MUTUAL ADVISORS, LLC

Filed: 5/4/2026ACC: 0001986152-26-000054

📋 What this filing means

MUTUAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 1309 equity positions with a total reported market value of $4.67B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

1309

Positions

$4.67B

Total AUM (reported)

62.89M

Total Shares

Allocation by class

COM$1.25B26.8%

TR UNIT$260.61M5.6%

7-10 YR TRSY BD$207.09M4.4%

CORE S&P500 ETF$134.97M2.9%

STATE STREET SPD$128.64M2.8%

0-3 MNTH TREASRY$102.92M2.2%

CL B NEW$102.69M2.2%

Portfolio Concentration

Top 3$629.96M13.5%

4–10$617.40M13.2%

11–25$531.57M11.4%

Rest$2.89B61.9%

Top 3 weight

13.5%

Top 10 weight

26.7%

Voting Authority Distribution

Total shares with voting rights: 62.89M

Sole

Full voting authority

164.31K

% of voting shares0.3%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

62.73M

% of voting shares99.7%

Investment Discretion (by position count)

Sole1309

Shared0

Other0

Dominant voting typeNone · 99.7% of voting shares

Institutional Holdings1309

Rows:

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares400.73K

TypeSH

Market value$260.61M

5.58%

Sole

2.04K

Shared

0.00

None

398.69K

ISHARES TR

SOLE

7-10 YR TRSY BD

Shares2.17M

TypeSH

Market value$207.09M

4.44%

Sole

5.93K

Shared

0.00

None

2.16M

APPLE INC

SOLE

COM

Shares639.34K

TypeSH

Market value$162.26M

3.48%

Sole

1.47K

Shared

0.00

None

637.87K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares206.63K

TypeSH

Market value$134.97M

2.89%

Sole

1.05K

Shared

0.00

None

205.58K

ISHARES TR

SOLE

0-3 MNTH TREASRY

Shares1.02M

TypeSH

Market value$102.92M

2.21%

Sole

2.85K

Shared

0.00

None

1.02M

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares214.31K

TypeSH

Market value$102.69M

2.20%

Sole

1.36K

Shared

0.00

None

212.94K

MICROSOFT CORP

SOLE

COM

Shares241.14K

TypeSH

Market value$89.26M

1.91%

Sole

4.22K

Shared

0.00

None

236.92K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares107.27K

TypeSH

Market value$64.10M

1.37%

Sole

948.00

Shared

0.00

None

106.33K

ELI LILLY & CO

SOLE

COM

Shares68.30K

TypeSH

Market value$62.82M

1.35%

Sole

43.00

Shared

0.00

None

68.26K

NVIDIA CORPORATION

SOLE

COM

Shares347.62K

TypeSH

Market value$60.62M

1.30%

Sole

4.89K

Shared

0.00

None

342.73K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares830.64K

TypeSH

Market value$53.23M

1.14%

Sole

5.08K

Shared

0.00

None

825.56K

ISHARES TR

SOLE

ISHS 5-10YR INVT

Shares888.68K

TypeSH

Market value$47.30M

1.01%

Sole

8.16K

Shared

0.00

None

880.51K

AMAZON COM INC

SOLE

COM

Shares226.42K

TypeSH

Market value$47.16M

1.01%

Sole

581.00

Shared

0.00

None

225.84K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares78.03K

TypeSH

Market value$45.04M

0.97%

Sole

340.00

Shared

0.00

None

77.69K

ALPHABET INC

SOLE

CAP STK CL C

Shares131.63K

TypeSH

Market value$37.76M

0.81%

Sole

650.00

Shared

0.00

None

130.98K

ALPHABET INC

SOLE

CAP STK CL A

Shares124.32K

TypeSH

Market value$35.75M

0.77%

Sole

583.00

Shared

0.00

None

