MKT Advisors LLC

CIK 0001906802 • 7 13F filings • Apr 11, 2025 – Oct 20, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $252.6M170 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$212K	0.1%	1,559 SH	New
ABBVIE INC	COM	$544K	0.2%Prev: 0.2%	2,866 SH	Decreased+155 SH
ALPHABET INC	CAP STK CL A	$1.3M	0.5%Prev: 0.7%	7,554 SH	Decreased+433 SH
ALPHABET INC	CAP STK CL C	$661K	0.3%Prev: 0.4%	3,738 SH	Decreased+24 SH
ALPS ETF TR	SECTR DIV DOGS	$259K	0.1%Prev: 0.1%	4,418 SH	Increased+493 SH
AMAZON COM INC	COM	$2.0M	0.8%Prev: 0.6%	8,985 SH	Increased+854 SH
AMERICAN ELEC PWR CO INC	COM	$701K	0.3%Prev: 0.2%	6,713 SH	Increased+1,565 SH
AMGEN INC	COM	$1.7M	0.7%Prev: 0.6%	5,775 SH	Decreased+126 SH
APPLE INC	COM	$2.8M	1.1%Prev: 1.2%	13,566 SH	Decreased+9 SH
AT&T INC	COM	$307K	0.1%Prev: 0.1%	10,641 SH	Increased+1,180 SH
AUTOZONE INC	COM	$915K	0.4%Prev: 0.3%	246 SH	Increased
BANK AMERICA CORP	COM	$476K	0.2%Prev: 0.2%	9,884 SH	Decreased-18 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.7M	0.7%Prev: 0.5%	3,388 SH	Increased+424 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$214K	0.1%Prev: 0.3%	7,577 SH	Decreased-16,718 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$1.4M	0.6%Prev: 0.8%	25,720 SH	Decreased-13,187 SH
BLACKROCK ETF TRUST	ISHARES US THEMA	$558K	0.2%Prev: 0.3%	15,743 SH	Decreased-11,779 SH
BLACKROCK ETF TRUST	US CARBON TRANS	$228K	0.1%	3,390 SH	New
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$707K	0.3%Prev: 0.3%	13,433 SH	Decreased-3,780 SH
BLACKSTONE INC	COM	$500K	0.2%Prev: 0.1%	3,276 SH	Increased+841 SH
BOEING CO	COM	$783K	0.3%Prev: 0.1%	3,733 SH	Increased+2,572 SH
BRISTOL-MYERS SQUIBB CO	COM	$345K	0.1%Prev: 0.1%	7,265 SH	Increased+1,327 SH
BROADCOM INC	COM	$1.8M	0.7%Prev: 0.7%	6,679 SH	Decreased+365 SH
CALAMOS CONV & HIGH INCOME F	COM SHS	$458K	0.2%Prev: 0.1%	41,696 SH	Increased+10,654 SH
CATERPILLAR INC	COM	$270K	0.1%Prev: 0.2%	690 SH	Decreased+18 SH
CHEVRON CORP NEW	COM	$459K	0.2%	3,152 SH	New
CISCO SYS INC	COM	$230K	0.1%Prev: 0.1%	3,323 SH	Decreased+43 SH
CME GROUP INC	COM	$442K	0.2%Prev: 0.1%	1,604 SH	Increased+854 SH
COCA COLA CO	COM	$282K	0.1%Prev: 0.1%	3,931 SH	Increased+774 SH
COSTCO WHSL CORP NEW	COM	$2.2M	0.9%	2,224 SH	New
CVS HEALTH CORP	COM	$358K	0.1%Prev: 0.1%	5,151 SH	Decreased-5 SH
DISNEY WALT CO	COM	$201K	0.1%	1,630 SH	New
