Mueller Wealth, LLC

Q4 2025 13F-HR Holdings

Location
Mishicot, WI
Holdings as of
12/31/2025
Date filed
2/10/2026
Form type
13F-HR
Num holdings
15
Total value ($000)
$120,823
Net value change ($000)
—
New positions
15
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 5/1/2026 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPYM 36,564 —
SPAB 19,613 —
SPTM 15,643 —
USFR 13,473 —
PYLD 11,654 —
IWY 8,164 —
IWV 7,557 —
IDEV 4,056 —
NVDA 1,679 —
VTI 908 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type