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CIK: 0001694080
Total reported value
$5.3B
$5.3B
1289 檔
17.0%
In Q4 2025, Mutual Advisors, LLC's U.S. equity holdings reached a combined market value of $5.3B, distributed across 1289 disclosed stock positions.
In Q4 2025, Mutual Advisors, LLC displayed an active expansion posture, initiating 29 new positions and adding to 100 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1289 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 | 5.77% | -0.31% | +1.72% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 4.35% | +0.03% | +2.86% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.81% | +0.13% | +2.09% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.13% | +0.06% | -1.56% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.32% | -0.17% | +4.72% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.27% | -0.16% | +1.83% | |
| 7 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.17% | -0.21% | -0.05% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.52% | +0.20% | +0.08% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.39% | +0.23% | +2.30% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.27% | +0.18% | +3.35% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.09% | +0.04% | -0.64% | |
| 12 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.06% | -0.85% | +26.30% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.05% | +0.04% | +5.81% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.93% | +0.07% | +1.36% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.90% | -0.01% | +2.08% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.88% | +0.09% | -0.67% | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.74% | -0.13% | -14.74% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | -0.08% | +5.75% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | -0.01% | -0.73% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.65% | +0.02% | +7.74% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.64% | +0.02% | +3.52% | |
| 22 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.61% | -0.09% | -6.48% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.61% | +0.01% | -0.32% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.60% | +0.03% | -1.56% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.57% | -0.01% | +0.68% | |
| 26 | CBSH | Commerce Bancshares Inc | Stock-Financials | 0.55% | +0.02% | +5.09% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.54% | -0.45% | +121.27% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.52% | +0.05% | +1.06% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.51% | +0.08% | +1.18% | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.50% | +0.01% | -2.26% | |
| 31 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.42% | -0.03% | -2.90% | |
| 32 | CGGR | Cap Group Growth Equity | ETF-Other | 0.39% | -0.08% | +5.00% | |
| 33 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.39% | -0.02% | -5.71% | |
| 34 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.39% | — | -5.02% | |
| 35 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.38% | +0.04% | -1.16% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.37% | -0.08% | +2.50% | |
| 37 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.36% | -0.07% | +3.96% | |
| 38 | XLK | Ss Technology Select Sector | ETF-Tech | 0.36% | +0.05% | +100.61% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.36% | — | -1.85% | |
| 40 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.35% | -0.01% | -0.47% | |
| 41 | VUG | Vanguard Growth ETF | ETF-Other | 0.35% | +0.02% | +3.31% | |
| 42 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.35% | -0.04% | +1.09% | |
| 43 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.34% | -0.04% | +18.38% | |
| 44 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | +0.04% | -8.62% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.33% | — | -1.56% | |
| 46 | SECT | Main Sector Rotation ETF | ETF-Other | 0.32% | +0.03% | +4.09% | |
| 47 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.32% | -0.01% | +3.97% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.31% | +0.05% | -23.70% | |
| 49 | AMD | Advanced Micro Devices | Stock-Tech | 0.30% | +0.28% | +0.96% | |
| 50 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.30% | — | -1.14% |
According to official SEC Form 13F filings, Mutual Advisors, LLC reported a total U.S. public equity portfolio value of $5.3B across 1289 disclosed positions in Q4 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.
In terms of portfolio concentration, the top 5 core holdings (including SPY, IEF, AAPL) accounted for 17.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
HNGE
市值: $6.0M
Top Position Liquidated / Trimmed
KDEC
前期市值: $4.6M
During Q4 2025, Mutual Advisors, LLC's top holdings by market value included SPY (5.8%)、IEF (4.3%)、AAPL (3.8%). The largest single position, SPY, represented 5.8% of total portfolio value.
In Q4 2025, Mutual Advisors, LLC made 200 total portfolio adjustments, initiating 29 new buys, adding to 100 positions, trimming 57 holdings, and fully liquidating 14 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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