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Livermore
Livermore
ZHEN

Mutual Advisors, LLC

SEC CIK
0001694080
Latest filing
Aug 14, 2026

The latest 13F from Mutual Advisors, LLC covers Q2 2026 (filed Aug 14, 2026): 1,377 long positions worth $5.31B. The top 10 holdings make up 26.7% of the portfolio, and the largest is SPDR S&P 500 ETF Trust (SPY) at 5.3%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
139
Est. +$104.3M
Added
652
Est. +$352.9M
Reduced
508
Est. −$259.5M
Sold out
71
Est. −$41.7M

Top 5 holdings

Share of this quarter's portfolio value

  1. SPYSPDR S&P 500 ETF Trust
    5.3%$279.8MHistory
  2. iShares Tr464287440
    4.5%$237.7M
  3. AAPLApple Inc.
    3.6%$191.8MHistory
  4. iShares Core S&P 500 ETF464287200
    3.0%$156.6M
  5. BRK.BBerkshire Hathaway Inc
    2.0%$108.1MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833
    +$36.8MAdded
  2. iShares Tr464287440
    +$32.5MAdded
  3. iShares Tr46429B655
    +$22.0MAdded
  4. NVDANVIDIA Corp
    +$11.7MAddedHistory
  5. BlackRock ETF Trust09290C665
    +$8.78MNew

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833
    +0.69 pp<0.1% → 0.7%
  2. iShares Tr46429B655
    +0.41 pp<0.1% → 0.4%
  3. MUMicron Technology Inc
    +0.35 pp0.2% → 0.5%History
  4. NVDANVIDIA Corp
    +0.23 pp1.3% → 1.5%History
  5. LLYEli Lilly & Co
    +0.21 pp1.3% → 1.6%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Tr464288638
    −$38.6MReduced
  2. iShares Core U.S. Aggregate Bond ETF464287226
    −$20.0MReduced
  3. SPYSPDR S&P 500 ETF Trust
    −$19.4MReducedHistory
  4. HNGEHinge Health, Inc.
    −$10.5MReducedHistory
  5. iShares Tr46434V860
    −$8.38MReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Tr464288638
    −0.85 pp1.0% → 0.2%
  2. iShares Core U.S. Aggregate Bond ETF464287226
    −0.45 pp0.6% → 0.1%
  3. SPYSPDR S&P 500 ETF Trust
    −0.31 pp5.6% → 5.3%History
  4. iShares Tr46434V860
    −0.21 pp0.5% → 0.3%
  5. NFLXNetflix Inc
    −0.14 pp0.3% → 0.2%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$5.31B
+$643.6M (+13.8%) vs. prior quarter
Positions
1,377
+68 vs. prior quarter
Top 10 concentration
26.7%
Top 10 as share of value
Turnover
6.0%
Q2 2026, one quarter
Average holding period
18.2 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $5.31B (Q2 2026)

Q1 2021: $1.46BQ2 2021: $1.68BQ3 2021: $1.69BQ4 2021: $1.89BQ1 2022: $1.78BQ2 2022: $1.51BQ3 2022: $1.91BQ4 2022: $2.23BQ1 2023: $2.44BQ2 2023: $2.63BQ3 2023: $2.56BQ4 2023: $2.87BQ1 2024: $3.12BQ2 2024: $3.31BQ3 2024: $3.42BQ4 2024: $3.45BQ1 2025: $3.49BQ2 2025: $4.00BQ3 2025: $4.54BQ4 2025: $4.66BQ1 2026: $4.66BQ2 2026: $5.31B
Q1 2021Q2 2026
13F filings of Mutual Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 20261,377$5.31BSPYiShares TrAAPLvs. Q1 2026SEC
Q1 2026May 4, 20261,309$4.66BSPYiShares TrAAPLvs. Q4 2025SEC
Q4 2025Feb 2, 20261,289$4.66BSPYiShares TrAAPLvs. Q3 2025SEC
Q3 2025Nov 4, 20251,276$4.54BSPYiShares TrAAPLvs. Q2 2025SEC
Q2 2025Jul 28, 20251,170$4.00BSPYiShares TrAAPLvs. Q1 2025SEC
Q1 2025Apr 28, 20251,079$3.49BSPYiShares TrAAPLvs. Q4 2024SEC
Q4 2024Jan 17, 20251,066$3.45BiShares U.S. Treasury Bond ETFSPYAAPLvs. Q3 2024SEC
Q3 2024Oct 25, 20241,083$3.42BiShares U.S. Treasury Bond ETFSPYAAPLvs. Q2 2024SEC
Q2 2024Jul 30, 20241,077$3.31BiShares U.S. Treasury Bond ETFSPYAAPLvs. Q1 2024SEC
Q1 2024May 2, 20241,078$3.12BiShares U.S. Treasury Bond ETFSPYAAPLvs. Q4 2023SEC
Q4 2023Jan 12, 20241,003$2.87BiShares U.S. Treasury Bond ETFSPYAAPLvs. Q3 2023SEC
Q3 2023Nov 13, 2023968$2.56BSPYiShares TrAAPLvs. Q2 2023SEC
Q2 2023Jul 31, 2023995$2.63BSPYAAPLiShares Core S&P 500 ETFvs. Q1 2023SEC
Q1 2023Apr 11, 2023968$2.44BSPYAAPLiShares Trust iShares 0-1 Year Treasury Bond ETFvs. Q4 2022SEC
Q4 2022Jan 12, 2023914$2.23BSPYAAPLiShares Trvs. Q3 2022SEC
Q3 2022Nov 3, 2022867$1.91BSPYAAPLiShares Trvs. Q2 2022SEC
Q2 2022Aug 15, 2022821$1.51BAAPLiShares Core S&P 500 ETFMSFTvs. Q1 2022SEC
Q1 2022May 9, 2022859$1.78BAAPLiShares Core S&P 500 ETFMSFTvs. Q4 2021SEC
Q4 2021Feb 14, 2022881$1.89BAAPLiShares Core S&P 500 ETFMSFTvs. Q3 2021SEC
Q3 2021Nov 15, 2021860$1.69BAAPLiShares Core S&P 500 ETFMSFTvs. Q2 2021SEC
Q2 2021Aug 12, 2021820$1.68BAAPLiShares Core S&P 500 ETFMSFTvs. Q1 2021SEC
Q1 2021May 13, 2021767$1.46BAAPLiShares Core S&P 500 ETFMSFT–SEC