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CIK: 0001694080
Total reported value
$5.3B
$5.3B
1276 檔
16.6%
At the close of Q3 2025, Mutual Advisors, LLC disclosed equity holdings valued at approximately $5.3B, spread across 1276 reported holdings.
In Q3 2025, Mutual Advisors, LLC displayed an active expansion posture, initiating 41 new positions and adding to 120 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPY, IEF, AAPL) accounted for 16.6% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 1276 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 | 5.74% | -0.31% | -4.21% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 4.40% | +0.03% | +6.06% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.66% | +0.13% | +5.05% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.22% | +0.06% | +13.55% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.45% | -0.17% | -2.55% | |
| 6 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.24% | -0.21% | +16.03% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.23% | -0.16% | +1.86% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.36% | +0.23% | +10.18% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.24% | +0.18% | +4.46% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.19% | +0.20% | +3.08% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.08% | +0.04% | +9.18% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.99% | +0.04% | +1.43% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.90% | -0.01% | +7.55% | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.90% | -0.13% | -9.06% | |
| 15 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.87% | -0.85% | +313.85% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.78% | -0.08% | +9.99% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | +0.07% | +7.16% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.73% | +0.09% | +0.59% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.67% | -0.09% | +309.38% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | -0.01% | +4.46% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.64% | +0.02% | +0.40% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.63% | +0.02% | -0.60% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.62% | +0.03% | +8.09% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.61% | +0.01% | +21.05% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.57% | -0.01% | -2.42% | |
| 26 | CBSH | Commerce Bancshares Inc | Stock-Financials | 0.55% | +0.02% | +0.07% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.52% | +0.05% | +11.23% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.52% | +0.01% | -0.85% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.51% | +0.08% | -1.57% | |
| 30 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.44% | -0.03% | +1281.20% | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.42% | +0.05% | +7.21% | |
| 32 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.41% | -0.02% | — | |
| 33 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.41% | — | +2.78% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.41% | -0.08% | +8.38% | |
| 35 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.39% | +0.04% | +0.85% | |
| 36 | CGGR | Cap Group Growth Equity | ETF-Other | 0.39% | -0.08% | +69.48% | |
| 37 | XLK | Ss Technology Select Sector | ETF-Tech | 0.37% | +0.05% | -6.99% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.37% | — | +0.83% | |
| 39 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | +0.04% | -3.32% | |
| 40 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.36% | -0.07% | +14.76% | |
| 41 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.36% | -0.01% | +4.67% | |
| 42 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.36% | -0.04% | +5.59% | |
| 43 | NFLX | Netflix Inc | Stock-Comm Services | 0.35% | -0.14% | -1.47% | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.35% | +0.02% | +0.05% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.34% | — | +2.95% | |
| 46 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.34% | -0.06% | +105.30% | |
| 47 | AMD | Advanced Micro Devices | Stock-Tech | 0.34% | +0.28% | +11.24% | |
