Mutual Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Omaha, NE
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
1,392
Total value ($000)
$5,310,826
Net value change ($000)
+643,998 (13.8%)
New positions
141
Sold out positions
74
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/1/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
MINT 36,798 2223.4%
IEF 30,562 14.8%
AAPL 29,546 18.2%
FLOT 21,955 1195.2%
IVV 21,642 16.0%
NVDA 20,538 34.1%
LLY 19,660 31.3%
MU 19,463 250.2%
SPY 19,260 7.4%
VOO 17,968 28.0%
Top Reduces (Value $000, Stocks/ETFs)
IGIB -38,678 -81.8%
AGG -20,124 -77.0%
TFLO -8,379 -38.3%
IBHF -6,023 -79.4%
NFLX -4,945 -30.5%
HNGE -4,656 -91.8%
ITA -4,614 -76.8%
IDV -4,276 -57.0%
FENI -3,958 -71.1%
WMT -3,819 -21.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 5,261 (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