Mueller Wealth, LLC

Est. AUM

$125.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$22.4M	292848	17.88%	SOLE
2	SPDR SERIES TRUST	STATE STREET SPD	$21.8M	851393	17.40%	SOLE
3	ISHARES TR	CORE MSCI INTL	$20.3M	242742	16.18%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$14.8M	186804	11.78%	SOLE
5	WISDOMTREE TR	FLOATNG RAT TREA	$14.3M	284750	11.43%	SOLE
6	PIMCO ETF TR	MULTISECTOR BD	$12.1M	463287	9.68%	SOLE
7	ISHARES TR	RUSSELL 3000 ETF	$7.5M	20244	5.98%	SOLE
8	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$6.8M	28685	5.44%	SOLE
9	NVIDIA CORPORATION	COM	$1.6M	9001	1.25%	SOLE
10	VANGUARD INDEX FDS	TOTAL STK MKT	$864K	2694	0.69%	SOLE
11	ISHARES TR	RUS TP200 GR ETF	$745K	2995	0.59%	SOLE
12	STATE STR SPDR S&P 500 ETF T	TR UNIT	$730K	1123	0.58%	SOLE
13	BANK FIRST CORP	COM	$571K	4231	0.46%	SOLE
14	DNP SELECT INCOME FD INC	COM	$223K	21650	0.18%	SOLE
15	SPDR SERIES TRUST	STATE STREET SPD	$211K	9033	0.17%	SOLE
16	BLACKROCK CR ALLOCATION	COM	$204K	20243	0.16%	SOLE
17	NUVEEN PFD & INCOME OPPORTUN	COM	$201K	26657	0.16%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.