Mueller Wealth, LLC

CIK 0002110608 · MISHICOT, WI · Quarter end: 2026-06-30 · Filed on: 2026-08-03 · Open the SEC source

Mueller Wealth, LLC reported 18 positions worth $146.9M as of June 30, 2026 (13F filed August 3, 2026). Largest holding: SPYM (18.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$146.9M
2026 Q2
Positions
18
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
97.8%
Est. Net Flow (Q)
2026 Q2
10 / 18 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYMSPDR SERIES TRUSTSH$27.2M18.54%309,978
2IDEVISHARES TRSH$24.1M16.40%270,659
3SPABSPDR SERIES TRUSTSH$24.0M16.37%942,299
4SPTMSPDR SERIES TRUSTSH$18.4M12.53%202,687
5USFRWISDOMTREE TRSH$15.5M10.54%307,442
6PYLDPIMCO ETF TRSH$13.4M9.13%505,932
7QQQMINVESCO EXCH TRADED FD TR IISH$9.1M6.18%29,948
8IWVISHARES TRSH$9.1M6.17%21,245
9NVDANVIDIA CORPORATIONSH$1.8M1.23%9,013
10VTIVANGUARD INDEX FDSSH$998.1K0.68%2,697

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Mueller Wealth, LLC hold as of Q2 2026?

Mueller Wealth, LLC reported 18 positions worth $146.9M in its Q2 2026 13F filing. Largest positions: SPYM (18.5%), IDEV (16.4%), SPAB (16.4%), SPTM (12.5%) and USFR (10.5%).

What did Mueller Wealth, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Mueller Wealth, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.