0002021464-24-000007.txt : 20241118
0002021464-24-000007.hdr.sgml : 20241118
20241115183023
ACCESSION NUMBER: 0002021464-24-000007
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240930
FILED AS OF DATE: 20241118
DATE AS OF CHANGE: 20241115
EFFECTIVENESS DATE: 20241118
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Mittelman Wealth Management
CENTRAL INDEX KEY: 0002021464
ORGANIZATION NAME:
IRS NUMBER: 861708897
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-24096
FILM NUMBER: 241469382
BUSINESS ADDRESS:
STREET 1: 4 WINTERBERRY LN
CITY: ANDOVER
STATE: MA
ZIP: 01810
BUSINESS PHONE: 6173781382
MAIL ADDRESS:
STREET 1: 4 WINTERBERRY LN
CITY: ANDOVER
STATE: MA
ZIP: 01810
13F-HR
1
primary_doc.xml
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13F-HR
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0002021464
XXXXXXXX
09-30-2024
09-30-2024
Mittelman Wealth Management
4 WINTERBERRY LN
ANDOVER
MA
01810
13F HOLDINGS REPORT
028-24096
000313042
801-120590
N
Joel Mittelman
Chief Compliance Officer
6173781382
Joel Mittelman
Andover
MA
11-15-2024
0
28
175985858
false
INFORMATION TABLE
2
mwm13-f9302024.xml
BURKE HERBERT FINL SVCS
COMMON STOCK
12135Y108
658752
10801
SH
SOLE
10801
0
0
CISCO SYS INC
COMMON STOCK
17275R102
319213
5998
SH
SOLE
5998
0
0
FRANKLIN FTSE INDIA ETF
UIT EXCHANGE TRADED
35473P769
981339
23421
SH
SOLE
23421
0
0
FRANKLIN FTSE JAPAN ETF
UIT EXCHANGE TRADED
35473P744
5035635
165537
SH
SOLE
165537
0
0
GE AEROSPACE
COMMON STOCK
369604301
239119
1268
SH
SOLE
1268
0
0
GOLDMAN SACHS GROUP INC
COMMON STOCK
38141G104
393117
794
SH
SOLE
794
0
0
IBM CORP
COMMON STOCK
459200101
284529
1287
SH
SOLE
1287
0
0
INVSC QQQ TRUST SRS 1
UIT EXCHANGE TRADED
46090E103
211822
434
SH
SOLE
434
0
0
ISHARES CORE S&P 500
UIT EXCHANGE TRADED
464287200
698529
1211
SH
SOLE
1211
0
0
ISHARES IBOXX HIGH YIELD
UIT EXCHANGE TRADED
464288513
2060658
25662
SH
SOLE
25662
0
0
ISHARES MSCI EMERGING
UIT EXCHANGE TRADED
46434G764
488207
7989
SH
SOLE
7989
0
0
ISHARES TR IS 1-5 YR IN
UIT EXCHANGE TRADED
464288646
2561593
48644
SH
SOLE
48644
0
0
ISHARES TRT IS 5-10 INV
UIT EXCHANGE TRADED
464288638
10527562
195971
SH
SOLE
195971
0
0
ISHRS 10 YR INVEST GRADE
UIT EXCHANGE TRADED
464289511
19382913
361689
SH
SOLE
361689
0
0
JPMORGAN ULTRA SHORT
UIT EXCHANGE TRADED
46641Q837
546216
10765
SH
SOLE
10765
0
0
NVIDIA CORP
COMMON STOCK
67066G104
660777
5441
SH
SOLE
5441
0
0
SPDR GOLD SHARES ETF
UIT EXCHANGE TRADED
78463V107
356812
1468
SH
SOLE
1468
0
0
SPDR S&P 500 ETF
UIT EXCHANGE TRADED
78462F103
528432
921
SH
SOLE
921
0
0
SPDR S&P CHINA ETF
UIT EXCHANGE TRADED
78463X400
1021654
12441
SH
SOLE
12441
0
0
VANGUARD COMMUNICATION
UIT EXCHANGE TRADED
92204A884
475861
3273
SH
SOLE
3273
0
0
VANGUARD CONSUMER
UIT EXCHANGE TRADED
92204A108
491312
1443
SH
SOLE
1443
0
0
VANGUARD DIVIDEND
UIT EXCHANGE TRADED
921908844
32612955
164662
SH
SOLE
164662
0
0
VANGUARD FTSE DEVELOPED
UIT EXCHANGE TRADED
921943858
20567646
389465
SH
SOLE
389465
0
0
VANGUARD FTSE EMERGING
UIT EXCHANGE TRADED
922042858
16978759
354833
SH
SOLE
354833
0
0
VANGUARD HIGH DIVIDEND
UIT EXCHANGE TRADED
921946406
29145244
227342
SH
SOLE
227342
0
0
VANGUARD MID CAP ETF
UIT EXCHANGE TRADED
922908629
3844794
14573
SH
SOLE
14573
0
0
VANGUARD S&P 500 ETF
UIT EXCHANGE TRADED
922908363
21009355
39815
SH
SOLE
39815
0
0
VANGUARD SMALL CAP ETF
UIT EXCHANGE TRADED
922908751
3903053
16454
SH
SOLE
16454
0
0