DOSSIER · 13F-HR · Q2 2026

Mullooly Asset Management, Inc.

$325M in tracked AUM across 60 positions as of Q2 2026.

MA
CIK 0001950591 · last filed Jun 30, 2026
Total AUM
$325M
as of Q2 2026
Holdings
60
positions
Whale Score
68
68
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Mullooly Asset Management, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VLUE
ISHARES TR
$46M232K14.3%
02
MTUM
ISHARES TR
$46M134K14.1%
03
VEU
VANGUARD INTL EQUITY INDEX F
$36M429K11.1%
04
IJH
ISHARES TR
$32M418K9.9%
05
VTI
VANGUARD INDEX FDS
$28M75K8.6%
06
SHV
ISHARES TR
$27M249K8.4%
07
IJR
ISHARES TR
$22M149K6.8%
08
AGG
ISHARES TR
$16M161K4.9%
09
BOND
PIMCO ETF TR
$15M167K4.7%
10
QQQ
INVESCO QQQ TR
$14M19K4.4%

Filing history

2026Q2Jun 30
$325M 19.9%
60 positionsView →
2026Q1Mar 31
$271M 0.9%
51 positionsView →
2025Q4Dec 31
$273M 4.9%
51 positionsView →
2025Q3Sep 30
$261M 9.4%
51 positionsView →
2025Q2Jun 30
$238M 220.4%
47 positionsLocked
2025Q1Mar 31
$74M
17 positionsLocked