Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Mutual Advisors, LLC (CIK 1694080) reported $4.67B across 1,289 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($260.6M, 5.58%), IEF ($207.1M, 4.44%), AAPL ($162.3M, 3.48%), IVV ($135.0M, 2.89%), SGOV ($102.9M, 2.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $260.6M | 5.58% | 400,729 | Added |
| 2 | IEF | ISHARES TR | $207.1M | 4.44% | 2.2M | Added |
| 3 | AAPL | APPLE INC | $162.3M | 3.48% | 639,342 | Trimmed |
| 4 | IVV | ISHARES TR | $135.0M | 2.89% | 206,628 | Trimmed |
| 5 | SGOV | ISHARES TR | $102.9M | 2.21% | 1.0M | Added |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $102.7M | 2.20% | 214,305 | Added |
| 7 | MSFT | MICROSOFT CORP | $89.3M | 1.91% | 241,144 | Added |
| 8 | VOO | VANGUARD INDEX FDS | $64.1M | 1.37% | 107,272 | Added |
| 9 | LLY | ELI LILLY & CO | $62.8M | 1.35% | 68,302 | Added |
| 10 | NVDA | NVIDIA CORPORATION | $60.6M | 1.30% | 347,618 | Added |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $53.2M | 1.14% | 830,644 | Added |
| 12 | IGIB | ISHARES TR | $47.3M | 1.01% | 888,676 | Trimmed |
| 13 | AMZN | AMAZON COM INC | $47.2M | 1.01% | 226,418 | Added |
| 14 | QQQ | INVESCO QQQ TR | $45.0M | 0.97% | 78,030 | Added |
| 15 | GOOG | ALPHABET INC | $37.8M | 0.81% | 131,634 | Added |
| 16 | GOOGL | ALPHABET INC | $35.7M | 0.77% | 124,316 | Trimmed |
| 17 | VWO | VANGUARD INTL EQUITY INDEX F | $32.5M | 0.70% | 601,281 | Added |
| 18 | PYLD | PIMCO ETF TR | $31.7M | 0.68% | 1.2M | Added |
| 19 | BIL | SPDR SERIES TRUST | $31.0M | 0.66% | 338,060 | Trimmed |
| 20 | META | META PLATFORMS INC | $31.0M | 0.66% | 54,225 | Added |
| 21 | VYM | VANGUARD WHITEHALL FDS | $29.3M | 0.63% | 198,049 | Added |
| 22 | JPM | JPMORGAN CHASE & CO | $29.0M | 0.62% | 98,672 | Added |
| 23 | VTI | VANGUARD INDEX FDS | $28.1M | 0.60% | 87,484 | Trimmed |
| 24 | PJAN | INNOVATOR ETFS TRUST | $26.6M | 0.57% | 577,520 | Added |
| 25 | AGG | ISHARES TR | $26.1M | 0.56% | 263,176 | Added |
Source: SEC Form 13F filings · as of 2026-03-31