Mutual Advisors, LLC
All 13F Filings
- Location
- Omaha, NE
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 4,665,776
- Description
- Omaha Nebraska based advisory led wealth manager with a manager led operating structure and a governance centered and selective investment mandate. The approach emphasizes fundamental research depth, active stewardship and governance oversight, and planning integrated mandate design for fiduciary household mandates. Decision making is guided by risk budgets, governance discipline, and pragmatic portfolio controls through portfolio concentration discipline and portfolio discipline.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/2/2026 | 1,290 | 4,665,776 | 13F-HR | Mutual Advisors, LLC |
| Q3 2025 | 11/4/2025 | 1,277 | 4,541,326 | 13F-HR | Mutual Advisors, LLC |
| Q2 2025 | 7/28/2025 | 1,171 | 4,004,531 | 13F-HR | Mutual Advisors, LLC |
| Q1 2025 | 4/28/2025 | 1,080 | 3,494,139 | 13F-HR | Mutual Advisors, LLC |
| Q4 2024 | 1/17/2025 | 1,069 | 3,455,026 | 13F-HR | Mutual Advisors, LLC |
| Q3 2024 | 10/25/2024 | 1,086 | 3,421,071 | 13F-HR | Mutual Advisors, LLC |
| Q2 2024 | 7/30/2024 | 1,080 | 3,312,673 | 13F-HR | Mutual Advisors, LLC |
| Q1 2024 | 5/2/2024 | 1,079 | 3,118,084 | 13F-HR | Mutual Advisors, LLC |
| Q4 2023 | 1/12/2024 | 1,004 | 2,874,167 | 13F-HR | Mutual Advisors, LLC |
| Q3 2023 | 11/13/2023 | 969 | 2,564,011 | 13F-HR | Mutual Advisors, LLC |
| Q2 2023 | 7/31/2023 | 996 | 2,634,901 | 13F-HR | Mutual Advisors, LLC |
| Q1 2023 | 4/11/2023 | 969 | 2,437,365 | 13F-HR | Mutual Advisors, LLC |
| Q4 2022 | 1/12/2023 | 916 | 2,235,190 | 13F-HR | Mutual Advisors, LLC |
| Q3 2022 | 11/3/2022 | 877 | 1,943,732 | 13F-HR | Mutual Advisors, LLC |
| Q2 2022 | 8/15/2022 | 854 | 1,510,429 | 13F-HR | Mutual Advisors, LLC |
| Q1 2022 | 5/9/2022 | 860 | 1,786,888 | 13F-HR | Mutual Advisors, LLC |
| Q4 2021 | 2/14/2022 | 882 | 1,889,727 | 13F-HR | Mutual Advisors, LLC |
| Q3 2021 | 11/15/2021 | 861 | 1,690,044 | 13F-HR | Mutual Advisors, LLC |
| Q2 2021 | 8/12/2021 | 821 | 1,686,353 | 13F-HR | Mutual Advisors, LLC |
| Q1 2021 | 5/13/2021 | 769 | 1,461,714 | 13F-HR | Mutual Advisors, LLC |
| Q4 2020 | 2/11/2021 | 735 | 1,346,200 | 13F-HR | Mutual Advisors, LLC |
| Q3 2020 | 11/13/2020 | 671 | 1,153,280 | 13F-HR | Mutual Advisors, LLC |
| Q2 2020 | 8/5/2020 | 648 | 1,017,659 | 13F-HR | Mutual Advisors, LLC |
| Q1 2020 | 5/13/2020 | 560 | 737,122 | 13F-HR | Mutual Advisors, LLC |
| Q4 2019 | 2/11/2020 | 596 | 940,064 | 13F-HR | Mutual Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
969
(0.0% of total reported value)
· QoQ Δ:
-177
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.72 M | 79.9% | 112 K | 0 | 112 K |
| ETFs | 869.6 K | 18.7% | 15.06 K | 0 | 15.06 K |
| Debt | 48.07 K | 1.0% | 0 | 1.184 K | -1.184 K |
| Other | 19.81 K | 0.4% | 1.305 K | 0 | 1.305 K |
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Fund Snapshot
Q4 2025
Latest filed
2/2/2026
Total value ($000)
4,665,776
Holdings
1290
QoQ value change ($000)
124,450
(2.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.