Mutual Advisors, LLC
CIK 1694080 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- SPY5.27%
- IEF4.48%
- AAPL3.62%
- IVV2.95%
- BRK.B2.04%
- SGOV2.00%
- MSFT1.74%
- LLY1.55%
- VOO1.55%
- NVDA1.52%
Share classes counted separately26.72%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MINTWeight increased · +0.68 pp0.04% → 0.72%Shares +364.99K (+2218.51%)
- SPYWeight decreased · -0.32 pp5.59% → 5.27%Shares -25.94K (-6.48%)
- NVDAWeight increased · +0.23 pp1.29% → 1.52%Shares +58.35K (+16.91%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $279.81M | 5.27% | 374.69K shares | 5.59% → 5.27%-0.32 pp -25.94K (-6.48%) | Reduced | ▾ |
| 02 | IEFISHARES 7-10 YEAR TREASURY B7-10 YR TRSY BD View history and evidence | $237.65M | 4.48% | 2.51M shares | 4.44% → 4.48%+0.04 pp +343.13K (+15.81%) | Added | ▾ |
| 03 | AAPLAPPLE INC View history and evidence | $191.80M | 3.62% | 662.86K shares | 3.48% → 3.62%+0.14 pp +23.52K (+3.68%) | Added | ▾ |
| 04 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $156.61M | 2.95% | 209.13K shares | 2.90% → 2.95%+0.05 pp +2.50K (+1.21%) | Added | ▾ |
| 05 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $108.12M | 2.04% | 216.08K shares | 2.20% → 2.04%-0.16 pp +1.77K (+0.83%) | Added | ▾ |
| 06 | SGOVISHARES 0-3 MONTH TREASURY B0-3 MTH TREASURY View history and evidence | $105.99M | 2.00% | 1.05M shares | 2.21% → 2.00%-0.21 pp +30.36K (+2.97%) | Added | ▾ |
| 07 | MSFTMICROSOFT CORP View history and evidence | $92.14M | 1.74% | 247.02K shares | 1.91% → 1.74%-0.17 pp +5.87K (+2.44%) | Added | ▾ |
| 08 | LLYELI LILLY & CO View history and evidence | $82.48M | 1.55% | 68.77K shares | 1.35% → 1.55%+0.20 pp +466 (+0.68%) | Added | ▾ |
| 09 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $82.07M | 1.55% | 119.49K shares | 1.37% → 1.55%+0.18 pp +12.22K (+11.39%) | Added | ▾ |
| 10 | NVDANVIDIA CORP View history and evidence | $80.71M | 1.52% | 403.37K shares | 1.29% → 1.52%+0.23 pp +58.35K (+16.91%) | Added | ▾ |
Options overlay 15
$5.26M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
TSLATESLA INC View history and evidence | Call | 7.50K | $3.15M | 0 (0.00%) | ▾ |
NVDANVIDIA CORP View history and evidence | Put | 2.20K | $440.20K | -400 (-15.38%) | ▾ |
BABOEING CO/THE View history and evidence | Call | 2.00K | $432.94K | +2.00K | ▾ |
3 / 15 options · preview only
Exited positions 78
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EALT INNOVATOR US EQTY 5TO15 BUFF | Non-derivative | -71,419 | -$2.40M | SEC filing ↗ | SEC filing ↗ |
| JNK SS SPDR BB HIGH YIELD BOND | Non-derivative | -19,061 | -$1.82M | SEC filing ↗ | SEC filing ↗ |
| SFLR INNOVATOR EQTY MGD FLOOR ETF | Non-derivative | -36,394 | -$1.29M | SEC filing ↗ | SEC filing ↗ |
3 / 78 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1694080 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 5310825790
}Research all 1,392 reported holdings.
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