Mueller Wealth, LLC has filed its latest 13F report, revealing a total value of approximately $157.77 million in its holdings as of September 30, 2026. This filing is significant as it provides insight into the firm's investment strategies and market positioning.
Mueller Wealth, LLC is based in Mishicot, Wisconsin, and operates under the Central Index Key (CIK) number 0002110608. The company is categorized as an 'other' entity type and has been active in filing various reports with the SEC, including its recent submissions on August 3, 2026, and prior filings throughout the year.
The filing states, "The report type is 13F HOLDINGS REPORT," and it includes a summary page detailing the total number of entries and the overall value of the holdings. Specifically, the report lists 19 entries with a total value of $157,766,928. The report was signed by Ross Mueller, the owner of the firm, confirming its accuracy.
This update may affect various stakeholders, including investors and analysts who track the firm’s investment patterns. The filing indicates a focus on a diverse range of funds, which may suggest a strategy aimed at balancing risk and return in the current market environment.
Details were not available in the SEC filing regarding future actions or changes following this report. The next steps for Mueller Wealth remain unspecified, and it will be interesting to see how this report influences their future investment strategies.
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