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CIK: 0001694080
Total reported value
$5.3B
$5.3B
1309 檔
16.3%
The Q1 2026 SEC filing reveals that Mutual Advisors, LLC held a total portfolio value of $5.3B, covering 1309 public equity positions.
In Q1 2026, Mutual Advisors, LLC displayed an active expansion posture, initiating 24 new positions and adding to 93 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPY, IEF, AAPL) accounted for 16.3% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 1309 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 | 5.58% | -0.31% | +1.46% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 4.44% | +0.03% | +2.87% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.48% | +0.13% | -2.26% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.89% | +0.06% | -3.11% | |
| 5 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.21% | -0.21% | +1.34% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.20% | -0.16% | +1.73% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.91% | -0.17% | +7.88% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.37% | +0.18% | +13.58% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.35% | +0.20% | +3.79% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.30% | +0.23% | +0.02% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.14% | +0.04% | +6.21% | |
| 12 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.01% | -0.85% | -2.78% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.01% | +0.04% | +2.97% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.97% | -0.01% | +13.68% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.81% | +0.09% | +1.13% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | +0.07% | -10.15% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.70% | +0.02% | +6.00% | |
| 18 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.68% | -0.04% | +103.09% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.66% | -0.08% | +5.78% | |
| 20 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.66% | -0.13% | -11.12% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.63% | +0.01% | +0.49% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | -0.01% | +0.07% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.60% | +0.02% | -2.40% | |
| 24 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.57% | -0.03% | +37.66% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.56% | -0.45% | +3.74% | |
| 26 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.55% | -0.02% | +46.05% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.54% | -0.01% | -2.19% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.54% | +0.08% | +2.01% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.53% | +0.03% | -0.97% | |
| 30 | CBSH | Commerce Bancshares Inc | Stock-Financials | 0.52% | +0.02% | +0.01% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.08% | +18.44% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.48% | +0.05% | +3.27% | |
| 33 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.47% | -0.22% | +219.50% | |
| 34 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.45% | +0.01% | +0.90% | |
| 35 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.45% | -0.07% | +24.35% | |
| 36 | CGGR | Cap Group Growth Equity | ETF-Other | 0.44% | -0.08% | +24.09% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.41% | -0.12% | +0.98% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.11% | +1.82% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.38% | -0.12% | +15.18% | |
| 40 | CGDV | Cap Group Dividend Value | ETF-Other | 0.37% | +0.10% | +72.47% | |
| 41 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.37% | -0.01% | +2.84% | |
| 42 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.36% | +0.04% | -7.08% | |
| 43 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.36% | — | -2.72% | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.35% | -0.14% | +20.54% | |
| 45 | GLD | Spdr Gold Shares | ETF-Commodities | 0.34% | -0.10% | +10.44% | |
| 46 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.34% | -0.04% | -0.44% | |
| 47 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.34% | -0.01% | +6.37% | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.34% | — | +2.28% | |
