Institutional Fund
Mittelman Wealth Management
Andover, MACIK 20214645 filings on record
Portfolio Value
$160.39M
Q1 2026
Holdings
52
Reported positions
New Buys
11
Opened this quarter
QoQ Change
+4.2%
from $153.87M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Specialized Funds13.5%
- Vanguard Whitehall Fds10.9%
- Vanguard Tax-Managed Fds8.8%
- Vanguard Intl Equity Index F8.1%
- Ishares Tr7.1%
- Vanguard Index Fds6.6%
- Other45.0%
Portfolio Holdings
52 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Specialized Funds | 100.6K | $21.63M | 13.5% | +2.6K | Added |
| 2 | Vanguard Whitehall Fds | 117.7K | $17.42M | 10.9% | −3.1K | Reduced |
| 3 | Vanguard Tax-Managed Fds | 220.8K | $14.15M | 8.8% | +6.7K | Added |
| 4 | Vanguard Intl Equity Index F | 241.0K | $13.02M | 8.1% | +15.2K | Added |
| 5 | Ishares Tr | 213.9K | $11.38M | 7.1% | +17.6K | Added |
| 6 | Vanguard Index Fds | 17.7K | $10.57M | 6.6% | −696 | Reduced |
| 7 | Ishares Tr | 180.8K | $8.97M | 5.6% | +33.2K | Added |
| 8 | Ishares Tr | 124.7K | $6.55M | 4.1% | −11.2K | Reduced |
| 9 | Evolv Technologies Hldngs In | 850.4K | $5.15M | 3.2% | −283.5K | Reduced |
| 10 | Vanguard Index Fds | 16.4K | $4.70M | 2.9% | +1.0K | Added |
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