Mittelman Wealth Management
Mittelman Wealth Management reported 53 stocks worth $151M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are VIG (12.9%), VYM (10.1%) and VOO (8.2%). Compared with Q1 2026, the fund opened new positions in ILF, AFL and KLAC, added to IVV, SPY and IEI, trimmed VIG, VYM and VOO and sold out of AKRE, HAL and IEF.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VIG Vanguard Dividend Appreciation ETF | $19.5M | 12.9% | 15K | −85K (−85%) | 8 of 8 | |
| 2 |  VYM Vanguard Whitehall Fds | $15.2M | 10.1% | 19K | −98K (−84%) | 8 of 8 | |
| 3 |  VOO Vanguard S&P 500 ETF | $12.4M | 8.2% | 3,714 | −14K (−79%) | 8 of 8 | |
| 4 |  VEA Vanguard Tax-Managed Fds | $12.3M | 8.1% | 35K | −186K (−84%) | 8 of 8 | |
| 5 |  VWO Vanguard Intl Equity Index F | $12.1M | 8.0% | 41K | −200K (−83%) | 8 of 8 | |
| 6 |  IGIB Ishares TR | $10.6M | 7.0% | 39K | −175K (−82%) | 8 of 8 | |
| 7 |  IGLB Ishares TR | $7.8M | 5.2% | 33K | −148K (−82%) | 8 of 8 | |
| 8 |  IGSB Ishares TR | $7.2M | 4.8% | 30K | −94K (−76%) | 8 of 8 | |
| 9 |  VPU Vanguard Utilities ETF | $5.8M | 3.9% | 5,623 | −18K (−76%) | 4 of 8 | |
| 10 |  VO Vanguard Index Fds | $4.3M | 2.9% | 13K | −3,735 (−23%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Mittelman Wealth Management 13F FAQ
What does Mittelman Wealth Management own?
Mittelman Wealth Management reported 53 stocks worth $151M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are VIG (12.9%), VYM (10.1%) and VOO (8.2%). The table above lists every position in the filing (the top 10 without an account).
What did Mittelman Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 3 added to, 44 trimmed and 4 sold out. New positions include ILF, AFL and KLAC. It sold all of AKRE, HAL and IEF.
When will Mittelman Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Mittelman Wealth Management's portfolio worth?
The Q2 2026 filing reports $151M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.