Mueller Wealth, LLC
- SEC CIK
- 0002110608
- Latest filing
- Aug 3, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 10, 2026. Long positions only.
- Positions
- 15
- No filing for Q3 2025
- Portfolio value
- $120.8M
- No filing for Q3 2025
Mueller Wealth, LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 455,796 | $36.6M | 30.3% | – | – | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 761,684 | $19.6M | 16.2% | – | – | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 189,611 | $15.6M | 12.9% | – | – | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 267,748 | $13.5M | 11.2% | – | – | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 436,796 | $11.7M | 9.6% | – | – | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 29,478 | $8.16M | 6.8% | – | – | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 19,536 | $7.56M | 6.3% | – | – | – |
| iShares Tr46435G326 | CORE MSCI INTL | 49,176 | $4.06M | 3.4% | – | – | – |
| NVDANVIDIA Corp | Stock | 9,001 | $1.68M | 1.4% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,709 | $908.4K | 0.8% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,125 | $767.0K | 0.6% | – | – | History |
| BFCBank First Corp | COM | 2,311 | $281.6K | 0.2% | – | – | History |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 19,187 | $155.6K | 0.1% | – | – | History |
| DNPDNP Select Income Fund Inc | COM | 15,408 | $153.9K | 0.1% | – | – | History |
| BTZBlackRock Credit Allocation Income Trust | COM | 14,196 | $153.7K | 0.1% | – | – | History |