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

About Mutual Advisors, LLC

Investment Activity

  • Mutual Advisors, LLC has $4.67 billion in total holdings as of March 31, 2026.
  • Mutual Advisors, LLC owns shares of 1,309 different stocks, but just 266 companies or ETFs make up 80% of its holdings.
  • Approximately 8.50% of the portfolio was purchased this quarter.
  • About 6.26% of the portfolio was sold this quarter.
  • This quarter, Mutual Advisors, LLC has purchased 1,289 new stocks and bought additional shares in 607 stocks.
  • Mutual Advisors, LLC sold shares of 508 stocks and completely divested from 87 stocks this quarter.

Largest Holdings

Apple
$162,258,640

Largest New Holdings this Quarter

41653L875 - HARTFORD FDS EXCHANGE TRADED
$7,726,207 Holding
72201R775 - PIMCO ETF TR
$4,009,728 Holding
92189F585 - VanEck Oil Refiners ETF
$3,985,246 Holding
45783Y228 - INNOVATOR ETFS TRUST
$3,676,576 Holding
46141D203 - Invesco DB US Dollar Index Bullish Fund
$3,280,374 Holding

Largest Purchases this Quarter

PIMCO Multi Sector Bond Active ETF
613,387 shares (about $16.07M)
iShares Treasury Floating Rate Bond ETF
296,762 shares (about $15.03M)
HARTFORD FDS EXCHANGE TRADED
222,529 shares (about $7.73M)
Vanguard S&P 500 ETF
12,824 shares (about $7.66M)

Largest Sales this Quarter

iShares Gold Trust
94,617 shares (about $8.34M)
CALAMOS ETF TR
293,353 shares (about $8.17M)
iShares Core Total USD Bond Market ETF
174,590 shares (about $8.06M)

