Mueller Wealth, LLC
CIK 2110608 · Holdings on Dec 31, 2025 · First reported Feb 10, 2026
Top ten holdings
Q4 2025- SPYM30.26%
- SPAB16.23%
- SPTM12.95%
- USFR11.15%
- PYLD9.65%
- IWY6.76%
- IWV6.25%
- IDEV3.36%
- NVDA1.39%
- VTI0.75%
Share classes counted separately98.75%
Portfolio value by quarter
Top 10 holdings 15
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYMSTE STR SPDR PT S&P 500 ETFSTATE STREET SPD View history and evidence | $36.56M | 30.26% | 455.80K shares | Prior unavailable — | — | ↗▾ |
| 02 | SPABSS SPDR P AGG BOND ETFSTATE STREET SPD View history and evidence | $19.61M | 16.23% | 761.68K shares | Prior unavailable — | — | ↗▾ |
| 03 | SPTMSS SPDR P S&P 1500 COMP ETFSTATE STREET SPD View history and evidence | $15.64M | 12.95% | 189.61K shares | Prior unavailable — | — | ↗▾ |
| 04 | USFRWISDOMTREE FLOATING RATE TREFLOATNG RAT TREA View history and evidence | $13.47M | 11.15% | 267.75K shares | Prior unavailable — | — | ↗▾ |
| 05 | PYLDPIMCO MULTISECTOR BOND ACTVMULTISECTOR BD View history and evidence | $11.65M | 9.65% | 436.80K shares | Prior unavailable — | — | ↗▾ |
| 06 | IWYISHARES RUSSELL TOP 200 GROWRUS TP200 GR ETF View history and evidence | $8.16M | 6.76% | 29.48K shares | Prior unavailable — | — | ↗▾ |
| 07 | IWVISHARES RUSSELL 3000 ETFRUSSELL 3000 ETF View history and evidence | $7.56M | 6.25% | 19.54K shares | Prior unavailable — | — | ↗▾ |
| 08 | IDEVISHARES CORE MSCI DEV MKTSCORE MSCI INTL View history and evidence | $4.06M | 3.36% | 49.18K shares | Prior unavailable — | — | ↗▾ |
| 09 | NVDANVIDIA CORP View history and evidence | $1.68M | 1.39% | 9.00K shares | Prior unavailable — | — | ↗▾ |
| 10 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $908.36K | 0.75% | 2.71K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2110608 · Period Dec 31, 2025
Data loaded Sep 23, 2026 · First reported Feb 10, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 120823195
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.