Q2 2026 13F · SEC CIK 1694080

Mutual Advisors, LLC

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $5.3B
Reported positions: 1,377
Top holdings a year, 3 yrs: +15.3%
Assets under management: $9.4B

Mutual Advisors, LLC is a wealth manager that reported 1,377 positions worth $5.3B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were State Str Spdr S&p 500 ETF T (SPY, 5.3%), Ishares Tr (IEF, 4.5%), Apple Inc (AAPL, 3.6%). A portfolio copying its top holdings returned 15.3% a year over the last 3 years, against 20.4% for the S&P 500.

Mutual Advisors, LLC holdings largest 50 of 1,377 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Mutual Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPYState Str Spdr S&p 500 ETF T	5.3%	5.6%	374,687	-6.5%	$279.8M
IEFIshares Tr	4.5%	4.4%	2,512,956	+15.8%	$237.7M
AAPLApple Inc	3.6%	3.5%	662,859	+3.7%	$191.8M
IVVIshares Tr	3.0%	2.9%	209,128	+1.2%	$156.6M
BRK-BBerkshire Hathaway Inc Del	2.0%	2.2%	216,080	+0.8%	$108.1M
SGOVIshares Tr	2.0%	2.2%	1,052,850	+3.0%	$106.0M
MSFTMicrosoft Corp	1.7%	1.9%	247,016	+2.4%	$92.1M
LLYEli Lilly & Co	1.6%	1.3%	68,768	+0.7%	$82.5M
VOOVanguard Index Fds	1.5%	1.4%	119,493	+11.4%	$82.1M
NVDANvidia Corporation	1.5%	1.3%	403,366	+16.9%	$80.7M
VEAVanguard Ftse Developed Markets Index Fu	1.2%	1.1%	878,870	+5.8%	$62.6M
AMZNAmazon Com Inc	1.0%	1.0%	232,042	+3.1%	$55.3M
QQQInvesco Qqq Tr	1.0%	1.0%	68,865	-11.7%	$50.7M
GOOGAlphabet Inc	0.9%	0.8%	134,687	+2.3%	$47.6M
GOOGLAlphabet Inc	0.8%	0.8%	124,373	+0.0%	$44.4M
MINTPimco Enhanced Short Maturity Active Exc	0.7%	—	381,442	—	$38.5M
VWOVanguard Intl Equity Index F	0.7%	0.7%	636,758	+5.9%	$38.0M
PYLDPimco ETF Tr	0.6%	0.7%	1,291,743	+6.9%	$34.3M
VYMVanguard Whitehall Fds	0.6%	0.6%	214,503	+8.3%	$33.9M
VTIVanguard Index Fds	0.6%	0.6%	89,671	+2.5%	$33.2M
VTVVanguard Index Fds	0.6%	0.5%	151,081	+17.8%	$32.9M
JPMJpmorgan Chase & Co	0.6%	0.6%	99,030	+0.8%	$32.4M
METAMeta Platforms Inc	0.6%	0.7%	54,791	+2.2%	$30.9M
PJANInnovator Etfs Trust	0.5%	0.6%	579,032	+0.3%	$28.7M
CBSHCommerce Bancshares Inc	0.5%	0.5%	492,733	+0.0%	$28.5M
AVGOBroadcom Inc	0.5%	0.5%	74,972	+3.8%	$28.3M
VIGVanguard Specialized Funds	0.5%	0.5%	119,559	+1.7%	$28.3M
NJANInnovator Etfs Trust	0.5%	0.6%	479,040	-1.1%	$28.3M
BILSpdr Series Trust	0.5%	0.7%	307,585	-9.0%	$28.2M
AMDAdvanced Micro Devices Inc	0.5%	—	47,669	—	$27.7M
MUMicron Technology Inc	0.5%	—	23,601	—	$27.2M
TSLATesla Inc	0.5%	0.5%	63,311	+7.2%	$26.6M
CGDVCapital Group Dividend Value	0.5%	0.4%	503,868	+24.2%	$24.8M
SCHGSchwab Strategic Tr	0.5%	0.5%	724,892	+0.5%	$24.5M
FLOTIshares Tr	0.4%	—	466,052	—	$23.8M
COSTCostco Wholesale Corporation	0.4%	0.5%	24,136	+1.3%	$22.6M
CATCaterpillar Inc	0.4%	—	20,683	—	$22.0M
SCHVSchwab Strategic Tr	0.4%	0.4%	606,554	+8.9%	$21.1M
JCPBJ P Morgan Exchange Traded F	0.4%	0.4%	434,672	-2.3%	$20.4M
DYNFBlackrock ETF Trust	0.4%	0.4%	284,713	-1.8%	$19.4M
DGROIshares Tr	0.4%	0.4%	255,329	+4.5%	$19.4M
XLKSelect Sector Spdr Tr	0.4%	0.3%	99,907	-7.7%	$19.0M
VUGVanguard Index Fds	0.4%	0.3%	220,685	+510.8%	$19.0M
CGGRCapital Group Growth ETF	0.4%	0.4%	399,796	-22.1%	$18.9M
SMHVaneck ETF Trust	0.3%	—	28,220	—	$18.5M
IVWIshares Tr	0.3%	0.3%	132,619	-4.9%	$18.2M
VGTVanguard World Fd	0.3%	—	151,059	—	$18.1M
SPLGSpdr Series Trust	0.3%	—	205,218	—	$18.0M
66538H591Northern Lts Fd Tr IV	0.3%	—	246,758	—	$17.8M
OHIOmega Healthcare Invs Inc	0.3%	0.3%	364,811	+0.8%	$17.4M

