§ 13F · FUND PROFILE
Mutual Advisors, LLC.
AUM · $5.3B (13F)Positions · 1412Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$105M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 375K | $280M | 5.3% | −6% |
| 2 | IEF | ISHARES TR | 2.51M | $238M | 4.5% | +16% |
| 3 | AAPL | APPLE INC | 663K | $192M | 3.6% | +4% |
| 4 | IVV | ISHARES TR | 209K | $157M | 2.9% | +1% |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 216K | $108M | 2.0% | +1% |
| 6 | SGOV | ISHARES TR | 1.05M | $106M | 2.0% | +3% |
| 7 | MSFT | MICROSOFT CORP | 247K | $92M | 1.7% | +2% |
| 8 | LLY | ELI LILLY & CO | 69K | $82M | 1.6% | +1% |
| 9 | VOO | VANGUARD INDEX FDS | 119K | $82M | 1.5% | +11% |
| 10 | NVDA | NVIDIA CORPORATION | 403K | $81M | 1.5% | +17% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MUTUAL SIGNAL
AC read
Mutual Advisors, LLC is a Other fund managing $5.3 billion in assets. The fund runs a massive portfolio of 1,412 positions.
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