Mutual Advisors, LLC
Sector Allocation
- Other60.8%$3.2B
- Technology15.4%$816.5M
- Financials8.1%$430.8M
- Healthcare3.3%$177.0M
- Industrials2.8%$150.7M
- Consumer Discretionary2.6%$137.5M
- Consumer Staples2.0%$107.1M
- Energy1.8%$94.6M
- Real Estate1.1%$60.4M
- Communication Services0.7%$36.1M
AUM History
13fpro.ai/research/fund/mutual-advisors-llc-1694080
Conviction and streaks
Stable · top 10 = 26.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
SPY
$279.8M- ISHARES$237.7M
AAPL
$191.8M- ISHARES$156.6M
BRK.B
$108.1M- ISHARES$106.0M
MSFT
$92.1MLLY
$82.5M- VANGUARD$82.1M
NVDA
$80.7M- VANGUARD$62.6M
AMZN
$55.3MQQQ
$50.7MGOOG
$47.6MGOOGL
$44.4M- PIMCO$38.5M
- VANGUARD$38.0M
- PIMCO$34.3M
- VANGUARD$33.9M
- VANGUARD$33.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/mutual-advisors-llc-1694080
Mutual Advisors, LLC 13F holdings — Q2 2026
$5.3B portfolio (+13.8% QoQ) · 1,392 holdings · Q2 2026 13F · top 10 are 27% of the stock portfolio
Includes $5.3M of put/call options ($1.5M puts, $3.8M calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $5.3B. Weights use the stock portfolio.
$279.8M
5.3% of stocks
-6%This quarter-1.4%Since filed10+ qtrsHeld- 2
ISHARES TR - 7-10 YR TRSY BD
$237.7M
4.5% of stocks
+16%This quarter—Since filed—HeldAIQuality—Est. buy— $191.8M
3.6% of stocks
+4%This quarter+12.4%Since filed10+ qtrsHeld- 4
ISHARES TR - CORE S&P500 ETF
$156.6M
3.0% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— $108.1M
2.0% of stocks
+0.8%This quarter—Since filed10+ qtrsHeld- 6
ISHARES TR - 0-3 MTH TREASURY
$106.0M
2.0% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— $92.1M
1.7% of stocks
+2%This quarter+7.5%Since filed10+ qtrsHeld$82.5M
1.6% of stocks
+0.7%This quarter+8.4%Since filed10+ qtrsHeld- 9
VANGUARD INDEX FDS - S&P 500 ETF SHS
$82.1M
1.6% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy— $80.7M
1.5% of stocks
+17%This quarter-4.1%Since filed10+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $279.8M | 5.3% | -6% | -1.4% | 10+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | ISHARES TR - 7-10 YR TRSY BD | $237.7M | 4.5% | +16% | — | — | — | — | |
| 3 | $191.8M | 3.6% | +4% | +12.4% | 10+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | ISHARES TR - CORE S&P500 ETF | $156.6M | 3.0% | +1% | — | — | — | — | |
| 5 | $108.1M | 2.0% | +0.8% | — | 10+ qtrs | 73.5#124 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | ISHARES TR - 0-3 MTH TREASURY | $106.0M | 2.0% | +3% | — | — | — | — | |
| 7 | $92.1M | 1.7% | +2% | +7.5% | 10+ qtrsAdded 3 qtrs in a row | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $82.5M | 1.6% | +0.7% | +8.4% | 10+ qtrs | 85.7#4 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $82.1M | 1.6% | +11% | — | — | — | — | |
| 10 | $80.7M | 1.5% | +17% | -4.1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial |
All holdings — Mutual Advisors, LLC (Q2 2026)
1,392 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $62.6M | 1.2% | 879K | +6% | — | — | 13F |
| 12 | AMAZON COM INC | Consumer Discretionary | $55.3M | 1.0% | 232K | +3% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $50.7M | 1.0% | 69K | -12% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Alphabet Inc. | Technology | $47.6M | 0.9% | 135K | +2% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Alphabet Inc. | Technology | $44.4M | 0.8% | 124K | +0.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | PIMCO ETF TR - ENHAN SHRT MA ACetf/fund | — | $38.5M | 0.7% | 381K | +2219% | — | — | 13F |
