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Mutual Advisors, LLC - Portfolio Stock Holdings

Mutual Advisors, LLC disclosed 1440 stock positions in a recent SEC 13F filing. $5,282,779,745 of stock holdings were filed, with the largest holdings including SPY, IEF, and AAPL. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.

We estimate the fund has a total AUM of $8,545,398,177 and has 208 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

1440

Est. Stock Holding Value:

$5,282,779,745

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Mutual Advisors, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Mutual Advisors, LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.