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
$260,610,347$3,748,563 1.5%400,7295.6%Finance
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$207,087,758$5,772,594 2.9%2,169,8214.4%ETF
Apple Inc. stock logo
AAPL
Apple
$162,258,640$3,755,078 -2.3%639,3423.5%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$134,971,511$4,330,783 -3.1%206,6282.9%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$102,924,112$1,362,735 1.3%1,022,4932.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$102,694,947$1,750,997 1.7%214,3052.2%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$89,264,301$6,518,696 7.9%241,1441.9%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$64,100,630$7,663,011 13.6%107,2721.4%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$62,822,547$2,293,002 3.8%68,3021.3%Medical
NVIDIA Corporation stock logo
NVDA
NVIDIA
$60,624,609$14,475 0.0%347,6181.3%Computer and Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$53,227,670$3,112,942 6.2%830,6441.1%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$47,295,323$1,350,723 -2.8%888,6761.0%Manufacturing
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$47,156,022$1,359,585 3.0%226,4181.0%Retail/Wholesale
Invesco QQQ stock logo
QQQ
Invesco QQQ
$45,037,128$5,420,847 13.7%78,0301.0%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$37,760,413$422,830 1.1%131,6340.8%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$35,748,191$4,039,054 -10.2%124,3160.8%Computer and Technology
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$32,499,240$1,838,295 6.0%601,2810.7%ETF
PIMCO Multi Sector Bond Active ETF stock logo
PYLD
PIMCO Multi Sector Bond Active ETF
$31,659,042$16,070,744 103.1%1,208,3600.7%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$31,023,493$1,694,063 5.8%54,2250.7%Computer and Technology
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$30,979,781$3,875,726 -11.1%338,0600.7%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$29,330,988$143,212 0.5%198,0490.6%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$29,025,253$20,003 0.1%98,6720.6%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$28,065,614$690,701 -2.4%87,4840.6%ETF
Innovator U.S. Equity Power Buffer ETF - January stock logo
PJAN
Innovator U.S. Equity Power Buffer ETF - January
$26,641,018$7,288,915 37.7%577,5200.6%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$26,125,443$942,369 3.7%263,1760.6%Finance
NJAN
Innovator Growth-100 Power Buffer ETF - January
$25,855,684$8,151,947 46.0%484,4610.6%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$25,291,300$567,544 -2.2%117,6010.5%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$25,163,248$495,209 2.0%128,2530.5%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$24,827,004$242,753 -1.0%66,7840.5%Auto/Tires/Trucks
Commerce Bancshares, Inc. stock logo
CBSH
Commerce Bancshares
$24,240,950$1,919 0.0%492,7020.5%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$23,741,625$3,696,707 18.4%23,8270.5%Retail/Wholesale
Broadcom Inc. stock logo
AVGO
Broadcom
$22,353,440$706,921 3.3%72,2220.5%Computer and Technology
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$21,870,304$15,025,072 219.5%431,9630.5%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$21,007,342$188,296 0.9%721,1580.5%ETF
JPMorgan Core Plus Bond ETF stock logo
JCPB
JPMorgan Core Plus Bond ETF
$20,938,369$4,100,670 24.4%444,7400.4%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$20,625,521$4,004,534 24.1%513,2000.4%ETF
Chevron Corporation stock logo
CVX
Chevron
$19,197,049$186,417 1.0%92,7840.4%Energy
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$17,908,435$319,978 1.8%105,5550.4%Energy
WALMART INC
$17,663,181$2,328,511 15.2%142,1240.4%COM
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$17,257,027$7,251,239 72.5%405,6660.4%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$17,152,437$473,365 2.8%244,4060.4%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$16,984,707$1,294,633 -7.1%556,8760.4%ETF
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$16,871,305$471,316 -2.7%289,9850.4%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$16,417,516$2,797,003 20.5%170,7490.4%Consumer Discretionary
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$16,074,987$1,519,374 10.4%37,3580.3%Finance
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$15,970,965$69,962 -0.4%687,8110.3%ETF
Omega Healthcare Investors, Inc. stock logo
OHI
Omega Healthcare Investors
$15,866,419$950,323 6.4%362,0820.3%Finance
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$15,781,183$351,093 2.3%139,5210.3%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$15,780,175$1,054,399 7.2%36,1280.3%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$14,389,205$1,218,426 -7.8%108,2710.3%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$14,334,608$832,072 -5.5%467,2300.3%ETF
Main Sector Rotation ETF stock logo
SECT
Main Sector Rotation ETF
$14,149,996$6,099 0.0%234,3100.3%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$14,044,012$2,362,112 20.2%613,0080.3%ETF
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$13,974,400$4,185,386 42.8%302,2800.3%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$13,900,769$1,181,009 9.3%19,6210.3%Industrials
Invesco Ultra Short Duration ETF stock logo
GSY
Invesco Ultra Short Duration ETF
$13,885,654$1,421,304 11.4%277,0480.3%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$13,832,700$1,014,079 -6.8%180,7250.3%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$13,708,060$427,701 3.2%19,6470.3%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$13,535,522$303,103 -2.2%55,3740.3%Medical
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$13,181,661$635,514 5.1%129,0550.3%Business Services
Visa Inc. stock logo
V
Visa
$13,125,599$211,869 -1.6%43,4280.3%Business Services
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$12,941,725$1,054,054 8.9%61,2920.3%ETF
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$12,176,826$3,627,575 42.4%316,9400.3%ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$12,057,672$725,490 6.4%109,9250.3%ETF
RUNN
Running Oak Efficient Growth ETF
$12,022,630$5,991 0.0%373,2580.3%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$11,934,919$1,212,207 11.3%248,3850.3%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$11,876,736$916,924 8.4%151,4700.3%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$11,806,432$336,819 2.9%152,1640.3%Computer and Technology
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$11,605,677$1,347,136 -10.4%229,3160.2%ETF
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$11,554,776$196,191 -1.7%229,3980.2%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$11,485,618$1,913,119 20.0%244,6350.2%ETF
BUFF
Innovator Laddered Allocation Power Buffer ETF
$11,467,419$726,772 6.8%232,0870.2%ETF
Capital Group Core Plus Income ETF stock logo
CGCP
Capital Group Core Plus Income ETF
$11,439,566$350,671 3.2%512,0670.2%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$11,402,530$4,145,670 57.1%249,9460.2%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$11,119,737$336,276 3.1%54,0320.2%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$11,052,847$2,381,777 -17.7%54,3320.2%Computer and Technology
Invesco KBW Property & Casualty Insurance ETF stock logo
KBWP
Invesco KBW Property & Casualty Insurance ETF
$10,980,891$373,720 3.5%92,2910.2%ETF
Fidelity MSCI Information Technology Index ETF stock logo
FTEC
Fidelity MSCI Information Technology Index ETF
$10,949,858$1,236,023 12.7%52,6310.2%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$10,871,514$2,366,306 -17.9%28,3560.2%Manufacturing
MISL
First Trust Indxx Aerospace & Defense ETF
$10,710,184$327,635 3.2%239,5480.2%ETF
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$10,572,559$1,332,730 14.4%25,9330.2%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$10,438,755$527,623 5.3%228,6690.2%ETF
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$10,387,827$138,514 1.4%130,5660.2%ETF
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$10,328,392$81,474 -0.8%425,5620.2%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$10,190,726$9,647 0.1%138,3860.2%ETF
Alpha Architect 1-3 Month Box ETF stock logo
BOXX
Alpha Architect 1-3 Month Box ETF
$9,996,861$86,985 0.9%85,9650.2%ETF
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$9,941,919$238,623 2.5%158,6140.2%Manufacturing
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$9,751,481$1,698,677 21.1%159,1820.2%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$9,749,736$18,455,314 -65.4%185,4970.2%Manufacturing
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$9,616,781$2,605,867 37.2%33,4870.2%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$9,550,133$68,410 0.7%29,0370.2%Retail/Wholesale
TCW Transform 500 ETF stock logo
VOTE
TCW Transform 500 ETF
$9,530,117$18,541 -0.2%124,9030.2%ETF
PALANTIR TECHNOLOGIES INC
$9,385,271$808,777 -7.9%64,1600.2%CL A
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$9,336,805$148,438 -1.6%77,6190.2%Medical
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$9,321,713$610,791 7.0%84,3820.2%ETF
Vanguard S&P 500 Value ETF stock logo
VOOV
Vanguard S&P 500 Value ETF
$9,272,238$155,492 1.7%45,4990.2%ETF
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$8,992,075$3,214,619 -26.3%150,4190.2%Manufacturing
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$8,786,541$4,191,940 91.2%106,1820.2%ETF
INNOVATOR ETFS TRUST
$8,740,187$25,500 -0.3%299,2190.2%NASDAQ-100 10 BU
International Business Machines Corporation stock logo
IBM
International Business Machines
$8,615,957$847,634 10.9%35,5460.2%Computer and Technology

Showing largest 100 holdings. View all holdings.
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