Mutual Advisors

$4.7B 13F equity value
1,395 Holdings
Latest filing 2026-03-31

Top Holdings

TickerCompanySharesValueWeight
SPYSTATE STR SPDR S&P 500 ETF T400,629$261M5.6%
IEFISHARES TR2,169,821$207M4.4%
AAPLAPPLE INC639,342$162M3.5%
IVVISHARES TR206,628$135M2.9%
SGOVISHARES TR1,022,493$103M2.2%
BRKBBERKSHIRE HATHAWAY INC DEL214,305$103M2.2%
MSFTMICROSOFT CORP241,144$89M1.9%
VOOVANGUARD INDEX FDS107,272$64M1.4%
LLYELI LILLY & CO68,302$63M1.3%
NVDANVIDIA CORPORATION345,018$60M1.3%

Track Mutual Advisors's 13F portfolio: $4.7B in reported holdings, 1,395 positions. Top holdings and quarterly changes on SentiSense.