Mutual Advisors, LLC 13F Holdings · Q2 2026
Mutual Advisors, LLC reported 1,377 securities worth $5.31B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPY (5.27%), IEF (4.47%), AAPL (3.61%). Among its top 25 positions this quarter: 23 added, 2 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $279.8M | 5.27% | 374,687 | Trimmed |
| 2 | IEF | ISHARES TR | $237.7M | 4.47% | 2.5M | Added |
| 3 | AAPL | APPLE INC | $191.8M | 3.61% | 662,859 | Added |
| 4 | IVV | ISHARES TR | $156.6M | 2.95% | 209,128 | Added |
| 5 | BRKB | BERKSHIRE HATHAWAY INC DEL | $108.1M | 2.04% | 216,080 | Added |
| 6 | SGOV | ISHARES TR | $106.0M | 2.00% | 1.1M | Added |
| 7 | MSFT | MICROSOFT CORP | $92.1M | 1.73% | 247,016 | Added |
| 8 | LLY | ELI LILLY & CO | $82.5M | 1.55% | 68,768 | Added |
| 9 | VOO | VANGUARD INDEX FDS | $82.1M | 1.55% | 119,493 | Added |
| 10 | NVDA | NVIDIA CORPORATION | $81.1M | 1.53% | 405,566 | Added |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $62.6M | 1.18% | 878,870 | Added |
| 12 | AMZN | AMAZON COM INC | $55.6M | 1.05% | 233,442 | Added |
| 13 | QQQ | INVESCO QQQ TR | $50.7M | 0.95% | 68,865 | Trimmed |
| 14 | GOOG | ALPHABET INC | $47.6M | 0.90% | 134,687 | Added |
| 15 | GOOGL | ALPHABET INC | $44.4M | 0.84% | 124,373 | Added |
| 16 | MINT | PIMCO ETF TR | $38.5M | 0.72% | 381,442 | Added |
| 17 | VWO | VANGUARD INTL EQUITY INDEX F | $38.0M | 0.72% | 636,758 | Added |
| 18 | PYLD | PIMCO ETF TR | $34.3M | 0.65% | 1.3M | Added |
| 19 | VYM | VANGUARD WHITEHALL FDS | $33.9M | 0.64% | 214,503 | Added |
| 20 | VTI | VANGUARD INDEX FDS | $33.2M | 0.62% | 89,671 | Added |
| 21 | VTV | VANGUARD INDEX FDS | $32.9M | 0.62% | 151,081 | Added |
| 22 | JPM | JPMORGAN CHASE & CO | $32.5M | 0.61% | 99,430 | Added |
| 23 | META | META PLATFORMS INC | $30.9M | 0.58% | 54,791 | Added |
| 24 | TSLA | TESLA INC | $29.8M | 0.56% | 70,911 | Added |
| 25 | CBSH | COMMERCE BANCSHARES INC | $28.5M | 0.54% | 492,733 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR