13F Filings History of Mueller Wealth, LLC
- Latest 13F filing
- Q1 2026 - 01 May 2026
- Latest reported 13F value
- $125,394,619
- Form 13F summary
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- Mueller Wealth, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Mueller Wealth, LLC reported 17 equity holdings with a total reported market value of $125,394,619 for Q1 2026. Top reported holdings included SPDR SERIES TRUST, SPDR SERIES TRUST, ISHARES TR, SPDR SERIES TRUST, and WISDOMTREE TR.
- Largest 13F holdings
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SPDR SERIES TRUST ISHARES TR WISDOMTREE TR PIMCO ETF TR INVESCO EXCH TRADED FD TR II NVIDIA CORPORATION VANGUARD INDEX FDS STATE STR SPDR S&P 500 ETF T BANK FIRST CORP DNP SELECT INCOME FD INC BLACKROCK CR ALLOCATION NUVEEN PFD & INCOME OPPORTUN
- Manager signature
- Ross Mueller - CEO
- Manager location
- Mishicot, WI
13F snapshot
Latest parsed holdings, value, and filing-period context.
2 signals
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2026
Latest value
$125,394,619
Quarter delta
n/a
Accepted
01 May 2026, 11:07
Rows shown
1-1 of 1
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 17 | $125,394,619 | $0 | $0 | $0 | SPDR SERIES TRUST, SPDR SERIES TRUST, ISHARES TR, SPDR SERIES TRUST, WISDOMTREE TR | 13F-HR | 01 May 2026, 11:07 |