Mutual Advisors
$4.5B Assets Reported
1,394 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 400,729 | $261M | 5.8% |
| IEF | ISHARES TR | 2,169,821 | $207M | 4.6% |
| AAPL | APPLE INC | 639,342 | $162M | 3.6% |
| IVV | ISHARES TR | 206,628 | $135M | 3.0% |
| SGOV | ISHARES TR | 1,022,493 | $103M | 2.3% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 214,305 | $103M | 2.3% |
| MSFT | MICROSOFT CORP | 241,144 | $89M | 2.0% |
| VOO | VANGUARD INDEX FDS | 107,272 | $64M | 1.4% |
| LLY | ELI LILLY & CO | 68,302 | $63M | 1.4% |
| VEA | VANGUARD TAX-MANAGED FDS | 830,644 | $53M | 1.2% |
Track Mutual Advisors's 13F portfolio: $4.5B in reported holdings, 1,394 positions. Top holdings, AUM, and quarterly changes on SentiSense.