Mittelman Wealth Management: 13F holdings
CIK 20214642026Q2
| Positions | 53 |
|---|
| Reported value | $151.2m |
|---|
| Filed | 2026-08-07 |
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Change since last quarter
| Positions | 53 (+1 vs prior quarter) |
|---|
| Reported value | $151.2m (-5.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | 15,197 | $19.5m | 12.9% |
| VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | 19,314 | $15.2m | 10.1% |
| VOO VANGUARD S&P 500 ETF | 3,714 | $12.4m | 8.2% |
| VEA VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | 35,179 | $12.3m | 8.1% |
| VWO VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | 40,913 | $12.1m | 8.0% |
| IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 39,056 | $10.6m | 7.0% |
| IGLB ISHARES 10 YEAR | 32,844 | $7.8m | 5.2% |
| IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 30,463 | $7.2m | 4.8% |
| VPU VANGUARD UTILITIES INDEX FUND ETF SHARES | 5,623 | $5.8m | 3.8% |
| VO VANGUARD MID-CAP INDEX FUND ETF SHARES | 12,621 | $4.3m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2021464")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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