Mutual Advisors
$5.3B 13F equity value
1,448 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Mutual Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 374,687 | $280M | 5.3% |
| IEF | ISHARES TR | 2,512,956 | $238M | 4.5% |
| AAPL | APPLE INC | 662,859 | $192M | 3.6% |
| IVV | ISHARES TR | 209,128 | $157M | 3.0% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 216,080 | $108M | 2.0% |
| SGOV | ISHARES TR | 1,052,850 | $106M | 2.0% |
| MSFT | MICROSOFT CORP | 247,016 | $92M | 1.7% |
| LLY | ELI LILLY & CO | 68,768 | $82M | 1.6% |
| VOO | VANGUARD INDEX FDS | 119,493 | $82M | 1.5% |
| NVDA | NVIDIA CORPORATION | 403,366 | $81M | 1.5% |
Track Mutual Advisors's 13F portfolio: $5.3B in reported holdings, 1,448 positions. Top holdings and quarterly changes on SentiSense.
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