DOMINION ENERGY INC	COM	$255K	0.1%	4,428 SH	New
DUKE ENERGY CORP NEW	COM NEW	$376K	0.1%Prev: 0.1%	3,165 SH	Increased+945 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$330K	0.1%Prev: 0.1%	2,930 SH	Increased+437 SH
EATON VANCE CALIF MUN BD FD	COM	$103K	0.0%	11,605 SH	New
EATON VANCE TAX-MANAGED GLOB	COM	$292K	0.1%Prev: 0.1%	33,211 SH	Increased+4,200 SH
ENBRIDGE INC	COM	$210K	0.1%	4,686 SH	New
ENTERPRISE PRODS PARTNERS L	COM	$306K	0.1%Prev: 0.1%	9,825 SH	Increased+3,300 SH
EXXON MOBIL CORP	COM	$475K	0.2%Prev: 0.2%	4,348 SH	Decreased+399 SH
FEDEX CORP	COM	$495K	0.2%Prev: 0.3%	2,113 SH	Decreased-2 SH
FLEXSHARES TR	QUALT DIVD IDX	$220K	0.1%Prev: 0.1%	3,000 SH	Decreased
HENRY SCHEIN INC	COM	$294K	0.1%	3,942 SH	New
HOME DEPOT INC	COM	$332K	0.1%	890 SH	New
HONEYWELL INTL INC	COM	$206K	0.1%	864 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$349K	0.1%Prev: 0.1%	1,197 SH	Increased+151 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$395K	0.2%Prev: 0.3%	3,570 SH	Decreased-3,614 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$544K	0.2%Prev: 0.2%	2,959 SH	Decreased
INVESCO QQQ TR	UNIT SER 1	$1.8M	0.7%Prev: 0.6%	3,348 SH	Decreased+62 SH
ISHARES INC	CORE MSCI EMKT	$851K	0.3%Prev: 0.4%	14,158 SH	Decreased-4,075 SH
ISHARES TR	0-5 YR TIPS ETF	$245K	0.1%	2,394 SH	New
ISHARES TR	CORE 1 5 YR USD	$1.8M	0.7%Prev: 0.9%	37,719 SH	Decreased-17,193 SH
ISHARES TR	CORE MSCI EAFE	$229K	0.1%Prev: 0.1%	2,753 SH	Decreased-589 SH
ISHARES TR	CORE S&P US GWT	$218K	0.1%Prev: 0.1%	1,465 SH	Decreased
ISHARES TR	CORE S&P500 ETF	$1.8M	0.7%Prev: 0.6%	2,960 SH	Decreased+68 SH
ISHARES TR	EAFE VALUE ETF	$229K	0.1%Prev: 0.1%	3,605 SH	Decreased
ISHARES TR	ESG AWR MSCI USA	$894K	0.4%Prev: 0.3%	6,626 SH	Decreased-12 SH
ISHARES TR	ESG MSCI LEADR	$338K	0.1%Prev: 0.1%	3,130 SH	Decreased
ISHARES TR	IBDS DEC28 ETF	$201K	0.1%	7,962 SH	New
ISHARES TR	IBONDS 25 TRM TS	$12.4M	4.9%	533,920 SH	New
ISHARES TR	IBONDS 26 TRM TS	$12.6M	5.0%Prev: 6.0%	550,370 SH	Decreased-227,281 SH
ISHARES TR	IBONDS 27 ETF	$246K	0.1%	10,169 SH	New
ISHARES TR	IBONDS 27 TRM TS	$12.6M	5.0%Prev: 6.0%	560,719 SH	Decreased-243,414 SH
ISHARES TR	IBONDS 28 TRM TS	$11.5M	4.6%Prev: 6.0%	517,987 SH	Decreased-284,826 SH
ISHARES TR	IBONDS 29 TRM TS	$10.1M	4.0%Prev: 4.5%	461,822 SH	Decreased-150,657 SH
ISHARES TR	IBONDS DEC2026	$244K	0.1%	10,094 SH	New