| 17 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETFetf/fund | — | $38.0M | 0.7% | 637K | +6% | — | — | 13F |
| 18 | — | PIMCO ETF TR - MULTISECTOR BDetf/fund | — | $34.3M | 0.7% | 1.29M | +7% | — | — | 13F |
| 19 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLDetf/fund | — | $33.9M | 0.6% | 215K | +8% | — | — | 13F |
| 20 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $33.2M | 0.6% | 90K | +2% | — | — | 13F |
| 21 | — | VANGUARD INDEX FDS - VALUE ETFetf/fund | — | $32.9M | 0.6% | 151K | +18% | — | — | 13F |
| 22 | JPMORGAN CHASE & CO | Financials | $32.4M | 0.6% | 99K | +0.8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Meta Platforms, Inc. | Technology | $30.9M | 0.6% | 55K | +2% | 10+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $28.7M | 0.5% | 579K | +0.3% | — | — | 13F |
| 25 | COMMERCE BANCSHARES INC /MO/ | Financials | $28.5M | 0.5% | 493K | +0.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $AVGO | Broadcom Inc. | Technology | $28.3M | 0.5% | 75K | +4% | |||
| 27 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $28.3M | 0.5% | 120K | +2% | |||
| 28 | — | INNOVATOR ETFS TRUST - GRWT100 PWR BF | — | $28.3M | 0.5% | 479K | -1% | |||
| 29 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $28.2M | 0.5% | 308K | -9% | |||
| 30 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $27.7M | 0.5% | 48K | -12% | |||
| 31 | $MU | MICRON TECHNOLOGY INC | Technology | $27.2M | 0.5% | 24K | +2% | |||
| 32 | $TSLA | Tesla, Inc. | Consumer Discretionary | $26.6M | 0.5% | 63K | +7% | |||
| 33 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $24.8M | 0.5% | 504K | +24% | |||
| 34 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $24.5M | 0.5% | 725K | +0.5% | |||
| 35 | — | ISHARES TR - FLTG RATE NT ETF | — | $23.8M | 0.5% | 466K | +1193% | |||
| 36 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $22.6M | 0.4% | 24K | +1% | |||
| 37 | $CAT | CATERPILLAR INC | Industrials | $22.0M | 0.4% | 21K | +7% | |||
| 38 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | — | $21.1M | 0.4% | 607K | +9% | |||
| 39 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | — | $20.4M | 0.4% | 435K | -2% | |||
| 40 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $19.4M | 0.4% | 285K | -2% | |||
| 41 | — | ISHARES TR - CORE DIV GRWTH | — | $19.4M | 0.4% | 255K | +4% | |||
| 42 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $19.0M | 0.4% | 100K | -8% | |||
| 43 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $19.0M | 0.4% | 221K | +511% | |||
| 44 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | — | $18.9M | 0.4% | 400K | -22% | |||
| 45 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $18.5M | 0.3% | 28K | -0.5% | |||
| 46 | — | ISHARES TR - S&P 500 GRWT ETF | — | $18.2M | 0.3% | 133K | -5% | |||
| 47 | — | VANGUARD WORLD FD - INF TECH ETF | — | $18.1M | 0.3% | 151K | +669% | |||
| 48 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $18.0M | 0.3% | 205K | +14% | |||
| 49 | — | NORTHERN LTS FD TR IV - MAIN SECTR ROTN | — | $17.8M | 0.3% | 247K | +5% | |||
| 50 | $OHI | OMEGA HEALTHCARE INVESTORS INC | Real Estate | $17.4M | 0.3% | 365K | +0.8% | |||
| 51 | $CSCO | CISCO SYSTEMS, INC. | Technology | $17.2M | 0.3% | 146K | -4% | |||
| 52 | $IRM | IRON MOUNTAIN INC | Real Estate | $16.3M | 0.3% | 129K | -0.2% | |||
| 53 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | — | $15.8M | 0.3% | 684K | -0.6% | |||
