Mueller Wealth, LLC Top Holdings and 13F Report (2026) About Mueller Wealth, LLCInvestment ActivityMueller Wealth, LLC has $125.39 million in total holdings as of March 31, 2026.Mueller Wealth, LLC owns shares of 17 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 22.13% of the portfolio was purchased this quarter.About 15.38% of the portfolio was sold this quarter.This quarter, Mueller Wealth, LLC has purchased 15 new stocks and bought additional shares in 9 stocks.Mueller Wealth, LLC sold shares of 5 stocks and completely divested from 0 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $22,414,590SPDR Portfolio Aggregate Bond ETF $21,812,683iShares Core MSCI International Developed Markets ETF $20,285,986SPDR Portfolio S&P 1500 Composite Stock Market ETF $14,768,711WisdomTree Floating Rate Treasury Fund $14,334,291 Largest New Holdings this Quarter 46138G649 - Invesco NASDAQ 100 ETF $6,816,096 Holding78468R606 - SPDR Portfolio High Yield Bond ETF $210,651 Holding Largest Purchases this Quarter iShares Core MSCI International Developed Markets ETF 193,566 shares (about $16.18M)Invesco NASDAQ 100 ETF 28,685 shares (about $6.82M)SPDR Portfolio Aggregate Bond ETF 89,709 shares (about $2.30M)WisdomTree Floating Rate Treasury Fund 17,002 shares (about $855.88K)PIMCO Multi Sector Bond Active ETF 26,491 shares (about $694.06K) Largest Sales this Quarter SPDR Portfolio S&P 500 ETF 162,948 shares (about $12.47M)iShares Russell Top 200 Growth ETF 26,483 shares (about $6.59M)SPDR Portfolio S&P 1500 Composite Stock Market ETF 2,807 shares (about $221.92K)Vanguard Total Stock Market ETF 15 shares (about $4.81K)SPDR S&P 500 ETF Trust 2 shares (about $1.30K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMueller Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$22,414,590$12,472,042 ▼-35.8%292,84817.9%ETFSPABSPDR Portfolio Aggregate Bond ETF$21,812,683$2,298,344 ▲11.8%851,39317.4%ETFIDEViShares Core MSCI International Developed Markets ETF$20,285,986$16,176,340 ▲393.6%242,74216.2%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$14,768,711$221,921 ▼-1.5%186,80411.8%ETFUSFRWisdomTree Floating Rate Treasury Fund$14,334,291$855,879 ▲6.4%284,75011.4%FinancePYLDPIMCO Multi Sector Bond Active ETF$12,138,123$694,064 ▲6.1%463,2879.7%ETFIWViShares Russell 3000 ETF$7,504,085$262,443 ▲3.6%20,2446.0%ETFQQQMInvesco NASDAQ 100 ETF$6,816,096$6,816,096 ▲New Holding28,6855.4%ETFNVDANVIDIA$1,569,8290.0%9,0011.3%Computer and TechnologyVTIVanguard Total Stock Market ETF$864,173$4,812 ▼-0.6%2,6940.7%ETFIWYiShares Russell Top 200 Growth ETF$745,161$6,589,015 ▼-89.8%2,9950.6%ETFSPYSPDR S&P 500 ETF Trust$730,333$1,301 ▼-0.2%1,1230.6%FinanceBFCBank First National$571,468$259,328 ▲83.1%4,2310.5%FinanceDNPDNP Select Income Fund$222,991$64,291 ▲40.5%21,6500.2%FinanceSPHYSPDR Portfolio High Yield Bond ETF$210,651$210,651 ▲New Holding9,0330.2%ETFBTZBlackRock Credit Allocation Income Trust$204,454$61,075 ▲42.6%20,2430.2%Financial ServicesJPCNuveen Preferred & Income Opportunities Fund$200,994$56,324 ▲38.9%26,6570.2%Financial ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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