Mutual Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1694080
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$5.3B
incl. option notional
Equity Holdings
ⓘ$5.3B
Option Notional
ⓘ$5.3M
$1.5M puts / $3.8M calls
Holdings
1,392
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Mutual Advisors, LLC disclosed 1,392 positions worth $5.3B in its Form 13F-HR for Q2 2026 — $5.3B in common stock plus $5.3M of put/call option positions (reported at underlying notional value, not premium at risk), led by $SPY (SPDR S&P 500 ETF TRUST) at 5.3% of the equity portfolio. During the quarter the fund opened 138 new positions and exited 74. The portfolio is most concentrated in Other (60.8% of disclosed assets). All figures are sourced directly from Mutual Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1694080.
AI Fund Analysis
Stable
$SPY5.3% weight
Held 10 quarters
ISHARES TR - 7-10 YR TRSY
4.5% weight
Held 10 quarters
$AAPL3.6% weight
Held 10 quarters
ISHARES TR - CORE S&P500 E
3.0% weight
Held 10 quarters
$BRK-A2.0% weight
Held 10 quarters
PIMCO ETF TR - MULTISECTOR
9 quarters accumulating
$IVZ9 quarters accumulating
SCHWAB STRATEGIC TR - US B
9 quarters accumulating
ISHARES TR - CORE S&P US V
9 quarters accumulating
FIRST TR EXCHANGE-TRADED F
9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$279.8M374,687 sh ISHARES TR - 7-10 YR TRSY BD
—Quality
$237.7M2,512,956 sh- 76.4#84
Quality
$191.8M662,859 sh ISHARES TR - CORE S&P500 ETF
—Quality
$156.6M209,128 sh- 73.8
Quality
$108.1M216,080 sh ISHARES TR - 0-3 MTH TREASURY
—Quality
$106.0M1,052,850 sh- 79.8
Quality
$92.1M247,016 sh - 87.5
Quality
$82.5M68,768 sh VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$82.1M119,493 sh- 85.9
Quality
$80.7M403,366 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST$SPY | — | $279.8M | 374,687 |
| ISHARES TR - 7-10 YR TRSY BD | — | $237.7M | 2,512,956 |
| Apple Inc.$AAPL | 76.4#84 | $191.8M | 662,859 |
| ISHARES TR - CORE S&P500 ETF | — | $156.6M | 209,128 |
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8 | $108.1M | 216,080 |
| ISHARES TR - 0-3 MTH TREASURY | — | $106.0M | 1,052,850 |
 MICROSOFT CORP$MSFT | 79.8 | $92.1M | 247,016 |
 ELI LILLY & Co$LLY | 87.5 | $82.5M | 68,768 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $82.1M | 119,493 |
 NVIDIA CORP$NVDA | 85.9 | $80.7M | 403,366 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Mutual Advisors, LLC's 1,392 positions.
Showing top 10 of 1,392 holdings.