| 54 | — | CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT | — | $15.7M | 0.3% | 353K | +11% | |||
| 55 | $CVX | CHEVRON CORP | Energy | $15.4M | 0.3% | 93K | +0.2% | |||
| 56 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | — | $15.4M | 0.3% | 54K | +2% | |||
| 57 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $15.3M | 0.3% | 120K | +9% | |||
| 58 | $V | VISA INC. | Financials | $15.0M | 0.3% | 44K | +0.7% | |||
| 59 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | — | $14.8M | 0.3% | 179K | +590% | |||
| 60 | $IVZ | Invesco Ltd. | Financials | $14.7M | 0.3% | 293K | +6% | |||
| 61 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $14.5M | 0.3% | 161K | +2% | |||
| 62 | $JNJ | JOHNSON & JOHNSON | Healthcare | $14.5M | 0.3% | 57K | +3% | |||
| 63 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $14.4M | 0.3% | 453K | -3% | |||
| 64 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | — | $14.3M | 0.3% | 58K | +7% | |||
| 65 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $14.2M | 0.3% | 104K | -2% | |||
| 66 | $INTC | INTEL CORP | Technology | $13.9M | 0.3% | 100K | -10% | |||
| 67 | — | ISHARES TR - S&P 500 VAL ETF | — | $13.9M | 0.3% | 61K | -0.2% | |||
| 68 | $WMT | Walmart Inc. | Consumer Staples | $13.8M | 0.3% | 122K | -14% | |||
| 69 | — | ISHARES TR - TRS FLT RT BD | — | $13.5M | 0.3% | 266K | -38% | |||
| 70 | — | INNOVATOR ETFS TRUST - LADERD ALCTN PWR | — | $13.0M | 0.2% | 247K | +6% | |||
| 71 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $12.8M | 0.2% | 265K | +7% | |||
| 72 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $12.8M | 0.2% | 254K | +11% | |||
| 73 | $GLD | SPDR GOLD TRUST | Financials | $12.7M | 0.2% | 34K | -8% | |||
| 74 | — | CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM | — | $12.2M | 0.2% | 547K | +7% | |||
| 75 | $META | Meta Platforms, Inc. | Technology | $12.1M | 0.2% | 155K | +3% | |||
| 76 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | — | $12.1M | 0.2% | 258K | +5% | |||
| 77 | — | ISHARES TR - US TREAS BD ETF | — | $11.9M | 0.2% | 522K | -15% | |||
| 78 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | — | $11.8M | 0.2% | 101K | +17% | |||
| 79 | — | ISHARES TR - MSCI INTL QUALTY | — | $11.6M | 0.2% | 234K | -23% | |||
| 80 | $IVZ | Invesco Ltd. | Financials | $11.5M | 0.2% | 91K | -2% | |||
| 81 | — | FIRST TR EXCHANGE-TRADED FD - INDXX AEROSPACE | — | $11.4M | 0.2% | 250K | +4% | |||
| 82 | — | ISHARES INC - CORE MSCI EMKT | — | $11.3M | 0.2% | 136K | +53% | |||
| 83 | $NFLX | NETFLIX INC | Communication Services | $11.3M | 0.2% | 158K | -6% | |||
| 84 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $11.1M | 0.2% | 89K | +6% | |||
| 85 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $10.9M | 0.2% | 23K | +5% | |||
| 86 | — | TCW ETF TRUST - TRANSFRM 500 ETF | — | $10.9M | 0.2% | 124K | -0.9% | |||
| 87 | — | FIDELITY COVINGTON TRUST - ENHANCED SML CAP | — | $10.8M | 0.2% | 224K | +6% | |||
| 88 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $10.7M | 0.2% | 130K | +22% | |||
| 89 | — | ISHARES TR - IBOXX HI YD ETF | — | $10.7M | 0.2% | 134K | +3% | |||
| 90 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $10.5M | 0.2% | 143K | +3% | |||
| 91 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $10.4M | 0.2% | 37K | +4% | |||
| 92 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | — | $10.4M | 0.2% | 245K | +14% | |||
| 93 | — | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | — | $10.2M | 0.2% | 298K | +19% | |||
