Mullooly Asset Management, Inc. ETF holdings
Wall Township, NJ
Reported $310.2M in 37 ETFs in its Form 13F for June 30, 2026.
ETF value
$310.2M
ETFs held
37
Change from prior quarter
+19.9%
With price moves
ETFs as a share of its 13F
95.5%
of $324.9M
Top 10 of 37 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VLUE | iShares MSCI USA Value Factor ETF | $46.3M | 231,953 | −11,783 shares |
| MTUM | iShares MSCI USA Momentum Factor ETF | $46.0M | 134,087 | −3,506 shares |
| VEU | Vanguard FTSE All-World ex-US ETF | $35.9M | 428,963 | −1,793 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $32.2M | 417,673 | +1,125 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $27.9M | 75,484 | +1,376 shares |
| SHV | iShares 0–1 Year Treasury Bond ETF | $27.5M | 248,775 | +19,391 shares |
| IJR | iShares Core S&P Small-Cap ETF | $22.1M | 148,841 | −2,341 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $15.9M | 160,987 | +14,220 shares |
| BOND | PIMCO Active Bond Exchange-Traded Fund | $15.4M | 167,343 | +15,072 shares |
| QQQ | Invesco QQQ Trust | $14.2M | 19,274 | −565 shares |
27 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001950591. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Mullooly Asset Management, Inc. own?
Mullooly Asset Management, Inc. reported 37 ETF positions worth $310.2M in its Form 13F for June 30, 2026. The largest was VLUE, at $46.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.