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Mutual Advisors

Latest statistics and disclosures from Mutual Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, IEF, AAPL, IVV, SGOV, and represent 18.60% of Mutual Advisors's stock portfolio.
Added to shares of these 10 stocks: PYLD (+$16M), TFLO (+$15M), NJAN (+$8.2M), HFSI (+$7.7M), VOO (+$7.7M), PJAN (+$7.3M), CGDV (+$7.3M), MSFT (+$6.5M), IEF (+$5.8M), QQQ (+$5.4M).
Started 107 new stock positions in SNAP, SONY, OMAH, ABM, FIW, CLOA, AZN, IEUR, MHF, CFFN.
Reduced shares in these 10 stocks: IGSB (-$19M), IAU (-$8.3M), CANQ (-$8.2M), IUSB (-$8.1M), XLC (-$7.7M), IBHG (-$7.0M), EALT (-$6.3M), SPMO (-$6.2M), IVV, ICSH.
Sold out of its positions in ARKG, ACM, ALLY, AIG, APPF, ARQT, ABG, AstraZeneca, BMNR, BLE.
Mutual Advisors was a net buyer of stock by $105M.
Mutual Advisors has $4.7B in assets under management (AUM), dropping by 0.30%.
Central Index Key (CIK): 0001694080

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Positions held by Mutual Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Mutual Advisors

Mutual Advisors holds 1309 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Mutual Advisors has 1309 total positions. Only the first 250 positions are shown.

Sign up to view all of the Mutual Advisors March 31, 2026 positions
Download the Mutual Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	5.6	$261M		401k	650.34	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	4.4	$207M	+2%	2.2M	95.44	View chart
Apple (AAPL)	3.5	$162M	-2%	639k	253.79	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.9	$135M	-3%	207k	653.21	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	2.2	$103M		1.0M	100.66	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.2	$103M		214k	479.20	View chart
Microsoft Corporation (MSFT)	1.9	$89M	+7%	241k	370.17	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$64M	+13%	107k	597.55	View chart
Eli Lilly & Co. (LLY)	1.3	$63M	+3%	68k	919.78	View chart
NVIDIA Corporation Put Option (NVDA)	1.3	$61M		348k	174.40	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$53M	+6%	831k	64.08	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	1.0	$47M	-2%	889k	53.22	View chart
Amazon Put Option (AMZN)	1.0	$47M	+2%	226k	208.27	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$45M	+13%	78k	577.18	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$38M		132k	286.86	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$36M	-10%	124k	287.56	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$33M	+5%	601k	54.05	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.7	$32M	+103%	1.2M	26.20	View chart
Meta Platforms Cl A Put Option (META)	0.7	$31M	+5%	54k	572.13	View chart
Spdr Series Trust State Street Spd (BIL)	0.7	$31M	-11%	338k	91.64	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$29M		198k	148.10	View chart
JPMorgan Chase & Co. (JPM)	0.6	$29M		99k	294.16	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$28M	-2%	88k	320.81	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.6	$27M	+37%	578k	46.13	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$26M	+3%	263k	99.27	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.6	$26M	+46%	485k	53.37	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$25M	-2%	118k	215.06	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$25M	+2%	128k	196.20	View chart
Tesla Motors Call Option (TSLA)	0.5	$25M		67k	371.75	View chart
Commerce Bancshares (CBSH)	0.5	$24M		493k	49.20	View chart
Costco Wholesale Corporation (COST)	0.5	$24M	+18%	24k	996.42	View chart
Broadcom (AVGO)	0.5	$22M	+3%	72k	309.51	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.5	$22M	+219%	432k	50.63	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$21M		721k	29.13	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.4	$21M	+24%	445k	47.08	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.4	$21M	+24%	513k	40.19	View chart
Chevron Corporation (CVX)	0.4	$19M		93k	206.90	View chart
Exxon Mobil Corporation (XOM)	0.4	$18M		106k	169.66	View chart
Wal-Mart Stores (WMT)	0.4	$18M	+15%	142k	124.28	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.4	$17M	+72%	406k	42.54	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$17M	+2%	244k	70.18	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$17M	-7%	557k	30.50	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$17M	-2%	290k	58.18	View chart
Netflix (NFLX)	0.4	$16M	+20%	171k	96.15	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$16M	+10%	37k	430.30	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$16M		688k	23.22	View chart
Omega Healthcare Investors (OHI)	0.3	$16M	+6%	362k	43.82	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$16M	+2%	140k	113.11	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$16M	+7%	36k	436.79	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$14M	-7%	108k	132.90	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$14M	-5%	467k	30.68	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.3	$14M		234k	60.39	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.3	$14M	+20%	613k	22.91	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.3	$14M	+42%	302k	46.23	View chart
Caterpillar Put Option (CAT)	0.3	$14M	+9%	20k	708.46	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.3	$14M	+11%	277k	50.12	View chart
Spdr Series Trust State Street Spd (SPYM)	0.3	$14M	-6%	181k	76.54	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$14M	+3%	20k	697.72	View chart
Johnson & Johnson (JNJ)	0.3	$14M	-2%	55k	244.44	View chart
Iron Mountain (IRM)	0.3	$13M	+5%	129k	102.14	View chart
Visa Com Cl A (V)	0.3	$13M		43k	302.24	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$13M	+8%	61k	211.15	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.3	$12M	+42%	317k	38.42	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$12M	+6%	110k	109.69	View chart
Strategic Trust Running Gwth Etf (RUNN)	0.3	$12M		373k	32.21	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$12M	+11%	248k	48.05	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$12M	+8%	152k	78.41	View chart
Cisco Systems (CSCO)	0.3	$12M	+2%	152k	77.59	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$12M	-10%	229k	50.61	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$12M		229k	50.37	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$12M	+19%	245k	46.95	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.2	$12M	+6%	232k	49.41	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$11M	+3%	512k	22.34	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$11M	+57%	250k	45.62	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$11M	+3%	54k	205.80	View chart
Advanced Micro Devices (AMD)	0.2	$11M	-17%	54k	203.43	View chart
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP)	0.2	$11M	+3%	92k	118.98	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$11M	+12%	53k	208.05	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$11M	-17%	28k	383.39	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.2	$11M	+3%	240k	44.71	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$11M	+14%	26k	407.69	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.2	$10M	+5%	229k	45.65	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$10M		131k	79.56	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$10M		426k	24.27	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$10M		138k	73.64	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.2	$10M		86k	116.29	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.2	$9.9M	+2%	159k	62.68	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$9.8M	+21%	159k	61.26	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$9.7M	-65%	186k	52.56	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$9.6M	+37%	34k	287.18	View chart
