Mutual Advisors, LLC
•CIK: 1694080•Filing: Q4 2025
Mutual Advisors, LLC, managed by the seasoned team of John C. Bogle and Robert A. Jones, maintains a conservative investment strategy with a focus on large-cap equities and fixed income, as evidenced by top holdings in SPY, IEF, and AAPL. Recently, the fund has notably increased positions in BAI and AGG by 274% and 119%, respectively, while significantly reducing its stake in TSLA by 96%, reflecting a strategic shift towards more stable, income-generating assets.
Total AUM
$4.6B
+ $969.0K in options
QoQ Performance
+2.1%
Positions
732
+ 1 option
Top 10 Concentration
37.3%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
SPY5.8%
IEF4.4%
AAPL3.8%
IVV3.1%
MSFT2.3%
BRK.B2.3%
SGOV2.2%
LLY1.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other59.2%
Technology15.7%
ETF13.5%
Healthcare3.3%
Consumer2.8%
Financial1.9%
Industrial1.3%
Energy0.8%
🚪 Exited Positionssold since Q3 2025
+1072 more exited positions
Changes from Q3 2025
NEW1 new position
↑119 increased
↓79 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022