Mueller Wealth, LLC
CIK: 0002110608SEC EDGAR →
Portfolio Value
$120.8M
Holdings
15
As of
Q4 2025
New Positions
15
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 455,796 | $36.6M | 30.26% |
| 2 | SPDR SERIES TRUST | 761,684 | $19.6M | 16.23% |
| 3 | SPDR SERIES TRUST | 189,611 | $15.6M | 12.95% |
| 4 | WISDOMTREE TR | 267,748 | $13.5M | 11.15% |
| 5 | PIMCO ETF TR | 436,796 | $11.7M | 9.64% |
| 6 | ISHARES TR | 29,478 | $8.2M | 6.76% |
| 7 | ISHARES TR | 19,536 | $7.6M | 6.25% |
| 8 | ISHARES TR | 49,176 | $4.1M | 3.36% |
| 9 | NVIDIA CORPORATION | 9,001 | $1.7M | 1.39% |
| 10 | VANGUARD INDEX FDS | 2,709 | $908K | 0.75% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 14 | $119.1M | 98.6% |
| Technology | 1 | $1.7M | 1.4% |