ISHARES TR	IBONDS DEC25 ETF	$237K	0.1%	9,451 SH	New
ISHARES TR	IBONDS OCT 2025	$309K	0.1%	12,253 SH	New
ISHARES TR	IBONDS OCT 2026	$309K	0.1%Prev: 0.2%	12,068 SH	Decreased-6,266 SH
ISHARES TR	IBONDS OCT 2027	$310K	0.1%Prev: 0.2%	11,970 SH	Decreased-5,479 SH
ISHARES TR	IBONDS OCT 2028	$312K	0.1%Prev: 0.2%	11,978 SH	Decreased-5,528 SH
ISHARES TR	IBONDS OCT 2029	$301K	0.1%Prev: 0.1%	11,553 SH	Decreased-5,410 SH
ISHARES TR	IBONDS OCT 2030	$305K	0.1%Prev: 0.2%	11,673 SH	Decreased-10,992 SH
ISHARES TR	MBS ETF	$248K	0.1%	2,655 SH	New
ISHARES TR	MORNINGSTAR GRWT	$556K	0.2%Prev: 0.2%	5,805 SH	Decreased-4 SH
ISHARES TR	MSCI EAFE ETF	$419K	0.2%Prev: 0.2%	4,696 SH	Decreased+118 SH
ISHARES TR	MSCI USA MIN VOL	$424K	0.2%Prev: 0.1%	4,501 SH	Increased+41 SH
ISHARES TR	MSCI USA QLT FCT	$2.4M	1.0%Prev: 0.5%	13,135 SH	Increased+5,095 SH
ISHARES TR	PFD AND INCM SEC	$276K	0.1%Prev: 0.1%	9,000 SH	Increased+1,350 SH
ISHARES TR	RUS 1000 GRW ETF	$384K	0.2%Prev: 0.1%	914 SH	Decreased
ISHARES TR	S&P 500 GRWT ETF	$1.3M	0.5%Prev: 0.5%	12,077 SH	Decreased+15 SH
ISHARES TR	S&P 500 VAL ETF	$878K	0.3%Prev: 0.3%	4,450 SH	Decreased
ISHARES TR	S&P MC 400GR ETF	$366K	0.1%Prev: 0.1%	4,000 SH	Decreased+126 SH
ISHARES TR	S&P MC 400VL ETF	$327K	0.1%Prev: 0.1%	2,600 SH	Decreased+93 SH
ISHARES TR	SELECT DIVID ETF	$1.0M	0.4%Prev: 0.4%	7,664 SH	Decreased+482 SH
ISHARES TR	TRS FLT RT BD	$10.7M	4.2%Prev: 7.2%	212,248 SH	Decreased-212,917 SH
ISHARES TR	U.S. TECH ETF	$1.3M	0.5%Prev: 0.4%	7,546 SH	Increased+1,428 SH
ITT INC	COM	$206K	0.1%Prev: 0.1%	1,300 SH	Decreased+200 SH
JEFFERIES FINL GROUP INC	COM	$293K	0.1%	5,275 SH	New
JOHNSON & JOHNSON	COM	$296K	0.1%Prev: 0.1%	1,898 SH	Decreased+57 SH
JPMORGAN CHASE & CO.	COM	$835K	0.3%	2,876 SH	New
MAIN STR CAP CORP	COM	$203K	0.1%	3,427 SH	New
MASTERCARD INCORPORATED	CL A	$206K	0.1%	365 SH	New
MCDONALDS CORP	COM	$1.2M	0.5%Prev: 0.4%	3,925 SH	Increased+262 SH
MCKESSON CORP	COM	$573K	0.2%Prev: 0.2%	787 SH	Increased+248 SH
MERCK & CO INC	COM	$469K	0.2%Prev: 0.2%	5,735 SH	Decreased+816 SH
META PLATFORMS INC	CL A	$513K	0.2%Prev: 0.1%	713 SH	Increased
MICROSOFT CORP	COM	$4.6M	1.8%Prev: 1.0%	9,364 SH	Increased+1,100 SH
MKS INC.	COM	$604K	0.2%	6,000 SH	New
NETFLIX INC	COM	$391K	0.2%	302 SH	New
NEXTERA ENERGY INC	COM	$520K	0.2%Prev: 0.2%	7,121 SH	Decreased+830 SH
