§ 13F · FUND PROFILE
Mutual Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $4.5B (13F)Positions · 1281Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$86M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 401K | $261M | 5.6% | +1% |
| 2 | IEF | ISHARES TR | 2.17M | $207M | 4.4% | +3% |
| 3 | AAPL | APPLE INC | 639K | $162M | 3.5% | −2% |
| 4 | IVV | ISHARES TR | 207K | $135M | 2.9% | −3% |
| 5 | SGOV | ISHARES TR | 1.02M | $103M | 2.2% | +1% |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 214K | $103M | 2.2% | +2% |
| 7 | MSFT | MICROSOFT CORP | 241K | $89M | 1.9% | +8% |
| 8 | VOO | VANGUARD INDEX FDS | 107K | $64M | 1.4% | +14% |
| 9 | LLY | ELI LILLY & CO | 68K | $63M | 1.3% | +4% |
| 10 | NVDA | NVIDIA CORPORATION | 345K | $60M | 1.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MUTUAL SIGNAL
AC read
Mutual Advisors, LLC is a Other fund managing $4.5 billion in assets. The fund runs a massive portfolio of 1,281 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed