Mutual Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Omaha, NE
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
1,419
Total value ($000)
$5,817,452
Net value change ($000)
+506,626 (9.5%)
New positions
126
Sold out positions
95
Turnover %
5.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SPACE EXPLORATION TECHN CORP 353,037 19031.6%
TLH 154,465 NEW
SGOV 69,745 65.8%
MSFT 36,386 39.5%
AAPL 28,018 14.6%
XOM 17,143 NEW
XBI 15,554 702.8%
FLOT 11,586 48.7%
NVDA 10,418 12.9%
MINT 8,616 22.4%
Top Reduces (Value $000, Stocks/ETFs)
IEF -230,401 -96.9%
XOM -14,200 -100.0%
MU -6,445 -23.7%
BIL -5,342 -19.0%
CAT -4,553 -20.7%
DTCR -4,523 -100.0%
NUKZ -4,193 -86.1%
CRAK -3,919 -100.0%
TSLA -3,800 -14.3%
ARCC -3,631 -55.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 4,399 (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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type