Mueller Wealth
Latest statistics and disclosures from Mueller Wealth's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002110608
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Positions held by Mueller Wealth consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Mueller Wealth
Mueller Wealth holds 15 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPYM) | 30.3 | $37M | 456k | 80.22 |
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| Spdr Series Trust State Street Spd (SPAB) | 16.2 | $20M | 762k | 25.75 |
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| Spdr Series Trust State Street Spd (SPTM) | 12.9 | $16M | 190k | 82.50 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 11.2 | $14M | 268k | 50.32 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 9.6 | $12M | 437k | 26.68 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 6.8 | $8.2M | 30k | 276.94 |
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| Ishares Tr Russell 3000 Etf (IWV) | 6.3 | $7.6M | 20k | 386.84 |
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| Ishares Tr Core Msci Intl (IDEV) | 3.4 | $4.1M | 49k | 82.48 |
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| NVIDIA Corporation (NVDA) | 1.4 | $1.7M | 9.0k | 186.51 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $908k | 2.7k | 335.31 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $767k | 1.1k | 681.78 |
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| Bank First National Corporation (BFC) | 0.2 | $282k | 2.3k | 121.83 |
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| Nuveen Multi-Strategy Income & Growth (JPC) | 0.1 | $156k | 19k | 8.11 |
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| DNP Select Income Fund (DNP) | 0.1 | $154k | 15k | 9.99 |
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| BlackRock Credit All Inc Trust IV (BTZ) | 0.1 | $154k | 14k | 10.83 |
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Past Filings by Mueller Wealth
SEC 13F filings are viewable for Mueller Wealth going back to 2025
- Mueller Wealth 2025 Q4 filed Feb. 10, 2026