StockDriftsStockDriftsTop 50 Mutual Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 5.27% | 374.7K | $279.8M | -6.48%(-25.94K) | $441.41(+75.65%) | 2026-06-30 | |
| IEF | ISHARES TR | 4.48% | 2.51M | $237.7M | +15.81%(+343.13K) | $94.39(-1.51%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.62% | 662.9K | $191.8M | +3.68%(+23.52K) | $104.57(+192.02%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.95% | 209.1K | $156.6M | +1.21%(+2.50K) | $337.69(+130.66%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.04% | 216.1K | $108.1M | +0.83%(+1.77K) | $290.96(+72.30%) | 2026-06-30 | |
| SGOV | ISHARES TR | 2% | 1.05M | $106.0M | +2.97%(+30.36K) | $100.53(+0.03%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.74% | 247.0K | $92.1M | +2.44%(+5.87K) | $235.14(+106.71%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 1.55% | 68.8K | $82.5M | +0.68%(+466) | $624.94(+88.72%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 1.55% | 119.5K | $82.1M | +11.39%(+12.22K) | $432.50(+64.78%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.52% | 403.4K | $80.7M | +16.91%(+58.35K) | $61.75(+266.08%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.30% | +53.28% | +7.77% | +45.37% |
| Top 20 Holdings Unweighted | +18.05% | +64.50% | +7.84% | +45.88% |
Mutual Advisors LLC reports $5.31B in US-listed equity holdings across 1,377 positions in its most recent 13F filing. Its largest disclosed positions are SPY (5.3%), IEF (4.5%) and AAPL (3.6%). The top 20 holdings account for 35% of reported assets. Its disclosed equity book has returned +53.28% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Mutual Advisors LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Mutual Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1694080). View Mutual Advisors LLC’s 13F filings on SEC