Mittelman Wealth Management

13F Filings History

Latest 13F report
Q3 2025 - Nov 17, 2025
Value $
$153M
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 41 stock holdings with total value $153M as of Q3 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 Date Filed
Q3 2025 41 $153M +$31.8M -$4.29M +$27.5M VIG, VYM, VEA, VWO, VOO 13F-HR 11/17/2025, 04:20 PM
Q2 2025 38 $118M +$11.8M -$11.5M +$343K VIG, VYM, VEA, VOO, VWO 13F-HR 8/8/2025, 02:21 PM
Q1 2025 33 $111M +$5.69M -$2.5M +$3.19M VYM, VIG, VEA, VOO, VWO 13F-HR 5/15/2025, 08:15 AM
Q4 2024 31 $107M +$4.08M -$67M -$62.9M VYM, VIG, VOO, VEA, VWO 13F-HR 2/18/2025, 12:52 PM
Q3 2024 28 $176M +$88.3M -$72.7M +$15.6M VIG, VYM, VOO, VEA, IGLB 13F-HR 11/15/2024, 06:30 PM
Q2 2024 72 $154M +$9.05M -$1.73M +$7.32M VIG, VOO, VYM, EFA, IGIB 13F-HR 8/12/2024, 03:06 PM
Q1 2024 64 $148M $0 $0 VIG, VOO, VYM, EFA, IGIB 13F-HR 5/6/2024, 11:11 AM