Mutual Advisors, LLC: 13F holdings
CIK 16940802026Q2
| Positions | 1,377 |
|---|---|
| Reported value | $5.3bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPY STATE STR SPDR S&P 500 ETF T | 374,687 | $279.8m | 5.3% |
| IEF ISHARES TR | 2,512,956 | $237.7m | 4.5% |
| AAPL APPLE INC | 662,859 | $191.8m | 3.6% |
| IVV ISHARES TR | 209,128 | $156.6m | 2.9% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 216,080 | $108.1m | 2.0% |
| SGOV ISHARES TR | 1,052,850 | $106.0m | 2.0% |
| MSFT MICROSOFT CORP | 247,016 | $92.1m | 1.7% |
| LLY ELI LILLY & CO | 68,768 | $82.5m | 1.6% |
| VOO VANGUARD INDEX FDS | 119,493 | $82.1m | 1.5% |
| NVDA NVIDIA CORPORATION | 403,366 | $80.7m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1694080")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.