Sector Allocation
Other
$3.2B
Technology
$806.9M
Financials
$430.4M
Industrials
$197.8M
Healthcare
$172.9M
Consumer Discretionary
$145.1M
Energy
$94.6M
Consumer Staples
$63.4M
Top Holdings — Mutual Advisors, LLC (Q2 2026)
Top 150 of 1,392 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SPY | SPDR S&P 500 ETF TRUST | $279.8M | 5.3% | -6% | — |
| 2 | — | ISHARES TR - 7-10 YR TRSY BD | $237.7M | 4.5% | +16% | — |
| 3 | $AAPL | Apple Inc. | $191.8M | 3.6% | +4% | 76.4 |
| 4 | — | ISHARES TR - CORE S&P500 ETF | $156.6M | 3.0% | +1% | — |
| 5 | $BRK.B | BERKSHIRE HATHAWAY INC | $108.1M | 2.0% | +1% | 73.8 |
| 6 | — | ISHARES TR - 0-3 MTH TREASURY | $106.0M | 2.0% | +3% | — |
| 7 | $MSFT | MICROSOFT CORP | $92.1M | 1.7% | +2% | 79.8 |
| 8 | $LLY | ELI LILLY & Co | $82.5M | 1.6% | +1% | 87.5 |
| 9 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $82.1M | 1.6% | +11% | — |
| 10 | $NVDA | NVIDIA CORP | $80.7M | 1.5% | +17% | 85.9 |
| 11 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $62.6M | 1.2% | +6% | — |
| 12 |  $AMZN | AMAZON COM INC | $55.3M | 1.0% | +3% | 68.7 |
| 13 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $50.7M | 1.0% | -12% | — |
| 14 |  $GOOGL | Alphabet Inc. | $47.6M | 0.9% | +2% | 78.2 |
| 15 |  $GOOG | Alphabet Inc. | $44.4M | 0.8% | +0% | 78.2 |
| 16 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $38.5M | 0.7% | +2219% | — |
| 17 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $38.0M | 0.7% | +6% | — |
| 18 | — | PIMCO ETF TR - MULTISECTOR BD | $34.3M | 0.7% | +7% | — |
| 19 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $33.9M | 0.6% | +8% | — |
| 20 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $33.2M | 0.6% | +2% | — |
| 21 | — | VANGUARD INDEX FDS - VALUE ETF | $32.9M | 0.6% | +18% | — |
| 22 |  $JPM | JPMORGAN CHASE & CO | $32.4M | 0.6% | +1% | 70.7 |
| 23 |  $META | Meta Platforms, Inc. | $30.9M | 0.6% | +2% | 79.6 |
| 24 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $28.7M | 0.5% | +0% | — |
| 25 |  $CBSH | COMMERCE BANCSHARES INC /MO/ | $28.5M | 0.5% | +0% | 59.1 |
| 26 |  $AVGO | Broadcom Inc. | $28.3M | 0.5% | +4% | 84.5 |
| 27 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $28.3M | 0.5% | +2% | — |
| 28 | — | INNOVATOR ETFS TRUST - GRWT100 PWR BF | $28.3M | 0.5% | -1% | — |
| 29 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $28.2M | 0.5% | -9% | — |
| 30 |  $AMD | ADVANCED MICRO DEVICES INC | $27.7M | 0.5% | -12% | 79.8 |
| 31 |  $MU | MICRON TECHNOLOGY INC | $27.2M | 0.5% | +2% | 86.2 |
| 32 |  $TSLA | Tesla, Inc. | $26.6M | 0.5% | +7% | 53.9 |
| 33 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $24.8M | 0.5% | +24% | — |
| 34 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $24.5M | 0.5% | +1% | — |
| 35 | — | ISHARES TR - FLTG RATE NT ETF | $23.8M | 0.5% | +1193% | — |
| 36 |  $COST | COSTCO WHOLESALE CORP /NEW | $22.6M | 0.4% | +1% | 66.2 |
| 37 |  $CAT | CATERPILLAR INC | $22.0M | 0.4% | +7% | 66.5 |
| 38 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $21.1M | 0.4% | +9% | — |
| 39 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | $20.4M | 0.4% | -2% | — |
