Mutual Advisors, LLC
CIK 1694080 · Holdings on Mar 31, 2026 · First reported May 4, 2026
Top ten holdings
Q1 2026- SPY5.59%
- IEF4.44%
- AAPL3.48%
- IVV2.90%
- SGOV2.21%
- BRK.B2.20%
- MSFT1.91%
- VOO1.37%
- LLY1.35%
- NVDA1.29%
Share classes counted separately26.74%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MSFTWeight decreased · -0.41 pp2.32% → 1.91%Shares +17.61K (+7.88%)
- PYLDWeight increased · +0.34 pp0.34% → 0.68%Shares +613.39K (+103.09%)
- AAPLWeight decreased · -0.33 pp3.81% → 3.48%Shares -14.80K (-2.26%)
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 | $260.55M | 5.59% | 400.63K shares | 5.77% → 5.59%-0.18 pp +5.66K (+1.43%) | Added | ↗▾ |
| 02 | IEFISHARES 7-10 YEAR TREASURY B7-10 YR TRSY BD View history and evidence | $207.09M | 4.44% | 2.17M shares | 4.35% → 4.44%+0.09 pp +60.48K (+2.87%) | Added | ↗▾ |
| 03 | AAPLAPPLE INC View history and evidence | $162.26M | 3.48% | 639.34K shares | 3.81% → 3.48%-0.33 pp -14.80K (-2.26%) | Reduced | ↗▾ |
| 04 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $134.97M | 2.90% | 206.63K shares | 3.13% → 2.90%-0.23 pp -6.63K (-3.11%) | Reduced | ↗▾ |
| 05 | SGOVISHARES 0-3 MONTH TREASURY B0-3 MNTH TREASRY View history and evidence | $102.92M | 2.21% | 1.02M shares | 2.17% → 2.21%+0.04 pp +13.54K (+1.34%) | Added | ↗▾ |
| 06 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $102.69M | 2.20% | 214.31K shares | 2.27% → 2.20%-0.07 pp +3.65K (+1.73%) | Added | ↗▾ |
| 07 | MSFTMICROSOFT CORP View history and evidence | $89.26M | 1.91% | 241.14K shares | 2.32% → 1.91%-0.41 pp +17.61K (+7.88%) | Added | ↗▾ |
| 08 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $64.10M | 1.37% | 107.27K shares | 1.27% → 1.37%+0.10 pp +12.82K (+13.58%) | Added | ↗▾ |
| 09 | LLYELI LILLY & CO View history and evidence | $62.82M | 1.35% | 68.30K shares | 1.52% → 1.35%-0.17 pp +2.49K (+3.79%) | Added | ↗▾ |
| 10 | NVDANVIDIA CORP View history and evidence | $60.17M | 1.29% | 345.02K shares | 1.39% → 1.29%-0.10 pp -2.52K (-0.72%) | Reduced | ↗▾ |
Options overlay 16
$4.89M 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 | $2.79M | -200 (-2.60%) | ▾ |
NVDANVIDIA CORP View history and evidence | Put | 2.60K | $453.44K | +2.60K | ▾ |
METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | Put | 600 | $343.28K | +600 | ▾ |
3 / 16 options · preview only
Exited positions 87
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ROBT FIRST TRUST NASDAQ ARTIFICIA | Non-derivative | -79,130 | -$4.10M | SEC filing ↗ | SEC filing ↗ |
| LQTI FT VEST INVST GRD TRGT I ETF | Non-derivative | -177,445 | -$3.57M | SEC filing ↗ | SEC filing ↗ |
| FDIG FIDELITY CRYPTO INDU & DGTL | Non-derivative | -54,915 | -$2.12M | SEC filing ↗ | SEC filing ↗ |
3 / 87 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 Mar 31, 2026
Data loaded Oct 15, 2026 · First reported May 4, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 4666827806
}Research all 1,325 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.