Filed: 11/4/2025ACC: 0001986152-25-000100
📋 What this filing means
MUTUAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 1276 equity positions with a total reported market value of $4.54B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1276
Positions
$4.54B
Total AUM (reported)
58.59M
Total Shares
Allocation by class
COM$1.25B27.6%
TR UNIT$260.85M5.7%
7-10 YR TRSY BD$199.74M4.4%
CORE S&P500 ETF$146.23M3.2%
0-3 MNTH TREASRY$101.57M2.2%
CL B NEW$101.40M2.2%
CL A$77.03M1.7%
Portfolio Concentration
Top 3$626.91M13.8%
4–10$632.61M13.9%
11–25$518.00M11.4%
Rest$2.76B60.9%
Top 3 weight
13.8%
Top 10 weight
27.7%
Voting Authority Distribution
Total shares with voting rights: 58.59M
Sole
Full voting authority
157.23K
shares
% of voting shares0.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
58.43M
shares
% of voting shares99.7%
Investment Discretion (by position count)
Sole1276
Shared0
Other0
Dominant voting typeNone · 99.7% of voting shares
Institutional Holdings1276
Rows:
SPDR S&P 500 ETF TR
SOLEShares388.30K
TypeSH
Market value$260.85M
5.74%
Sole
2.21K
Shared
0.00
None
386.09K
ISHARES TR
SOLEShares2.05M
TypeSH
Market value$199.74M
4.40%
Sole
6.20K
Shared
0.00
None
2.04M
APPLE INC
SOLEShares640.73K
TypeSH
Market value$166.32M
3.66%
Sole
1.34K
Shared
0.00
None
639.39K
ISHARES TR
SOLEShares216.64K
TypeSH
Market value$146.23M
3.22%
Sole
468.00
Shared
0.00
None
216.17K
MICROSOFT CORP
SOLEShares213.46K
TypeSH
Market value$111.12M
2.45%
Sole
4.18K
Shared
0.00
None
209.28K
ISHARES TR
SOLEShares1.01M
TypeSH
Market value$101.57M
2.24%
Sole
2.45K
Shared
0.00
None
1.01M
BERKSHIRE HATHAWAY INC DEL
SOLEShares206.87K
TypeSH
Market value$101.40M
2.23%
Sole
1.14K
Shared
0.00
None
205.73K
NVIDIA CORPORATION
SOLEShares339.72K
TypeSH
Market value$61.88M
1.36%
Sole
4.78K
Shared
0.00
None
334.94K
VANGUARD INDEX FDS
SOLEShares91.39K
TypeSH
Market value$56.43M
1.24%
Sole
620.00
Shared
0.00
None
90.77K
ELI LILLY & CO
SOLEShares65.75K
TypeSH
Market value$53.99M
1.19%
Sole
49.00
Shared
0.00
None
65.70K
AMAZON COM INC
SOLEShares221.32K
TypeSH
Market value$48.93M
1.08%
Sole
221.00
Shared
0.00
None
221.10K
VANGUARD TAX-MANAGED FDS
SOLEShares739.11K
TypeSH
Market value$45.10M
0.99%
Sole
3.43K
Shared
0.00
None
735.68K
INVESCO QQQ TR
SOLEShares67.24K
TypeSH
Market value$41.05M
0.90%
Sole
376.00
Shared
0.00
None
66.86K
SPDR SERIES TRUST
SOLEShares446.13K
TypeSH
Market value$40.90M
0.90%
Sole
5.65K
Shared
0.00
None
440.48K
ISHARES TR
SOLEShares723.72K
TypeSH
Market value$39.36M
0.87%
Sole
8.01K
Shared
0.00
None
715.71K
META PLATFORMS INC
SOLEShares48.48K
TypeSH
Market value$35.58M
0.78%
Sole
51.00
Shared
0.00
None
48.43K
ALPHABET INC
SOLEShares136.50K
TypeSH
Market value$34.55M
0.76%
Sole
675.00
Shared
0.00
None
135.82K
ALPHABET INC
SOLEShares131.04K
TypeSH
Market value$33.25M
0.73%
Sole
476.00
Shared
0.00
None
130.56K
ISHARES TR
SOLEShares573.80K
TypeSH
Market value$30.47M
0.67%
Sole
8.19K
Shared
0.00
None
565.61K
JPMORGAN CHASE & CO.
