Mittelman Wealth Management
Net seller this quarter
$151M
19
-$29.4M
19.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 VYM | $15.2M | 10.07% | Not reported | -83.6% | Q1 2024 |
 IGLB | $7.83M | 5.18% | Not reported | -81.8% | Q3 2024 |
 EVLV | $2.88M | 1.90% | 0.27% | -41.7% | Q3 2025 |
 NVDA | $791K | 0.52% | 0.00% | -68.4% | Q1 2024 |
| EMXC | $771K | 0.51% | Not reported | -52.0% | Q1 2024 |
 SPY | $571K | 0.38% | Not reported | +13.4% | Q1 2024 |
 AAPL | $549K | 0.36% | 0.00% | -60.0% | Q1 2024 |
 GOOG | $468K | 0.31% | Not reported | -87.3% | Q1 2026 |
 GS | $431K | 0.28% | 0.00% | -50.2% | Q1 2024 |
 MSFT | $409K | 0.27% | 0.00% | -64.7% | Q1 2024 |
 AFL | $370K | 0.24% | 0.00% | New | Q2 2026 |
 GE | $337K | 0.22% | 0.00% | -39.2% | Q1 2024 |
 KLAC | $335K | 0.22% | 0.00% | New | Q2 2026 |
 CSCO | $326K | 0.22% | 0.00% | -62.5% | Q2 2024 |
 GEV | $297K | 0.20% | 0.00% | -41.6% | Q2 2024 |
 WMT | $296K | 0.20% | 0.00% | -47.5% | Q2 2024 |
 IBM | $295K | 0.19% | 0.00% | -35.4% | Q2 2024 |
 JPM | $243K | 0.16% | 0.00% | -46.4% | Q1 2024 |
 AMZN | $239K | 0.16% | 0.00% | -68.3% | Q1 2024 |
| Q1 2026 | |||||
| VYM | $17.4M | 10.86% | Not reported | -2.5% | Q1 2024 |
| IGLB | $8.97M | 5.59% | Not reported | +22.5% | Q3 2024 |
| EVLV | $5.15M | 3.21% | 0.47% | -25.0% | Q3 2025 |
| NVDA | $747K | 0.47% | 0.00% | Not reported | Q1 2024 |
| HOLX | $732K | 0.46% | 0.00% | +31.1% | Q4 2024 |
| GS | $717K | 0.45% | 0.00% | -18.5% | Q1 2024 |
| EMXC | $622K | 0.39% | Not reported | -7.7% | Q1 2024 |
| AAPL | $511K | 0.32% | 0.00% | +44.8% | Q1 2024 |
| WMT | $480K | 0.30% | 0.00% | -16.4% | Q2 2024 |
| MSFT | $451K | 0.28% | 0.00% | +126.6% | Q1 2024 |
| SPY | $439K | 0.27% | Not reported | +4.5% | Q1 2024 |
| GOOG | $417K | 0.26% | Not reported | New | Q1 2026 |
| CSCO | $410K | 0.26% | 0.00% | -16.5% | Q2 2024 |
| GE | $387K | 0.24% | 0.00% | -17.4% | Q1 2024 |
| GEV | $353K | 0.22% | 0.00% | -18.4% | Q2 2024 |
 HAL | $315K | 0.20% | 0.00% | -9.7% | Q2 2024 |
| IBM | $295K | 0.18% | 0.00% | -19.9% | Q2 2024 |
| JPM | $239K | 0.15% | 0.00% | Not reported | Q1 2024 |
| AMZN | $227K | 0.14% | 0.00% | Not reported | Q1 2024 |
| Q4 2025 | |||||
| VYM | $17.3M | 11.26% | Not reported | -7.6% | Q1 2024 |
| EVLV | $8.12M | 5.28% | 0.65% | -25.0% | Q3 2025 |
| IGLB | $7.45M | 4.84% | Not reported | +3.8% | Q3 2024 |
| GS | $913K | 0.59% | 0.00% | +193.5% | Q1 2024 |
| EMXC | $622K | 0.40% | Not reported | +1.8% | Q1 2024 |
| HOLX | $550K | 0.36% | 0.00% | -20.0% | Q4 2024 |
| WMT | $514K | 0.33% | 0.00% | Not reported | Q2 2024 |
| GE | $508K | 0.33% | 0.00% | Not reported | Q1 2024 |
| CSCO | $488K | 0.32% | 0.00% | +92.8% | Q2 2024 |
| IBM | $450K | 0.29% | 0.00% | Not reported | Q2 2024 |
| SPY | $440K | 0.29% | Not reported | -0.6% | Q1 2024 |
| AAPL | $378K | 0.25% | 0.00% | +2.9% | Q1 2024 |
| GEV | $324K | 0.21% | 0.00% | Not reported | Q2 2024 |
| MSFT | $261K | 0.17% | 0.00% | Not reported | Q1 2024 |
| HAL | $253K | 0.16% | 0.00% | Not reported | Q2 2024 |
| GOOGL | $232K | 0.15% | 0.00% | Not reported | Q1 2024 |
| Q3 2025 | |||||
| VYM | $18.4M | 12.05% | Not reported | -4.4% | Q1 2024 |
| EVLV | $11.4M | 7.47% | 0.87% | New | Q3 2025 |
| IGLB | $7.33M | 4.80% | Not reported | +0.2% | Q3 2024 |
| HOLX | $623K | 0.41% | 0.00% | -17.0% | Q4 2024 |
| NVDA | $600K | 0.39% | 0.00% | -11.2% | Q1 2024 |
| EMXC | $568K | 0.37% | Not reported | +0.5% | Q1 2024 |
| SPY | $432K | 0.28% | Not reported | -3.9% | Q1 2024 |
| AAPL | $344K | 0.23% | 0.00% | -7.7% | Q1 2024 |
| GS | $282K | 0.18% | 0.00% | -9.9% | Q1 2024 |
| GLD | $259K | 0.17% | 0.00% | -10.5% | Q2 2024 |
| CSCO | $225K | 0.15% | 0.00% | -6.4% | Q2 2024 |