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MKT Advisors LLC

SEC CIK
0001906802
Latest filing
Jul 9, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Jul 9, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
155
−2 vs. Q1 2026
Portfolio value
$321.8M
+$23.5M (+7.9%) vs. Q1 2026
Filed
Jul 9, 2026
SEC
Holdings of MKT Advisors LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
SPYSPDR S&P 500 ETF TrustETF46,445$34.7M10.8%−2,480−5.1%ReducedHistory
Vanguard S&P 500 ETF922908363ETF37,294$25.6M8.0%−578−1.5%Reduced–
iShares Tr46434V860TRS FLT RT BD451,670$22.8M7.1%+26,505+6.2%Added–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF222,277$19.6M6.1%+32,715+17.3%Added–
iShares Tr46436E841IBONDS 27 TRM TS840,464$18.8M5.8%+36,331+4.5%Added–
iShares Tr46436E833IBONDS 28 TRM TS841,610$18.6M5.8%+38,797+4.8%Added–
iShares Tr46436E858IBONDS 26 TRM TS809,577$18.5M5.7%+31,926+4.1%Added–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 130,396$16.1M5.0%−619−2.0%ReducedHistory
iShares Tr46436E825IBONDS 29 TRM TS661,757$14.3M4.4%+49,278+8.0%Added–
iShares Tr46436E593IBOND DEC 2030712,012$13.8M4.3%+39,671+5.9%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF33,966$6.09M1.9%+224+0.7%Added–
SPDR Series Trust78468R101ST SHO TREAS ETF203,633$5.89M1.8%+56,670+38.6%Added–
AAPLApple Inc.Stock13,676$4.25M1.3%+119+0.9%AddedHistory
MSFTMicrosoft CorpStock7,651$2.98M0.9%−613−7.4%ReducedHistory
iShares Tr46432F859CORE 1 5 YR USD59,455$2.86M0.9%+4,543+8.3%Added–
BlackRock ETF Trust09290C103ISHARES US EQUIT38,610$2.60M0.8%−297−0.8%Reduced–
GOOGLAlphabet Inc.Stock6,647$2.44M0.8%−474−6.7%ReducedHistory
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF20,623$2.43M0.8%−1,347−6.1%Reduced–
Vanguard Dividend Appreciation ETF921908844ETF9,680$2.31M0.7%−193−2.0%Reduced–
Invesco QQQ Trust Series I46090E103ETF3,082$2.19M0.7%−204−6.2%Reduced–
iShares Core S&P 500 ETF464287200ETF2,890$2.17M0.7%−2−0.1%Reduced–
AVGOBroadcom Inc.Stock5,649$2.09M0.7%−665−10.5%ReducedHistory
AMGNAmgen IncStock5,632$2.07M0.6%−17−0.3%ReducedHistory
SRESempraStock21,872$2.07M0.6%+1,073+5.2%AddedHistory
BlackRock ETF Trust09290C764ISHA IN CTRY ETF55,777$2.00M0.6%+55,777New–
AMZNAmazon Com IncStock7,974$1.96M0.6%−157−1.9%ReducedHistory
iShares S&P 500 Growth ETF464287309ETF12,062$1.64M0.5%00.0%Unchanged–
NVDANVIDIA CorpStock7,961$1.57M0.5%+159+2.0%AddedHistory
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF25,295$1.56M0.5%−10,403−29.1%Reduced–
COSTCostco Wholesale CorpStock1,647$1.56M0.5%−127−7.2%ReducedHistory
Vanguard Morningstar Growth ETF922908736ETF17,382$1.49M0.5%+3,072+21.5%AddedConverted for a 6-for-1 split–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF12,501$1.47M0.5%−996−7.4%Reduced–
BRK.BBerkshire Hathaway IncStock2,878$1.45M0.5%−86−2.9%ReducedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF25,153$1.41M0.4%−562−2.2%Reduced–
