Mittelman Wealth Management reported 15 positions worth $8.26M for the quarter ended Jun 30, 2026, down 22.7% on the prior quarter. It opened 2 new positions, added to 0, trimmed 13 and exited 1. Its largest holding is Evolv Technologies Holdings, Inc. at 34.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GOOG Alphabet Inc. | -1,269 | -87.3% | $3.23M | 5.67% |
| EVLV Evolv Technologies Holdings, Inc. | -354.3K | -41.7% | $2.06M | 34.82% |
| NVDA Nvidia Corp | -2,928 | -68.4% | $1.71M | 9.57% |
| AAPL Apple Inc. | -1,208 | -60.0% | $824.58K | 6.65% |
| MSFT Microsoft Corp | -789 | -64.7% | $749.61K | 4.94% |
| CSCO Cisco Systems, Inc. | -3,303 | -62.5% | $544.05K | 3.95% |
| AMZN Amazon Com Inc | -744 | -68.3% | $513.52K | 2.89% |
| GS Goldman Sachs Group Inc | -425 | -50.2% | $433.91K | 5.21% |
| HAL Halliburton Co | -8,074 | -100.0% | $314.81K | Exited |
| WMT Walmart Inc. | -1,834 | -47.5% | $268.11K | 3.58% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| HAL Halliburton Co | -8,074 | $314.81K | 2.94% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | EVLV Evolv Technologies Holdings, Inc. | Technology | 496.1K | $2.88M | 34.82% | -354.3K | -41.7% | Reduced | 0.28% |
| 2 | NVDA Nvidia Corp | Technology | 1,353 | $790.69K | 9.57% | -2,928 | -68.4% | Reduced | 0% |
| 3 | AAPL Apple Inc. | Technology | 805 | $549.49K | 6.65% | -1,208 | -60.0% | Reduced | 0% |
| 4 | GOOG Alphabet Inc. | Technology | 184 | $468.35K | 5.67% | -1,269 | -87.3% | Reduced | 0% |
| 5 | GS Goldman Sachs Group Inc | Financial Services | 422 | $430.84K | 5.21% | -425 | -50.2% | Reduced | 0% |
| 6 | MSFT Microsoft Corp | Technology | 430 | $408.53K | 4.94% | -789 | -64.7% | Reduced | 0% |
| 7 | AFL Aflac Inc | Financial Services | 3,131 | $370.04K | 4.48% | +3,131 | – | New | 0% |
| 8 | GE General Electric Co | Industrials | 829 | $336.73K | 4.08% | -534 | -39.2% | Reduced | 0% |
| 9 | KLAC Kla Corp | Technology | 300 | $334.90K | 4.05% | +300 | – | New | 0% |
| 10 | CSCO Cisco Systems, Inc. | Technology | 1,981 | $326.30K | 3.95% | -3,303 | -62.5% | Reduced | 0% |
| 11 | GEV GE Vernova Inc. | Industrials | 236 | $297.24K | 3.6% | -168 | -41.6% | Reduced | 0% |
| 12 | WMT Walmart Inc. | Consumer Staples | 2,026 | $296.17K | 3.58% | -1,834 | -47.5% | Reduced | 0% |
| 13 | IBM International Business Machines Corp | Technology | 785 | $294.69K | 3.57% | -431 | -35.4% | Reduced | 0% |
| 14 | JPM Jpmorgan Chase & Co | Financial Services | 435 | $243.19K | 2.94% | -377 | -46.4% | Reduced | 0% |
| 15 | AMZN Amazon Com Inc | Consumer Discretionary | 346 | $238.82K | 2.89% | -744 | -68.3% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Mittelman Wealth Management.
As of its Q2 2026 13F filing, Mittelman Wealth Management’s five largest positions were Evolv Technologies Holdings, Inc. (EVLV) at 34.8%, Nvidia Corp (NVDA) at 9.6%, Apple Inc. (AAPL) at 6.7%, Alphabet Inc. (GOOG) at 5.7%, Goldman Sachs Group Inc (GS) at 5.2% of the reported portfolio.
Mittelman Wealth Management reported a 13F portfolio worth $8.26M across 15 positions for Q2 2026. That is down 22.7% from the previous quarter.
Its largest purchases by value were Aflac Inc ($370.04K), Kla Corp ($334.90K). It opened 2 new positions.
Its largest sales by value were Alphabet Inc. ($3.23M), Evolv Technologies Holdings, Inc. ($2.06M), Nvidia Corp ($1.71M). It exited 1 positions entirely.
From the Form 13F-HR reports Mittelman Wealth Management files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.