Mutual Advisors, LLC
Annual return '25
+14.6%
SPY '25
+17.7%
Alpha
-3.1ptsvs SPY
Invested
$4.7B
Holdings
1,308
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
STATE STR SPDR S&P 500 ETF T
Held since at least Q1 2024
5.6%
02
$IEF
ISHARES TR
Held since at least Q1 2024
4.4%
03
$AAPL
APPLE INC
Held since at least Q1 2024
3.5%
04
$IVV
ISHARES TR
Held since at least Q1 2024
2.9%
05
$SGOV
ISHARES TR
Held since at least Q1 2024
2.2%
06
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Held since at least Q1 2024
2.2%
07
$MSFT
MICROSOFT CORP
Held since at least Q1 2024
1.9%
08
$VOO
VANGUARD INDEX FDS
Held since at least Q1 2024
1.4%
09
$LLY
ELI LILLY & CO
Held since at least Q1 2024
1.3%
10
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:08 UTC.