Mutual Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Omaha, NE
Holdings as of
3/31/2026
Date filed
5/1/2026
Form type
13F-HR
Num holdings
1,325
Total value ($000)
$4,666,828
Net value change ($000)
+1,052 (0.0%)
New positions
107
Sold out positions
87
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
PYLD 15,785 99.4%
TFLO 15,048 220.6%
HFSI 7,726 NEW
NJAN 7,638 41.9%
CGDV 6,992 68.1%
PJAN 6,916 35.1%
COST 6,394 36.9%
XOM 5,432 43.5%
CVX 5,193 37.1%
VOO 4,870 8.2%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -18,842 -17.4%
IGSB -18,627 -65.6%
AAPL -15,575 -8.8%
IVV -11,097 -7.6%
SPY -8,790 -3.3%
CANQ -8,767 -94.8%
XLC -8,417 -67.6%
IUSB -8,171 -57.9%
LLY -7,901 -11.2%
GOOGL -7,559 -17.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 4,885 (0.1% 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