Mittelman Wealth Management - Portfolio overview

Mittelman Wealth Management has 55 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. VIG - VANGUARD DIVIDEND, 13.40%
2. VYM - VANGUARD HIGH DIVIDEND, 10.80%
3. VEA - VANGUARD FTSE DEVELOPED, 8.77%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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