Mueller Wealth, LLC: 13F holdings
CIK 21106082026Q2
| Positions | 18 |
|---|
| Reported value | $146.9m |
|---|
| Filed | 2026-08-03 |
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Change since last quarter
| Positions | 18 (+1 vs prior quarter) |
|---|
| Reported value | $146.9m (+17.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM SPDR SERIES TRUST | 309,978 | $27.2m | 18.5% |
| VGK ISHARES TR | 270,659 | $24.1m | 16.4% |
| SPAB SPDR SERIES TRUST | 942,299 | $24.0m | 16.4% |
| SPYM SPDR SERIES TRUST | 202,687 | $18.4m | 12.5% |
| USFR WISDOMTREE TR | 307,442 | $15.5m | 10.5% |
| PYLD PIMCO ETF TR | 505,932 | $13.4m | 9.1% |
| QQQM INVESCO EXCH TRADED FD TR II | 29,948 | $9.1m | 6.2% |
| IWV ISHARES TR | 21,245 | $9.1m | 6.2% |
| NVDA NVIDIA CORPORATION | 9,013 | $1.8m | 1.2% |
| VTI VANGUARD INDEX FDS | 2,697 | $998,112 | 0.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2110608")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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