Long-term investor
Mittelman Wealth Management @mittelmanwealthmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002021464).
Record
- Tracked since 2025-06-30 (476 days), 76 trades recorded
- Returns: week n/a · month n/a · 90 days -0.3% · 6 months +0.6% · 1 year -2.1% · all -2.1%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921908844 · 12.9% · long · since 2025-06-30
- 921946406 · 10.1% · long · since 2025-06-30
- 922908363 · 8.2% · long · since 2025-06-30
- 921943858 · 8.1% · long · since 2025-06-30
- 922042858 · 8.0% · long · since 2025-06-30
- 464288638 · 7.0% · long · since 2025-06-30
- 464289511 · 5.2% · long · since 2025-06-30
- 464288646 · 4.8% · long · since 2025-06-30
- 92204A876 · 3.8% · long · since 2025-09-30
- 922908629 · 2.9% · long · since 2025-06-30
- 35473P744 · 2.7% · long · since 2025-06-30
- 92206C706 · 2.6% · long · since 2025-06-30