Universe · entity
Mutual Advisors, LLC
Institutional manager (13F) · CIK 1694080
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.3B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | STATE STR SPDR S&P 500 ETF T | $261M | 400,629 |
| 2 | ISHARES TR | $207M | 2,169,821 |
| 3 | APPLE INC | $162M | 639,342 |
| 4 | ISHARES TR | $135M | 206,628 |
| 5 | ISHARES TR | $103M | 1,022,493 |
| 6 | BERKSHIRE HATHAWAY INC DEL | $103M | 214,305 |
| 7 | MICROSOFT CORP | $89M | 241,144 |
| 8 | VANGUARD INDEX FDS | $64M | 107,272 |
| 9 | ELI LILLY & CO | $63M | 68,302 |
| 10 | NVIDIA CORPORATION | $60M | 345,018 |
| 11 | VANGUARD TAX-MANAGED FDS | $53M | 830,644 |
| 12 | ISHARES TR | $47M | 888,676 |
| 13 | AMAZON COM INC | $47M | 225,018 |
| 14 | INVESCO QQQ TR | $45M | 78,030 |
| 15 | ALPHABET INC | $38M | 131,634 |
| 16 | ALPHABET INC | $36M | 124,316 |
| 17 | VANGUARD INTL EQUITY INDEX F | $32M | 601,281 |
| 18 | PIMCO ETF TR | $32M | 1,208,360 |
| 19 | SPDR SERIES TRUST | $31M | 338,060 |
| 20 | META PLATFORMS INC | $31M | 53,625 |
| 21 | VANGUARD WHITEHALL FDS | $29M | 198,049 |
| 22 | JPMORGAN CHASE & CO | $29M | 98,272 |
| 23 | VANGUARD INDEX FDS | $28M | 87,484 |
| 24 | INNOVATOR ETFS TRUST | $27M | 577,520 |
| 25 | ISHARES TR | $26M | 263,176 |
| 26 | INNOVATOR ETFS TRUST | $26M | 484,461 |
| 27 | VANGUARD SPECIALIZED FUNDS | $25M | 117,601 |
| 28 | VANGUARD INDEX FDS | $25M | 128,253 |
| 29 | COMMERCE BANCSHARES INC | $24M | 492,702 |
| 30 | COSTCO WHOLESALE CORPORATION | $24M | 23,827 |
| 31 | BROADCOM INC | $22M | 72,222 |
| 32 | TESLA INC | $22M | 59,084 |
| 33 | ISHARES TR | $22M | 431,963 |
| 34 | SCHWAB STRATEGIC TR | $21M | 721,158 |
| 35 | J P MORGAN EXCHANGE TRADED F | $21M | 444,740 |
| 36 | CAPITAL GROUP GROWTH ETF | $21M | 513,200 |
| 37 | CHEVRON CORPORATION | $19M | 92,784 |
| 38 | EXXON MOBIL CORP | $18M | 105,555 |
| 39 | WALMART INC | $18M | 142,124 |
| 40 | CAPITAL GROUP DIVIDEND VALUE | $17M | 405,666 |
| 41 | ISHARES TR | $17M | 244,406 |
| 42 | SCHWAB STRATEGIC TR | $17M | 556,876 |
| 43 | BLACKROCK ETF TRUST | $17M | 289,985 |
| 44 | NETFLIX INC. | $16M | 168,749 |
| 45 | SPDR GOLD TR | $16M | 37,358 |
| 46 | SCHWAB STRATEGIC TR | $16M | 687,811 |
| 47 | OMEGA HEALTHCARE INVS INC | $16M | 362,082 |
| 48 | ISHARES TR | $16M | 139,521 |
| 49 | VANGUARD INDEX FDS | $16M | 36,128 |
| 50 | SELECT SECTOR SPDR TR | $14M | 108,271 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.