Funds › Mutual Advisors, LLC
Mutual Advisors, LLC
13F for Q3 2026, filed Nov 13, 2026. 1,408 positions worth $5.8B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 13, 2026
Reported value
$5.8B
+$506.6M (9.5%) vs Q2 2026
Positions
1,408
1,377 in Q2 2026
Top 10 share
30.2%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | SPCX Space Exploration Technologies Corp. | 2.35M | $354.9M | 6.1% | +21570% | 13F ↗ |
| 2 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 370,430 | $282.5M | 4.9% | -1.1% | 13F ↗ |
| 3 | AAPL Apple Inc. | 660,090 | $219.8M | 3.8% | -0.4% | 13F ↗ |
| 4 | iShares Tr 0-3 Mth Treasury | 1.75M | $175.7M | 3.0% | +65.8% | 13F ↗ |
| 5 | iShares Tr Core S&P500 Etf | 205,075 | $157.1M | 2.7% | -1.9% | 13F ↗ |
| 6 | iShares Tr 10-20 Yr Trs Etf | 1.68M | $154.5M | 2.7% | New | 13F ↗ |
| 7 | MSFT Microsoft Corporation | 250,590 | $128.5M | 2.2% | +1.4% | 13F ↗ |
| 8 | BRK-B Berkshire Hathaway Inc. Class B | 218,433 | $108.8M | 1.9% | +1.1% | 13F ↗ |
| 9 | NVDA NVIDIA Corporation | 399,014 | $91.1M | 1.6% | -1.1% | 13F ↗ |
| 10 | Vanguard Index Fds S&P 500 Etf Shs | 120,077 | $84.2M | 1.4% | +0.5% | 13F ↗ |
| 11 | LLY Eli Lilly and Company | 68,932 | $79.8M | 1.4% | +0.2% | 13F ↗ |
| 12 | Vanguard Tax-Managed Fds | 918,324 | $64.8M | 1.1% | +4.5% | 13F ↗ |
| 13 | AMZN Amazon.com, Inc. | 232,576 | $57.9M | 1.0% | +0.2% | 13F ↗ |
| 14 | Invesco Qqq Tr | 70,552 | $52.2M | 0.9% | +2.4% | 13F ↗ |
| 15 | Pimco ETF Tr Enhan Shrt Ma Ac | 468,111 | $47.1M | 0.8% | +22.7% | 13F ↗ |
| 16 | GOOG Alphabet Inc. Class C | 137,647 | $46.9M | 0.8% | +2.2% | 13F ↗ |
| 17 | GOOGL Alphabet Inc. Class A | 126,034 | $43.4M | 0.7% | +1.3% | 13F ↗ |
| 18 | Vanguard International Equity Index F Ftse Emr Mkt Etf | 670,940 | $39.8M | 0.7% | +5.4% | 13F ↗ |
| 19 | Vanguard Index Fds Mrngstr Val Etf | 183,907 | $39.7M | 0.7% | +21.7% | 13F ↗ |
| 20 | iShares Tr Fltg Rate Nt Etf | 693,013 | $35.4M | 0.6% | +48.7% | 13F ↗ |
| 21 | META Meta Platforms, Inc. | 46,687 | $33.9M | 0.6% | -14.8% | 13F ↗ |
| 22 | Vanguard Index Fds Mrngstr Ttl Stk | 90,073 | $33.7M | 0.6% | +0.4% | 13F ↗ |
| 23 | Pimco ETF Tr Multisector Bd | 1.30M | $32.9M | 0.6% | +0.3% | 13F ↗ |
| 24 | JPM JPMorgan Chase & Co. | 99,353 | $32.9M | 0.6% | +0.3% | 13F ↗ |
