Mittelman Wealth Management
CIK 2021464 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $151.2M
- Posisi
- 53
- Per tanggal
- 30 Juni 2026
#7.357 dari 9.443 berdasarkan nilai 13F · top 77.9%
Nilai portofolio QoQ: -5.7% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 70,99%
- Bobot 25 kepemilikan teratas
- 91,57%
- Posisi di atas 1%
- 20
- Jumlah posisi efektif
- 16,0
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,3% Perkiraan pembelian $2.031.329 · penjualan $591.083.251
Kepemilikan median: 6,0 kuartal Dilacak Q4 2024–Q2 2026 · 84,1% masih dipegang
- Posisi baru
- 5
- Meningkat
- 3
- Menurun
- 44
- Tertutup
- 4
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Industrials
2,3%
Technology
1,6%
Financials
0,4%
Retail
0,4%
Communication Services
0,3%
Financial Services
0,3%
Communications
0,2%
Lainnya/Tidak terpetakan
94,5%
Portofolio lengkap 53 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VIG | $19.537.786 | 12,92% | 15.197 | $-2.092.683 | Turun ×1 | ||
| VYM | $15.226.420 | 10,07% | 19.314 | $-2.197.576 | Turun ×5 | ||
| VOO | $12.442.522 | 8,23% | 3.714 | $1.874.955 | Turun ×3 | ||
| VEA | $12.262.081 | 8,11% | 35.179 | $-1.888.733 | Turun ×1 | ||
| VWO | $12.075.170 | 7,99% | 40.913 | $-949.245 | Turun ×1 | ||
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $10.611.282 | 7,02% | 39.056 | $-770.151 | Turun ×1 | ||
| IGLB | $7.832.602 | 5,18% | 32.844 | $-1.140.463 | Turun ×1 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $7.185.729 | 4,75% | 30.463 | $633.379 | Turun ×2 | ||
| VPU | $5.820.814 | 3,85% | 5.623 | $1.187.112 | Turun ×1 | ||
| VO | $4.346.802 | 2,87% | 12.621 | $-350.545 | Turun ×1 | ||
| FLJP | $4.137.554 | 2,74% | 20.723 | $429.943 | Turun ×1 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $3.887.413 | 2,57% | 12.682 | $912.328 | Turun ×1 | ||
| BKLN | $3.130.631 | 2,07% | 33.948 | $4.620 | Turun ×1 | ||
| EVLV Evolv Technologies Holdings, Inc. - Class A Common Stock | $2.877.269 | 1,90% | 496.081 | $-2.267.802 | Turun ×3 | ||
| GXC | $2.124.881 | 1,41% | 5.541 | $558.895 | Turun ×1 | ||
| VB | $1.949.022 | 1,29% | 1.848 | $-1.111.093 | Turun ×4 | ||
| EWU | $1.886.064 | 1,25% | 8.781 | $-234.754 | Turun ×1 | ||
| HYG | $1.845.568 | 1,22% | 4.649 | $-811.739 | Turun ×2 | ||
| VGSH Vanguard Short-Term Treasury ETF | $1.732.031 | 1,15% | 9.869 | $1.061.132 | Turun ×1 | ||
| VGLT Vanguard Long-Term Treasury ETF | $1.708.418 | 1,13% | 10.754 | $679.367 | Turun ×1 | ||
| MINT | $1.475.253 | 0,98% | 14.334 | $-46.371 | Turun ×1 | ||
| VSS | $1.375.698 | 0,91% | 2.583 | $-828.888 | Turun ×1 | ||
| IWB | $1.268.736 | 0,84% | 1.972 | $68.304 | Turun ×1 | ||
| FLIN | $880.016 | 0,58% | 5.497 | $-693.316 | Turun ×1 | ||
| SPXL | $840.971 | 0,56% | 3.107 | $263.745 | Turun ×1 | ||
| IWM | $823.071 | 0,54% | 1.167 | $-516.525 | Turun ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $790.691 | 0,52% | 1.353 | $43.981 | Turun ×1 | ||
