Mueller Wealth, LLC

CIK 2110608 · View on SEC EDGAR ↗

Portfolio value
$146.9M
#7,463 of 9,443 by 13F value · top 79.0%
Positions
18
As of
June 30, 2026

Portfolio value QoQ: +17.2% 13F does not disclose cash

Top 10 holdings weight
97.76%
Top 25 holdings weight
100.00%
Positions above 1%
9
Effective number of positions
7.6

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.13% Est. buys $11,106,753 · sells $171,056

New positions
1
Increased
15
Decreased
2
Closed
0
On this page

Sector breakdown

Technology
1.2%
Financials
0.4%
Other/Unmapped
98.3%

Full portfolio 18 positions

Type Streak 8Q trend
SPYM $27,240,847 18.54% 309,978 $4,826,257 Up ×1
IDEV $24,091,370 16.40% 270,659 $3,805,384 Up ×2
SPAB $24,047,477 16.37% 942,299 $2,234,794 Up ×2
SPTM $18,401,926 12.53% 202,687 $3,633,215 Up ×1
USFR $15,479,686 10.54% 307,442 $1,145,395 Up ×2
PYLD $13,417,313 9.13% 505,932 $1,279,190 Up ×2
QQQM Invesco NASDAQ 100 ETF $9,073,393 6.18% 29,948 $2,257,297 Up ×1
IWV $9,059,065 6.17% 21,245 $1,554,980 Up ×2
NVDA NVIDIA Corporation - Common Stock $1,803,489 1.23% 9,013 $233,660 Up ×1
VTI $998,112 0.68% 2,697 $133,939 Up ×1
SPY SPY $837,753 0.57% 1,122 $107,420 Down ×2
IWY $700,127 0.48% 2,409 $-45,034 Down ×2
BFC Bank First Corporation - Common Stock $628,828 0.43% 4,239 $57,360 Up ×2
DNP DNP Select Income Fund, Inc. Common Stock $247,618 0.17% 22,949 $24,627 Up ×2
SPHY $225,575 0.15% 9,624 $14,924 Up ×1
JPC Nuveen Preferred & Income Opportunities Fund $222,649 0.15% 28,255 $21,655 Up ×2
BTZ BlackRock Credit Allocation Income Trust $221,385 0.15% 21,662 $16,931 Up ×2
QQQ Invesco QQQ Trust, Series 1 $211,903 0.14% 288 Up ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
QQQ $211,903 288 0.14%

Top movers (QoQ)

Security Action Shares Δ Value Δ
SPYM Bought more +17K +$4.8M
IDEV Bought more +28K +$3.8M
SPTM Bought more +16K +$3.6M
QQQM Bought more +1K +$2.3M
SPAB Bought more +91K +$2.2M
IWV Bought more +1K +$1.6M
PYLD Bought more +43K +$1.3M
USFR Bought more +23K +$1.1M
NVDA Bought more +12 +$234K
VTI Bought more +3 +$134K