iShares Tr464287721U.S. TECH ETF5,707$1.39M0.4%−411−6.7%Reduced–
QCOMQualcomm IncStock6,952$1.27M0.4%−384−5.2%ReducedHistory
WisdomTree Tr97717Y527FLOATNG RAT TREA24,397$1.23M0.4%−613−2.5%Reduced–
GOOGAlphabet Inc.Stock3,323$1.21M0.4%−391−10.5%ReducedHistory
AFLAflac IncStock9,593$1.17M0.4%+76+0.8%AddedHistory
State Street Industrial Select Sector SPDR ETF81369Y704ETF6,060$1.11M0.3%+10.0%Added–
iShares Select Dividend ETF464287168ETF6,898$1.10M0.3%−284−4.0%Reduced–
iShares Tr46435G425ESG AWR MSCI USA6,638$1.09M0.3%00.0%Unchanged–
State Street Health Care Select Sector SPDR ETF81369Y209ETF6,561$1.08M0.3%−207−3.1%Reduced–
iShares S&P 500 Value ETF464287408ETF4,450$1.03M0.3%00.0%Unchanged–
BlackRock ETF Trust09290C806ISHA US THEM ETF23,333$995.8K0.3%−4,189−15.2%Reduced–
MCDMcDonalds CorpStock3,510$990.6K0.3%−153−4.2%ReducedHistory
iShares Flexible Income Active ETF092528603ETF18,952$989.3K0.3%+1,739+10.1%Added–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF8,158$905.7K0.3%00.0%Unchanged–
BlackRock ETF Trust09290C780ISHA I IN TE ETF19,757$900.1K0.3%−4,538−18.7%Reduced–
JPMJPMorgan Chase & CoStock2,520$854.9K0.3%+31+1.2%AddedHistory
iShares MSCI USA Quality Factor ETF46432F339ETF3,828$833.5K0.3%−4,212−52.4%Reduced–
SPDR Series Trust78464A763ST STR SP DIV5,156$802.4K0.2%−139−2.6%Reduced–
AZOAutoZone IncCOM242$744.1K0.2%−4−1.6%ReducedHistory
WMTWalmart Inc.Stock6,215$693.2K0.2%−881−12.4%ReducedHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF8,108$688.0K0.2%+15+0.2%Added–
GLDSPDR Gold TrustETF1,799$679.1K0.2%00.0%UnchangedHistory
FDXFedEx CorpStock2,119$663.0K0.2%+4+0.2%AddedHistory
iShares Tr464287119MORNINGSTAR GRWT5,810$663.0K0.2%+10.0%Added–
SBUXStarbucks CorpStock6,324$655.2K0.2%−253−3.8%ReducedHistory
Global X FDS37960A529DEFENSE TECH ETF10,023$639.4K0.2%+3,395+51.2%Added–
CATCaterpillar IncStock678$637.1K0.2%+6+0.9%AddedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT2,959$635.4K0.2%00.0%Unchanged–
MRKMerck & Co., Inc.Stock4,919$633.8K0.2%00.0%UnchangedHistory
iShares Tr46438G885IBONDS OCT 203024,265$622.4K0.2%+1,600+7.1%Added–
AEPAmerican Electric Power Co IncStock4,469$614.6K0.2%−679−13.2%ReducedHistory
Invesco Exch Traded FD Tr II46138E339S&P 500 MOMNTM4,043$604.1K0.2%−3,141−43.7%Reduced–
BlackRock ETF Trust09290C665ISHA SYST AL ETF21,249$598.4K0.2%+21,249New–
BACBank of America CorpStock9,990$598.0K0.2%+88+0.9%AddedHistory
Vanguard Morningstar Value ETF922908744ETF2,695$591.7K0.2%+202+8.1%Added–
iShares Tr46436E403MSCI US GARP ETF7,243$580.5K0.2%00.0%Unchanged–
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR18,350$569.0K0.2%−12,360−40.2%ReducedHistory
INTCIntel CorpStock5,125$565.7K0.2%−170−3.2%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF1,523$562.8K0.2%+11+0.7%Added–