| 49 | VUG | Vanguard Growth ETF | ETF-Other | 0.34% | +0.02% | +7.16% | |
| 50 | XLK | Ss Technology Select Sector | ETF-Tech | 0.31% | +0.05% | -7.81% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PYLD | Pimco Multisector Bond Actv | +0.3% | +103.09% | Add |
| 2 | TFLO | Ishares Treasury Floating Ra | +0.3% | +219.50% | Add |
| 3 | NJAN | Innovator Growth 100 Power B | +0.2% | +46.05% | Add |
| 4 | CGDV | Cap Group Dividend Value | +0.2% | +72.47% | Add |
| 5 | PJAN | Innovator U.s. Equity Power | +0.2% | +37.66% | Add |
| 6 | COST | Costco Wholesale CORP | +0.1% | +18.44% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.1% | +1.82% | Add |
| 8 | CVX | Chevron CORP | +0.1% | +0.98% | Add |
| 9 | VOO | Vanguard S&p 500 ETF | +0.1% | +13.58% | Add |
| 10 | IDV | Ishares International Select | +0.1% | +154.25% | Add |
| 11 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +328.47% | Add |
| 12 | VEA | Vanguard Ftse Developed ETF | +0.1% | +6.21% | Add |
| 13 | IQLT | Ishares Msci International Q | +0.1% | +42.76% | Add |
| 14 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +2.87% | Add |
| 15 | VCIT | Vanguard Int-term Corporate | +0.1% | +91.24% | Add |
| 16 | JCPB | Jpmorgan Core Plus Bond ETF | +0.1% | +24.35% | Add |
| 17 | WMT | Walmart Inc | +0.1% | +15.18% | Add |
| 18 | FBND | Fidelity Total Bond ETF | +0.1% | +57.13% | Add |
| 19 | XLE | Ss Energy Select Sector | +0.1% | +21.09% | Add |
| 20 | FENI | Fidelity Enhanced Intl ETF | +0.1% | +199.84% | Add |
| 21 | CGIC | Cap Group Intl Core Eq | +0.1% | +176.29% | Add |
| 22 | CAT | Caterpillar Inc | +0.1% | +9.28% | Add |
| 23 | FMDE | Fidelity Enhanced Mid Cap Co | +0.1% | +1768.40% | Add |
| 24 | MU | Micron Technology Inc | +0.1% | +49.25% | Add |
| 25 | EEM | Ishares Msci Emerging Market | +0.1% | +152.18% | Add |
| 26 | CGUS | Cap Group Core Equity | +0.1% | +42.43% | Add |
| 27 | NFLX | Netflix Inc | +0.1% | +20.54% | Add |
| 28 | IRM | Iron Mountain Inc | +0.1% | +5.07% | Add |
| 29 | IBUF | Innv Id 10 Buffer ETF Qurtly | +0.1% | +651.79% | Add |
| 30 | CGMS | Cap Group US Multi-sect Bond | +0.1% | +852.38% | Add |
| 31 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +13.68% | Add |
| 32 | VO | Vanguard Mid-cap ETF | +0.1% | +37.17% | Add |
| 33 | GLD | Spdr Gold Shares | +0.1% | +10.44% | Add |
| 34 | NOBL | Proshares S&p 500 Dividend A | +0.1% | +139.24% | Add |
| 35 | EBUF | Innovator Em 10 B ETF Quart | +0.1% | +393.29% | Add |
| 36 | GOVT | Ishares US Treasury Bond ETF | +0.1% | +20.22% | Add |
| 37 | CGGR | Cap Group Growth Equity | +0.1% | +24.09% | Add |
| 38 | TBIL | F/m US Treasury 3 Month Bill | +0.1% | +145.71% | Add |
| 39 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +6.00% | Add |
| 40 | SBUX | Starbucks CORP | 0% | +44.55% | Add |
| 41 | AVEM | Avantis Emerging Markets Eq | 0% | +224.74% | Add |
| 42 | AMAT | Applied Materials Inc | 0% | +63.95% | Add |
| 43 | SHYG | Ishares 0-5 Yr Hy CORP Bond | 0% | +218.68% | Add |
| 44 | DFAI | Dimensional International Co | 0% | +50.22% | Add |
| 45 | FESM | Fidelity Enhanced Small Cap | 0% | +30.98% | Add |
| 46 | VMBS | Vanguard Mortgage-backed Sec | 0% | +19.99% | Add |
| 47 | ASML | ASML Holding N.V. | 0% | +45.20% | Add |
| 48 | TSM | Taiwan Semiconductor-sp Adr | 0% | +19.46% | Add |
| 49 | JNJ | Johnson & Johnson | 0% | -2.19% | Trim |
| 50 | SGOV | Ishares 0-3 Month Treasury B | 0% | +1.34% | Add |
According to official SEC Form 13F filings, Mutual Advisors, LLC reported a total U.S. public equity portfolio value of $5.3B across 1309 disclosed positions in Q1 2026.
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
HFSI
市值: $7.7M
Top Position Liquidated / Trimmed
ROBT
前期市值: $4.1M
During Q1 2026, Mutual Advisors, LLC's top holdings by market value included SPY (5.6%)、IEF (4.4%)、AAPL (3.5%). The largest single position, SPY, represented 5.6% of total portfolio value.
In Q1 2026, Mutual Advisors, LLC made 200 total portfolio adjustments, initiating 24 new buys, adding to 93 positions, trimming 72 holdings, and fully liquidating 11 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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