Mutual Advisors, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Mutual Advisors, LLC 13F Holdings
CIK 0001694080 · CASPER, WY
As of Sep 30, 2025, Mutual Advisors, LLC reported
1,281 positions worth $3.4B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 388,301 | $260.8M | 7.60% |
| ISHARES 7-10 YEAR TREASURY BOND ETF | IEF | — | 2,050,726 |
|
99.7M5.82% |
| APPLE INC | AAPL | Technology | 640,733 |
66.3M | 4.85% |
| ISHARES CORE S&P 500 ETF | IVV | — | 216,639 |
46.2M | 4.26% |
| MICROSOFT CORP | MSFT | Technology | 213,462 |
11.1M | 3.24% |
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | — | 1,009,428 |
01.6M | 2.96% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 206,869 |
01.4M | 2.95% |
| NVIDIA CORP | NVDA | Technology | 339,716 | $61.9M | 1.80% |
| VANGUARD 500 INDEX FUND | VOO | — | 91,390 | $56.4M | 1.64% |
| ELI LILLY & CO | LLY | Healthcare | 65,754 | $54.0M | 1.57% |
| AMAZON.COM INC | AMZN | Equity | 221,317 | $48.9M | 1.43% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 739,114 | $45.1M | 1.31% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 67,238 | $41.1M | 1.20% |
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 446,128 | $40.9M | 1.19% |
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGIB | — | 723,719 | $39.4M | 1.15% |
| META PLATFORMS INC | META | Communication Services | 48,478 | $35.6M | 1.04% |
| ALPHABET INC | GOOGL | Equity | 136,499 | $34.5M | 1.01% |
| ALPHABET INC | GOOG | Equity | 131,036 | $33.2M | 0.97% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 573,796 | $30.5M | 0.89% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 99,334 | $29.3M | 0.85% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 526,505 | $28.9M | 0.84% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 86,592 | $28.7M | 0.84% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 197,711 | $27.9M | 0.81% |
| TESLA INC | TSLA | Consumer Cyclical | 60,209 | $27.0M | 0.79% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 119,433 | $25.9M | 0.76% |