| 40 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $19.4M | 0.4% | -2% | — |
| 41 | — | ISHARES TR - CORE DIV GRWTH | $19.4M | 0.4% | +4% | — |
| 42 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $19.0M | 0.4% | -8% | — |
| 43 | — | VANGUARD INDEX FDS - GROWTH ETF | $19.0M | 0.4% | +511% | — |
| 44 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $18.9M | 0.4% | -22% | — |
| 45 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $18.5M | 0.3% | -0% | — |
| 46 | — | ISHARES TR - S&P 500 GRWT ETF | $18.2M | 0.3% | -5% | — |
| 47 | — | VANGUARD WORLD FD - INF TECH ETF | $18.1M | 0.3% | +669% | — |
| 48 | — | SPDR SERIES TRUST - ST STR P500ETF | $18.0M | 0.3% | +14% | — |
| 49 | — | NORTHERN LTS FD TR IV - MAIN SECTR ROTN | $17.8M | 0.3% | +5% | — |
| 50 |  $OHI | OMEGA HEALTHCARE INVESTORS INC | $17.4M | 0.3% | +1% | 56.5 |
| 51 |  $CSCO | CISCO SYSTEMS, INC. | $17.2M | 0.3% | -4% | 70.3 |
| 52 |  $IRM | IRON MOUNTAIN INC | $16.3M | 0.3% | -0% | 62.9 |
| 53 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | $15.8M | 0.3% | -1% | — |
| 54 | — | CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT | $15.7M | 0.3% | +11% | — |
| 55 |  $CVX | CHEVRON CORP | $15.4M | 0.3% | +0% | 62.8 |
| 56 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | $15.4M | 0.3% | +2% | — |
| 57 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $15.3M | 0.3% | +9% | — |
| 58 |  $V | VISA INC. | $15.0M | 0.3% | +1% | 82.9 |
| 59 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | $14.8M | 0.3% | +590% | — |
| 60 | $IVZ | Invesco Ltd. | $14.7M | 0.3% | +6% | — |
| 61 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $14.5M | 0.3% | +2% | — |
| 62 |  $JNJ | JOHNSON & JOHNSON | $14.5M | 0.3% | +3% | 69 |
| 63 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $14.4M | 0.3% | -3% | — |
| 64 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $14.3M | 0.3% | +7% | — |
| 65 |  $XOM.R34088 | EXXON MOBIL CORP | $14.2M | 0.3% | -2% | 57.9 |
| 66 |  $INTC | INTEL CORP | $13.9M | 0.3% | -10% | 45.6 |
| 67 | — | ISHARES TR - S&P 500 VAL ETF | $13.9M | 0.3% | -0% | — |
| 68 |  $WMT | Walmart Inc. | $13.8M | 0.3% | -14% | 60.2 |
| 69 | — | ISHARES TR - TRS FLT RT BD | $13.5M | 0.3% | -38% | — |
| 70 | — | INNOVATOR ETFS TRUST - LADERD ALCTN PWR | $13.0M | 0.2% | +6% | — |
| 71 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $12.8M | 0.2% | +7% | — |
| 72 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $12.8M | 0.2% | +11% | — |
| 73 |  $GLD | SPDR GOLD TRUST | $12.7M | 0.2% | -8% | — |
| 74 | — | CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM | $12.2M | 0.2% | +7% | — |
| 75 | $META | Meta Platforms, Inc. | $12.1M | 0.2% | +3% | 79.6 |
| 76 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | $12.1M | 0.2% | +5% | — |
| 77 | — | ISHARES TR - US TREAS BD ETF | $11.9M | 0.2% | -15% | — |
| 78 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | $11.8M | 0.2% | +17% | — |
| 79 | — | ISHARES TR - MSCI INTL QUALTY | $11.6M | 0.2% | -23% | — |
| 80 | $IVZ | Invesco Ltd. | $11.5M | 0.2% | -2% | — |
| 81 | — | FIRST TR EXCHANGE-TRADED FD - INDXX AEROSPACE | $11.4M | 0.2% | +4% | — |
| 82 | — | ISHARES INC - CORE MSCI EMKT | $11.3M | 0.2% | +53% | — |
| 83 |  $NFLX | NETFLIX INC | $11.3M | 0.2% | -6% | 78.8 |
| 84 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $11.1M | 0.2% | +6% | — |
| 85 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $10.9M | 0.2% | +5% | — |
| 86 | — | TCW ETF TRUST - TRANSFRM 500 ETF | $10.9M | 0.2% | -1% | — |
| 87 | — | FIDELITY COVINGTON TRUST - ENHANCED SML CAP | $10.8M | 0.2% | +6% | — |
| 88 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $10.7M | 0.2% | +22% | — |
| 89 | — | ISHARES TR - IBOXX HI YD ETF | $10.7M | 0.2% | +3% | — |
| 90 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $10.5M | 0.2% | +3% | — |
| 91 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $10.4M | 0.2% | +4% | 70 |
| 92 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | $10.4M | 0.2% | +14% | — |
| 93 | — | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | $10.2M | 0.2% | +19% | — |
| 94 | — | ISHARES TR - RUSSELL 2000 ETF | $10.2M | 0.2% | +14% | — |
| 95 | — | SPDR SERIES TRUST - ST STR SP600GRWO | $10.2M | 0.2% | +4% | — |
| 96 | — | VANGUARD INDEX FDS - MID CAP ETF | $10.2M | 0.2% | +277% | — |
| 97 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $10.2M | 0.2% | -12% | — |
| 98 |  $HD | HOME DEPOT, INC. | $10.2M | 0.2% | -1% | 60.3 |
| 99 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $10.1M | 0.2% | -2% | — |
| 100 |  $MRK | Merck & Co., Inc. | $10.1M | 0.2% | +1% | 59.9 |
| 101 | $IVZ | Invesco Ltd. | $9.8M | 0.2% | +18% | — |
| 102 |  $MO | ALTRIA GROUP, INC. | $9.7M | 0.2% | +10% | 67.4 |
| 103 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETF | $9.7M | 0.2% | +23% | — |
| 104 |  $DOV | DOVER Corp | $9.7M | 0.2% | +87% | 58.1 |
| 105 | — | VANGUARD INDEX FDS - SMALL CP ETF | $9.5M | 0.2% | +3% | — |
| 106 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $9.4M | 0.2% | -19% | — |
| 107 | — | SPDR SERIES TRUST - ST STR P500GRW | $9.3M | 0.2% | +2% | — |
| 108 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $9.3M | 0.2% | -15% | — |
| 109 | — | ISHARES TR - RUS 1000 GRW ETF | $9.2M | 0.2% | +295% | — |
| 110 |  $UPS | UNITED PARCEL SERVICE INC | $8.9M | 0.2% | +4% | 58.6 |
| 111 |  $PLTR | Palantir Technologies Inc. | $8.9M | 0.2% | +21% | 84.6 |
| 112 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | $8.8M | 0.2% | NEW | — |
| 113 |  $PG | PROCTER & GAMBLE Co | $8.8M | 0.2% | +4% | 64.6 |
| 114 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $8.8M | 0.2% | -23% | — |
| 115 | $IVZ | Invesco Ltd. | $8.7M | 0.2% | +9% | — |
| 116 | — | ISHARES TR - IBONDS 28 TR HI | $8.7M | 0.2% | +11% | — |
| 117 | — | STRATEGIC TRUST - RUNNING GWTH ETF | $8.6M | 0.2% | -29% | — |
| 118 | — | ISHARES TR - ISHS 5-10YR INVT | $8.6M | 0.2% | -82% | — |
| 119 | — | HARTFORD FDS EXCHANGE TRADED - STRAT INCOM ETF | $8.6M | 0.2% | +10% | — |
| 120 | — | SPDR SERIES TRUST - ST STR P500VAL | $8.6M | 0.2% | +8% | — |
| 121 |  $ABBV | AbbVie Inc. | $8.5M | 0.2% | +6% | 72.6 |
| 122 |  $ORCL | ORACLE CORP | $8.4M | 0.2% | +4% | 66.2 |
| 123 | — | ISHARES TR - SELECT DIVID ETF | $8.4M | 0.2% | -4% | — |
