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The Analysis of Mittelman Wealth Management's Holdings & P&L

Currently, Mittelman Wealth Management holds 52 types of securities in its portfolio with a total value $160.4M. In the most recent quarter, they have increased their positions in VGIT (+33.3K shares, valued at $2.0M), IGLB (+33.2K shares, valued at $1.6M), MINT (+15.1K shares, valued at $1.5M); decreased their positions in EVLV (-283.5K shares, valued at $1.7M), IWM (-4.4K shares, valued at $1.1M), VB (-4.0K shares, valued at $1.0M); initiated new positions in MINT (+15.1K shares, valued at $1.5M), IWB (+3.4K shares, valued at $1.2M), NVDA (+4.3K shares, valued at $746.7K).

1M P&L

+2.1M+1.45%

3M P&L

-11.1M-7.02%

HY P&L

-2.7M-1.83%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A128.2M

91.3%

2Security & Protection Services8.1M

5.8%

3Capital Markets913.3K

0.7%

Top Industries by Stock Count

1N/A29 stocks

74.4%

2Consumer Electronics1 stocks

2.6%

3Communication Equipment1 stocks

2.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VIG VANGUARD DIVIDEND100.6K shares2.68%2026-03-312026-05-15

VYM VANGUARD HIGH DIVIDEND117.7K shares-2.54%2026-03-312026-05-15

VEA VANGUARD FTSE DEVELOPED220.8K shares3.14%2026-03-312026-05-15

VWO VANGUARD FTSE EMERGING241.0K shares6.74%2026-03-312026-05-15

IGIB ISHARES 5-10 YEAR213.9K shares8.98%2026-03-312026-05-15

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF17.7K shares-3.79%2026-03-312026-05-15

IGLB ISHARES 10 YEAR180.8K shares22.46%2026-03-312026-05-15

IGSB ISHARES 1-5 YEAR124.7K shares-8.26%2026-03-312026-05-15

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EVLV EVOLV TECHNOLOGIES HLDGS850.4K shares-25.00%2026-03-312026-05-15

VO VANGUARD MID-CAP INDEX16.4K shares6.75%2026-03-312026-05-15

VPU VANGUARD UTILITIES INDEX23.4K shares12.36%2026-03-312026-05-15

FLJP FRANKLIN FTSE JAPAN ETF102.5K shares0.36%2026-03-312026-05-15

BKLN INVESCO SENIOR LOAN ETF153.2K shares14.96%2026-03-312026-05-15

VB VANGUARD SMALL-CAP INDEX11.7K shares-25.37%2026-03-312026-05-15

VGIT VANGUARD INTER-TERM50.0K shares199.50%2026-03-312026-05-15

HYG ISHARES IBOXX $ HIGH33.4K shares-6.87%2026-03-312026-05-15

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VSS VANGUARD FTSE ALL-WORLD15.1K shares5.50%2026-03-312026-05-15

EWU ISHARES MSCI UNITED46.5K shares5.88%2026-03-312026-05-15

FLIN FRANKLIN FTSE INDIA ETF47.4K shares19.57%2026-03-312026-05-15

GXC STATE STREET SPDR S&P16.8K shares17.43%2026-03-312026-05-15

MINT PIMCO ENHANCED SHORT15.1K sharesnew addition2026-03-312026-05-15

IWM ISHARES RUSSELL 20005.4K shares-45.07%2026-03-312026-05-15

IWB ISHARES RUSSELL 10003.4K sharesnew addition2026-03-312026-05-15

VOX VANGUARD COMMUNICATION5.8K shares0.00%2026-03-312026-05-15

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VGLT VANGUARD LONG-TERM TREAS18.6K shares62.02%2026-03-312026-05-15

VCR VANGUARD CONSUMER2.5K shares0.00%2026-03-312026-05-15

AKRE FOCUS ETF AKRE FOCUS ETF17.0K shares-7.72%2026-03-312026-05-15

NVDA NVIDIA CORP4.3K sharesnew addition2026-03-312026-05-15

HOLX HOLOGIC INC9.7K shares31.11%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC847 shares-18.48%2026-03-312026-05-15

VGSH VANGUARD SHORT-TERM11.5K shares19.21%2026-03-312026-05-15

EMXC ISHARES MSCI EMERGING7.9K shares-7.71%2026-03-312026-05-15

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SPXL DIREXION DAILY S&P5003.1K shares0.00%2026-03-312026-05-15

EFA ISHARES MSCI EAFE ETF5.5K sharesnew addition2026-03-312026-05-15

JPST JPMORGAN ULTRA-SHORT10.5K shares11.27%2026-03-312026-05-15

AAPL APPLE INC2.0K shares44.82%2026-03-312026-05-15

WMT WALMART INC3.9K shares-16.38%2026-03-312026-05-15

MSFT MICROSOFT CORP1.2K shares126.58%2026-03-312026-05-15

SPY STATE STREET SPDR S&P674 shares4.50%2026-03-312026-05-15

UPRO PROSHARES ULTRAPRO S&4.3K shares0.00%2026-03-312026-05-15

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ALPHABET INC ALPHABET INC1.5K sharesnew addition2026-03-312026-05-15

CSCO CISCO SYS INC5.3K shares-16.54%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE1.4K shares-17.39%2026-03-312026-05-15

GEV GE VERNOVA INC404 shares-18.38%2026-03-312026-05-15

IEI ISHARES 3-7 YEAR2.7K sharesnew addition2026-03-312026-05-15

HAL HALLIBURTON CO8.1K shares-9.71%2026-03-312026-05-15

IVV ISHARES CORE S&P 500467 sharesnew addition2026-03-312026-05-15

IBM IBM CORP1.2K shares-19.89%2026-03-312026-05-15

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IGF ISHARES GLOBAL4.4K sharesnew addition2026-03-312026-05-15