iShares Core MSCI Emerging Markets ETF46434G103ETF6,929$552.9K0.2%−11,304−62.0%Reduced–
ABBVAbbVie Inc.Stock2,166$551.6K0.2%−545−20.1%ReducedHistory
PMPhilip Morris International Inc.Stock2,893$543.3K0.2%−403−12.2%ReducedHistory
CVSCVS Health CorpStock5,175$539.9K0.2%+19+0.4%AddedHistory
XOMExxonMobil Holdings CorpCOM3,689$522.7K0.2%−260−6.6%ReducedHistory
NEENextera Energy IncStock5,833$516.0K0.2%−458−7.3%ReducedHistory
iShares Tr46438G505IBONDS OCT 202619,760$505.0K0.2%+1,426+7.8%Added–
BlackRock ETF Trust09290C855ISHA LA CORE ETF10,215$503.2K0.2%+10,215New–
BSRRSierra BancorpCOM12,320$502.0K0.2%00.0%UnchangedHistory
iShares Tr46438G703IBONDS OCT 202818,932$486.6K0.2%+1,426+8.1%Added–
iShares Tr46438G604IBONDS OCT 202718,880$484.8K0.2%+1,431+8.2%Added–
iShares Tr46438G802IBONDS OCT 202918,422$473.3K0.1%+1,459+8.6%Added–
RTXRTX CorpStock2,351$472.2K0.1%−98−4.0%ReducedHistory
iShares MSCI Eafe ETF464287465ETF4,312$449.1K0.1%−266−5.8%Reduced–
PGProcter & Gamble CoStock2,915$445.2K0.1%−38−1.3%ReducedHistory
METAMeta Platforms, Inc.Stock722$444.4K0.1%+9+1.3%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF3,655$443.6K0.1%00.0%UnchangedConverted for a 4-for-1 split–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF3,874$441.1K0.1%00.0%Unchanged–
iShares MSCI USA Min Vol Factor ETF46429B697ETF4,460$438.7K0.1%00.0%Unchanged–
MCKMcKesson CorpStock541$436.8K0.1%+2+0.4%AddedHistory
SYYSysco CorpStock5,129$434.1K0.1%−20−0.4%ReducedHistory
CVXChevron CorpStock2,482$432.0K0.1%−440−15.1%ReducedHistory
ProShares Tr74347R107PSHS ULT S&P 5006,400$431.9K0.1%00.0%Unchanged–
JNJJohnson & JohnsonStock1,613$431.1K0.1%−228−12.4%ReducedHistory
Vanguard Information Technology ETF92204A702ETF3,727$425.1K0.1%−769−17.1%ReducedConverted for a 8-for-1 split–
Vanguard Index FDS922908652EXTEND MKT ETF1,725$416.6K0.1%00.0%Unchanged–
iShares Tr46435U218ESG MSCI LEADR3,130$415.0K0.1%00.0%Unchanged–

Sold out since Q1 2026 (13)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of MKT Advisors LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
Vanguard World FD921910873MEGA CAP INDEX4,440$1.06M0.4%–
BXBlackstone Inc.COM2,435$274.5K0.1%History
TAT&T Inc.Stock9,461$265.3K0.1%History
EXGEaton Vance Tax-Managed Global Diversified Equity Income FundCOM29,011$256.2K0.1%History
EPDEnterprise Products Partners L.P.Stock6,525$250.6K0.1%History
RIORio Tinto PLCADR2,565$242.8K0.1%History
CMECME Group Inc.COM750$232.9K0.1%History
Vanguard Energy ETF92204A306ETF1,301$221.9K0.1%–
Vanguard Real Estate ETF922908553ETF2,394$216.6K0.1%–
Vanguard Health Care ETF92204A504ETF774$211.1K0.1%–
FEFirstenergy CorpCOM4,089$208.5K0.1%History
MHDBlackRock Muniholdings Fund, Inc.COM10,638$121.9K<0.1%History
JPCNuveen Preferred & Income Opportunities FundCOM10,700$81.6K<0.1%History