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Ross Mueller

Mueller Wealth, Llc

Assets Managed
$125.395M
Holdings
17
Last Quarter
2026 - Q1
Filed Date
2mo 26d ago
Growth Rate
3.79%(2Q avg: 1.9%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Mueller Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 17 positions.

Assets under management

The assets under management (AUM) of Mueller Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 125.395M in assets, with a quarterly growth rate of 3.79% and a 2-quarter average growth rate of 1.9%. The portfolio is managed by Ross Mueller, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -35.75%
17.88%
$22.415M
292,848 shares@ $76.55 avg price
SPAB
Spdr Portfolio Aggregate Bon
Recent Activity
Increased 11.78%
17.4%
$21.813M
851,393 shares@ $25.62 avg price
IDEV
Ishares Core Msci Dev Mkts
Recent Activity
Increased 393.62%
16.18%
$20.286M
242,742 shares@ $83.58 avg price
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Decreased -1.48%
11.78%
$14.769M
186,804 shares@ $79.06 avg price
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Increased 6.36%
11.44%
$14.334M
284,750 shares@ $50.34 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 6.07%
9.68%
$12.138M
463,287 shares@ $26.21 avg price
IWV
Ishares Russell 3000 Etf
Recent Activity
Increased 3.63%
5.99%
$7.504M
20,244 shares@ $370.69 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
New Position
5.44%
$6.816M
28,685 shares@ $237.62 avg price
NVDA
Nvidia Corp
Recent Activity
1.26%
$1.57M
9,001 shares@ $174.41 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -0.55%
0.69%
$864,173
2,694 shares@ $320.78 avg price

1-10 of 17