1y return+15.2%S&P 500 +20.9%
3y return+44.4%S&P 500 +68.5%
5y return+35.3%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $191 against $280 in the S&P 500.2
Mutual Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYState Str Spdr S&p 500 Etf T | $279.8M | 5.3% | −6.5% |
| IEFIshares Tr | $237.7M | 4.5% | +15.8% |
| AAPLApple Inc | $191.8M | 3.6% | +3.7% |
| IVVIshares Tr | $156.6M | 3.0% | +1.2% |
| BRK/BBerkshire Hathaway Inc Del | $108.1M | 2.0% | |
| SGOVIshares Tr | $106.0M | 2.0% | +3.0% |
| MSFTMicrosoft Corp | $92.1M | 1.7% | +2.4% |
| LLYEli Lilly & Co | $82.5M | 1.6% | |
| VOOVanguard Index Fds | $82.1M | 1.5% | +11.4% |
| NVDANvidia Corporation | $80.7M | 1.5% | +16.9% |
| VEAVanguard Tax-managed Fds | $62.6M | 1.2% | +5.8% |
| AMZNAmazon Com Inc | $55.3M | 1.0% | +3.1% |
| QQQInvesco Qqq Tr | $50.7M | 1.0% | −11.7% |
| GOOGAlphabet Inc | $47.6M | 0.9% | +2.3% |
| GOOGLAlphabet Inc | $44.4M | 0.8% | |
| MINTPimco Etf Tr | $38.5M | 0.7% | +2218.5% |
| VWOVanguard Intl Equity Index F | $38.0M | 0.7% | +5.9% |
| PYLDPimco Etf Tr | $34.3M | 0.6% | +6.9% |
| VYMVanguard Whitehall Fds | $33.9M | 0.6% | +8.3% |
| VTIVanguard Index Fds | $33.2M | 0.6% | +2.5% |
| VTVVanguard Index Fds | $32.9M | 0.6% | +17.8% |
| JPMJpmorgan Chase & Co | $32.4M | 0.6% | |
| METAMeta Platforms Inc | $30.9M | 0.6% | +2.2% |
| PJANInnovator Etfs Trust | $28.7M | 0.5% | |
| CBSHCommerce Bancshares Inc | $28.5M | 0.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $80.7M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $28.3M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $27.7M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $22.0M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $82.5M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $44.4M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $47.6M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $32.4M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $191.8M |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $22.6M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $2.5M
- EALTInnovator Etfs Trust was $2.4M
- JNKSpdr Series Trust was $1.8M
- SFLRInnovator Etfs Trust was $1.3M
- BXCBluelinx Hldgs Inc was $1.3M
- HOVHovnanian Enterprises Inc was $1.3M
- QFLRInnovator Etfs Trust was $1.3M
- HRBBlock H & R Inc was $1.2M
- SNOWSnowflake Inc was $1.2M
- BTUPeabody Engr Corp was $1.1M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.7% | +14.8% |
| March 31, 2026 | −2.3% | −4.6% |
| December 31, 2025 | +1.5% | +2.4% |
| September 30, 2025 | +5.9% | +7.8% |
| June 30, 2025 | +6.2% | +10.5% |
| March 31, 2025 | −2.2% | −4.6% |
| December 31, 2024 | +0.2% | +2.1% |
| September 30, 2024 | +5.6% | +5.4% |
| June 30, 2024 | +2.0% | +4.0% |
| March 31, 2024 | +6.0% | +10.0% |
| December 31, 2023 | +9.2% | +11.2% |
| September 30, 2023 | −3.4% | −3.6% |
| June 30, 2023 | +4.5% | +8.3% |
| March 31, 2023 | +4.7% | +7.0% |
| December 31, 2022 | +5.9% | +7.1% |
| September 30, 2022 | −5.5% | −5.3% |
| June 30, 2022 | −14.9% | −16.5% |
| March 31, 2022 | −4.8% | −4.9% |
| December 31, 2021 | +7.0% | +10.7% |
| September 30, 2021 | −1.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Mutual Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1694080&type=13F-HR&dateb=&owner=include&count=40CIK 1694080
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1694080/000198615226000154/Filed August 14, 2026 · accession 0001986152-26-000154