Mutual Advisors, LLC
1,311 holdingsFiling period: 2026-03-31Current AUM: $5.15Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 400.7K | $260.6M | $299.4M | 5.82% | +5.8K | 2026-03-31 |
| 2 | IEF | ISHARES TR | 2.17M | $207.1M | $201.7M | 3.92% | +60.5K | 2026-03-31 |
| 3 | AAPL | APPLE INC | 639.3K | $162.3M | $197.5M | 3.84% | -14,796 | 2026-03-31 |
| 4 | IVV | ISHARES TR | 206.6K | $135.0M | $155.0M | 3.01% | -6,630 | 2026-03-31 |
| 5 | SGOV | ISHARES TR | 1.02M | $102.9M | $103.0M | 2.00% | +13.5K | 2026-03-31 |
| 6 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 214.3K | $102.7M | $102.7M | 2.00% | +3.7K | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP | 241.1K | $89.3M | $112.1M | 2.18% | +17.6K | 2026-03-31 |
| 8 | VOO | VANGUARD INDEX FDS | 107.3K | $64.1M | $73.7M | 1.43% | +12.8K | 2026-03-31 |
| 9 | LLY | ELI LILLY & CO | 68.3K | $62.8M | $78.5M | 1.53% | +2.5K | 2026-03-31 |
| 10 | NVDA | NVIDIA CORPORATION | 347.6K | $60.6M | $69.8M | 1.36% | +83 | 2026-03-31 |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | 830.6K | $53.2M | $58.7M | 1.14% | +48.6K | 2026-03-31 |
| 12 | IGIB | ISHARES TR | 888.7K | $47.3M | $46.5M | 0.90% | -25,380 | 2026-03-31 |
| 13 | AMZN | AMAZON COM INC | 226.4K | $47.2M | $61.5M | 1.19% | +6.5K | 2026-03-31 |
| 14 | QQQ | INVESCO QQQ TR | 78.0K | $45.0M | $53.7M | 1.04% | +9.4K | 2026-03-31 |
| 15 | GOOG | ALPHABET INC | 131.6K | $37.8M | $46.9M | 0.91% | +1.5K | 2026-03-31 |
| 16 | GOOGL | ALPHABET INC | 124.3K | $35.7M | $44.3M | 0.86% | -14,046 | 2026-03-31 |
| 17 | VWO | VANGUARD INTL EQUITY INDEX F | 601.3K | $32.5M | $35.3M | 0.69% | +34.0K | 2026-03-31 |
| 18 | PYLD | PIMCO ETF TR | 1.21M | $31.7M | $31.6M | 0.61% | +613.4K | 2026-03-31 |
| 19 | META | META PLATFORMS INC | 54.2K | $31.0M | $30.2M | 0.59% | +3.0K | 2026-03-31 |
| 20 | BIL | SPDR SERIES TRUST | 338.1K | $31.0M | $31.0M | 0.60% | -42,293 | 2026-03-31 |
| 21 | VYM | VANGUARD WHITEHALL FDS | 198.0K | $29.3M | $32.1M | 0.62% | +967 | 2026-03-31 |
| 22 | JPM | JPMORGAN CHASE & CO | 98.7K | $29.0M | $34.7M | 0.67% | +68 | 2026-03-31 |
| 23 | VTI | VANGUARD INDEX FDS | 87.5K | $28.1M | $32.2M | 0.63% | -2,153 | 2026-03-31 |
| 24 | PJAN | INNOVATOR ETFS TRUST | 577.5K | $26.6M | $28.8M | 0.56% | +158.0K | 2026-03-31 |
| 25 | AGG | ISHARES TR | 263.2K | $26.1M | $25.6M | 0.50% | +9.5K | 2026-03-31 |
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