Mittelman Wealth Management
RIA/Wealth
Mittelman Wealth Management is a RIA/Wealth led by S. Joel Mittelman, reporting $243.4M in AUM as of Q3 2025 with 76% ETF concentration and 76% concentrated in top 10 holdings.
CIOS. Joel Mittelman
- Portfolio Value
- $152.7M
- Positions
- 41
- Top Holding
- VIG at 14.67%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Mittelman Wealth Management's portfolio (76.4% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $22.4M | 14.67% | +$2.4M Bought | — 103.9K shares | |
ETF ETF | $18.4M | 12.05% | -$844.0K Sold | — 130.6K shares | |
ETF ETF | $12.3M | 8.08% | +$507.0K Bought | — 205.9K shares | |
ETF ETF | $11.9M | 7.80% | +$134.4K Bought | — 219.8K shares | |
ETF ETF | $11.9M | 7.77% | +$49.6K Bought | — 19.4K shares | |
Security & Protection Services Industrials | $11.4M | 7.47% | +$11.4M New | — 1.5M shares | |
ETF ETF | $10.4M | 6.84% | +$1.3M Bought | — 193.0K shares | |
ETF ETF | $7.3M | 4.80% | +$17.5K Bought | — 142.3K shares | |
ETF ETF | $6.3M | 4.15% | +$2.4M Bought | — 119.4K shares | |
ETF ETF | $4.3M | 2.82% | -$1.4M Sold | — 17.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Mittelman Wealth Management's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+569.52% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-35.94% | |
-30.31% | |
-25.47% | |
-24.98% |
Analytics
Portfolio insights and performance metrics for Mittelman Wealth Management
GthenA