Mueller Wealth, LLC
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.
Portfolio Concentration
6 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Portfolio Trend
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 44.9% | $1,569,774 |
| Financial Services | 34.3% | $1,199,880 |
| Unclassified | 20.9% | $730,331 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| JPC | Nuveen Preferred & Income Opportunities Fund | +7,470 | 26,657 | $200,993 | |
| DNP | Dnp Select Income Fund Inc | +6,242 | 21,650 | $222,995 | |
| BTZ | Blackrock Credit Allocation Income Trust | +6,047 | 20,243 | $204,454 | |
| BFC | Bank First Corp | +1,920 | 4,231 | $571,438 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | −2 | 1,123 | $730,331 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Held | 9,001 | $1,569,774 | 44.85% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,123 | $730,331 | 20.87% | |
| BFC |
Bank First Corp
Financial Services
|
Added | 4,231 | $571,438 | 16.33% | |
| DNP |
Dnp Select Income Fund Inc
Financial Services
|
Added | 21,650 | $222,995 | 6.37% | |
| BTZ |
Blackrock Credit Allocation Income Trust
Financial Services
|
Added | 20,243 | $204,454 | 5.84% | |
| JPC |
Nuveen Preferred & Income Opportunities Fund
Financial Services
|
Added | 26,657 | $200,993 | 5.74% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.