| 94 | — | ISHARES TR - RUSSELL 2000 ETF | — | $10.2M | 0.2% | 34K | +14% | |||
| 95 | — | SPDR SERIES TRUST - ST STR SP600GRWO | — | $10.2M | 0.2% | 86K | +4% | |||
| 96 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $10.2M | 0.2% | 126K | +277% | |||
| 97 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $10.2M | 0.2% | 201K | -12% | |||
| 98 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $10.2M | 0.2% | 29K | -0.9% | |||
| 99 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | — | $10.1M | 0.2% | 419K | -2% | |||
| 100 | $MRK | Merck & Co., Inc. | Healthcare | $10.1M | 0.2% | 79K | +1% | |||
| 101 | $IVZ | Invesco Ltd. | Financials | $9.8M | 0.2% | 32K | +18% | |||
| 102 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $9.7M | 0.2% | 135K | +10% | |||
| 103 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETF | — | $9.7M | 0.2% | 211K | +23% | |||
| 104 | $DOV | DOVER Corp | Industrials | $9.7M | 0.2% | 62K | +87% | |||
| 105 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $9.5M | 0.2% | 31K | +3% | |||
| 106 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $9.4M | 0.2% | 186K | -19% | |||
| 107 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $9.3M | 0.2% | 78K | +2% | |||
| 108 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | — | $9.3M | 0.2% | 176K | -15% | |||
| 109 | — | ISHARES TR - RUS 1000 GRW ETF | — | $9.2M | 0.2% | 74K | +295% | |||
| 110 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $8.9M | 0.2% | 83K | +4% | |||
| 111 | $PLTR | Palantir Technologies Inc. | Technology | $8.9M | 0.2% | 76K | +21% | |||
| 112 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | — | $8.8M | 0.2% | 313K | New | |||
| 113 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $8.8M | 0.2% | 60K | +4% | |||
| 114 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | — | $8.8M | 0.2% | 193K | -23% | |||
| 115 | $IVZ | Invesco Ltd. | Financials | $8.7M | 0.2% | 41K | +9% | |||
| 116 | — | ISHARES TR - IBONDS 28 TR HI | — | $8.7M | 0.2% | 368K | +11% | |||
| 117 | — | STRATEGIC TRUST - RUNNING GWTH ETF | — | $8.6M | 0.2% | 266K | -29% | |||
| 118 | — | ISHARES TR - ISHS 5-10YR INVT | — | $8.6M | 0.2% | 162K | -82% | |||
| 119 | — | HARTFORD FDS EXCHANGE TRADED - STRAT INCOM ETF | — | $8.6M | 0.2% | 245K | +10% | |||
| 120 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $8.6M | 0.2% | 141K | +8% | |||
| 121 | $ABBV | AbbVie Inc. | Healthcare | $8.5M | 0.2% | 34K | +6% | |||
| 122 | $ORCL | ORACLE CORP | Technology | $8.4M | 0.2% | 57K | +4% | |||
| 123 | — | ISHARES TR - SELECT DIVID ETF | — | $8.4M | 0.2% | 54K | -4% | |||
| 124 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $8.3M | 0.2% | 288K | +0.3% | |||
| 125 | — | INNOVATOR ETFS TRUST - NASD 100 10 BUFF | — | $8.3M | 0.2% | 269K | -10% | |||
| 126 | $LRCX | LAM RESEARCH CORP | Technology | $8.3M | 0.2% | 19K | +95% | |||
| 127 | — | ISHARES TR - 1 3 YR TREAS BD | — | $8.2M | 0.1% | 99K | +4% | |||
| 128 | — | SPDR SERIES TRUST - ST TERM HIGH ETF | — | $8.1M | 0.1% | 325K | +16% | |||
| 129 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $8.1M | 0.1% | 143K | +4% | |||
| 130 | — | CAPITAL GROUP INTERNATIONAL - SHS | — | $7.9M | 0.1% | 217K | +28% | |||
| 131 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $7.9M | 0.1% | 11K | +0.8% | |||
| 132 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | — | $7.8M | 0.1% | 74K | +5% | |||
| 133 | $PM | Philip Morris International Inc. | Consumer Staples | $7.8M | 0.1% | 43K | +4% | |||
