StockDriftsStockDriftsTop 18 Mueller Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 18.54% | 310.0K | $27.2M | +5.85%(+17.13K) | $79.38(+14.69%) | 2026-06-30 | |
| IDEV | ISHARES TR | 16.4% | 270.7K | $24.1M | +11.50%(+27.92K) | $82.92(+12.56%) | 2026-06-30 | |
| SPAB | SPDR SERIES TRUST | 16.37% | 942.3K | $24.0M | +10.68%(+90.91K) | $25.76(-2.50%) | 2026-06-30 | |
| SPTM | SPDR SERIES TRUST | 12.53% | 202.7K | $18.4M | +8.50%(+15.88K) | $81.75(+14.80%) | 2026-06-30 | |
| USFR | WISDOMTREE TR | 10.54% | 307.4K | $15.5M | +7.97%(+22.69K) | $50.30(+0.24%) | 2026-06-30 | |
| PYLD | PIMCO ETF TR | 9.13% | 505.9K | $13.4M | +9.20%(+42.65K) | $26.70(-2.02%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 6.18% | 29.9K | $9.1M | +4.40%(+1.26K) | $246.16(+20.51%) | 2026-06-30 | |
| IWV | ISHARES TR | 6.17% | 21.2K | $9.1M | +4.94%(+1.00K) | $383.24(+14.90%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.23% | 9.0K | $1.8M | +0.13%(+12) | $186.53(+18.19%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 0.68% | 2.7K | $998K | +0.11%(+3) | $331.73(+15.16%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +4.94% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.67% |
Mueller Wealth, LLC reports $146.91M in US-listed equity holdings across 18 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (18.5%), IDEV (16.4%) and SPAB (16.4%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +4.94% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mueller Wealth, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2110608). View Mueller Wealth, LLC’s 13F filings on SEC