Mittelman Wealth Management
•CIK: 2021464•Filing: Q4 2025
**Mittelman Wealth Management** manages $154M across a diversified portfolio of 43 positions. The strategy exhibits a notable allocation toward established equity sectors, highlighted by the top holdings in VIG ($21.5M) and VYM ($17.3M). International exposure is significant, with combined allocations to VEA ($13.4M) and VWO ($12.1M) representing substantial global diversification. The portfolio maintains a balanced risk profile, evidenced by core holdings in VOO ($11.5M) alongside targeted fixed-income and sector plays.
Total AUM
$153.9M
QoQ Performance
+0.8%
Positions
43
Top 10 Concentration
73.9%
Latest Filing
Q4 2025
Top Holdings Allocation
VIG
VYM
VEA
VWO
VOO
IGIB
EVLV
VIG14.0%
VYM11.3%
VEA8.7%
VWO7.9%
VOO7.5%
IGIB6.9%
EVLV5.3%
IGLB4.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other89.8%
ETF7.8%
Technology1.2%
Financial0.6%
Consumer0.3%
Industrial0.3%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW8 new positions
↑23 increased
↓10 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024