Mittelman Wealth Management

Q2 2026 13F-HR Holdings

Location
Andover, MA
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
53
Total value ($000)
$151,202
Net value change ($000)
-9,186 (-5.7%)
New positions
5
Sold out positions
4
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VOO 1,875 17.7%
VPU 1,187 25.6%
VGSH 1,061 158.1%
VGIT 912 30.7%
VGLT 679 66.0%
ILF 669 NEW
IGSB 634 9.7%
GXC 559 35.7%
IVV 472 154.8%
FLJP 430 11.6%
Top Reduces (Value $000, Stocks/ETFs)
EVLV -2,268 -44.1%
VYM -2,198 -12.6%
VIG -2,092 -9.7%
VEA -1,889 -13.3%
IGLB -1,140 -12.7%
VB -1,111 -36.3%
VWO -949 -7.3%
AKRE -898 -100.0%
VSS -829 -37.6%
HYG -811 -30.5%
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