IEF ISHARES 7-10 YEAR3.0K sharesnew addition2026-03-312026-05-15

JPM JPMORGAN CHASE & CO812 sharesnew addition2026-03-312026-05-15

AMZN AMAZON.COM INC1.1K sharesnew addition2026-03-312026-05-15

VIG

VANGUARD DIVIDEND

2.68%

Shares100.6K

Event2026-03-31

Filed2026-05-15

VYM

VANGUARD HIGH DIVIDEND

-2.54%

Shares117.7K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD FTSE DEVELOPED

3.14%

Shares220.8K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD FTSE EMERGING

6.74%

Shares241.0K

Event2026-03-31

Filed2026-05-15

IGIB

ISHARES 5-10 YEAR

8.98%

Shares213.9K

Event2026-03-31

Filed2026-05-15

VANGUARD S&P 500 ETF

-3.79%

Shares17.7K

Event2026-03-31

Filed2026-05-15

IGLB

ISHARES 10 YEAR

22.46%

Shares180.8K

Event2026-03-31

Filed2026-05-15

IGSB

ISHARES 1-5 YEAR

-8.26%

Shares124.7K

Event2026-03-31

Filed2026-05-15

EVLV

EVOLV TECHNOLOGIES HLDGS

-25.00%

Shares850.4K

Event2026-03-31

Filed2026-05-15

VANGUARD MID-CAP INDEX

6.75%

Shares16.4K

Event2026-03-31

Filed2026-05-15

VPU

VANGUARD UTILITIES INDEX

12.36%

Shares23.4K

Event2026-03-31

Filed2026-05-15

FLJP

FRANKLIN FTSE JAPAN ETF

0.36%

Shares102.5K

Event2026-03-31

Filed2026-05-15

BKLN

INVESCO SENIOR LOAN ETF

14.96%

Shares153.2K

Event2026-03-31

Filed2026-05-15

VANGUARD SMALL-CAP INDEX

-25.37%

Shares11.7K

Event2026-03-31

Filed2026-05-15

VGIT

VANGUARD INTER-TERM

199.50%

Shares50.0K

Event2026-03-31

Filed2026-05-15

HYG

ISHARES IBOXX $ HIGH

-6.87%

Shares33.4K

Event2026-03-31

Filed2026-05-15

VSS

VANGUARD FTSE ALL-WORLD

5.50%

Shares15.1K

Event2026-03-31

Filed2026-05-15

EWU

ISHARES MSCI UNITED

5.88%

Shares46.5K

Event2026-03-31

Filed2026-05-15

FLIN

FRANKLIN FTSE INDIA ETF

19.57%

Shares47.4K

Event2026-03-31

Filed2026-05-15

GXC

STATE STREET SPDR S&P

17.43%

Shares16.8K

Event2026-03-31

Filed2026-05-15

MINT

PIMCO ENHANCED SHORT

New

Shares15.1K

Event2026-03-31

Filed2026-05-15

IWM

ISHARES RUSSELL 2000

-45.07%

Shares5.4K

Event2026-03-31

Filed2026-05-15

IWB

ISHARES RUSSELL 1000

New

Shares3.4K

Event2026-03-31

Filed2026-05-15

VOX

VANGUARD COMMUNICATION

0.00%

Shares5.8K

Event2026-03-31

Filed2026-05-15

VGLT

VANGUARD LONG-TERM TREAS

62.02%

Shares18.6K

Event2026-03-31

Filed2026-05-15

VCR

VANGUARD CONSUMER

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-15

AKRE FOCUS ETF

-7.72%

Shares17.0K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORP

New

Shares4.3K

Event2026-03-31

Filed2026-05-15

HOLX

HOLOGIC INC

31.11%

Shares9.7K

Event2026-03-31

Filed2026-05-15

GOLDMAN SACHS GROUP INC

-18.48%

Shares847

Event2026-03-31

Filed2026-05-15

VGSH

VANGUARD SHORT-TERM

19.21%

Shares11.5K

Event2026-03-31

Filed2026-05-15

EMXC

ISHARES MSCI EMERGING

-7.71%

Shares7.9K

Event2026-03-31

Filed2026-05-15

SPXL

DIREXION DAILY S&P500

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-15

EFA

ISHARES MSCI EAFE ETF

New

Shares5.5K

Event2026-03-31

Filed2026-05-15

JPST

JPMORGAN ULTRA-SHORT

11.27%

Shares10.5K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

44.82%

Shares2.0K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

-16.38%

Shares3.9K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

126.58%

Shares1.2K

Event2026-03-31

Filed2026-05-15

SPY

STATE STREET SPDR S&P

4.50%

Shares674

Event2026-03-31

Filed2026-05-15

UPRO

PROSHARES ULTRAPRO S&

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

New

Shares1.5K

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

-16.54%

Shares5.3K

Event2026-03-31

Filed2026-05-15

GE AEROSPACE

-17.39%

Shares1.4K

Event2026-03-31

Filed2026-05-15

GEV

GE VERNOVA INC

-18.38%

Shares404

Event2026-03-31

Filed2026-05-15

IEI

ISHARES 3-7 YEAR

New

Shares2.7K

Event2026-03-31

Filed2026-05-15

HAL

HALLIBURTON CO

-9.71%

Shares8.1K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES CORE S&P 500

New

Shares467

Event2026-03-31

Filed2026-05-15

IBM

IBM CORP

-19.89%

Shares1.2K

Event2026-03-31

Filed2026-05-15

IGF

ISHARES GLOBAL

New

Shares4.4K

Event2026-03-31

Filed2026-05-15

IEF

ISHARES 7-10 YEAR

New

Shares3.0K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

New

Shares812

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON.COM INC

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available