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Mueller Wealth, LLC - Portfolio Stock Holdings

Mueller Wealth, LLC disclosed 18 stock positions in a recent SEC 13F filing. $146,908,451 of stock holdings were filed, with the largest holdings including SPYM, IDEV, and SPAB. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $148,102,768 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.

Report Period:

June 30, 2026

No. of Stocks:

18

Est. Stock Holding Value:

$146,908,451

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Mueller Wealth, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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