13F Filings History of Mittelman Wealth Management

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$153,873,890
Signature - Title
Joel Mittelman - CHIEF COMPLIANCE OFFICER
Location
Andover, MA
Summary
This page shows a list of all the recent 13F filings made by Mittelman Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Mittelman Wealth Management reported 43 stock holdings with total value $153,873,890 as of Q4 2025. Top holdings included VIG, VYM, VEA, VWO, and VOO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 43 $153,873,890 +$11,854,433 -$11,823,744 +$30,689 VIG, VYM, VEA, VWO, VOO 13F-HR 17 Feb 2026, 15:36
Q3 2025 41 $152,735,360 +$31,767,854 -$4,291,214 +$27,476,640 VIG, VYM, VEA, VWO, VOO 13F-HR 17 Nov 2025, 16:20
Q2 2025 38 $118,471,288 +$11,818,241 -$11,474,899 +$343,342 VIG, VYM, VEA, VOO, VWO 13F-HR 08 Aug 2025, 14:21
Q1 2025 33 $110,849,138 +$5,692,005 -$2,498,283 +$3,193,722 VYM, VIG, VEA, VOO, VWO 13F-HR 15 May 2025, 08:15
Q4 2024 31 $107,487,327 +$4,084,141 -$67,008,526 -$62,924,385 VYM, VIG, VOO, VEA, VWO 13F-HR 18 Feb 2025, 12:52
Q3 2024 28 $175,985,858 +$88,289,983 -$72,728,182 +$15,561,801 VIG, VYM, VOO, VEA, IGLB 13F-HR 15 Nov 2024, 18:30
Q2 2024 72 $154,306,493 +$9,045,243 -$1,728,164 +$7,317,079 VIG, VOO, VYM, EFA, IGIB 13F-HR 12 Aug 2024, 15:06
Q1 2024 64 $147,610,361 $0 $0 $0 VIG, VOO, VYM, EFA, IGIB 13F-HR 06 May 2024, 11:11