account_balance
Investment manager · 13F filer · SEC CIK 2021464
Mittelman Wealth Management
Reported value$151Mas of Jun 30, 2026
Positions53 5 new, 4 sold out
Top 10 weight71.0%VIG alone is 13%
FiledAug 738 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VIGVanguard Dividend Appreciation Index Fund ETF Shares
12.9%Trimmed −85%
VYMVanguard High Dividend Yield Index Fund ETF Shares
10.1%Trimmed −84%
VOOVanguard S&P 500 ETF
8.2%Trimmed −79%
VEAVanguard Ftse Developed Markets Index Fund ETF Shares
8.1%Trimmed −84%
VWOVanguard Ftse Emerging Markets Index Fund ETF Shares
8.0%Trimmed −83%
IGIBiShares 5-10 Year Investment Grade Corporate Bond ETF
7.0%Trimmed −82%
IGLBiShares 10 Year
5.2%Trimmed −82%
IGSBiShares 1-5 Year Investment Grade Corporate Bond ETF
4.8%Trimmed −76%
VPUVanguard Utilities Index Fund ETF Shares
3.8%Trimmed −76%
VOVanguard Mid-Cap Index Fund ETF Shares
2.9%
FLJPFranklin Ftse Japan ETF
2.7%−80%
VGITVanguard Inter-Term Treas Index Fd
2.6%−75%
VIGVanguard Dividend Appreciation Index Fund ETF Shares
12.9%Trimmed −85%
VYMVanguard High Dividend Yield Index Fund ETF Shares
10.1%Trimmed −84%
VOOVanguard S&P 500 ETF
8.2%Trimmed −79%
VEAVanguard Ftse Developed Markets Index Fund ETF Shares
8.1%Trimmed −84%
VWOVanguard Ftse Emerging Markets Index Fund ETF Shares
8.0%Trimmed −83%
IGIBiShares 5-10 Year Investment Grade Corporate Bond ETF
7.0%
IGLB5.2%
IGSBiShares 1-5 Year Investment Grade Corporate Bond ETF
4.8%
VPU3.8%
VO2.9%
FLJP2.7%
VGIT2.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VIG Vanguard Dividend Appreciation Index Fund ETF Shares 12.9% Trimmed −85%
VYM Vanguard High Dividend Yield Index Fund ETF Shares 10.1% Trimmed −84%
VOO Vanguard S&P 500 ETF 8.2% Trimmed −79%
VEA Vanguard Ftse Developed Markets Index Fund ETF Shares 8.1% Trimmed −84%
VWO Vanguard Ftse Emerging Markets Index Fund ETF Shares 8.0% Trimmed −83%
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF 7.0% Trimmed −82%
IGLB iShares 10 Year 5.2% Trimmed −82%
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF 4.8% Trimmed −76%
VPU Vanguard Utilities Index Fund ETF Shares 3.8% Trimmed −76%
VO Vanguard Mid-Cap Index Fund ETF Shares 2.9% Trimmed −81%
FLJP Franklin Ftse Japan ETF 2.7% Trimmed −80%
VGIT Vanguard Inter-Term Treas Index Fd 2.6% Trimmed −75%
What changed
Biggest moves since Mar 31, 2026
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