Home Depot (HD)	0.2	$9.6M		29k	328.90	View chart
Tcw Etf Trust Transfrm 500 Etf (VOTE)	0.2	$9.5M		125k	76.30	View chart
Palantir Technologies Cl A (PLTR)	0.2	$9.4M	-7%	64k	146.28	View chart
Merck & Co (MRK)	0.2	$9.3M		78k	120.29	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$9.3M	+7%	84k	110.47	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.2	$9.3M		46k	203.79	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$9.0M	-26%	150k	59.78	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$8.8M	+91%	106k	82.75	View chart
Innovator Etfs Trust Nasdaq-100 10 Bu (QBUF)	0.2	$8.7M		299k	29.21	View chart
International Business Machines (IBM)	0.2	$8.6M	+10%	36k	242.39	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$8.5M	-7%	56k	151.41	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$8.4M	+10%	169k	49.81	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.2	$8.4M	-34%	165k	50.62	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.2	$8.4M	-11%	250k	33.47	View chart
Procter & Gamble Company (PG)	0.2	$8.3M	+8%	57k	144.44	View chart
Oracle Corporation (ORCL)	0.2	$8.1M	-5%	55k	147.11	View chart
Altria (MO)	0.2	$8.1M	+4%	123k	65.99	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.2	$8.1M	+30%	212k	38.00	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$8.0M	-13%	31k	261.92	View chart
Verizon Communications (VZ)	0.2	$8.0M	-12%	159k	50.20	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$8.0M		19k	426.40	View chart
Spdr Series Trust State Street Spd (SLYG)	0.2	$8.0M	-4%	82k	96.62	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$7.9M	+5%	95k	82.57	View chart
United Parcel Svcs CL B (UPS)	0.2	$7.9M	-10%	80k	98.38	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.2	$7.9M		171k	46.07	View chart
Enterprise Products Partners (EPD)	0.2	$7.8M		207k	37.84	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$7.8M	+4%	138k	56.68	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	0.2	$7.8M	+7%	333k	23.47	View chart
Micron Technology (MU)	0.2	$7.8M	+49%	23k	337.85	View chart
Hartford Fds Exchange Traded Strategic Income (HFSI)	0.2	$7.7M	NEW	223k	34.72	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$7.6M	-13%	40k	191.81	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.2	$7.6M	+8%	331k	22.95	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$7.6M	+5%	197k	38.42	View chart
Raytheon Technologies Corp (RTX)	0.2	$7.6M	-11%	39k	192.90	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.2	$7.5M	+154%	176k	42.56	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$7.5M	+6%	76k	97.91	View chart
Lockheed Martin Corporation (LMT)	0.2	$7.4M	-2%	12k	604.38	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$7.4M	+8%	30k	248.00	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$7.4M	+5%	130k	56.58	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$7.4M	+19%	22k	337.96	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$7.2M		287k	25.10	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$7.2M	+33%	37k	191.92	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$7.1M	+4%	214k	33.37	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$7.1M	+7%	91k	77.18	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.2	$7.0M	+6%	64k	110.39	View chart
Spdr Series Trust State Street Spd (SJNK)	0.2	$7.0M	+30%	281k	24.98	View chart
Abbvie (ABBV)	0.1	$6.9M	-7%	32k	217.49	View chart
Philip Morris International (PM)	0.1	$6.9M	+10%	42k	165.34	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$6.8M	+11%	207k	32.95	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$6.8M	+2%	86k	79.06	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$6.6M		61k	108.99	View chart
Pfizer (PFE)	0.1	$6.6M	-3%	235k	28.08	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (JUNM)	0.1	$6.6M	-2%	192k	34.30	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$6.6M	+28%	95k	68.78	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$6.5M	+2%	70k	93.74	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$6.5M	+2%	64k	102.25	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$6.5M	-3%	27k	237.62	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$6.4M	-33%	94k	68.14	View chart
Boeing Company (BA)	0.1	$6.4M	+23%	32k	199.03	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$6.4M	+14%	122k	51.93	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$6.3M	-23%	128k	49.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.1	$6.3M		144k	43.43	View chart
Ares Capital Corporation (ARCC)	0.1	$6.2M		347k	18.02	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$6.2M		89k	69.75	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$6.2M	+9%	131k	47.03	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$6.2M	+5%	91k	68.28	View chart
Starbucks Corporation (SBUX)	0.1	$6.2M	+44%	69k	89.59	View chart
Johnson Controls Internation SHS (JCI)	0.1	$6.1M		47k	130.95	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$6.1M		238k	25.64	View chart
Walt Disney Company (DIS)	0.1	$6.1M	+4%	63k	96.38	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$6.0M	+328%	28k	218.75	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$6.0M	-4%	37k	161.73	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$5.9M	-58%	68k	88.16	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$5.9M	-57%	129k	46.19	View chart
Goldman Sachs (GS)	0.1	$5.9M	-10%	6.9k	846.01	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.1	$5.8M	+2%	57k	101.74	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$5.7M		8.00	718140.00	View chart
At&t (T)	0.1	$5.7M	-14%	198k	28.99	View chart
Capital Group International SHS (CGIC)	0.1	$5.6M	+176%	170k	33.11	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$5.6M	+152%	99k	56.79	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$5.6M	+50%	144k	38.96	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$5.6M		40k	141.42	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$5.6M	+199%	150k	37.20	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$5.6M	-11%	75k	74.35	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$5.4M	-39%	100k	54.55	View chart