| 25 | Vanguard Whitehall Fds High Div Yld | 211,432 | $32.8M | 0.6% | -1.4% | 13F ↗ |
| 26 | AMD Advanced Micro Devices, Inc. | 48,305 | $29.6M | 0.5% | +1.3% | 13F ↗ |
| 27 | Innovator Etfs Trust Us Eqty Pwr Buf | 560,341 | $28.4M | 0.5% | -3.2% | 13F ↗ |
| 28 | Innovator Etfs Trust GRWT100 Pwr Bf | 465,638 | $28.3M | 0.5% | -2.8% | 13F ↗ |
| 29 | Vanguard Specialized Funds Div App Etf | 119,439 | $27.9M | 0.5% | -0.1% | 13F ↗ |
| 30 | AVGO Broadcom Inc. | 76,996 | $27.0M | 0.5% | +2.7% | 13F ↗ |
| 31 | CBSH Commerce Bancshares, Inc. | 492,733 | $27.0M | 0.5% | Unchanged | 13F ↗ |
| 32 | Capital Group Dividend Value Units | 550,540 | $26.9M | 0.5% | +9.3% | 13F ↗ |
| 33 | Schwab Strategic Tr Us Lcap Gr Etf | 727,991 | $26.2M | 0.4% | +0.4% | 13F ↗ |
| 34 | Spdr Series Trust St Str Blo 1 Etf | 249,294 | $22.8M | 0.4% | -19.0% | 13F ↗ |
| 35 | TSLA Tesla, Inc. | 64,341 | $22.8M | 0.4% | +1.6% | 13F ↗ |
| 36 | COST Costco Wholesale Corporation | 24,361 | $22.2M | 0.4% | +0.9% | 13F ↗ |
| 37 | MU Micron Technology, Inc. | 19,527 | $20.8M | 0.4% | -17.3% | 13F ↗ |
| 38 | Vanguard Index Fds Mrngstr Grwt Etf | 226,826 | $20.4M | 0.4% | +2.8% | 13F ↗ |
| 39 | Schwab Strategic Tr Us Lcap Va Etf | 603,691 | $20.1M | 0.3% | -0.5% | 13F ↗ |
| 40 | Select Sector Spdr Tr St Str Techn Etf | 101,626 | $19.9M | 0.3% | +1.7% | 13F ↗ |
| 41 | Capital Group Growth ETF Units | 410,319 | $19.5M | 0.3% | +2.6% | 13F ↗ |
| 42 | iShares Tr S&P 500 Grwt Etf | 136,034 | $19.4M | 0.3% | +2.6% | 13F ↗ |
| 43 | Vanguard World Fd Inf Tech Etf | 153,693 | $19.3M | 0.3% | +1.7% | 13F ↗ |
| 44 | iShares Tr Core Div Grwth | 254,930 | $19.2M | 0.3% | -0.2% | 13F ↗ |
| 45 | CVX Chevron Corporation | 93,401 | $19.1M | 0.3% | +0.4% | 13F ↗ |
| 46 | Spdr Series Trust St Str P500ETF | 202,737 | $18.2M | 0.3% | -1.2% | 13F ↗ |
| 47 | Northern Lts Fd Tr IV Main Sectr Rotn | 253,044 | $18.1M | 0.3% | +2.5% | 13F ↗ |
| 48 | BlackRock ETF Trust Ishares Us Equit | 258,784 | $17.9M | 0.3% | -9.1% | 13F ↗ |
| 49 | OHI Omega Healthcare Investors, Inc. | 383,903 | $17.8M | 0.3% | +5.2% | 13F ↗ |
| 50 | Spdr Series Trust St Str Sp Biot | 112,677 | $17.8M | 0.3% | +706% | 13F ↗ |
Showing the top 50 of 1,408 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
127 new, 646 added to, 547 trimmed, 96 exited, 88 unchanged. By estimated dollars.
