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Joel Mittelman

Mittelman Wealth Management

Assets Managed
$160.388M
Holdings
52
Last Quarter
2026 - Q1
Filed Date
1mo 1d ago
Growth Rate
4.24%(2Q avg: 2.49%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Mittelman Wealth Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 52 positions.

Assets under management

The assets under management (AUM) of Mittelman Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 160.388M in assets, with a quarterly growth rate of 4.24% and a 2-quarter average growth rate of 2.49%. The portfolio is managed by Joel Mittelman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 2.68%
13.49%
$21.63M
100,578 shares@ $215.07 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Decreased -2.54%
10.87%
$17.424M
117,650 shares@ $148.11 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 3.14%
8.83%
$14.151M
220,830 shares@ $64.09 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 6.75%
8.13%
$13.024M
240,969 shares@ $54.06 avg price
IGIB
Ishares 5-10y Inv Grade Corp
Recent Activity
Increased 8.99%
7.1%
$11.381M
213,856 shares@ $53.23 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -3.78%
6.59%
$10.568M
17,684 shares@ $597.58 avg price
IGLB
Ishares 10+ Year Inv Gr Corp
Recent Activity
Increased 22.46%
5.6%
$8.973M
180,799 shares@ $49.64 avg price
IGSB
Ishares 1-5y Inv Grade Corp
Recent Activity
Decreased -8.26%
4.09%
$6.552M
124,664 shares@ $52.57 avg price
EVLV
Evolv Technologies Holdings
Recent Activity
Decreased -24.99%
3.21%
$5.145M
850,425 shares@ $6.05 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 6.75%
2.93%
$4.697M
16,356 shares@ $287.2 avg price

1-10 of 52