13FBOX
Mittelman Wealth Management · 13F Holdings
Options Calculator Rankings

Mittelman Wealth Management

No.9626 Data as of 2026Q2
Latest AUM (Q2 2026)
$151.2M
QoQ Change Q1 2026
-$9.2M-5.7%
Holdings
53
New Buys
5
Adds
3
Reduces
44
Exits
4
Unchanged
1
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VVANGUARD SPECIALIZED FUNDSVIG
12.92%13.49%$19.5M15,197$21.6M100,578-85,381-84.89%Reduce
VVANGUARD WHITEHALL FDSVYM
10.07%10.86%$15.2M19,314$17.4M117,650-98,336-83.58%Reduce
VVANGUARD INDEX FDSVOO
8.23%6.59%$12.4M3,714$10.6M17,684-13,970-79.00%Reduce
VVANGUARD FTSEVEA
8.11%8.82%$12.3M35,179$14.2M220,830-185,651-84.07%Reduce
VVANGUARD FSTEVWO
7.99%8.12%$12.1M40,913$13.0M240,969-200,056-83.02%Reduce
IISHARES TRIGIB
7.02%7.1%$10.6M39,056$11.4M213,856-174,800-81.74%Reduce
IISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGLB
5.18%5.59%$7.8M32,844$9.0M180,799-147,955-81.83%Reduce
IISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
4.75%4.09%$7.2M30,463$6.6M124,664-94,201-75.56%Reduce
VVANGUARD WORLD FDVPU
3.85%2.89%$5.8M5,623$4.6M23,386-17,763-75.96%Reduce
VVANGUARD MIDVO
2.87%2.93%$4.3M12,621$4.7M16,356-3,735-22.84%Reduce
FFRANKLIN TEMPLETON ETF TRFLJP
2.74%2.31%$4.1M20,723$3.7M102,476-81,753-79.78%Reduce
VVANGUARD SCOTTSDALE FDSVGIT
2.57%1.85%$3.9M12,682$3.0M49,959-37,277-74.62%Reduce
IINVESCO EXCH TRADED FD TR IIBKLN
2.07%1.95%$3.1M33,948$3.1M153,160-119,212-77.83%Reduce
EVOLV TECHNOLOGIES HLDNGS INC COM CL AEVLV
1.9%3.21%$2.9M496,081$5.1M850,425-354,344-41.67%Reduce
SSPDR INDEX SHS FDSGXC
1.41%0.98%$2.1M5,541$1.6M16,816-11,275-67.05%Reduce
VVANGUARD INDEX FDSVB
1.29%1.91%$1.9M1,848$3.1M11,683-9,835-84.18%Reduce
IISHARES TREWU
1.25%1.32%$1.9M8,781$2.1M46,550-37,769-81.14%Reduce
IISHARES TRHYG
1.22%1.66%$1.8M4,649$2.7M33,400-28,751-86.08%Reduce
VVANGUARD SCOTTSDALE FDSVGSH
1.15%0.42%$1.7M9,869$670,89911,460-1,591-13.88%Reduce
VVANGUARD SCOTTSDALE FDSVGLT
1.13%0.64%$1.7M10,754$1.0M18,590-7,836-42.15%Reduce
PPIMCO ETF TRMINT
0.98%0.95%$1.5M14,334$1.5M15,130-796-5.26%Reduce
VVANGUARD INTL EQUITY INDEX FVSS
0.91%1.37%$1.4M2,583$2.2M15,121-12,538-82.92%Reduce
IISHARES RUSSELLIWB
0.84%0.75%$1.3M1,972$1.2M3,428-1,456-42.47%Reduce
FFRANKLIN TEMPLETON ETF TRFLIN
0.58%0.98%$880,0165,497$1.6M47,360-41,863-88.39%Reduce
DDIREXION SHARES ETF TRUSTSPXL
0.56%0.36%$840,9713,107$577,2263,122-15-0.48%Reduce
IISHARES RUSSELLIWM
0.54%0.84%$823,0711,167$1.3M5,401-4,234-78.39%Reduce
NVIDIA CORPORATIONNVDA
0.52%0.47%$790,6911,353$746,7104,281-2,928-68.40%Reduce
IISHARES TRIVV
0.51%0.19%$777,325549$305,220467+82+17.56%Add
IISHARES MSCI EMERGING MARKETS EX CHINA ETFEMXC
0.51%0.39%$770,5123,790$621,7227,903-4,113-52.04%Reduce
IISHARES TRILF
0.44%$668,8914,893$00+4,893New Buy
PPROSHARES TRUPRO
0.41%0.26%$616,0774,345$421,3784,34500.00%Unchanged
SSTATE STR SPDR S&P 500 ETF TSPY
0.38%0.27%$571,192764$438,861674+90+13.35%Add
IISHARES MSCI EAFE ETFEFA
0.38%0.33%$570,6123,268$533,5355,493-2,225-40.51%Reduce
APPLE INCAAPL
0.36%0.32%$549,494805$510,8792,013-1,208-60.01%Reduce
VVANGUARD WORLD FDVOX
0.35%0.65%$533,2712,899$1.0M5,766-2,867-49.72%Reduce
VVANGUARD WORLD FDVCR
0.34%0.57%$508,4541,282$913,3722,544-1,262-49.61%Reduce
JJPMORGAN ULTRA-SHORT INCOME ETFJPST
0.32%0.33%$483,4574,016$532,71410,525-6,509-61.84%Reduce
AAlphabet Inc Class CGOOG
0.31%0.26%$468,351184$417,1591,453-1,269-87.34%Reduce
GOLDMAN SACHS GROUP INCGS
0.28%0.45%$430,843422$716,553847-425-50.18%Reduce
MICROSOFT CORPMSFT
0.27%0.28%$408,531430$451,2561,219-789-64.73%Reduce
AFLAC INC COMAFL
0.24%$370,0413,131$00+3,131New Buy
IISHARES TRIEI
0.22%0.2%$339,3282,859$320,4042,701+158+5.85%Add
GE AEROSPACEGE
0.22%0.24%$336,730829$386,7781,363-534-39.18%Reduce
KLA CORPKLAC
0.22%$334,898300$00+300New Buy
CISCO SYS INCCSCO
0.22%0.26%$326,2971,981$410,0515,284-3,303-62.51%Reduce
GE VERNOVA INCGEV
0.2%0.22%$297,239236$352,651404-168-41.58%Reduce
WALMART INCWMT
0.2%0.3%$296,1742,026$479,7203,860-1,834-47.51%Reduce
IINTERNATIONAL BUSINESS MACHSIBM
0.19%0.18%$294,691785$294,9741,216-431-35.44%Reduce
JPMORGAN CHASE & COJPM
0.16%0.15%$243,187435$239,135812-377-46.43%Reduce
DDIREXION DAILY MSCI EMERGING MARKETS BULL 3X ETFEDC
0.16%$241,1881,730$00+1,730New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow