Mutual Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Omaha, NE
Holdings as of
12/31/2025
Date filed
2/2/2026
Form type
13F-HR
Num holdings
1,290
Total value ($000)
$4,665,776
Net value change ($000)
+124,450 (2.7%)
New positions
81
Sold out positions
68
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/4/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LLY 16,737 31.0%
AGG 13,754 118.7%
AAPL 11,513 6.9%
IGIB 9,886 25.1%
GOOGL 8,762 25.4%
SPY 8,490 3.3%
GOOGL 7,596 22.8%
HNGE 6,039 NEW
GOVT 4,673 66.1%
BAI 4,539 274.3%
Top Reduces (Value $000, Stocks/ETFs)
BIL -6,140 -15.0%
STIP -5,286 -64.1%
VGT -4,668 -24.5%
KDEC -4,603 -100.0%
ORCL -3,861 -25.4%
FBTC -3,793 -41.0%
Unilever PLC -3,618 -100.0%
VGSH -3,394 -100.0%
FTSM -3,172 -20.6%
AGQ -3,156 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 969 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type