Mueller Wealth, LLC
•CIK: 2110608•Filing: Q4 2025
**Mueller Wealth, LLC** manages $121M across a focused portfolio of 15 positions. The strategy exhibits a pronounced tilt toward covered call and income-generating equity strategies, evidenced by top holdings such as SPYM ($36.6M) and SPAB ($19.6M). Significant allocations are also directed toward sector-specific income plays, including SPTM ($15.6M) and USFR ($13.5M). This concentrated structure suggests a mandate prioritizing yield generation within the current market cycle.
Total AUM
$120.8M
QoQ Performance
N/A
Positions
11
Top 10 Concentration
98.7%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYM
SPAB
SPTM
USFR
PYLD
IWY
IWV
SPYM30.3%
SPAB16.2%
SPTM12.9%
USFR11.2%
PYLD9.6%
IWY6.8%
IWV6.3%
IDEV3.4%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other98.0%
Technology1.4%
ETF0.6%