Mueller Wealth, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Mueller Wealth, LLC held in its portfolio 13 assets valued at $120,823,195 (i.e. $120.82M).

The most valuable assets in the portfolio included: SPDR SERIES TRUST ($71.82M), WISDOMTREE TR ($13.47M), and PIMCO ETF TR ($11.65M).

The chart below shows the top 10 valuable assets, and the table below shows the top 13 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Mueller Wealth, LLC Portfolio

SPDR SERIES TRUST

WISDOMTREE TR

PIMCO ETF TR

ISHARES TR

NVIDIA CORPORATION

VANGUARD INDEX FDS

SPDR S&P 500 ETF TR

BANK FIRST CORP

Mueller Wealth, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
SPDR SERIES TRUST	1407091	71820278	STATE STREET SPD
WISDOMTREE TR	267748	13473077	FLOATNG RAT TREA
PIMCO ETF TR	436796	11653724	MULTISECTOR BD
ISHARES TR	29478	8163731	RUS TP200 GR ETF
ISHARES TR	19536	7557383	RUSSELL 3000 ETF
ISHARES TR	49176	4056065	CORE MSCI INTL
NVIDIA CORPORATION	9001	1678745	COM
VANGUARD INDEX FDS	2709	908360	TOTAL STK MKT
SPDR S&P 500 ETF TR	1125	766997	TR UNIT
BANK FIRST CORP	2311	281559	COM
NUVEEN PFD & INCOME OPPORTUN	19187	155607	COM
DNP SELECT INCOME FD INC	15408	153926	COM
BLACKROCK CR ALLOCATION INCO	14196	153743	COM