account_balance

Investment manager · 13F filer · SEC CIK 2110608

Mueller Wealth, LLC

Reported value$158Mas of Sep 30, 2026
Positions19 1 new, 0 sold out
Top 10 weight97.8%SPYM alone is 18%
FiledNov 536 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPYM SPDR Series Trust 18.4% Added +4%
IDEV iShares Tr 16.8% Added +9%
SPAB SPDR Series Trust 16.4% Added +13%
SPTM SPDR Series Trust 12.4% Added +5%
USFR Wisdomtree Tr 10.7% Added +9%
PYLD Pimco ETF Tr 9.2% Added +13%
IWV iShares Tr 6.2% Added +6%
QQQM Invesco Exch Traded Fd Tr II 5.9% Added +2%
NVDA NVIDIA Corp 1.3% Held
VTI Vanguard Index FDS 0.6% Held
SPY SPDR S&P 500 ETF Trust 0.5% Held
IWY iShares Tr 0.4% Trimmed −5%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 5, 2026, compared with the Aug 3, 2026 filing
add_circleNew
  • VOO $243K
arrow_upwardAdded
  • PYLD +13%
  • SPAB +13%
  • USFR +9%
  • IDEV +9%
arrow_downwardTrimmed
  • IWY −5%
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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