New positions (127)
| iShares Tr 10-20 Yr Trs Etf | 1.68M | New | $154.5M |
| XOM ExxonMobil Holdings Corporation | 105,330 | New | $17.1M |
| Vaneck ETF Trust Oil Services Etf | 12,142 | New | $4.6M |
| J P Morgan Exchange Traded F Flexi Debt Etf | 73,319 | New | $3.6M |
| BlackRock ETF Trust Isha U S Ind Etf | 66,573 | New | $2.5M |
| SNOW Snowflake Inc. | 5,464 | New | $1.9M |
| UMAC Unusual Machines, Inc. | 73,541 | New | $1.8M |
| Dfa Invt Dimensions Group In U.S. Sml Cp Val | 45,655 | New | $1.7M |
| SKHY SK hynix Inc. · American Deposit | 8,666 | New | $1.6M |
| Cohen & Steers ETF Trust Real Estate Acti | 52,589 | New | $1.4M |
Added to (646)
| SPCX Space Exploration Technologies Corp. | 2.35M | +21570% | $353.3M |
| iShares Tr 0-3 Mth Treasury | 1.75M | +65.8% | $69.7M |
| Spdr Series Trust St Str Sp Biot | 112,677 | +706% | $15.6M |
| iShares Tr Fltg Rate Nt Etf | 693,013 | +48.7% | $11.6M |
| Pimco ETF Tr Enhan Shrt Ma Ac | 468,111 | +22.7% | $8.7M |
| First Tr Exchange-Traded Fd First Tr Enh New | 236,844 | +103% | $7.1M |
| Vanguard Index Fds Mrngstr Val Etf | 183,907 | +21.7% | $7.1M |
| Vaneck ETF Trust Ig Floa Rate Etf | 279,085 | +1609% | $6.7M |
| Select Sector Spdr Tr St Str Energ Etf | 218,343 | +69.2% | $5.5M |
| BE Bloom Energy Corporation | 24,086 | +146% | $4.0M |
Trimmed (547)
| iShares Tr 7-10 Yr Trsy Bd | 81,171 | -96.8% | -$217.2M |
| META Meta Platforms, Inc. | 46,687 | -14.8% | -$5.9M |
| Spdr Series Trust St Str Blo 1 Etf | 249,294 | -19.0% | -$5.3M |
| MU Micron Technology, Inc. | 19,527 | -17.3% | -$4.3M |
| ARCC Ares Capital Corporation | 154,041 | -56.6% | -$3.8M |
| Exchange Traded Concepts Tru Rang Nucl Re Etf | 11,265 | -84.2% | -$3.6M |
| SPY State Street SPDR S&P 500 ETF Trust · Trust units | 370,430 | -1.1% | -$3.2M |
| iShares Tr Core S&P500 Etf | 205,075 | -1.9% | -$3.1M |
| Vanguard Scottsdale Fds INT-TERM Corp | 90,755 | -30.0% | -$3.0M |
| Vanguard Index Fds Mrngstr Mid Cap | 93,843 | -25.7% | -$2.6M |
Exited (96)
| Exxon Mobil Corp | 103,861 | Exited | -$14.2M |
| Global X Fds Data Ctr Dig Etf | 148,933 | Exited | -$4.5M |
| Vaneck ETF Trust Oil Refiners Etf | 85,046 | Exited | -$3.9M |
| Proshares Tr Short Qqq | 115,915 | Exited | -$2.9M |
| First Tr Exchange-Traded Fd Lng Dur Oprtun | 112,137 | Exited | -$2.4M |
| UUP Invesco DB USD Index Bullish Fund ETF · Bullish Fd | 67,434 | Exited | -$1.9M |
| iShares Tr Select Us Reit | 27,859 | Exited | -$1.9M |
| Dimensional ETF Trust Us Small Cap Etf | 45,656 | Exited | -$1.8M |
| iShares Tr Futu Ai Tech Etf | 21,301 | Exited | -$1.6M |
| LBRT Liberty Energy Inc. | 51,442 | Exited | -$1.3M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
Search, sort and filter every position, with puts and calls on their own tab. Premium plan.
Every position, puts and calls. Part of Premium.
Compare two quarters
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 1,419 | $5.8B | Current | SEC ↗ |
| Q2 2026 | Aug 14, 2026 | 13F-HR | 1,392 | $5.3B | Current | SEC ↗ |
| Q1 2026 | May 4, 2026 | 13F-HR | 1,325 | $4.7B | Current | SEC ↗ |
| Q4 2025 | Feb 2, 2026 | 13F-HR | 1,290 | $4.7B | Current | SEC ↗ |
| Q3 2025 | Nov 4, 2025 | 13F-HR | 1,277 | $4.5B | Current | SEC ↗ |
| Q2 2025 | Jul 28, 2025 | 13F-HR | 1,171 | $4.0B | Current | SEC ↗ |
| Q1 2025 | Apr 28, 2025 | 13F-HR | 1,080 | $3.5B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer