Mittelman Wealth Management
All 13F Filings
- Location
- Andover, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 151,202
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 53 | 151,202 | 13F-HR | Mittelman Wealth Management |
| Q1 2026 | 5/15/2026 | 52 | 160,388 | 13F-HR | Mittelman Wealth Management |
| 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 | 8.263 K | 5.5% | 0 | 3.163 K | -3.163 K |
| ETFs | 142.9 K | 94.5% | 0 | 6.023 K | -6.023 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
151,202
Holdings
53
QoQ value change ($000)
-9,186
(-5.7%)
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.