123.73K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares601.28K

TypeSH

Market value$32.50M

0.70%

Sole

3.23K

Shared

0.00

None

598.06K

PIMCO ETF TR

SOLE

MULTISECTOR BD

Shares1.21M

TypeSH

Market value$31.66M

0.68%

Sole

0.00

Shared

0.00

None

1.21M

META PLATFORMS INC

SOLE

CL A

Shares54.23K

TypeSH

Market value$31.02M

0.66%

Sole

51.00

Shared

0.00

None

54.17K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares338.06K

TypeSH

Market value$30.98M

0.66%

Sole

6.70K

Shared

0.00

None

331.36K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares198.05K

TypeSH

Market value$29.33M

0.63%

Sole

803.00

Shared

0.00

None

197.25K

JPMORGAN CHASE & CO

SOLE

COM

Shares98.67K

TypeSH

Market value$29.03M

0.62%

Sole

289.00

Shared

0.00

None

98.38K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares87.48K

TypeSH

Market value$28.07M

0.60%

Sole

1.04K

Shared

0.00

None

86.45K

INNOVATOR ETFS TRUST

SOLE

US EQTY PWR BUF

Shares577.52K

TypeSH

Market value$26.64M

0.57%

Sole

0.00

Shared

0.00

None

577.52K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares263.18K

TypeSH

Market value$26.13M

0.56%

Sole

0.00

Shared

0.00

None

263.18K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	400.73K	SH	$260.61M 5.58%	2.04K	398.69K
ISHARES TRSOLE	7-10 YR TRSY BD	2.17M	SH	$207.09M 4.44%	5.93K	2.16M
APPLE INCSOLE	COM	639.34K	SH	$162.26M 3.48%	1.47K	637.87K
ISHARES TRSOLE	CORE S&P500 ETF	206.63K	SH	$134.97M 2.89%	1.05K	205.58K
ISHARES TRSOLE	0-3 MNTH TREASRY	1.02M	SH	$102.92M 2.21%	2.85K	1.02M
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	214.31K	SH	$102.69M 2.20%	1.36K	212.94K
MICROSOFT CORPSOLE	COM	241.14K	SH	$89.26M 1.91%	4.22K	236.92K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	107.27K	SH	$64.10M 1.37%	948.00	106.33K
ELI LILLY & COSOLE	COM	68.30K	SH	$62.82M 1.35%	43.00	68.26K
NVIDIA CORPORATIONSOLE	COM	347.62K	SH	$60.62M 1.30%	4.89K	342.73K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	830.64K	SH	$53.23M 1.14%	5.08K	825.56K
ISHARES TRSOLE	ISHS 5-10YR INVT	888.68K	SH	$47.30M 1.01%	8.16K	880.51K
AMAZON COM INCSOLE	COM	226.42K	SH	$47.16M 1.01%	581.00	225.84K
INVESCO QQQ TRSOLE	UNIT SER 1	78.03K	SH	$45.04M 0.97%	340.00	77.69K
ALPHABET INCSOLE	CAP STK CL C	131.63K	SH	$37.76M 0.81%	650.00	130.98K
ALPHABET INCSOLE	CAP STK CL A	124.32K	SH	$35.75M 0.77%	583.00	123.73K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	601.28K	SH	$32.50M 0.70%	3.23K	598.06K
PIMCO ETF TRSOLE	MULTISECTOR BD	1.21M	SH	$31.66M 0.68%	0.00	1.21M
META PLATFORMS INCSOLE	CL A	54.23K	SH	$31.02M 0.66%	51.00	54.17K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	338.06K	SH	$30.98M 0.66%	6.70K	331.36K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	198.05K	SH	$29.33M 0.63%	803.00	197.25K
JPMORGAN CHASE & COSOLE	COM	98.67K	SH	$29.03M 0.62%	289.00	98.38K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	87.48K	SH	$28.07M 0.60%	1.04K	86.45K
INNOVATOR ETFS TRUSTSOLE	US EQTY PWR BUF	577.52K	SH	$26.64M 0.57%	0.00	577.52K
ISHARES TRSOLE	CORE US AGGBD ET	263.18K	SH	$26.13M 0.56%	0.00	263.18K

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