Mueller Wealth, LLC - Portfolio overview

Mueller Wealth, LLC has 17 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPYM - SPDR SERIES TRUST, 17.88%
2. SPAB - SPDR SERIES TRUST, 17.40%
3. IDEV - ISHARES TR, 16.18%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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