Mittelman Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.99M |
| 2 |
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
|
+$1.67M |
| 3 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$1.52M |
| 4 |
iShares Russell 1000 ETF
IWB
|
+$1.28M |
| 5 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$948K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Evolv Technologies
EVLV
|
+$1.66M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$1.14M |
| 3 |
Vanguard Small-Cap ETF
VB
|
+$1.07M |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$594K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$461K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 3.67% |
| 2 | Technology | 1.51% |
| 3 | Financials | 0.6% |
| 4 | Healthcare | 0.46% |
| 5 | Consumer Staples | 0.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
JPMorgan Chase
JPM
$907B
| $239K | 0.15% |
+812
| New | +$246K |
|
52
Amazon
AMZN
$2.66T
| $227K | 0.14% |
+1,090
| New | +$240K |
|
53
Vanguard Total Bond Market
BND
$159B
| – | – |
-3,165
| Closed | -$234K |
|
54
Alphabet (Google) Class A
GOOGL
$4.23T
| – | – |
-738
| Closed | -$232K |
|
Similar funds
Mittelman Wealth Management's Q1 2026 Portfolio in Review
As of Q1 2026, Mittelman Wealth Management held 54 positions worth $160M, up 4.2% from $154M the previous quarter. Its ten largest holdings account for 71% of the portfolio.
Mittelman Wealth Management deployed $9.2M of net new capital in Q1 2026, opening 11 new positions and adding to 21 existing holdings. Its largest new stake was PIMCO Enhanced Short Maturity Active Exchange-Traded Fund: 15,130 shares worth $1.52M.
By sector, the portfolio is most concentrated in Industrials at 3.7% of assets, down from 5.8% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Evolv Technologies, an estimated $1.66M trimmed.
- Mittelman Wealth Management's largest Q1 2026 buy was PIMCO Enhanced Short Maturity Active Exchange-Traded Fund: 15,130 shares worth $1.52M.
- Mittelman Wealth Management added most to Vanguard Intermediate-Term Treasury ETF in Q1 2026, an estimated $1.99M increase.
- Mittelman Wealth Management's biggest Q1 2026 reduction was Evolv Technologies, cutting an estimated $1.66M.
- Mittelman Wealth Management fully exited Vanguard Total Bond Market in Q1 2026, selling an estimated $234K.
- Mittelman Wealth Management's ten largest holdings make up 71% of its $160M portfolio in Q1 2026.
- Mittelman Wealth Management opened 11 new positions and closed 2 in Q1 2026.
- Mittelman Wealth Management's portfolio value rose 4.2% quarter-over-quarter to $160M.
Based on Mittelman Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.