Mutual Advisors, LLC

CIK 0001694080 · OMAHA, NE · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Mutual Advisors, LLC reported 1,392 positions worth $5.31B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SPY (5.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$5.31B
2026 Q2
Positions
1,392
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
26.7%
Est. Net Flow (Q)
2026 Q2
10 / 1392 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYSTATE STR SPDR S&P 500 ETF TSH$279.8M5.27%374,687
2IEFISHARES TRSH$237.7M4.47%2,512,956
3AAPLAPPLE INCSH$191.8M3.61%662,859
4IVVISHARES TRSH$156.6M2.95%209,128
5BRK-BBERKSHIRE HATHAWAY INC DELSH$108.1M2.04%216,080
6SGOVISHARES TRSH$106.0M2.00%1,052,850
7MSFTMICROSOFT CORPSH$92.1M1.73%247,016
8LLYELI LILLY & COSH$82.5M1.55%68,768
9VOOVANGUARD INDEX FDSSH$82.1M1.55%119,493
10NVDANVIDIA CORPORATIONSH$80.7M1.52%403,366

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Mutual Advisors, LLC hold as of Q2 2026?

Mutual Advisors, LLC reported 1392 positions worth $5.31B in its Q2 2026 13F filing. Largest positions: SPY (5.3%), IEF (4.5%), AAPL (3.6%), IVV (2.9%) and BRK-B (2.0%).

What did Mutual Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Mutual Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.