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CIK: 0001694080
Total reported value
$5.3B
$5.3B
1170 檔
15.2%
As reported in its official Q2 2025 Form 13F filing, Mutual Advisors, LLC's tracked investment portfolio stood at $5.3B with 1170 total positions.
During Q2 2025, Mutual Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SPY, IEF, AAPL) accounted for 15.2% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 1170 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.45% | -0.31% | -4.18% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 4.57% | +0.03% | +11.31% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.26% | +0.13% | -3.02% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.05% | +0.06% | +1.00% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.81% | -0.17% | -3.74% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.46% | -0.16% | -0.22% | |
| 7 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.19% | -0.21% | +2.84% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.34% | +0.23% | +1.85% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.29% | +0.20% | +0.52% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.28% | +0.18% | +9.34% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.17% | +0.04% | +0.79% | |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.12% | -0.13% | +2.33% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.06% | +0.04% | +2.28% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.88% | -0.01% | +10.44% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.78% | -0.08% | +3.57% | |
| 16 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.77% | -0.06% | +39.04% | |
| 17 | CBSH | Commerce Bancshares Inc | Stock-Financials | 0.73% | +0.02% | -0.61% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | -0.01% | -0.88% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.68% | +0.02% | +4.91% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.67% | +0.02% | +2.52% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.64% | -0.01% | -1.53% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.63% | +0.09% | +11.13% | |
| 23 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.63% | — | +85.46% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +0.07% | -5.31% | |
| 25 | VTV | Vanguard Value ETF | ETF-Other | 0.57% | +0.08% | +1.08% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.56% | +0.01% | +9.32% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.56% | +0.01% | +1.63% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.45% | +0.05% | +1.69% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | +0.03% | +2.75% | |
| 30 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.43% | — | -1.12% | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 0.43% | -0.14% | +0.80% | |
| 32 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.43% | +0.04% | +1.16% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.42% | -0.08% | +6.74% | |
| 34 | XLK | Ss Technology Select Sector | ETF-Tech | 0.41% | +0.05% | +0.47% | |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | +0.04% | -8.04% | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.40% | +0.05% | -6.03% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.39% | — | +6.50% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.39% | — | -0.80% | |
| 39 | RUNN | Running Oak Efficient Gr ETF | ETF-Other | 0.39% | -0.10% | -3.25% | |
| 40 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.37% | -0.01% | +8.13% | |
| 41 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.37% | -0.04% | +0.86% | |
| 42 | VUG | Vanguard Growth ETF | ETF-Other | 0.37% | +0.02% | -1.46% | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.37% | -0.04% | -2.16% | |
| 44 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.35% | -0.07% | -0.47% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.35% | -0.01% | -9.84% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.34% | -0.12% | +7.33% | |
| 47 | SECT | Main Sector Rotation ETF | ETF-Other | 0.34% | +0.03% | +0.89% | |
| 48 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.33% | +0.41% | +13.80% | |
| 49 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.33% | — | -23.96% | |
| 50 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.33% | +0.03% | +8.22% |
According to official SEC Form 13F filings, Mutual Advisors, LLC reported a total U.S. public equity portfolio value of $5.3B across 1170 disclosed positions in Q2 2025.
During Q2 2025, Mutual Advisors, LLC's top holdings by market value included SPY (6.5%)、IEF (4.6%)、AAPL (3.3%). The largest single position, SPY, represented 6.5% of total portfolio value.
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In Q2 2025, Mutual Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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