Mutual Advisors, LLC
1,381 holdingsFiling period: 2026-06-30Current AUM: $5.39Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | State Str Spdr S&P 500 ETF T | 374.7K | $279.8M | $286.8M | 5.32% | -26,042 | 2026-06-30 |
| 2 | IEF | iShares TR | 2.51M | $237.7M | $229.0M | 4.25% | +343.1K | 2026-06-30 |
| 3 | AAPL | Apple Inc | 662.9K | $191.8M | $228.0M | 4.23% | +23.5K | 2026-06-30 |
| 4 | IVV | iShares TR | 209.1K | $156.6M | $160.8M | 2.98% | +2.5K | 2026-06-30 |
| 5 | BRK-B | Berkshire Hathaway Inc Del | 216.1K | $108.1M | $108.1M | 2.01% | +1.8K | 2026-06-30 |
| 6 | SGOV | iShares TR | 1.05M | $106.0M | $106.0M | 1.97% | +30.4K | 2026-06-30 |
| 7 | MSFT | Microsoft Corp | 247.0K | $92.1M | $131.6M | 2.44% | +5.9K | 2026-06-30 |
| 8 | LLY | Eli Lilly & Co | 68.8K | $82.5M | $88.0M | 1.63% | +466 | 2026-06-30 |
| 9 | VOO | Vanguard Index Fds | 119.5K | $82.1M | $84.1M | 1.56% | +12.2K | 2026-06-30 |
| 10 | NVDA | NVIDIA Corporation | 405.6K | $81.1M | $87.6M | 1.63% | +57.9K | 2026-06-30 |
| 11 | VEA | Vanguard Tax-Managed Fds | 878.9K | $62.6M | $60.9M | 1.13% | +48.2K | 2026-06-30 |
| 12 | AMZN | Amazon.com Inc | 233.4K | $55.6M | $58.1M | 1.08% | +7.0K | 2026-06-30 |
| 13 | QQQ | Invesco Qqq TR | 68.9K | $50.7M | $49.0M | 0.91% | -9,165 | 2026-06-30 |
| 14 | GOOG | Alphabet Inc | 134.7K | $47.6M | $42.3M | 0.79% | +3.1K | 2026-06-30 |
| 15 | GOOGL | Alphabet Inc | 124.4K | $44.4M | $39.4M | 0.73% | +57 | 2026-06-30 |
| 16 | MINT | PIMCO ETF TR | 381.4K | $38.5M | $38.4M | 0.71% | +365.0K | 2026-06-30 |
| 17 | VWO | Vanguard Intl Equity Index F | 636.8K | $38.0M | $36.0M | 0.67% | +35.5K | 2026-06-30 |
| 18 | PYLD | PIMCO ETF TR | 1.29M | $34.3M | $33.0M | 0.61% | +83.4K | 2026-06-30 |
| 19 | VYM | Vanguard Whitehall Fds | 214.5K | $33.9M | $34.8M | 0.65% | +16.5K | 2026-06-30 |
| 20 | VTI | Vanguard Index Fds | 89.7K | $33.2M | $33.7M | 0.63% | +2.2K | 2026-06-30 |
| 21 | VTV | Vanguard Index Fds | 151.1K | $32.9M | $34.2M | 0.63% | +22.8K | 2026-06-30 |
| 22 | JPM | JPMorgan Chase & Co | 99.4K | $32.5M | $33.2M | 0.62% | +758 | 2026-06-30 |
| 23 | META | Meta Platforms Inc | 54.8K | $30.9M | $34.5M | 0.64% | +566 | 2026-06-30 |
| 24 | TSLA | Tesla Inc | 70.9K | $29.8M | $27.8M | 0.52% | +4.1K | 2026-06-30 |
| 25 | PJAN | Innovator ETFs Trust | 579.0K | $28.7M | $29.5M | 0.55% | +1.5K | 2026-06-30 |
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