What Mutual Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Index Fds+510.8% shares
CGDV Capital Group Dividend Value+24.2% shares
VTV Vanguard Index Fds+17.8% shares
NVDA Nvidia Corporation+16.9% shares
IEF Ishares Tr+15.8% shares
VOO Vanguard Index Fds+11.4% shares
SCHV Schwab Strategic Tr+8.9% shares
VYM Vanguard Whitehall Fds+8.3% shares

Reduced

CGGR Capital Group Growth ETF-22.1% shares
QQQ Invesco Qqq Tr-11.7% shares
BIL Spdr Series Trust-9.0% shares
XLK Select Sector Spdr Tr-7.7% shares
SPY State Str Spdr S&p 500 ETF T-6.5% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.5% /yr; S&P 500 +20.1%
3 years: +15.3% /yr; S&P 500 +20.4%
5 years: +7.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$5.3B	1,377
Q1 2026	$4.7B	1,309
Q4 2025	$4.7B	1,289
Q3 2025	$4.5B	1,276
Q2 2025	$4.0B	1,170
Q1 2025	$3.5B	1,079
Q4 2024	$3.5B	1,066
Q3 2024	$3.4B	1,083
Q2 2024	$3.3B	1,077
Q1 2024	$3.1B	1,078
Q4 2023	$2.9B	1,003
Q3 2023	$2.6B	968

Questions about Mutual Advisors, LLC's portfolio

What stocks does Mutual Advisors, LLC own?

Mutual Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 1,377 positions worth $5.3B. The largest are State Str Spdr S&p 500 ETF T (SPY) at 5.3%, Ishares Tr (IEF) at 4.5%, Apple Inc (AAPL) at 3.6%, Ishares Tr (IVV) at 3.0% and Berkshire Hathaway Inc Del (BRK-B) at 2.0%.

What did Mutual Advisors, LLC buy last quarter?

In Q2 2026, Mutual Advisors, LLC added Vanguard Index Fds (VUG) (+510.8% shares), Capital Group Dividend Value (CGDV) (+24.2% shares) and Vanguard Index Fds (VTV) (+17.8% shares), compared with its Q1 2026 filing.

What did Mutual Advisors, LLC sell last quarter?

In Q2 2026, Mutual Advisors, LLC cut from its top 50 Ishares Tr (IGIB), cut from its top 50 Ishares Tr (AGG), cut from its top 50 Ishares Tr (TFLO), cut from its top 50 Chevron Corporation (CVX), cut from its top 50 Exxon Mobil Corp (XOM), Capital Group Growth ETF (CGGR) (-22.1% shares), Invesco Qqq Tr (QQQ) (-11.7% shares) and Spdr Series Trust (BIL) (-9.0% shares), compared with its Q1 2026 filing.

How has Mutual Advisors, LLC's portfolio performed?

A portfolio copying Mutual Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.5% against +20.1%. Over 5 years: +7.4% a year against +11.6%.

When is Mutual Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Mutual Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Mutual Advisors, LLC manage?

Mutual Advisors, LLC reported $9.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $5.3B.