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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002021464

Mittelman Wealth Management

ANDOVER, MA · File #028-24096

Latest AUM
$153.9M
Positions
43
Top-10 Concentration
73.9%
Filings
8

Sector Allocation

Financials
2.1%$3.2M
Technology
0.7%$1.1M
Consumer Staples
0.3%$514,268
Industrials
0.2%$323,517
Energy
0.2%$252,700

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD DIVIDEND92190884497,957$21.5M13.99%
2VANGUARD HIGH DIVIDEND921946406120,717$17.3M11.26%
3VANGUARD FTSE DEVELOPED921943858214,116$13.4M8.69%
4VANGUARD FTSE EMERGING922042858225,745$12.1M7.89%
5VANGUARD S&P 500 ETF92290836318,380$11.5M7.49%
6ISHARES TRT IS 5-10 INV464288638196,233$10.6M6.87%
7EVOLV TECHNOLOGIES HLDGSEVLVW1,133,899$8.1M5.28%
8ISHRS 10 YR INVEST GRADE464289511147,643$7.4M4.84%
9ISHARES TR IS 1-5 YR IN464288646135,894$7.2M4.67%
10VANGUARD MID CAP ETF92290862915,322$4.4M2.89%
11VANGUARD SMALL CAP ETF92290875115,655$4.0M2.62%
12VANGUARD UTILITIES ETF92204A87620,814$3.9M2.50%
13FRANKLIN FTSE JAPAN ETFFGDL102,108$3.5M2.29%
14ISHARES IBOXX HIGH YIELD46428851335,862$2.9M1.88%
15ISHARES RUSSELL 20004642876559,832$2.8M1.85%
16INVESCO SENIOR LOAN ETFIVZ133,224$2.8M1.82%
17VGRD FTSE ALL WRLD EX US92204271814,333$2.1M1.34%
18ISHARES MSCI UNITED46435G33443,965$1.9M1.26%
19FRANKLIN FTSE INDIA ETFFGDL39,610$1.5M0.99%
20SPDR S&P CHINA ETF78463X40014,320$1.4M0.90%