Mittelman Wealth Management reported 53 holdings worth US$151M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
Mittelman Wealth Management reported 53 holdings worth US$151M as of Jun 30, 2026. Largest: Evolv Technologies Holdings, Inc., Nvidia Corporation and Apple Inc. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 53
- Value as reported
- US$151M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Evolv Technologies Holdings, Inc. | 496K | US$2.88M | 1.9% |
| Nvidia Corporation | 1,353 | US$791K | 0.52% |
| Apple Inc | 805 | US$549K | 0.36% |
| Alphabet Inc (google) Class C | 182 | US$468K | 0.31% |
| Goldman Sachs Group, Inc. (the) | 422 | US$431K | 0.28% |
| Microsoft Corp. | 430 | US$409K | 0.27% |
| Aflac Incorporated | 3,131 | US$370K | 0.24% |
| Ge Aerospace | 829 | US$337K | 0.22% |
| Kla Corporation | 300 | US$335K | 0.22% |
| Cisco Systems, Inc. | 1,981 | US$326K | 0.22% |
| Ge Vernova Inc. | 236 | US$297K | 0.20% |
| Walmart Inc. | 2,026 | US$296K | 0.20% |
| International Business Machines Corporation | 785 | US$295K | 0.19% |
| Jp Morgan Chase & Co. | 435 | US$243K | 0.16% |
| Amazon.com, Inc. | 346 | US$239K | 0.16% |
| Halliburton Company | 0 | US$0 | 0.00% |