| IVV | $777.325 | 0,51% | 549 | $472.105 | Naik ×1 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $770.512 | 0,51% | 3.790 | $148.790 | Turun ×2 | ||
| ILF | $668.891 | 0,44% | 4.893 | Naik ×1 | |||
| UPRO | $616.077 | 0,41% | 4.345 | $194.699 | |||
| SPY SPY | $571.192 | 0,38% | 764 | $132.331 | Naik ×2 | ||
| EFA | $570.612 | 0,38% | 3.268 | $37.077 | Turun ×1 | ||
| AAPL Apple Inc. - Common Stock | $549.494 | 0,36% | 805 | $38.615 | Turun ×1 | ||
| VOX | $533.271 | 0,35% | 2.899 | $-503.686 | Turun ×1 | ||
| VCR | $508.454 | 0,34% | 1.282 | $-404.918 | Turun ×1 | ||
| JPST | $483.457 | 0,32% | 4.016 | $-49.257 | Turun ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $468.351 | 0,31% | 184 | $51.192 | Turun ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $430.843 | 0,28% | 422 | $-285.710 | Turun ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $408.531 | 0,27% | 430 | $-42.725 | Turun ×1 | ||
| AFL AFLAC Incorporated Common Stock | $370.041 | 0,24% | 3.131 | Naik ×1 | |||
| IEI iShares 3-7 Year Treasury Bond ETF | $339.328 | 0,22% | 2.859 | $18.924 | Naik ×1 | ||
| GE GE Aerospace Common Stock | $336.730 | 0,22% | 829 | $-50.048 | Turun ×2 | ||
| KLAC KLA Corporation - Common Stock | $334.898 | 0,22% | 300 | Naik ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $326.297 | 0,22% | 1.981 | $-83.754 | Turun ×2 | ||
| GEV GE Vernova Inc. Common Stock | $297.239 | 0,20% | 236 | $-55.412 | Turun ×2 | ||
| WMT Walmart Inc. - Common Stock | $296.174 | 0,20% | 2.026 | $-183.546 | Turun ×2 | ||
| IBM International Business Machines Corporation Common Stock | $294.691 | 0,19% | 785 | $-283 | Turun ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $243.187 | 0,16% | 435 | $4.052 | Turun ×1 | ||
| EDC | $241.188 | 0,16% | 1.730 | Naik ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $238.816 | 0,16% | 346 | $11.802 | Turun ×1 | ||
| IGF iShares Global Infrastructure ETF | $237.762 | 0,16% | 1.973 | $-53.956 | Turun ×1 | ||
| SOXL | $214.168 | 0,14% | 803 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| MINT | 31 Des. 2025 | 14.214 | $1.431.207 | Tidak lagi dilacak |
| IWB | 31 Des. 2025 | 2.952 | $1.079.137 | Tidak lagi dilacak |
| AKRE | 30 Juni 2026 | 16.987 | $897.762 | Tidak lagi dilacak |
| HOLX | 30 Juni 2026 | 9.688 | $732.315 | Tidak lagi dilacak |
| NVDA | 31 Des. 2025 | 3.218 | $600.470 | 17,2% |
| BHRB | 31 Maret 2025 | 7.801 | $486.470 | 28,5% |
| AGG | 30 Sep. 2025 | 4.714 | $467.680 | Tidak lagi dilacak |
| SPDW | 31 Des. 2025 | 8.409 | $359.821 | Tidak lagi dilacak |
| HAL | 30 Juni 2026 | 8.074 | $314.805 | 3,6% |
| IVV | 31 Des. 2025 | 456 | $305.551 | Tidak lagi dilacak |
| IEF | 30 Juni 2026 | 2.978 | $284.220 | |
| GLD | 31 Des. 2025 | 728 | $258.782 | Tidak lagi dilacak |
| BND | 31 Maret 2026 | 3.165 | $234.431 | |
| GOOGL | 31 Maret 2026 | 738 | $231.581 | 18,9% |
| IEI | 31 Maret 2025 | 1.980 | $228.789 | |
| IBM | 30 Juni 2025 | 840 | $209.031 | -20,3% |
| GE | 30 Juni 2025 | 1.010 | $202.151 | 42,0% |