Mittelman Wealth Management

Q4 2025 13F-HR Holdings

Location
Andover, MA
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
43
Total value ($000)
$153,874
Net value change ($000)
+1,139 (0.7%)
New positions
8
Sold out positions
6
Turnover %
5.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/17/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IWM 1,579 125.2%
AKRE 1,206 NEW
VEA 1,037 8.4%
VPU 876 29.4%
IGSB 854 13.5%
GS 631 223.8%
VOX 578 107.4%
VO 519 13.2%
WMT 514 NEW
GE 508 NEW
Top Reduces (Value $000, Stocks/ETFs)
EVLV -3,296 -28.9%
MINT -1,431 -100.0%
JPST -1,086 -69.4%
VYM -1,079 -5.9%
IWB -1,079 -100.0%
VIG -882 -3.9%
NVDA -600 -100.0%
SPDW -360 -100.0%
VOO -334 -2.8%
IVV -306 -100.0%
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