SOLEShares99.33K
TypeSH
Market value$29.26M
0.64%
Sole
289.00
Shared
0.00
None
99.05K
VANGUARD INTL EQUITY INDEX F
SOLEShares526.50K
TypeSH
Market value$28.92M
0.64%
Sole
2.53K
Shared
0.00
None
523.98K
VANGUARD INDEX FDS
SOLEShares86.59K
TypeSH
Market value$28.66M
0.63%
Sole
1.07K
Shared
0.00
None
85.52K
TESLA INC
SOLEShares68.51K
TypeSH
Market value$28.18M
0.62%
Sole
0.00
Shared
0.00
None
68.51K
VANGUARD WHITEHALL FDS
SOLEShares197.71K
TypeSH
Market value$27.86M
0.61%
Sole
738.00
Shared
0.00
None
196.97K
VANGUARD SPECIALIZED FUNDS
SOLEShares119.43K
TypeSH
Market value$25.93M
0.57%
Sole
0.00
Shared
0.00
None
119.43K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 388.30K | SH | $260.85M 5.74% | 2.21K | 0.00 | 386.09K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 2.05M | SH | $199.74M 4.40% | 6.20K | 0.00 | 2.04M |
APPLE INCSOLE | COM | 640.73K | SH | $166.32M 3.66% | 1.34K | 0.00 | 639.39K |
ISHARES TRSOLE | CORE S&P500 ETF | 216.64K | SH | $146.23M 3.22% | 468.00 | 0.00 | 216.17K |
MICROSOFT CORPSOLE | COM | 213.46K | SH | $111.12M 2.45% | 4.18K | 0.00 | 209.28K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 1.01M | SH | $101.57M 2.24% | 2.45K | 0.00 | 1.01M |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 206.87K | SH | $101.40M 2.23% | 1.14K | 0.00 | 205.73K |
NVIDIA CORPORATIONSOLE | COM | 339.72K | SH | $61.88M 1.36% | 4.78K | 0.00 | 334.94K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 91.39K | SH | $56.43M 1.24% | 620.00 | 0.00 | 90.77K |
ELI LILLY & COSOLE | COM | 65.75K | SH | $53.99M 1.19% | 49.00 | 0.00 | 65.70K |
AMAZON COM INCSOLE | COM | 221.32K | SH | $48.93M 1.08% | 221.00 | 0.00 | 221.10K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 739.11K | SH | $45.10M 0.99% | 3.43K | 0.00 | 735.68K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 67.24K | SH | $41.05M 0.90% | 376.00 | 0.00 | 66.86K |
SPDR SERIES TRUSTSOLE | BLOOMBERG 1-3 MO | 446.13K | SH | $40.90M 0.90% | 5.65K | 0.00 | 440.48K |
ISHARES TRSOLE | ISHS 5-10YR INVT | 723.72K | SH | $39.36M 0.87% | 8.01K | 0.00 | 715.71K |
META PLATFORMS INCSOLE | CL A | 48.48K | SH | $35.58M 0.78% | 51.00 | 0.00 | 48.43K |
ALPHABET INCSOLE | CAP STK CL A | 136.50K | SH | $34.55M 0.76% | 675.00 | 0.00 | 135.82K |
ALPHABET INCSOLE | CAP STK CL C | 131.04K | SH | $33.25M 0.73% | 476.00 | 0.00 | 130.56K |
ISHARES TRSOLE | ISHS 1-5YR INVS | 573.80K | SH | $30.47M 0.67% | 8.19K | 0.00 | 565.61K |
JPMORGAN CHASE & CO.SOLE | COM | 99.33K | SH | $29.26M 0.64% | 289.00 | 0.00 | 99.05K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 526.50K | SH | $28.92M 0.64% | 2.53K | 0.00 | 523.98K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 86.59K | SH | $28.66M 0.63% | 1.07K | 0.00 | 85.52K |
TESLA INCSOLE | COM | 68.51K | SH | $28.18M 0.62% | 0.00 | 0.00 | 68.51K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 197.71K | SH | $27.86M 0.61% | 738.00 | 0.00 | 196.97K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 119.43K | SH | $25.93M 0.57% | 0.00 | 0.00 | 119.43K |
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