Institutional Manager · CIK 0001694080
Mutual Advisors, LLC
CASPER, WY · File #028-18374
Latest AUM
$4.67B
Positions
1,294
Top-10 Concentration
56.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20251,294 pos · $4.67B
- 13F HOLDINGS REPORTQ/E Sep 20251,281 pos · $4.54B
- 13F HOLDINGS REPORTQ/E Jun 20251,175 pos · $4.00B
- 13F HOLDINGS REPORTQ/E Mar 20251,084 pos · $3.49B
- 13F HOLDINGS REPORTQ/E Dec 20241,084 pos · $3.46B
- 13F HOLDINGS REPORTQ/E Sep 20241,097 pos · $3.42B
- 13F HOLDINGS REPORTQ/E Jun 20241,090 pos · $3.31B
- 13F HOLDINGS REPORTQ/E Mar 20241,085 pos · $3.12B
- 13F HOLDINGS REPORTQ/E Dec 2023976 pos · $2.56B
- 13F HOLDINGS REPORTQ/E Sep 20231,002 pos · $2.63B
- 13F HOLDINGS REPORTQ/E Jun 2023979 pos · $2.44B
- 13F HOLDINGS REPORTQ/E Mar 2023926 pos · $2.24B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 394,965 | $269.3M | 11.69% |
| 2 | ISHARES TR | 464287440 | 2,109,337 | $202.8M | 8.80% |
| 3 | APPLE INC | AAPL | 654,138 | $177.8M | 7.72% |
| 4 | ISHARES TR | 464287200 | 213,258 | $146.1M | 6.34% |
| 5 | MICROSOFT CORP | MSFT | 223,534 | $108.1M | 4.69% |
| 6 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 210,651 | $105.9M | 4.60% |
| 7 | ISHARES TR | 46436E718 | 1,008,955 | $101.3M | 4.40% |
| 8 | ELI LILLY & CO | LLY | 65,809 | $70.7M | 3.07% |
| 9 | NVIDIA CORPORATION | NVDA | 347,535 | $64.8M | 2.81% |
| 10 | VANGUARD INDEX FDS | 922908363 | 94,448 | $59.2M | 2.57% |
| 11 | AMAZON COM INC | AMZN | 219,890 | $50.8M | 2.20% |
| 12 | ISHARES TR | 464288638 | 914,056 | $49.2M | 2.14% |
| 13 | VANGUARD TAX-MANAGED FDS | 921943858 | 782,065 | $48.9M | 2.12% |
| 14 | ALPHABET INC | GOOG | 138,362 | $43.3M | 1.88% |
| 15 | INVESCO QQQ TR | IVZ | 68,638 | $42.2M | 1.83% |
| 16 | ALPHABET INC | GOOG | 130,160 | $40.8M | 1.77% |
| 17 | SPDR SERIES TRUST | 78468R663 | 380,353 | $34.8M | 1.51% |
| 18 | META PLATFORMS INC | META | 51,264 | $33.8M | 1.47% |
| 19 | JPMORGAN CHASE & CO. | VYLD | 98,604 | $31.8M | 1.38% |
| 20 | VANGUARD INTL EQUITY INDEX F | 922042858 | 567,270 | $30.5M | 1.32% |