# EDGAR Filing Document

**Accession Number:** 0002021464
**File Stem:** 0002021464-26-000002
**Filing Date:** 2026-5
**Character Count:** 9352
**Document Hash:** 6acea4f4d5bb17400ec2cdcd463ebd88
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002021464-26-000002.hdr.sgml**: 20260515

**ACCESSION NUMBER**: 0002021464-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260515

**DATE AS OF CHANGE**: 20260515

**EFFECTIVENESS DATE**: 20260515

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Mittelman Wealth Management
- **CENTRAL INDEX KEY:** 0002021464

**ORGANIZATION NAME:**
- **EIN:** 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:** 26989381

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Mittelman Wealth Management<br>**Address:** 4 WINTERBERRY LN<br>ANDOVER, MA 01810

**Form 13F File Number:** 028-24096

**CRD Number (if applicable):** 000313042

**SEC File Number (if applicable):** 028-24096

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Joel Mittelman<br>**Title:** Chief Compliance Manager<br>**Phone:** 6173781382

**Signature, Place, and Date of Signing:**

Joel Mittelman  Andover, MA  03-31-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 52

**Form 13F Information Table Value Total:** $160387771

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AKRE FOCUS ETF | UIT EXCHANGE TRADED | 74316P579 |  | 897762 | 16987 | SH |  | SOLE |  | 16987 | 0 | 0 |
| ALPHABET INC | COMMON STOCK | 02079K107 |  | 417159 | 1453 | SH |  | SOLE |  | 1453 | 0 | 0 |
| AMAZON.COM INC | COMMON STOCK | 023135106 |  | 227014 | 1090 | SH |  | SOLE |  | 1090 | 0 | 0 |
| APPLE INC | COMMON STOCK | 037833100 |  | 510879 | 2013 | SH |  | SOLE |  | 2013 | 0 | 0 |
| CISCO SYS INC | COMMON STOCK | 17275R102 |  | 410051 | 5284 | SH |  | SOLE |  | 5284 | 0 | 0 |
| DIREXION DAILY S | UIT EXCHANGE TRADED | 25459W862 |  | 577226 | 3122 | SH |  | SOLE |  | 3122 | 0 | 0 |
| EVOLV TECHNOLOGIES HLDGS | COMMON STOCK | 30049H102 |  | 5145071 | 850425 | SH |  | SOLE |  | 850425 | 0 | 0 |
| FRANKLIN FTSE INDIA ETF | UIT EXCHANGE TRADED | 35473P769 |  | 1573332 | 47360 | SH |  | SOLE |  | 47360 | 0 | 0 |
| FRANKLIN FTSE JAPAN ETF | UIT EXCHANGE TRADED | 35473P744 |  | 3707611 | 102476 | SH |  | SOLE |  | 102476 | 0 | 0 |
| GE AEROSPACE | COMMON STOCK | 369604301 |  | 386778 | 1363 | SH |  | SOLE |  | 1363 | 0 | 0 |
| GE VERNOVA INC | COMMON STOCK | 36828A101 |  | 352651 | 404 | SH |  | SOLE |  | 404 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COMMON STOCK | 38141G104 |  | 716553 | 847 | SH |  | SOLE |  | 847 | 0 | 0 |
| HALLIBURTON CO | COMMON STOCK | 406216101 |  | 314805 | 8074 | SH |  | SOLE |  | 8074 | 0 | 0 |
| HOLOGIC INC | COMMON STOCK | 436440101 |  | 732315 | 9688 | SH |  | SOLE |  | 9688 | 0 | 0 |
| IBM CORP | COMMON STOCK | 459200101 |  | 294974 | 1216 | SH |  | SOLE |  | 1216 | 0 | 0 |
| INVESCO SENIOR LOAN ETF | UIT EXCHANGE TRADED | 46138G508 |  | 3126011 | 153160 | SH |  | SOLE |  | 153160 | 0 | 0 |
| ISHARES 10 YEAR | UIT EXCHANGE TRADED | 464289511 |  | 8973065 | 180799 | SH |  | SOLE |  | 180799 | 0 | 0 |
| ISHARES 1-5 YEAR | UIT EXCHANGE TRADED | 464288646 |  | 6552350 | 124664 | SH |  | SOLE |  | 124664 | 0 | 0 |
| ISHARES 3-7 YEAR | UIT EXCHANGE TRADED | 464288661 |  | 320404 | 2701 | SH |  | SOLE |  | 2701 | 0 | 0 |
| ISHARES 5-10 YEAR | UIT EXCHANGE TRADED | 464288638 |  | 11381433 | 213856 | SH |  | SOLE |  | 213856 | 0 | 0 |
| ISHARES 7-10 YEAR | UIT EXCHANGE TRADED | 464287440 |  | 284220 | 2978 | SH |  | SOLE |  | 2978 | 0 | 0 |
