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Mullooly Asset Management, Inc.

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13F filer, CIK 1950591, WALL TOWNSHIP, NJ

Mullooly Asset Management, Inc. reported $270,964,932 across 51 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-07. Its ten largest share positions make up 87.14% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001950591-26-000003

Period
2026-03-31
Reported value
$271M
Holdings
51
Top 10 weight
87.14%
New
3
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SHVadded+6,916$763K
VTVnew+2,421$475K
VYMnew+2,644$391K
BONDadded+3,135$289K
AGGadded+2,289$227K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VLUEreduced-6,153-$875K
MTUMreduced-2,831-$679K
QQQreduced-838-$484K
IJRreduced-3,450-$429K
IJHreduced-5,883-$397K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001950591-26-000003, largest first. % of portfolio is the value over $270,964,932, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VLUEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 236,127 shares; 2025Q2: 239,609 shares; 2025Q3: 245,275 shares; 2025Q4: 249,889 shares; 2026Q1: 243,736 shares 243,736$34.7M12.79%-6,153Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 136,122 shares; 2025Q2: 136,262 shares; 2025Q3: 137,856 shares; 2025Q4: 140,424 shares; 2026Q1: 137,593 shares 137,593$33M12.19%-2,831Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 408,675 shares; 2025Q2: 414,007 shares; 2025Q3: 420,809 shares; 2025Q4: 434,782 shares; 2026Q1: 430,756 shares 430,756$32.3M11.94%-4,026Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 392,814 shares; 2025Q2: 398,900 shares; 2025Q3: 409,221 shares; 2025Q4: 422,431 shares; 2026Q1: 416,548 shares 416,548$28.1M10.38%-5,883Timeline
SHVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 204,064 shares; 2025Q2: 194,696 shares; 2025Q3: 208,941 shares; 2025Q4: 222,468 shares; 2026Q1: 229,384 shares 229,384$25.3M9.35%+6,916Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 62,659 shares; 2025Q2: 67,143 shares; 2025Q3: 70,026 shares; 2025Q4: 73,864 shares; 2026Q1: 74,108 shares 74,108$23.8M8.77%+244Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 154,128 shares; 2025Q2: 153,076 shares; 2025Q3: 154,055 shares; 2025Q4: 154,632 shares; 2026Q1: 151,182 shares 151,182$18.8M6.94%-3,450Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 120,109 shares; 2025Q2: 123,071 shares; 2025Q3: 131,126 shares; 2025Q4: 144,478 shares; 2026Q1: 146,767 shares 146,767$14.6M5.38%+2,289Timeline
BONDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 120,725 shares; 2025Q2: 126,626 shares; 2025Q3: 135,227 shares; 2025Q4: 149,136 shares; 2026Q1: 152,271 shares 152,271$14.1M5.19%+3,135Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 21,151 shares; 2025Q2: 21,108 shares; 2025Q3: 21,071 shares; 2025Q4: 20,677 shares; 2026Q1: 19,839 shares 19,839$11.5M4.23%-838Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 37,482 shares; 2025Q2: 36,201 shares; 2025Q3: 36,497 shares; 2025Q4: 38,636 shares; 2026Q1: 38,807 shares 38,807$4.13M1.53%+171Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 34,153 shares; 2025Q2: 34,159 shares; 2025Q3: 35,597 shares; 2025Q4: 39,269 shares; 2026Q1: 38,931 shares 38,931$3.61M1.33%-338Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 17,372 shares; 2025Q2: 16,746 shares; 2025Q3: 16,728 shares; 2025Q4: 15,989 shares; 2026Q1: 15,861 shares 15,861$2.88M1.06%-128Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 39,521 shares; 2025Q2: 43,007 shares; 2025Q3: 43,917 shares; 2025Q4: 45,189 shares; 2026Q1: 45,199 shares 45,199$2.25M0.83%+10Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,386 shares; 2025Q2: 20,790 shares; 2025Q3: 20,790 shares; 2025Q4: 20,590 shares; 2026Q1: 19,510 shares 19,510$1.8M0.66%-1,080Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,540 shares; 2025Q2: 4,561 shares; 2025Q3: 4,292 shares; 2025Q4: 4,085 shares; 2026Q1: 4,100 shares 4,100$1.35M0.5%+15Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,630 shares; 2025Q2: 11,745 shares; 2025Q3: 13,069 shares; 2025Q4: 14,860 shares; 2026Q1: 14,995 shares 14,995$1.24M0.46%+135Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,647 shares; 2025Q2: 3,667 shares; 2025Q3: 3,667 shares; 2025Q4: 3,668 shares; 2026Q1: 3,669 shares 3,669$1.06M0.39%+1Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,347 shares; 2025Q2: 4,974 shares; 2025Q3: 4,071 shares; 2025Q4: 4,014 shares; 2026Q1: 4,018 shares 4,018$1.02M0.38%+4Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,166 shares; 2025Q2: 3,140 shares; 2025Q3: 3,146 shares; 2025Q4: 3,151 shares; 2026Q1: 3,159 shares 3,159$1.01M0.37%+8Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,283 shares; 2025Q2: 3,321 shares; 2025Q3: 3,333 shares; 2025Q4: 3,345 shares; 2026Q1: 3,357 shares 3,357$988K0.36%+12Timeline
IDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,223 shares; 2025Q2: 7,972 shares; 2025Q3: 6,957 shares; 2025Q4: 6,840 shares; 2026Q1: 6,856 shares 6,856$796K0.29%+16Timeline
USHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 18,736 shares; 2025Q2: 19,058 shares; 2025Q3: 20,247 shares; 2025Q4: 22,844 shares; 2026Q1: 21,451 shares 21,451$790K0.29%-1,393Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,647 shares; 2025Q2: 2,660 shares; 2025Q3: 2,661 shares; 2025Q4: 2,662 shares; 2026Q1: 2,663 shares 2,663$764K0.28%+1Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,403 shares; 2025Q2: 8,602 shares; 2025Q3: 8,109 shares; 2025Q4: 8,330 shares; 2026Q1: 8,494 shares 8,494$752K0.28%+164Timeline
PDPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,549 shares; 2025Q2: 6,552 shares; 2025Q3: 6,189 shares; 2025Q4: 6,189 shares; 2026Q1: 6,189 shares 6,189$747K0.28%0Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,233 shares; 2025Q4: 1,233 shares; 2026Q1: 1,233 shares 1,233$745K0.28%0Timeline
ITAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,915 shares; 2025Q2: 2,917 shares; 2025Q3: 2,925 shares; 2025Q4: 2,925 shares; 2026Q1: 2,926 shares 2,926$640K0.24%+1Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,381 shares; 2025Q2: 4,427 shares; 2025Q3: 4,447 shares; 2025Q4: 4,465 shares; 2026Q1: 4,483 shares 4,483$625K0.23%+18Timeline
SNASNAP ON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,596 shares; 2025Q2: 1,604 shares; 2025Q3: 1,612 shares; 2025Q4: 1,620 shares; 2026Q1: 1,630 shares 1,630$592K0.22%+10Timeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,965 shares; 2025Q2: 8,000 shares; 2025Q3: 8,042 shares; 2025Q4: 8,044 shares; 2026Q1: 8,086 shares 8,086$591K0.22%+42Timeline
FDNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,225 shares; 2025Q2: 2,225 shares; 2025Q3: 2,225 shares; 2025Q4: 2,225 shares; 2026Q1: 2,225 shares 2,225$521K0.19%0Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,568 shares; 2025Q2: 1,570 shares; 2025Q3: 1,574 shares; 2025Q4: 1,543 shares; 2026Q1: 1,501 shares 1,501$493K0.18%-42Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,412 shares; 2025Q2: 2,612 shares; 2025Q3: 2,018 shares; 2025Q4: not reported; 2026Q1: 2,421 shares 2,421$475K0.18%newTimeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,288 shares; 2025Q2: 1,974 shares; 2025Q3: 1,977 shares; 2025Q4: 3,957 shares; 2026Q1: 3,966 shares 3,966$432K0.16%+9Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,737 shares; 2025Q2: 1,753 shares; 2025Q3: 1,754 shares; 2025Q4: 1,755 shares; 2026Q1: 1,755 shares 1,755$429K0.16%0Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,644 shares 2,644$391K0.14%newTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 785 shares; 2025Q2: 821 shares; 2025Q3: 893 shares; 2025Q4: 696 shares; 2026Q1: 652 shares 652$390K0.14%-44Timeline
DHSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,197 shares; 2025Q2: 3,228 shares; 2025Q3: 3,254 shares; 2025Q4: 3,289 shares; 2026Q1: 3,311 shares 3,311$362K0.13%+22Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,400 shares; 2025Q2: 1,451 shares; 2025Q3: 1,451 shares; 2025Q4: 1,451 shares; 2026Q1: 1,451 shares 1,451$302K0.11%0Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 296 shares; 2025Q2: 296 shares; 2025Q3: 296 shares; 2025Q4: 296 shares; 2026Q1: 296 shares 296$295K0.11%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 767 shares; 2025Q2: 785 shares; 2025Q3: 785 shares; 2025Q4: 785 shares; 2026Q1: 785 shares 785$291K0.11%0Timeline
QQEWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,216 shares; 2025Q2: 2,484 shares; 2025Q3: 2,406 shares; 2025Q4: 2,410 shares; 2026Q1: 2,233 shares 2,233$283K0.1%-177Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 485 shares; 2025Q2: 487 shares; 2025Q3: 488 shares; 2025Q4: 490 shares; 2026Q1: 431 shares 431$280K0.1%-59Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,325 shares; 2026Q1: 1,325 shares 1,325$231K0.09%0Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 312 shares 312$219K0.08%newTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 457 shares; 2025Q2: 457 shares; 2025Q3: 457 shares; 2025Q4: 457 shares; 2026Q1: 457 shares 457$219K0.08%0Timeline
SHMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,381 shares; 2025Q2: 4,409 shares; 2025Q3: 4,438 shares; 2025Q4: 4,478 shares; 2026Q1: 4,498 shares 4,498$215K0.08%+20Timeline
AORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,259 shares; 2025Q4: 3,307 shares; 2026Q1: 3,307 shares 3,307$213K0.08%0Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,456 shares; 2025Q2: 1,480 shares; 2025Q3: 1,480 shares; 2025Q4: 1,417 shares; 2026Q1: 1,417 shares 1,417$208K0.08%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 655 shares; 2025Q4: 655 shares; 2026Q1: 655 shares 655$203K0.07%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
NKENIKE INC3,418$218Kshares
FCNCAFIRST CTZNS BANCSHARES INC D100$215Kshares
VOOGVANGUARD ADMIRAL FDS INC466$207Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001950591-26-000003 base2026-05-07acceptance time not in the bulk data set