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Mutual Advisors, LLC Top Holdings and 13F Report (2026)

About Mutual Advisors, LLC

Investment Activity

  • Mutual Advisors, LLC has $5.31 billion in total holdings as of June 30, 2026.
  • Mutual Advisors, LLC owns shares of 1,377 different stocks, but just 274 companies or ETFs make up 80% of its holdings.
  • Approximately 9.90% of the portfolio was purchased this quarter.
  • About 5.62% of the portfolio was sold this quarter.
  • This quarter, Mutual Advisors, LLC has purchased 1,309 new stocks and bought additional shares in 659 stocks.
  • Mutual Advisors, LLC sold shares of 501 stocks and completely divested from 74 stocks this quarter.

Largest Holdings

Apple
$191,804,877
Berkshire Hathaway
$108,124,335

Largest New Holdings this Quarter

09290C665 - BLACKROCK ETF TRUST
$8,783,396 Holding
746729300 - Putnam Focused Large Cap Value ETF
$4,899,085 Holding
09290C764 - BLACKROCK ETF TRUST
$4,347,934 Holding
N97284108 - Yandex
$4,058,283 Holding

Largest Purchases this Quarter

iShares 7-10 Year Treasury Bond ETF
343,135 shares (about $32.45M)
iShares Floating Rate Bond ETF
430,004 shares (about $21.95M)
Vanguard Growth ETF
184,557 shares (about $15.90M)
Vanguard Information Technology ETF
131,412 shares (about $15.71M)

