Mittelman Wealth Management — 13F holdings

Mittelman Wealth Management reported 53 holdings worth $151M in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

  1. VIG VANGUARD SPECIALIZED FUNDS — $19.5M (12.9%)
  2. VYM VANGUARD WHITEHALL FDS — $15.2M (10.1%)
  3. VOO VANGUARD INDEX FDS — $12.4M (8.2%)
  4. VEA VANGUARD TAX-MANAGED FDS — $12.3M (8.1%)
  5. VWO VANGUARD INTL EQUITY INDEX F — $12.1M (8.0%)
  6. IGIB ISHARES TR — $10.6M (7.0%)
  7. IGLB ISHARES TR — $7.83M (5.2%)
  8. IGSB ISHARES TR — $7.19M (4.8%)
  9. VPU VANGUARD WORLD FD — $5.82M (3.8%)
  10. VO VANGUARD INDEX FDS — $4.35M (2.9%)