Mittelman Wealth Management

Q3 2025 13F-HR Holdings

Location
Andover, MA
Holdings as of
9/30/2025
Date filed
11/17/2025
Form type
13F-HR
Num holdings
41
Total value ($000)
$152,735
Net value change ($000)
+34,264 (28.9%)
New positions
4
Sold out positions
1
Turnover %
11.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/8/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EVLV 11,415 NEW
VIG 3,438 18.1%
VPU 2,975 NEW
IGSB 2,401 61.1%
BKLN 1,826 180.4%
EWU 1,577 NEW
IGIB 1,423 15.8%
MINT 1,218 571.8%
JPST 1,207 337.2%
VWO 1,160 10.8%
Top Reduces (Value $000, Stocks/ETFs)
VB -1,045 -19.5%
AGG -468 -100.0%
BND -206 -35.3%
VGSH -172 -25.3%
IWM -137 -9.8%
SPDW -129 -26.4%
HOLX -102 -14.1%
CSCO -18 -7.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type