Largest Sales this Quarter

iShares Core U.S. Aggregate Bond ETF
202,550 shares (about $20.05M)
SPDR S&P 500 ETF Trust
26,042 shares (about $19.45M)
HINGE HEALTH INC
126,497 shares (about $10.50M)
iShares Treasury Floating Rate Bond ETF
165,502 shares (about $8.38M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMutual Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$279,805,364$19,447,409 â–¼-6.5%374,6875.3%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$237,650,270$32,450,280 â–²15.8%2,512,9564.5%ETF
Apple Inc. stock logo
AAPL
Apple
$191,804,877$6,804,879 â–²3.7%662,8593.6%Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$156,614,015$1,872,227 â–²1.2%209,1282.9%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$108,124,335$888,193 â–²0.8%216,0802.0%Finance
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$105,990,384$3,056,038 â–²3.0%1,052,8502.0%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$92,141,836$2,190,372 â–²2.4%247,0161.7%Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$82,482,635$558,936 â–²0.7%68,7681.6%Healthcare
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$82,069,163$8,393,523 â–²11.4%119,4931.5%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$81,149,663$11,594,810 â–²16.7%405,5661.5%Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$62,619,460$3,436,101 â–²5.8%878,8701.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$55,638,592$1,674,101 â–²3.1%233,4421.0%Consumer Discretionary
Invesco QQQ stock logo
QQQ
Invesco QQQ
$50,712,060$6,749,089 â–¼-11.7%68,8651.0%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$47,588,849$1,078,714 â–²2.3%134,6870.9%Communication Services
Alphabet Inc. stock logo
GOOGL
Alphabet
$44,447,006$20,370 â–²0.0%124,3730.8%Communication Services
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$38,453,173$36,794,647 â–²2,218.5%381,4420.7%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$38,008,114$2,117,624 â–²5.9%636,7580.7%ETF
PIMCO Multi Sector Bond Active ETF stock logo
PYLD
PIMCO Multi Sector Bond Active ETF
$34,257,036$2,211,318 â–²6.9%1,291,7430.6%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$33,897,885$2,600,224 â–²8.3%214,5030.6%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$33,181,937$809,279 â–²2.5%89,6710.6%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$32,925,079$4,974,906 â–²17.8%151,0810.6%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$32,546,521$248,117 â–²0.8%99,4300.6%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$30,863,322$318,823 â–²1.0%54,7910.6%Communication Services
Tesla, Inc. stock logo
TSLA
Tesla
$29,825,363$1,735,828 â–²6.2%70,9110.6%Consumer Discretionary
Innovator U.S. Equity Power Buffer ETF - January stock logo
PJAN
Innovator U.S. Equity Power Buffer ETF - January
$28,656,316$74,829 â–²0.3%579,0320.5%ETF
Commerce Bancshares, Inc. stock logo
CBSH
Commerce Bancshares
$28,455,344$1,790 â–²0.0%492,7330.5%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$28,320,720$1,038,814 â–²3.8%74,9720.5%Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$28,290,037$463,302 â–²1.7%119,5590.5%ETF
NJAN
Innovator Growth-100 Power Buffer ETF - January
$28,272,941$319,947 â–¼-1.1%479,0400.5%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$28,187,084$2,792,728 â–¼-9.0%307,5850.5%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$27,691,521$3,870,620 â–¼-12.3%47,6690.5%Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$27,242,614$661,413 â–²2.5%23,6010.5%Technology
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$24,830,592$4,839,390 â–²24.2%503,8680.5%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$24,530,332$126,358 â–²0.5%724,8920.5%ETF
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$23,791,944$21,951,694 â–²1,192.9%466,0520.4%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$22,578,839$289,065 â–²1.3%24,1360.4%Consumer Staples
Caterpillar Inc. stock logo
CAT
Caterpillar
$22,344,377$1,450,367 â–²6.9%20,9830.4%Industrials
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$21,114,142$1,729,291 â–²8.9%606,5540.4%ETF
JPMorgan Core Plus Bond ETF stock logo
JCPB
JPMorgan Core Plus Bond ETF
$20,403,481$472,591 â–¼-2.3%434,6720.4%ETF
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$19,363,344$358,549 â–¼-1.8%284,7130.4%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$19,351,375$827,854 â–²4.5%255,3290.4%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$19,034,283$1,593,509 â–¼-7.7%99,9070.4%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$19,009,842$15,897,770 â–²510.8%220,6850.4%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$18,870,367$5,352,668 â–¼-22.1%399,7960.4%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$18,509,534$89,203 â–¼-0.5%28,2200.3%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$18,239,139$949,235 â–¼-4.9%132,6190.3%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$18,054,616$15,706,401 â–²668.9%151,0590.3%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$18,034,597$2,152,450 â–²13.6%205,2180.3%ETF
Main Sector Rotation ETF stock logo
SECT
Main Sector Rotation ETF
$17,781,378$897,003 â–²5.3%246,7580.3%ETF
Omega Healthcare Investors, Inc. stock logo
