Mueller Wealth, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), Mueller Wealth, LLC reported 15 stock positions worth $120.8 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 30.3% of the portfolio, followed by SS SPDR P Agg Bond ETF (SPAB, 16.2%) and SS SPDR P S&P 1500 Comp ETF (SPTM, 12.9%).
- Most Recent 13F
- Q2 2026
- Location
- MISHICOT, WI
- CIK
- 0002110608
- Portfolio Value
- $120.8M (Q4 2025)
- SEC Filing
- 0002110608-26-000001 ↗ filed Feb 10, 2026
Holdings Value
Holdings 15 stocks · $120.8M
| SPYM Ste STR SPDR PT S&P 500 ETF | 30.26% | 455,796 | $36.6M | — |
| SPAB SS SPDR P Agg Bond ETF | 16.23% | 761,684 | $19.6M | — |
| SPTM SS SPDR P S&P 1500 Comp ETF | 12.95% | 189,611 | $15.6M | — |
| USFR Wisdomtree Floating Rate Tre | 11.15% | 267,748 | $13.5M | — |
| PYLD PIMCO Multisector Bond Actv | 9.65% | 436,796 | $11.7M | — |
| IWY iShares Russell Top 200 Grow | 6.76% | 29,478 | $8.2M | — |
| IWV iShares Russell 3000 ETF | 6.25% | 19,536 | $7.6M | — |
| IDEV iShares Core MSCI Dev MKTS | 3.36% | 49,176 | $4.1M | — |
| NVDA Nvidia Corp. | 1.39% | 9,001 | $1.7M | — |
| VTI VG Morningstar TS MKT ETF-US | 0.75% | 2,709 | $908K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.63% | 1,125 | $767K | — |
| BFC Bank First Corp. | 0.23% | 2,311 | $282K | — |
| JPC Nuveen Prefered & Income Opp | 0.13% | 19,187 | $156K | — |
| DNP DNP Select Income Fund Inc. | 0.13% | 15,408 | $154K | — |
| BTZ BlackRock Credit Allocation | 0.13% | 14,196 | $154K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.