Mutual Advisors, LLC
CIK 1694080
13F filing for Q2 2026・No. 877
- Holdings
- US$5.31B
- Quarter change
- +US$644M
- Entries
- 1,412
- Net bought (estimate)
- +US$158.83M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 142
- Sold out 74
- Cut 506
- Added 652
- Corporate actions 4
- Unchanged 77
Largest holdings
1,377 stocks worth US$5.31B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Cut | 374,687 | US$279.81M | 5.27% |
| IEFISHARES TR7-10 YR TRSY BD | Added | 2,512,956 | US$237.65M | 4.48% |
| AAPLAppleCOM | Added | 662,859 | US$191.8M | 3.62% |
| IVVISHARES TRCORE S&P500 ETF | Added | 209,128 | US$156.61M | 2.95% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Added | 216,080 | US$108.12M | 2.04% |
| ISHARES TR0-3 MTH TREASURY | Added | 1,052,850 | US$105.99M | 2.00% |
| MSFTMicrosoftCOM | Added | 247,016 | US$92.14M | 1.74% |
| LLYELI LILLY & COCOM | Added | 68,768 | US$82.48M | 1.55% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 119,493 | US$82.07M | 1.55% |
| NVDANvidiaCOM | Added | 403,366 | US$80.71M | 1.52% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.