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 Spdr S&p 500 ETF Tr (SPY, 5.3%), iShs 7-10 ys Tsy (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
SPYSpdr S&p 500 ETF Tr	5.3%	5.6%	374,687	-6.5%	$279.8M
IEFiShs 7-10 ys Tsy	4.5%	4.4%	2,512,956	+15.8%	$237.7M
AAPLApple Inc	3.6%	3.5%	662,859	+3.7%	$191.8M
IVVIshares Core S&p 500 ETF	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 0-3 Month Treasury Bon	2.0%	2.2%	1,052,850	+3.0%	$106.0M
MSFTMicrosoft Corp	1.7%	1.9%	247,016	+2.4%	$92.1M
LLYLilly Eli & Co	1.6%	1.3%	68,768	+0.7%	$82.5M
VOOVanguard S&p 500 ETF	1.5%	1.4%	119,493	+11.4%	$82.1M
NVDANvidia Corporation Com	1.5%	1.3%	403,366	+16.9%	$80.7M
VEAVanguard Tax-Managed Fds	1.2%	1.1%	878,870	+5.8%	$62.6M
AMZNAmazon Com Inc Com	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 ETF Tr	0.7%	—	381,442	—	$38.5M
VWOVanguard Intl Equity Index F	0.7%	0.7%	636,758	+5.9%	$38.0M
PYLDPimco Multisector Bond Active Exchange-T	0.6%	0.7%	1,291,743	+6.9%	$34.3M
VYMVym	0.6%	0.6%	214,503	+8.3%	$33.9M
VTIVanguard Index Fds	0.6%	0.6%	89,671	+2.5%	$33.2M
VTVVanguard Value ETF	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 Class A	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 Incorporated	0.5%	0.5%	492,733	+0.0%	$28.5M
AVGOBroadcom Inc	0.5%	0.5%	74,972	+3.8%	$28.3M
VIGVanguard Dividend Appreciation ETF	0.5%	0.5%	119,559	+1.7%	$28.3M
NJANInnovator Etfs Trust	0.5%	0.6%	479,040	-1.1%	$28.3M
BILSPDR Brcy1-3 Ser	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 Com	0.5%	0.5%	63,311	+7.2%	$26.6M
CGDVCapital Group Dividend Value ETF	0.5%	0.4%	503,868	+24.2%	$24.8M
SCHGSchwab U.s. Large-Cap Growth ETF	0.5%	0.5%	724,892	+0.5%	$24.5M
FLOTIshares Tr	0.4%	—	466,052	—	$23.8M
COSTCostco Whsl Corp New	0.4%	0.5%	24,136	+1.3%	$22.6M
CATCaterpillar Inc Com	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
DYNFIshares U.s. Equity Factor Rotation Acti	0.4%	0.4%	284,713	-1.8%	$19.4M
DGROIshares Core Dividend Growth ETF	0.4%	0.4%	255,329	+4.5%	$19.4M
XLKState Street Technology Select Sector Sp	0.4%	0.3%	99,907	-7.7%	$19.0M
VUGVanguard Indx Fd	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 Semiconductor ETF	0.3%	—	28,220	—	$18.5M
IVWIshares	0.3%	0.3%	132,619	-4.9%	$18.2M
VGTVanguard Info Tech	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 Investors 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 Indx Fd+510.8% shares
CGDV Capital Group Dividend Value ETF+24.2% shares
VTV Vanguard Value ETF+17.8% shares
NVDA Nvidia Corporation Com+16.9% shares
IEF iShs 7-10 ys Tsy+15.8% shares
VOO Vanguard S&p 500 ETF+11.4% shares
SCHV Schwab Strategic Tr+8.9% shares
VYM Vym+8.3% shares

Reduced

CGGR Capital Group Growth ETF-22.1% shares
QQQ Invesco Qqq Tr-11.7% shares
BIL SPDR Brcy1-3 Ser-9.0% shares
XLK State Street Technology Select Sector Sp-7.7% shares
SPY Spdr S&p 500 ETF Tr-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 and rebuilt each quarter on the day the filing became public. 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 Spdr S&p 500 ETF Tr (SPY) at 5.3%, iShs 7-10 ys Tsy (IEF) at 4.5%, Apple Inc (AAPL) at 3.6%, Ishares Core S&p 500 ETF (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 Indx Fd (VUG) (+510.8% shares), Capital Group Dividend Value ETF (CGDV) (+24.2% shares) and Vanguard Value ETF (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 Corp New (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 Brcy1-3 Ser (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.