Mutual Advisors, LLC

Est. AUM

$4.67B

13F long equity, this entity only

Positions

1,353

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF T	TR UNIT	$260.5M	400629	5.58%	SOLE
2	ISHARES TR	7-10 YR TRSY BD	$207.1M	2169821	4.44%	SOLE
3	APPLE INC	COM	$162.3M	639342	3.48%	SOLE
4	ISHARES TR	CORE S&P500 ETF	$135.0M	206628	2.89%	SOLE
5	ISHARES TR	0-3 MNTH TREASRY	$102.9M	1022493	2.21%	SOLE
6	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$102.7M	214305	2.20%	SOLE
7	MICROSOFT CORP	COM	$89.3M	241144	1.91%	SOLE
8	VANGUARD INDEX FDS	S&P 500 ETF SHS	$64.1M	107272	1.37%	SOLE
9	ELI LILLY & CO	COM	$62.8M	68302	1.35%	SOLE
10	NVIDIA CORPORATION	COM	$60.2M	345018	1.29%	SOLE
11	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$53.2M	830644	1.14%	SOLE
12	ISHARES TR	ISHS 5-10YR INVT	$47.3M	888676	1.01%	SOLE
13	AMAZON COM INC	COM	$46.9M	225018	1.00%	SOLE
14	INVESCO QQQ TR	UNIT SER 1	$45.0M	78030	0.97%	SOLE
15	ALPHABET INC	CAP STK CL C	$37.8M	131634	0.81%	SOLE
16	ALPHABET INC	CAP STK CL A	$35.7M	124316	0.77%	SOLE
17	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$32.5M	601281	0.70%	SOLE
18	PIMCO ETF TR	MULTISECTOR BD	$31.7M	1208360	0.68%	SOLE
19	SPDR SERIES TRUST	STATE STREET SPD	$31.0M	338060	0.66%	SOLE
20	META PLATFORMS INC	CL A	$30.7M	53625	0.66%	SOLE
21	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$29.3M	198049	0.63%	SOLE
22	JPMORGAN CHASE & CO	COM	$28.9M	98272	0.62%	SOLE
23	VANGUARD INDEX FDS	TOTAL STK MKT	$28.1M	87484	0.60%	SOLE
24	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$26.6M	577520	0.57%	SOLE
25	ISHARES TR	CORE US AGGBD ET	$26.1M	263176	0.56%	SOLE
26	INNOVATOR ETFS TRUST	GRWT100 PWR BF	$25.9M	484461	0.55%	SOLE
27	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$25.3M	117601	0.54%	SOLE
28	VANGUARD INDEX FDS	VALUE ETF	$25.2M	128253	0.54%	SOLE
29	COMMERCE BANCSHARES INC	COM	$24.2M	492702	0.52%	SOLE
30	COSTCO WHOLESALE CORPORATION	COM	$23.7M	23827	0.51%	SOLE
31	BROADCOM INC	COM	$22.4M	72222	0.48%	SOLE
32	TESLA INC	COM	$22.0M	59084	0.47%	SOLE
33	ISHARES TR	TRS FLT RT BD	$21.9M	431963	0.47%	SOLE
34	SCHWAB STRATEGIC TR	US LCAP GR ETF	$21.0M	721158	0.45%	SOLE
35	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$20.9M	444740	0.45%	SOLE
36	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$20.6M	513200	0.44%	SOLE
37	CHEVRON CORPORATION	COM	$19.2M	92784	0.41%	SOLE
38	EXXON MOBIL CORP	COM	$17.9M	105555	0.38%	SOLE
39	WALMART INC	COM	$17.7M	142124	0.38%	SOLE
40	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$17.3M	405666	0.37%	SOLE
41	ISHARES TR	CORE DIV GRWTH	$17.2M	244406	0.37%	SOLE
42	SCHWAB STRATEGIC TR	US LCAP VA ETF	$17.0M	556876	0.36%	SOLE
43	BLACKROCK ETF TRUST	ISHARES US EQUIT	$16.9M	289985	0.36%	SOLE
44	NETFLIX INC.	COM	$16.2M	168749	0.35%	SOLE
45	SPDR GOLD TR	GOLD SHS	$16.1M	37358	0.34%	SOLE
46	SCHWAB STRATEGIC TR	US AGGREGATE B	$16.0M	687811	0.34%	SOLE
47	OMEGA HEALTHCARE INVS INC	COM	$15.9M	362082	0.34%	SOLE
48	ISHARES TR	S&P 500 GRWT ETF	$15.8M	139521	0.34%	SOLE
49	VANGUARD INDEX FDS	GROWTH ETF	$15.8M	36128	0.34%	SOLE
50	SELECT SECTOR SPDR TR	STATE STREET TEC	$14.4M	108271	0.31%	SOLE

1–50 of 1,325

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.