Mittelman Wealth Management
All 13F Filings
- Location
- Andover, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 153,874
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 43 | 153,874 | 13F-HR | Mittelman Wealth Management |
| Q3 2025 | 11/17/2025 | 41 | 152,735 | 13F-HR | Mittelman Wealth Management |
| Q2 2025 | 8/8/2025 | 38 | 118,471 | 13F-HR | Mittelman Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 12.99 K | 8.4% | 0 | 499 | -499 |
| ETFs | 140.9 K | 91.6% | 1.638 K | 0 | 1.638 K |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
153,874
Holdings
43
QoQ value change ($000)
1,139
(0.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.