| 124 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $8.3M | 0.2% | +0% | — |
| 125 | — | INNOVATOR ETFS TRUST - NASD 100 10 BUFF | $8.3M | 0.2% | -10% | — |
| 126 |  $LRCX | LAM RESEARCH CORP | $8.3M | 0.2% | +95% | 79.4 |
| 127 | — | ISHARES TR - 1 3 YR TREAS BD | $8.2M | 0.1% | +4% | — |
| 128 | — | SPDR SERIES TRUST - ST TERM HIGH ETF | $8.1M | 0.1% | +16% | — |
| 129 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $8.1M | 0.1% | +4% | — |
| 130 | — | CAPITAL GROUP INTERNATIONAL - SHS | $7.9M | 0.1% | +28% | — |
| 131 |  $AMAT | APPLIED MATERIALS INC /DE | $7.9M | 0.1% | +1% | 72.3 |
| 132 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | $7.8M | 0.1% | +5% | — |
| 133 |  $PM | Philip Morris International Inc. | $7.8M | 0.1% | +4% | 75.9 |
| 134 | — | VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD | $7.8M | 0.1% | -22% | — |
| 135 | — | ISHARES TR - MSCI USA QLT FCT | $7.7M | 0.1% | -12% | — |
| 136 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $7.7M | 0.1% | +1% | 61.4 |
| 137 |  $RTX | RTX Corp | $7.6M | 0.1% | +3% | 73.2 |
| 138 | — | ISHARES TR - CORE S&P US VLU | $7.6M | 0.1% | +9% | — |
| 139 |  $CRWD | CrowdStrike Holdings, Inc. | $7.6M | 0.1% | -5% | 67.7 |
| 140 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $7.5M | 0.1% | +3% | — |
| 141 |  $ANET | Arista Networks, Inc. | $7.5M | 0.1% | +26% | 81.9 |
| 142 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $7.5M | 0.1% | -4% | — |
| 143 |  $GS | GOLDMAN SACHS GROUP INC | $7.2M | 0.1% | +3% | 73.5 |
| 144 | — | FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | $7.2M | 0.1% | -15% | — |
| 145 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $7.1M | 0.1% | +1% | — |
| 146 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $7.1M | 0.1% | +1% | — |
| 147 | — | VANGUARD ADMIRAL FDS INC - SMLCP 600 VAL | $7.0M | 0.1% | +5% | — |
| 148 | — | ISHARES TR - CORE UNIVRSL USD | $7.0M | 0.1% | +18% | — |
| 149 |  $PANW | Palo Alto Networks Inc | $7.0M | 0.1% | -2% | 65.5 |
| 150 |  $UNH | UNITEDHEALTH GROUP INC | $7.0M | 0.1% | -2% | 62.7 |
New Positions (138)
BLACKROCK ETF TRUST - ISHA SYST AL ETF$8.8M
PUTNAM ETF TRUST - FOCUSED LAR CAP$4.9M
GLOBAL X FDS - DATA CTR DIG ETF$4.5M
BLACKROCK ETF TRUST - ISHA IN CTRY ETF$4.3M
$NBIS Nebius Group N.V.$4.1M PROSHARES TR - SHORT QQQ$2.9M
SSGA ACTIVE ETF TR - ST STR BL LN ETF$2.6M
FIRST TR EXCHANGE-TRADED FD - VEST LADDERED$2.6M
FIRST TR EXCHANGE-TRADED FD - LNG DUR OPRTUN$2.4M
FIRST TR EXCHANGE-TRADED FD - VEST LAD AUT ETF$2.0M
DIMENSIONAL ETF TRUST - INTERNATIONAL$1.9M
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$1.9M
$APLD Applied Digital Corp.$1.6M ISHARES TR - FUTU AI TECH ETF$1.6M
INNOVATOR ETFS TRUST - U S EQ 10 BUFFER$1.6M
Exited Positions (74)
INNOVATOR ETFS TRUST
SPDR SERIES TRUST
INNOVATOR ETFS TRUST
$BXC BlueLinx Holdings Inc.
$HOV HOVNANIAN ENTERPRISES INC INNOVATOR ETFS TRUST
$HRB H&R BLOCK INC
$SNOW Snowflake Inc.
$BTU PEABODY ENERGY CORP
$OSK OSHKOSH CORP ISHARES INC
$SYM Symbotic Inc.
$WNC WABASH NATIONAL Corp
$LMND Lemonade, Inc.
$HMY HARMONY GOLD MINING CO LTDBrowse Top Institutional Investors
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