEVOLV TECHNOLOGIES HLDGS CLASS A | 1,511,866 | $11.4B | 7.47% | |
| 7 | IGIBISHARES TRT IS 5-10 INV GR CR BD ETF | 193,023 | $10.4B | 6.84% | |
| 8 | IGLBISHRS 10 YR INVEST GRADE BOND ETF | 142,261 | $7.3B | 4.80% | |
| 9 | IGSBISHARES TR IS 1-5 YR IN GR CR BD ETF | 119,404 | $6.3B | 4.15% | |
| 10 | VBVANGUARD SMALL CAP ETF | 16,964 | $4.3B | 2.82% | |
| 11 | VOVANGUARD MID CAP ETF | 13,372 | $3.9B | 2.57% | |
| 12 | FLJPFRANKLIN FTSE JAPAN ETF | 101,394 | $3.5B | 2.29% | |
| 13 | VPUVANGUARD UTILITIES ETF | 15,706 | $3.0B | 1.95% | |
| 14 | HYGISHARES IBOXX HIGH YIELD BOND ETF | 35,161 | $2.9B | 1.87% | |
| 15 | BKLNINVESCO SENIOR LOAN ETF | 135,573 | $2.8B | 1.86% | |
| 16 | VSSVGRD FTSE ALL WRLD EX US SML CAP ETF | 13,118 | $1.9B | 1.22% | |
| 17 | EWUISHARES MSCI UNITED KINGDOME ETF | 37,576 | $1.6B | 1.03% | |
| 18 | JPSTJPMORGAN ULTRA SHORT INCOME ETF | 30,849 | $1.6B | 1.02% | |
| 19 | MINTPIMCO ENHANCED SHRT MATURTY ACTV ETF | 14,214 | $1.4B | 0.94% | |
| 20 | FLINFRANKLIN FTSE INDIA ETF | 36,145 | $1.3B | 0.88% | |
| 21 | GXCSPDR S&P CHINA ETF | 12,357 | $1.3B | 0.85% | |
| 22 | IWMISHARES RUSSELL 2000 ETF | 5,210 | $1.3B | 0.83% | |
| 23 | IWBISHARES RUSSELL 1000 ETF | 2,952 | $1.1B | 0.71% | |
| 24 | VGITVANGUARD INTER-TERM TREAS INDEX FD | 13,317 | $799.5M | 0.52% | |
| 25 | SPXLDIREXION DAILY S&P 500 BULL 3X ETF | 3,122 | $661.6M | 0.43% | |
| 26 | HOLXHOLOGIC INC | 9,235 | $623.3M | 0.41% | |
| 27 | NVDANVIDIA CORP | 3,218 | $600.5M | 0.39% | |
| 28 | VGLTVANGUARD LONG-TERM TREAS INDEX FD ETF SHS | 10,202 | $580.1M | 0.38% | |
| 29 | EMXCISHARES MSCI EMERGING MARKETS ETF | 8,409 | $567.7M | 0.37% | |
| 30 | VOXVANGUARD COMMUNICATION SERVICES ETF | 2,867 | $538.2M | 0.35% | |
| 31 | VGSHVANGUARD SHORT TERM TREASURY ETF | 8,608 | $506.6M | 0.33% | |
| 32 | VCRVANGUARD CONSUMER DISCRETIONARY ETF | 1,262 | $499.9M | 0.33% | |
| 33 | UPROPROSHARES ULTRAPRO S&P 500 ETF | 4,345 | $484.4M | 0.32% | |
| 34 | SPYSPDR S&P 500 ETF | 649 | $432.4M | 0.28% | |
| 35 | BNDVANGUARD TOTAL BOND MARKET ETF | 5,079 | $377.7M | 0.25% | |
| 36 | SPDWSPDR PORTFOLIO DVLPD WRLD EX-US ETF | 8,409 | $359.8M | 0.24% | |
| 37 | AAPLAPPLE INC | 1,351 | $344.0M | 0.23% | |
| 38 | IVVISHARES CORE S&P 500 ETF | 456 | $305.6M | 0.20% | |
| 39 | GSGOLDMAN SACHS GROUP INC | 354 | $281.9M | 0.18% | |
| 40 | GQ9SPDR GOLD SHARES ETF | 728 | $258.8M | 0.17% | |
| 41 | CSCOCISCO SYS INC | 3,284 | $224.7M | 0.15% |