13F Insight
DOSSIER · 13F-HR · Q1 2026

Mutual Advisors, LLC

$4.7B in tracked AUM across 1,353 positions as of Q1 2026.

MA
CIK 0001694080 · last filed Mar 31, 2026
Total AUM
$4.7B
as of Q1 2026
Holdings
1,353
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Mutual Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$261M401K5.6%02
IEF
ISHARES TR
$207M2.2M4.4%03
AAPL
APPLE INC
$162M639K3.5%04
IVV
ISHARES TR
$135M207K2.9%05
SGOV
ISHARES TR
$103M1.0M2.2%06
BRK/B
BERKSHIRE HATHAWAY INC DEL
$103M214K2.2%07
MSFT
MICROSOFT CORP
$89M241K1.9%08
VOO
VANGUARD INDEX FDS
$64M107K1.4%09
LLY
ELI LILLY & CO
$63M68K1.3%10
NVDA
NVIDIA CORPORATION
$61M348K1.3%

Filing history

2026Q1Mar 31
$4.7B▲ 0.0%
1,353 positionsView →2025Q4Dec 31
$4.7B▲ 2.7%
1,294 positionsView →2025Q3Sep 30
$4.5B▲ 13.4%
1,281 positionsView →2025Q2Jun 30
$4.0B▲ 14.6%
1,175 positionsLocked2025Q1Mar 31
$3.5B▲ 1.1%
1,084 positionsLocked2024Q4Dec 31
$3.5B▲ 1.0%
1,084 positionsLocked2024Q3Sep 30
$3.4B▲ 3.3%
1,097 positionsLocked2024Q2Jun 30
$3.3B▲ 6.2%
1,090 positionsLocked2024Q1Mar 31
$3.1B▲ 8.5%
1,085 positionsLocked2023Q4Dec 31
$2.9B▲ 12.1%
1,011 positionsLocked2023Q3Sep 30
$2.6B▼ 2.7%
976 positionsLocked2023Q2Jun 30
$2.6B▲ 8.1%
1,002 positionsLocked
Showing 12 of 31