MUTUAL ADVISORS LLC
Q1 2025 Form 13-F
OMAHA, NEBRASKA
CIK 0001694080
· CRD 167658
· SEC-registered investment adviser
$3.5B Reported Value Total
MUTUAL ADVISORS, LLC reports 21,515 total accounts under management (AUM). There are 19,912 discretionary accounts valued at $6,296,380,328, and 1,603 non-discretionary accounts valued at $453,813,920.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-10-16
Reported value
$3.5B
Quarter over quarter
-2.2%
Holdings
1,079
Top-10 concentration
30.3%
Key People
Form ADV owners & control persons
Aaron T Jasper
OWNER
Ryan Stephen Sabol
OWNER
Nicholas Arthur Damiani
CHIEF ADMINISTRATIVE OFFICER
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Q1 2025 13F record
Q1 2025 13F filing summary
| Period of report | March 31, 2025 |
|---|---|
| Filed | April 28, 2025 |
| Form | 13F-HR |
| Reported value | $3.5B |
| Positions | 1,079 |
| Change in reported value | +1.1% |
| New positions | 108 |
| Exited positions | 95 |
| Position turnover | 17.3% |
| Top-10 concentration | 30.3% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
1,377 | $5.3B |
|
Q1 2026 13F
Filed May 4, 2026
|
1,309 | $4.7B |
|
Q4 2025 13F
Filed Feb 2, 2026
|
1,289 | $4.7B |
|
Q3 2025 13F
Filed Nov 4, 2025
|
1,276 | $4.5B |
|
Q2 2025 13F
Filed Jul 28, 2025
|
1,170 | $4.0B |
|
Q1 2025 13F
Filed Apr 28, 2025
|
1,079 | $3.5B |
|
Q4 2024 13F
Filed Jan 17, 2025
|
1,066 | $3.5B |
|
Q3 2024 13F
Filed Oct 25, 2024
|
1,083 | $3.4B |
|
Q2 2024 13F
Filed Jul 30, 2024
|
1,077 | $3.3B |
|
Q1 2024 13F
Filed May 2, 2024
|
1,078 | $3.1B |
|
Q4 2023 13F
Filed Jan 12, 2024
|
1,003 | $2.9B |
|
Q3 2023 13F
Filed Nov 13, 2023
|
968 | $2.6B |
|
Q2 2023 13F
Filed Jul 31, 2023
|
995 | $2.6B |
|
Q1 2023 13F
Filed Apr 11, 2023
|
968 | $2.4B |
|
Q4 2022 13F
Filed Jan 12, 2023
|
914 | $2.2B |
|
Q3 2022 13F
Filed Nov 3, 2022
|
867 | $1.9B |
|
Q2 2022 13F
Filed Aug 15, 2022
|
821 | $1.5B |
|
Q1 2022 13F
Filed May 9, 2022
|
859 | $1.8B |
|
Q4 2021 13F
Filed Feb 14, 2022
|
881 | $1.9B |
|
Q3 2021 13F
Filed Nov 15, 2021
|
860 | $1.7B |
15 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q1 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | SPY SPDR S&P 500 ETF TR | $232.9M | 6.67% |
| 2 | IEF ISHARES TR | $165.4M | 4.73% |
| 3 | AAPL APPLE INC | $131.6M | 3.77% |
| 4 | BRK-B BERKSHIRE HATHAWAY INC DEL | $108.1M | 3.09% |
| 5 | IVV ISHARES TR | $104.5M | 2.99% |
| 6 | MSFT MICROSOFT CORP | $89.2M | 2.55% |
| 7 | SGOV ISHARES TR | $85.1M | 2.44% |
| 8 | LLY ELI LILLY & CO | $56.1M | 1.61% |
| 9 | BIL SPDR SER TR | $44.0M | 1.26% |
| 10 | VOO VANGUARD INDEX FDS | $40.5M | 1.16% |
| 11 | AMZN AMAZON COM INC | $38.0M | 1.09% |
| 12 | VEA VANGUARD TAX-MANAGED FDS | $37.4M | 1.07% |
| 13 | NVDA NVIDIA CORPORATION | $33.6M | 0.96% |
| 14 | CBSH COMMERCE BANCSHARES INC | $28.5M | 0.82% |
| 15 | QQQ INVESCO QQQ TR | $26.7M | 0.77% |
| 16 | AGG ISHARES TR | $25.0M | 0.71% |
| 17 | VIG VANGUARD SPECIALIZED FUNDS | $23.5M | 0.67% |
| 18 | JPM JPMORGAN CHASE & CO. | $23.4M | 0.67% |
| 19 | META META PLATFORMS INC | $23.3M | 0.67% |
| 20 | VWO VANGUARD INTL EQUITY INDEX F | $23.0M | 0.66% |
Values as reported on the Q1 2025 Form 13F. Every position is in the holdings table below.