| ISHARES CORE S 500 | UIT EXCHANGE TRADED | 464287200 |  | 305220 | 467 | SH |  | SOLE |  | 467 | 0 | 0 |
| ISHARES GLOBAL | UIT EXCHANGE TRADED | 464288372 |  | 291718 | 4354 | SH |  | SOLE |  | 4354 | 0 | 0 |
| ISHARES IBOXX $ HIGH | UIT EXCHANGE TRADED | 464288513 |  | 2657307 | 33400 | SH |  | SOLE |  | 33400 | 0 | 0 |
| ISHARES MSCI EAFE ETF | UIT EXCHANGE TRADED | 464287465 |  | 533535 | 5493 | SH |  | SOLE |  | 5493 | 0 | 0 |
| ISHARES MSCI EMERGING | UIT EXCHANGE TRADED | 46434G764 |  | 621722 | 7903 | SH |  | SOLE |  | 7903 | 0 | 0 |
| ISHARES MSCI UNITED | UIT EXCHANGE TRADED | 46435G334 |  | 2120818 | 46550 | SH |  | SOLE |  | 46550 | 0 | 0 |
| ISHARES RUSSELL 1000 | UIT EXCHANGE TRADED | 464287622 |  | 1200432 | 3428 | SH |  | SOLE |  | 3428 | 0 | 0 |
| ISHARES RUSSELL 2000 | UIT EXCHANGE TRADED | 464287655 |  | 1339596 | 5401 | SH |  | SOLE |  | 5401 | 0 | 0 |
| JPMORGAN CHASE  CO | COMMON STOCK | 46625H100 |  | 239135 | 812 | SH |  | SOLE |  | 812 | 0 | 0 |
| JPMORGAN ULTRA-SHORT | UIT EXCHANGE TRADED | 46641Q837 |  | 532714 | 10525 | SH |  | SOLE |  | 10525 | 0 | 0 |
| MICROSOFT CORP | COMMON STOCK | 594918104 |  | 451256 | 1219 | SH |  | SOLE |  | 1219 | 0 | 0 |
| NVIDIA CORP | COMMON STOCK | 67066G104 |  | 746710 | 4281 | SH |  | SOLE |  | 4281 | 0 | 0 |
| PIMCO ENHANCED SHORT | UIT EXCHANGE TRADED | 72201R833 |  | 1521624 | 15130 | SH |  | SOLE |  | 15130 | 0 | 0 |
| PROSHARES ULTRAPRO S | UIT EXCHANGE TRADED | 74347X864 |  | 421378 | 4345 | SH |  | SOLE |  | 4345 | 0 | 0 |
| STATE STREET SPDR S | UIT EXCHANGE TRADED | 78463X400 |  | 1565986 | 16816 | SH |  | SOLE |  | 16816 | 0 | 0 |
| STATE STREET SPDR S | UIT EXCHANGE TRADED | 78462F103 |  | 438861 | 674 | SH |  | SOLE |  | 674 | 0 | 0 |
| VANGUARD COMMUNICATION | UIT EXCHANGE TRADED | 92204A884 |  | 1036957 | 5766 | SH |  | SOLE |  | 5766 | 0 | 0 |
| VANGUARD CONSUMER | UIT EXCHANGE TRADED | 92204A108 |  | 913372 | 2544 | SH |  | SOLE |  | 2544 | 0 | 0 |
| VANGUARD DIVIDEND | UIT EXCHANGE TRADED | 921908844 |  | 21630469 | 100578 | SH |  | SOLE |  | 100578 | 0 | 0 |
| VANGUARD FTSE ALL-WORLD | UIT EXCHANGE TRADED | 922042718 |  | 2204586 | 15121 | SH |  | SOLE |  | 15121 | 0 | 0 |
| VANGUARD FTSE DEVELOPED | UIT EXCHANGE TRADED | 921943858 |  | 14150814 | 220830 | SH |  | SOLE |  | 220830 | 0 | 0 |
| VANGUARD FTSE EMERGING | UIT EXCHANGE TRADED | 922042858 |  | 13024415 | 240969 | SH |  | SOLE |  | 240969 | 0 | 0 |
| VANGUARD HIGH DIVIDEND | UIT EXCHANGE TRADED | 921946406 |  | 17423996 | 117650 | SH |  | SOLE |  | 117650 | 0 | 0 |
| VANGUARD INTER-TERM | UIT EXCHANGE TRADED | 92206C706 |  | 2975085 | 49959 | SH |  | SOLE |  | 49959 | 0 | 0 |
| VANGUARD LONG-TERM TREAS | UIT EXCHANGE TRADED | 92206C847 |  | 1029051 | 18590 | SH |  | SOLE |  | 18590 | 0 | 0 |
| VANGUARD MID-CAP INDEX | UIT EXCHANGE TRADED | 922908629 |  | 4697347 | 16356 | SH |  | SOLE |  | 16356 | 0 | 0 |
| VANGUARD S 500 ETF | UIT EXCHANGE TRADED | 922908363 |  | 10567567 | 17684 | SH |  | SOLE |  | 17684 | 0 | 0 |
| VANGUARD SHORT-TERM | UIT EXCHANGE TRADED | 92206C102 |  | 670899 | 11460 | SH |  | SOLE |  | 11460 | 0 | 0 |
| VANGUARD SMALL-CAP INDEX | UIT EXCHANGE TRADED | 922908751 |  | 3060115 | 11683 | SH |  | SOLE |  | 11683 | 0 | 0 |
| VANGUARD UTILITIES INDEX | UIT EXCHANGE TRADED | 92204A876 |  | 4633702 | 23386 | SH |  | SOLE |  | 23386 | 0 | 0 |
| WALMART INC | COMMON STOCK | 931142103 |  | 479720 | 3860 | SH |  | SOLE |  | 3860 | 0 | 0 |

---