Mutual Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$4.67B
Q ending 2026-03-31
Prior quarter
$4.67B
Q ending 2025-12-31
Change
+0.0% QoQ · +33.6% YoY
Positions
1,325
reported holdings
Largest positions
Top 100 of 1,325 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| State Str Spdr S&P 500 Etf T | SPY | Shares | $260.5M | 401K |
| Ishares Tr | IEF | Shares | $207.1M | 2.2M |
| Apple Inc | AAPL | Shares | $162.3M | 639K |
| Ishares Tr | IVV | Shares | $135.0M | 207K |
| Ishares Tr | SGOV | Shares | $102.9M | 1.0M |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $102.7M | 214K |
| Microsoft Corp | MSFT | Shares | $89.3M | 241K |
| Vanguard Index Fds | VOO | Shares | $64.1M | 107K |
| Eli Lilly & Co | LLY | Shares | $62.8M | 68K |
| Nvidia Corporation | NVDA | Shares | $60.2M | 345K |
| Vanguard Tax-Managed Fds | VEA | Shares | $53.2M | 831K |
| Ishares Tr | IGIB | Shares | $47.3M | 889K |
| Amazon Com Inc | AMZN | Shares | $46.9M | 225K |
| Invesco Qqq Tr | QQQ | Shares | $45.0M | 78K |
| Alphabet Inc | GOOG | Shares | $37.8M | 132K |
| Alphabet Inc | GOOGL | Shares | $35.7M | 124K |
| Vanguard Intl Equity Index F | VWO | Shares | $32.5M | 601K |
| Pimco Etf Tr | PYLD | Shares | $31.7M | 1.2M |
| Spdr Series Trust | BIL | Shares | $31.0M | 338K |
| Meta Platforms Inc | META | Shares | $30.7M | 54K |
| Vanguard Whitehall Fds | VYM | Shares | $29.3M | 198K |
| Jpmorgan Chase & Co | JPM | Shares | $28.9M | 98K |
| Vanguard Index Fds | VTI | Shares | $28.1M | 87K |
| Innovator Etfs Trust | PJAN | Shares | $26.6M | 578K |
| Ishares Tr | AGG | Shares | $26.1M | 263K |
| Innovator Etfs Trust | NJAN | Shares | $25.9M | 484K |
| Vanguard Specialized Funds | VIG | Shares | $25.3M | 118K |
| Vanguard Index Fds | VTV | Shares | $25.2M | 128K |
| Commerce Bancshares Inc | CBSH | Shares | $24.2M | 493K |
| Costco Wholesale Corporation | COST | Shares | $23.7M | 24K |
| Broadcom Inc | AVGO | Shares | $22.4M | 72K |
| Tesla Inc | TSLA | Shares | $22.0M | 59K |
| Ishares Tr | TFLO | Shares | $21.9M | 432K |
| Schwab Strategic Tr | SCHG | Shares | $21.0M | 721K |
| J P Morgan Exchange Traded F | JCPB | Shares | $20.9M | 445K |
| Capital Group Growth Etf | CGGR | Shares | $20.6M | 513K |
| Chevron Corporation | CVX | Shares | $19.2M | 93K |
| Exxon Mobil Corp | XOM | Shares | $17.9M | 106K |
| Walmart Inc | WMT | Shares | $17.7M | 142K |
| Capital Group Dividend Value | CGDV | Shares | $17.3M | 406K |
| Ishares Tr | DGRO | Shares | $17.2M | 244K |
| Schwab Strategic Tr | SCHV | Shares | $17.0M | 557K |
| Blackrock Etf Trust | DYNF | Shares | $16.9M | 290K |
| Netflix Inc. | NFLX | Shares | $16.2M | 169K |
| Spdr Gold Tr | GLD | Shares | $16.1M | 37K |
| Schwab Strategic Tr | SCHZ | Shares | $16.0M | 688K |
| Omega Healthcare Invs Inc | OHI | Shares | $15.9M | 362K |
| Ishares Tr | IVW | Shares | $15.8M | 140K |
| Vanguard Index Fds | VUG | Shares | $15.8M | 36K |
| Select Sector Spdr Tr | XLK | Shares | $14.4M | 108K |
| Schwab Strategic Tr | SCHD | Shares | $14.3M | 467K |
| Northern Lts Fd Tr Iv | SECT | Shares | $14.1M | 234K |
| Ishares Tr | GOVT | Shares | $14.0M | 613K |
| Ishares Tr | IQLT | Shares | $14.0M | 302K |
| Invesco Actively Managed Exc | GSY | Shares | $13.9M | 277K |
| Spdr Series Trust | SPYM | Shares | $13.8M | 181K |
| Vanguard World Fd | VGT | Shares | $13.7M | 20K |
| Caterpillar Inc | CAT | Shares | $13.7M | 19K |
| Johnson & Johnson | JNJ | Shares | $13.5M | 55K |
| Iron Mtn Inc Del | IRM | Shares | $13.2M | 129K |
| Visa Inc | V | Shares | $13.1M | 43K |
| Ishares Tr | IVE | Shares | $12.9M | 61K |
| Capital Group Core Equity Et | CGUS | Shares | $12.2M | 317K |
| Vanguard Scottsdale Fds | VONG | Shares | $12.1M | 110K |
| Strategic Trust | RUNN | Shares | $12.0M | 373K |
| Vanguard Charlotte Fds | BNDX | Shares | $11.9M | 248K |
| Vanguard Bd Index Fds | BSV | Shares | $11.9M | 151K |
| Cisco Sys Inc | CSCO | Shares | $11.8M | 152K |
| J P Morgan Exchange Traded F | JPST | Shares | $11.6M | 229K |
| Janus Detroit Str Tr | JAAA | Shares | $11.6M | 229K |
| Vanguard Scottsdale Fds | VMBS | Shares | $11.5M | 245K |
| Innovator Etfs Trust | BUFF | Shares | $11.5M | 232K |
| Capital Grp Fixed Incm Etf T | CGCP | Shares | $11.4M | 512K |
| Fidelity Merrimack Str Tr | FBND | Shares | $11.4M | 250K |
| Vanguard Index Fds | VXF | Shares | $11.1M | 54K |
| Advanced Micro Devices Inc | AMD | Shares | $11.1M | 54K |
| Invesco Exch Traded Fd Tr Ii | KBWP | Shares | $11.0M | 92K |
| Fidelity Covington Trust | FTEC | Shares | $10.9M | 53K |
| Vaneck Etf Trust | SMH | Shares | $10.9M | 28K |
| First Tr Exchange-Traded Fd | MISL | Shares | $10.7M | 240K |
| Vanguard Admiral Fds Inc | VOOG | Shares | $10.6M | 26K |
| Spdr Index Shs Fds | SPDW | Shares | $10.4M | 229K |
| Ishares Tr | HYG | Shares | $10.4M | 131K |
| Schwab Strategic Tr | SCHO | Shares | $10.3M | 426K |
| Vanguard Bd Index Fds | BND | Shares | $10.2M | 138K |
| Ea Series Trust | BOXX | Shares | $10.0M | 86K |
| First Tr Exchange-Traded Fd | CIBR | Shares | $9.9M | 159K |
| Select Sector Spdr Tr | XLE | Shares | $9.8M | 159K |
| Ishares Tr | IGSB | Shares | $9.7M | 185K |
| Vanguard Index Fds | VO | Shares | $9.6M | 33K |
| Home Depot Inc | HD | Shares | $9.6M | 29K |
| Tcw Etf Trust | VOTE | Shares | $9.5M | 125K |
| Merck & Co Inc | MRK | Shares | $9.3M | 78K |
| American Centy Etf Tr | AVUV | Shares | $9.3M | 84K |
| Vanguard Admiral Fds Inc | VOOV | Shares | $9.3M | 45K |
| Palantir Technologies Inc | PLTR | Shares | $9.3M | 63K |
| First Tr Exchange-Traded Fd | FTSM | Shares | $9.0M | 150K |
| Vanguard Scottsdale Fds | VCIT | Shares | $8.8M | 106K |
| Innovator Etfs Trust | QBUF | Shares | $8.7M | 299K |
| International Business Machs | IBM | Shares | $8.6M | 36K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.