Mittelman Wealth Management Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$153.9B
Holdings
43
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (43 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VIGVANGUARD DIVIDEND | 97,957 | $21.5B | 13.99% | |
| 2 | VYMVANGUARD HIGH DIVIDEND | 120,717 | $17.3B | 11.26% | |
| 3 | VEAVANGUARD FTSE DEVELOPED | 214,116 | $13.4B | 8.69% | |
| 4 | VWOVANGUARD FTSE EMERGING | 225,745 | $12.1B | 7.89% | |
| 5 | VOOVANGUARD S&P 500 ETF | 18,380 | $11.5B | 7.49% | |
| 6 | IGIBISHARES TRT IS 5-10 INV | 196,233 | $10.6B | 6.87% | |
| 7 | EVLVEVOLV TECHNOLOGIES HLDGS | 1,133,899 | $8.1B | 5.28% | |
| 8 | IGLBISHRS 10 YR INVEST GRADE | 147,643 | $7.4B | 4.84% | |
| 9 | IGSBISHARES TR IS 1-5 YR IN | 135,894 | $7.2B | 4.67% | |
| 10 | VOVANGUARD MID CAP ETF | 15,322 | $4.4B | 2.89% | |
| 11 | VBVANGUARD SMALL CAP ETF | 15,655 | $4.0B | 2.62% | |
| 12 | VPUVANGUARD UTILITIES ETF | 20,814 | $3.9B | 2.50% | |
| 13 | FLJPFRANKLIN FTSE JAPAN ETF | 102,108 | $3.5B | 2.29% | |
| 14 | HYGISHARES IBOXX HIGH YIELD | 35,862 | $2.9B | 1.88% | |
| 15 | IWMISHARES RUSSELL 2000 | 9,832 | $2.8B | 1.85% | |
| 16 | BKLNINVESCO SENIOR LOAN ETF | 133,224 | $2.8B | 1.82% | |
| 17 | VSSVGRD FTSE ALL WRLD EX US | 14,333 | $2.1B | 1.33% | |
| 18 | EWUISHARES MSCI UNITED | 43,965 | $1.9B | 1.26% | |
| 19 | FLINFRANKLIN FTSE INDIA ETF | 39,610 | $1.5B | 0.99% | |
| 20 | GXCSPDR S&P CHINA ETF | 14,320 | $1.4B | 0.90% | |
| 21 | AKREAKRE FOCUS ETF | 18,409 | $1.2B | 0.78% | |
| 22 | VOXVANGUARD COMMUNICATION | 5,766 | $1.1B | 0.73% | |
| 23 | VCRVANGUARD CONSUMER | 2,544 | $1.0B | 0.65% | |
| 24 | VGITVANGUARD INTER-TERM | 16,681 | $999.0M | 0.65% | |
| 25 | GSGOLDMAN SACHS GROUP INC | 1,039 | $913.0M | 0.59% | |
| 26 | SPXLDIREXION DAILY S&P 500 | 3,122 | $688.0M | 0.45% | |
| 27 | VGLTVANGUARD LONG-TERM TREAS | 11,474 | $640.0M | 0.42% | |
| 28 | EMXCISHARES MSCI EMERGING | 8,563 | $622.0M | 0.40% | |
| 29 | VGSHVANGUARD SHORT TERM | 9,613 | $564.0M | 0.37% | |
| 30 | HOLXHOLOGIC INC | 7,389 | $550.0M | 0.36% | |
| 31 | WMTWALMART INC | 4,616 | $514.0M | 0.33% | |
| 32 | GEGE AEROSPACE | 1,650 | $508.0M | 0.33% | |
| 33 | UPROPROSHARES ULTRAPRO S&P | 4,345 | $502.0M | 0.33% | |
| 34 | CSCOCISCO SYS INC | 6,331 | $487.0M | 0.32% | |
| 35 | JPSTJPMORGAN ULTRA SHORT | 9,459 | $478.0M | 0.31% | |
| 36 | IBMIBM CORP | 1,518 | $449.0M | 0.29% | |
| 37 | SPYSPDR S&P 500 ETF | 645 | $440.0M | 0.29% | |
| 38 | AAPLAPPLE INC | 1,390 | $377.0M | 0.25% | |
| 39 | GEVGE VERNOVA INC | 495 | $323.0M | 0.21% | |
| 40 | MSFTMICROSOFT CORP | 538 | $260.0M | 0.17% | |
| 41 | HALHALLIBURTON CO | 8,942 | $252.0M | 0.16% | |
| 42 | BNDVANGUARD TOTAL BOND | 3,165 | $234.0M | 0.15% | |
| 43 | GOOGLALPHABET INC | 738 | $231.0M | 0.15% |