Mutual Advisors
Mutual Advisors reported 1,377 stocks worth $5.3B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SPY (5.3%), IEF (4.5%) and AAPL (3.6%). Compared with Q1 2026, the fund added to IEF, AAPL and IVV, trimmed SPY, QQQ and NJAN and sold out of EALT, JNK and SFLR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $280M | 5.3% | 375K | −26K (−6%) | 8 of 8 | |
| 2 |  IEF Ishares TR | $238M | 4.5% | 2.5M | +343K (+16%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $192M | 3.6% | 663K | +24K (+4%) | 8 of 8 | |
| 4 |  IVV Ishares TR | $157M | 3.0% | 209K | +2,500 (+1%) | 8 of 8 | |
| 5 |  BRK.B Berkshire Hathaway Inc Del | $108M | 2.0% | 216K | +1,775 (+1%) | 8 of 8 | |
| 6 |  SGOV Ishares TR | $106M | 2.0% | 1.1M | +30K (+3%) | 8 of 8 | |
| 7 |  MSFT Microsoft Corp | $92.1M | 1.7% | 247K | +5,872 (+2%) | 8 of 8 | |
| 8 |  LLY Eli Lilly & Co | $82.5M | 1.6% | 69K | +466 (+1%) | 8 of 8 | |
| 9 |  VOO Vanguard S&P 500 ETF | $82.1M | 1.6% | 119K | +12K (+11%) | 8 of 8 | |
| 10 |  NVDA Nvidia Corporation | $80.7M | 1.5% | 403K | +58K (+17%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $2.5M | 11K |
 EALT Innovator U.s. Equity 5 to 15 Buffer ETF - Quarterly | $2.4M | 71K |
 JNK Spdr Series Trust | $1.8M | 19K |
 SFLR Innovator Etfs Trust | $1.3M | 36K |
 BXC Bluelinx Hldgs Inc | $1.3M | 24K |
🔒 Free account: see all 30.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 TSLA Tesla Inc | Call | $3.2M | 7,500 | 0 |
NVDA Nvidia Corporation | Put | $440K | 2,200 | −400 |
 BA Boeing Co | Call | $433K | 2,000 | +2,000 |
 AMZN Amazon Com Inc | Put | $334K | 1,400 | 0 |
 CAT Caterpillar Inc | Put | $319K | 300 | 0 |
🔒 Free account: see all 15.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Mutual Advisors 13F FAQ
What does Mutual Advisors own?
Mutual Advisors reported 1,377 stocks worth $5.3B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SPY (5.3%), IEF (4.5%) and AAPL (3.6%). The table above lists every position in the filing (the top 10 without an account).
What did Mutual Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 142 new positions, 639 added to, 486 trimmed and 74 sold out. It sold all of EALT, JNK and SFLR.
When will Mutual Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Mutual Advisors's portfolio worth?
The Q2 2026 filing reports $5.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.