| 48 | RUNN | Running Oak Efficient Gr ETF | ETF-Other | 0.34% | -0.10% | +1.67% | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.34% | -0.01% | -4.67% | |
| 50 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.33% | -0.06% | -51.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IGIB | Ishares 5-10y Inv Grade CORP | +0.6% | +313.85% | Add |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | +0.5% | +309.38% | Add |
| 3 | NVDA | Nvidia CORP | +0.4% | +10.18% | Add |
| 4 | PJAN | Innovator U.s. Equity Power | +0.4% | +1281.20% | Add |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.2% | +13.55% | Add |
| 6 | CGGR | Cap Group Growth Equity | +0.2% | +69.48% | Add |
| 7 | FTSM | First Trust Enh Short Mat Fd | +0.2% | +105.30% | Add |
| 8 | FTEC | Fidelity Msci Info Tech Indx | +0.2% | +375.34% | Add |
| 9 | AMD | Advanced Micro Devices | +0.2% | +11.24% | Add |
| 10 | SPMO | Invesco S&p 500 Momentum ETF | +0.2% | +4.36% | Add |
| 11 | GSY | Invesco Ultra Short Duration | +0.2% | +81.95% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.2% | +0.59% | Add |
| 13 | AVGO | Broadcom Inc | +0.2% | +11.23% | Add |
| 14 | SMH | Vaneck Semiconductor ETF | +0.2% | +44.09% | Add |
| 15 | TSLA | Tesla Inc | +0.2% | +8.09% | Add |
| 16 | XLC | Ss Comm Select Sector Spdr | +0.2% | +14.18% | Add |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | +7.16% | Add |
| 18 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +7.55% | Add |
| 19 | EALT | Innovator US Eqty 5to15 Buff | +0.1% | +124.30% | Add |
| 20 | XLG | Invesco S&p 500 Top 50 ETF | +0.1% | +13.56% | Add |
| 21 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +7.15% | Add |
| 22 | META | Meta Platforms Inc-class A | +0.1% | +9.99% | Add |
| 23 | PLTR | Palantir Technologies Inc-a | +0.1% | +29.20% | Add |
| 24 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | +106.06% | Add |
| 25 | ANET | Arista Networks Inc | +0.1% | +103.72% | Add |
| 26 | ORCL | Oracle CORP | +0.1% | -4.67% | Trim |
| 27 | VOO | Vanguard S&p 500 ETF | +0.1% | +4.46% | Add |
| 28 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +21.05% | Add |
| 29 | GLD | Spdr Gold Shares | +0.1% | +26.48% | Add |
| 30 | PYLD | Pimco Multisector Bond Actv | +0.1% | +31.40% | Add |
| 31 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +96.86% | Add |
| 32 | VRT | Vertiv Holdings Co-a | +0.1% | +149.73% | Add |
| 33 | VCIT | Vanguard Int-term Corporate | +0.1% | +20.97% | Add |
| 34 | SOFI | Sofi Technologies Inc | +0.1% | +704.35% | Add |
| 35 | BOXX | Alpha Architect 1-3 Mnth Box | +0.1% | +42.88% | Add |
| 36 | CIBR | First Trust Nasdaq Cybersecu | +0.1% | +19.75% | Add |
| 37 | OEF | Ishares S&p 100 ETF | +0.1% | +42.87% | Add |
| 38 | ARCC | Ares Capital CORP | +0.1% | -2.23% | Add |
| 39 | BA | Boeing Co/the | +0.1% | +82.15% | Add |
| 40 | VT | Vanguard Tot World Stk ETF | +0.1% | +5.16% | Add |
| 41 | GEV | GE Vernova Inc | +0.1% | +107.85% | Add |
| 42 | RTX | Rtx CORP | +0.1% | +35.50% | Add |
| 43 | CGUS | Cap Group Core Equity | +0.1% | +9.61% | Add |
| 44 | KMB | Kimberly-clark CORP | +0.1% | +138.24% | Add |
| 45 | MU | Micron Technology Inc | +0.1% | -1.74% | Add |
| 46 | COIN | Coinbase Global Inc -class A | +0.1% | +251.11% | Add |
| 47 | UPS | United Parcel Service-cl B | 0% | +52.25% | Add |
| 48 | GIS | General Mills Inc | 0% | +47.34% | Add |
| 49 | JEPQ | JPM Nasdaq Equity Premium | 0% | +26.98% | Add |
| 50 | FBCG | Fidelity Blue Chip Grow ETF | 0% | +72.77% | Add |
According to official SEC Form 13F filings, Mutual Advisors, LLC reported a total U.S. public equity portfolio value of $5.3B across 1276 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
NJAN
市值: $18.8M
Top Position Liquidated / Trimmed
BOND
前期市值: $15.9M
During Q3 2025, Mutual Advisors, LLC's top holdings by market value included SPY (5.7%)、IEF (4.4%)、AAPL (3.7%). The largest single position, SPY, represented 5.7% of total portfolio value.
In Q3 2025, Mutual Advisors, LLC made 200 total portfolio adjustments, initiating 41 new buys, adding to 120 positions, trimming 34 holdings, and fully liquidating 5 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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