| 134 | — | VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD | — | $7.8M | 0.1% | 35K | -22% | |||
| 135 | — | ISHARES TR - MSCI USA QLT FCT | — | $7.7M | 0.1% | 35K | -12% | |||
| 136 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $7.7M | 0.1% | 209K | +0.8% | |||
| 137 | $RTX | RTX Corp | Industrials | $7.6M | 0.1% | 40K | +3% | |||
| 138 | — | ISHARES TR - CORE S&P US VLU | — | $7.6M | 0.1% | 69K | +9% | |||
| 139 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $7.6M | 0.1% | 9,990 | -5% | |||
| 140 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $7.5M | 0.1% | 93K | +3% | |||
| 141 | $ANET | Arista Networks, Inc. | Technology | $7.5M | 0.1% | 44K | +26% | |||
| 142 | — | SPDR SERIES TRUST - ST STR PR SP1500 | — | $7.5M | 0.1% | 82K | -4% | |||
| 143 | $GS | GOLDMAN SACHS GROUP INC | Financials | $7.2M | 0.1% | 7,150 | +3% | |||
| 144 | — | FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | — | $7.2M | 0.1% | 144K | -15% | |||
| 145 | — | VANGUARD BD INDEX FDS - INTERMED TERM | — | $7.1M | 0.1% | 93K | +1% | |||
| 146 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $7.1M | 0.1% | 240K | +0.8% | |||
| 147 | — | VANGUARD ADMIRAL FDS INC - SMLCP 600 VAL | — | $7.0M | 0.1% | 60K | +5% | |||
| 148 | — | ISHARES TR - CORE UNIVRSL USD | — | $7.0M | 0.1% | 152K | +18% | |||
| 149 | $PANW | Palo Alto Networks Inc | Technology | $7.0M | 0.1% | 21K | -2% | |||
| 150 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $7.0M | 0.1% | 17K | -2% |
What changed in Q2 2026
Against the previous quarter's 13F: 138 new, 659 added to, 510 trimmed, 74 sold out. Share-count changes; largest moves by dollar size first.
New positions (138)
- BLACKROCK ETF TRUST - ISHA SYST AL ETF$8.8M
first bought this quarter
- PUTNAM ETF TRUST - FOCUSED LAR CAP$4.9M
first bought this quarter
- GLOBAL X FDS - DATA CTR DIG ETF$4.5M
first bought this quarter
- BLACKROCK ETF TRUST - ISHA IN CTRY ETF$4.3M
first bought this quarter
$NBISNebius Group N.V.$4.1M
first bought this quarter
- PROSHARES TR - SHORT QQQ$2.9M
first bought this quarter
+132 more in the Excel export
Added to (659)
- PIMCO ETF TR - ENHAN SHRT MA AC+2219%
now $38.5M
- ISHARES TR - 7-10 YR TRSY BD+16%
now $237.7M
- ISHARES TR - FLTG RATE NT ETF+1193%
now $23.8M
- VANGUARD INDEX FDS - GROWTH ETF+511%
now $19.0M
- VANGUARD WORLD FD - INF TECH ETF+669%
now $18.1M
- VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F+590%
now $14.8M
+653 more in the Excel export
Trimmed (510)
- ISHARES TR - ISHS 5-10YR INVT-82%
now $8.6M
- ISHARES TR - CORE US AGGBD ET-77%
now $6.0M
now $279.8M · held 10+ qtrs
$HNGEHinge Health, Inc.-96%
now $415K
- ISHARES TR - TRS FLT RT BD-38%
now $13.5M
now $50.7M · held 10+ qtrs
+504 more in the Excel export
Holdings by quarter
Every 13F Mutual Advisors, LLC has filed, 34 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Mutual Advisors's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+1.4%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter; 20% over the last 4
Top 10 weight
27%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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.
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AI-Powered Hedge Fund Analysis: Mutual Advisors, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Mutual Advisors, LLC (SEC CIK: 1694080), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Mutual Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.