OHI
Omega Healthcare Investors
$17,394,190$130,119 â–²0.8%364,8110.3%Real Estate
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$17,205,261$667,876 â–¼-3.7%146,4780.3%Technology
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$16,266,434$34,483 â–¼-0.2%128,7820.3%Real Estate
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$15,816,425$92,636 â–¼-0.6%683,8060.3%ETF
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$15,700,693$1,603,194 â–²11.4%352,9830.3%ETF
Chevron Corporation stock logo
CVX
Chevron
$15,414,879$34,975 â–²0.2%92,9950.3%Energy
Fidelity MSCI Information Technology Index ETF stock logo
FTEC
Fidelity MSCI Information Technology Index ETF
$15,376,767$346,408 â–²2.3%53,8440.3%ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$15,287,427$1,237,963 â–²8.8%119,6110.3%ETF
Visa Inc. stock logo
V
Visa
$15,004,105$104,300 â–²0.7%43,7320.3%Finance
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$14,786,455$12,643,865 â–²590.1%178,9690.3%ETF
Invesco Ultra Short Duration ETF stock logo
GSY
Invesco Ultra Short Duration ETF
$14,697,500$803,553 â–²5.8%293,0710.3%ETF
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$14,501,356$249,873 â–²1.8%161,3950.3%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$14,457,651$394,413 â–²2.8%56,9270.3%Healthcare
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$14,354,683$461,191 â–¼-3.1%452,6860.3%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$14,265,472$962,193 â–²7.2%57,9400.3%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$14,199,880$231,604 â–¼-1.6%103,8610.3%Energy
Intel Corporation stock logo
INTC
Intel
$13,940,279$1,539,146 â–¼-9.9%99,8370.3%Technology
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$13,891,175$25,885 â–¼-0.2%61,1780.3%ETF
WALMART INC
$13,843,622$2,253,302 â–¼-14.0%122,2290.3%COM
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$13,490,896$8,379,351 â–¼-38.3%266,4610.3%ETF
Innovator Laddered Allocation Power Buffer ETF stock logo
BUFF
Innovator Laddered Allocation Power Buffer ETF
$12,988,939$762,596 â–²6.2%246,5630.2%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$12,840,589$811,300 â–²6.7%265,1370.2%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$12,823,954$1,301,322 â–²11.3%254,4940.2%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$12,663,361$1,098,503 â–¼-8.0%34,3760.2%ETF
Capital Group Core Plus Income ETF stock logo
CGCP
Capital Group Core Plus Income ETF
$12,194,014$780,039 â–²6.8%547,0620.2%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$12,113,110$312,107 â–²2.6%155,4760.2%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$12,061,848$610,495 â–²5.3%257,6770.2%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$11,887,727$2,076,603 â–¼-14.9%521,8490.2%ETF
Alpha Architect 1-3 Month Box ETF stock logo
BOXX
Alpha Architect 1-3 Month Box ETF
$11,801,493$1,735,858 â–²17.2%100,7900.2%ETF
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$11,584,507$3,393,485 â–¼-22.7%233,7940.2%ETF
Invesco KBW Property & Casualty Insurance ETF stock logo
KBWP
Invesco KBW Property & Casualty Insurance ETF
$11,494,283$204,979 â–¼-1.8%90,6740.2%ETF
MISL
First Trust Indxx Aerospace & Defense ETF
$11,422,491$458,386 â–²4.2%249,5630.2%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$11,303,747$3,893,970 â–²52.6%136,4530.2%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$11,280,129$911,350 â–¼-7.5%157,9850.2%Communication Services
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$11,127,848$600,345 â–²5.7%89,1940.2%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$10,929,458$503,349 â–²4.8%22,8860.2%Technology
TCW Transform 500 ETF stock logo
VOTE
TCW Transform 500 ETF
$10,908,162$104,392 â–¼-0.9%123,7190.2%ETF
FIDELITY COVINGTON TRUST
$10,813,090$568,180 â–²5.5%223,9200.2%ENHANCED SML CAP
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$10,715,749$1,939,798 â–²22.1%129,6520.2%ETF
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$10,713,875$272,537 â–²2.6%133,9740.2%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$10,475,501$316,616 â–²3.1%142,6990.2%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$10,425,591$429,689 â–²4.3%37,0740.2%Technology
Capital Group Global Growth Equity ETF stock logo
CGGO
Capital Group Global Growth Equity ETF
$10,371,387$1,310,323 â–²14.5%245,0130.2%ETF
Innovator Defined Wealth Shield ETF stock logo
BALT
Innovator Defined Wealth Shield ETF
$10,196,625$1,627,311 â–²19.0%297,5380.2%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$10,191,333$1,247,477 â–²13.9%33,9200.2%ETF
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$10,189,424$376,451 â–²3.8%85,5320.2%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$10,182,281$7,484,232 â–²277.4%126,3780.2%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$10,158,919$1,437,606 â–¼-12.4%200,8880.2%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$10,151,450$89,227 â–¼-0.9%28,7840.2%Consumer Discretionary
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$10,104,686$168,376 â–¼-1.6%418,5870.2%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$10,100,839$126,829 â–²1.3%78,6060.2%Healthcare

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