Kimberly-Clark Corporation (KMB)	0.1	$5.3M	+11%	55k	96.47	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$5.3M	-41%	79k	67.53	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$5.3M		95k	55.52	View chart
General Mills (GIS)	0.1	$5.3M	+17%	141k	37.22	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$5.2M	+5%	28k	184.28	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$5.2M	-41%	199k	26.30	View chart
Pepsi (PEP)	0.1	$5.2M	+2%	34k	155.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.1	$5.1M	-2%	129k	39.76	View chart
Coca-Cola Company (KO)	0.1	$5.1M		67k	76.05	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$5.1M	+8%	188k	27.15	View chart
Hinge Health Cl A (HNGE)	0.1	$5.1M		132k	38.56	View chart
Realty Income (O)	0.1	$5.1M	-14%	83k	61.18	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$5.0M	-55%	45k	112.11	View chart
Ge Vernova (GEV)	0.1	$5.0M	-15%	5.7k	872.90	View chart
McDonald's Corporation (MCD)	0.1	$5.0M	+7%	16k	310.79	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$5.0M	+10%	108k	45.89	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$4.9M	-9%	34k	144.95	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$4.9M	+4%	96k	50.98	View chart
Intel Corporation (INTC)	0.1	$4.9M		111k	44.13	View chart
Spdr Series Trust State Street Spd (SPMB)	0.1	$4.9M	+22%	217k	22.39	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.1	$4.8M		152k	31.66	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.1	$4.8M	+19%	212k	22.68	View chart
Bank of America Corporation (BAC)	0.1	$4.8M		98k	48.75	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$4.7M		191k	24.75	View chart
Spdr Index Shs Fds State Street Spd (CWI)	0.1	$4.7M	+41%	129k	36.59	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$4.7M		22k	213.67	View chart
UnitedHealth (UNH)	0.1	$4.7M	+2%	17k	270.59	View chart
Amgen (AMGN)	0.1	$4.6M	-3%	13k	351.85	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$4.6M	+8%	78k	59.03	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$4.6M	+14%	41k	110.78	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$4.6M	+6%	33k	138.32	View chart
Sprott Asset Management Physical Gold An (CEF)	0.1	$4.5M	-40%	95k	47.72	View chart
Eaton Corp SHS (ETN)	0.1	$4.5M	+10%	13k	357.67	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$4.5M		115k	38.86	View chart
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ)	0.1	$4.5M	-29%	68k	65.77	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$4.5M	+20%	56k	79.27	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$4.4M	-21%	18k	250.58	View chart
Arista Networks Com Shs (ANET)	0.1	$4.3M	-21%	35k	122.78	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$4.3M		70k	61.32	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.1	$4.3M		187k	22.95	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$4.2M	-2%	34k	124.31	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$4.2M	+139%	40k	106.01	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$4.2M	+45%	3.2k	1320.67	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$4.2M		216k	19.30	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$4.1M	+4%	95k	43.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.1	$4.1M		96k	42.96	View chart
Qualcomm (QCOM)	0.1	$4.1M	+2%	32k	128.78	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$4.1M	+7%	11k	390.42	View chart
Adobe Systems Incorporated (ADBE)	0.1	$4.1M		17k	243.08	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$4.0M	-65%	37k	110.86	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$4.0M	NEW	44k	92.28	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.1	$4.0M		80k	50.12	View chart
Vaneck Etf Trust Oil Refiners Etf (CRAK)	0.1	$4.0M	NEW	81k	49.40	View chart
Medtronic SHS (MDT)	0.1	$3.9M	+4%	46k	86.65	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$3.9M	-3%	93k	42.49	View chart
Proshares Tr Large Cap Cre (CSM)	0.1	$3.9M		52k	74.82	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.1	$3.9M		233k	16.77	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$3.8M	+30%	88k	43.66	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$3.8M	+4%	42k	90.53	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$3.8M	-2%	41k	92.69	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.1	$3.8M	+1768%	106k	35.96	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$3.8M	+3%	15k	257.35	View chart
Ishares Tr Us Oil Gs Ex Etf (IEO)	0.1	$3.8M		30k	124.90	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$3.8M	+2%	76k	49.50	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$3.7M	+14%	23k	163.58	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$3.7M		34k	109.22	View chart
Applied Materials (AMAT)	0.1	$3.7M	+63%	11k	341.78	View chart
Calamos Etf Tr Laddered S&p 500 (CPSL)	0.1	$3.7M	+4%	136k	27.23	View chart
Kinder Morgan (KMI)	0.1	$3.7M		110k	33.53	View chart
Innovator Etfs Trust Us Small Cap 10 (RBUF)	0.1	$3.7M	NEW	126k	29.29	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$3.7M	-3%	40k	91.37	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$3.7M	-13%	20k	181.42	View chart
RBB F/m Us Treasury (TBIL)	0.1	$3.6M	+145%	73k	49.86	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$3.6M	+11%	100k	36.22	View chart
Us Bancorp Com New (USB)	0.1	$3.6M		69k	52.01	View chart

Past Filings by Mutual Advisors

SEC 13F filings are viewable for Mutual Advisors going back to 2017

Mutual Advisors 2026 Q1 filed May 4, 2026
Mutual Advisors 2025 Q4 filed Feb. 2, 2026
Mutual Advisors 2025 Q3 filed Nov. 4, 2025
Mutual Advisors 2025 Q2 filed July 28, 2025
Mutual Advisors 2025 Q1 filed April 28, 2025
Mutual Advisors 2024 Q4 filed Jan. 17, 2025
Mutual Advisors 2024 Q3 filed Oct. 25, 2024
Mutual Advisors 2024 Q2 filed July 30, 2024
Mutual Advisors 2024 Q1 filed May 2, 2024
Mutual Advisors 2023 Q4 filed Jan. 12, 2024
Mutual Advisors 2023 Q3 filed Nov. 13, 2023
Mutual Advisors 2023 Q2 filed July 31, 2023
Mutual Advisors 2023 Q1 filed April 11, 2023
Mutual Advisors 2022 Q4 filed Jan. 12, 2023
Mutual Advisors 2022 Q3 filed Nov. 3, 2022
Mutual Advisors 2022 Q2 filed Aug. 15, 2022

View all past filings

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