NUVEEN AMT FREE MUN CR INC F	COM	$124K	0.0%	10,350 SH	New
NUVEEN CA QUALTY MUN INCOME	COM	$259K	0.1%	23,060 SH	New
NUVEEN CALIFORNIA AMT QLT MU	COM	$843K	0.3%	71,643 SH	New
NUVEEN PFD & INCOME OPPORTUN	COM	$126K	0.0%Prev: 0.0%	15,560 SH	Increased+4,860 SH
NVIDIA CORPORATION	COM	$1.4M	0.6%Prev: 0.5%	9,339 SH	Increased+1,537 SH
ONEOK INC NEW	COM	$466K	0.2%Prev: 0.1%	5,753 SH	Increased+1,289 SH
ORACLE CORP	COM	$283K	0.1%	1,292 SH	New
OREILLY AUTOMOTIVE INC	COM	$216K	0.1%Prev: 0.1%	2,385 SH	Decreased-889 SH
PEPSICO INC	COM	$206K	0.1%	1,521 SH	New
PFIZER INC	COM	$423K	0.2%Prev: 0.1%	16,884 SH	Decreased+869 SH
PHILIP MORRIS INTL INC	COM	$587K	0.2%Prev: 0.2%	3,306 SH	Increased+10 SH
PPL CORP	COM	$635K	0.3%Prev: 0.2%	18,690 SH	Increased+4,288 SH
PROCTER AND GAMBLE CO	COM	$595K	0.2%	3,691 SH	New
PROSHARES TR	PSHS ULT S&P 500	$312K	0.1%Prev: 0.1%	3,200 SH	Decreased-3,200 SH
QUALCOMM INC	COM	$1.2M	0.5%Prev: 0.3%	7,391 SH	Increased+55 SH
RIO TINTO PLC	SPONSORED ADR	$305K	0.1%Prev: 0.1%	5,240 SH	Increased+2,675 SH
RTX CORPORATION	COM	$461K	0.2%Prev: 0.2%	3,201 SH	Decreased+752 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$213K	0.1%Prev: 0.1%	8,691 SH	Decreased
SELECT SECTOR SPDR TR	COMMUNICATION	$795K	0.3%	7,380 SH	New
SELECT SECTOR SPDR TR	ENERGY	$303K	0.1%	3,540 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$1.4M	0.6%	27,390 SH	New
SELECT SECTOR SPDR TR	INDL	$894K	0.4%	6,038 SH	New
SELECT SECTOR SPDR TR	SBI CONS DISCR	$1.4M	0.6%	6,459 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$657K	0.3%	8,018 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$922K	0.4%	6,741 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$274K	0.1%	3,343 SH	New
SELECT SECTOR SPDR TR	SBI MATERIALS	$219K	0.1%	2,427 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$4.1M	1.6%	16,176 SH	New
SEMPRA	COM	$1.5M	0.6%Prev: 0.7%	19,770 SH	Decreased-1,029 SH
SHELL PLC	SPON ADS	$206K	0.1%	2,900 SH	New
SIERRA BANCORP	COM	$378K	0.1%Prev: 0.1%	12,320 SH	Decreased
SOUTHERN CO	COM	$442K	0.2%Prev: 0.1%	4,793 SH	Decreased+178 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$14.6M	5.8%	32,908 SH	New
SPDR GOLD TR	GOLD SHS	$586K	0.2%Prev: 0.3%	1,906 SH	Decreased+107 SH
SPDR S&P 500 ETF TR	TR UNIT	$31.7M	12.6%	51,351 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$7.7M	3.1%	106,475 SH	New
SPDR SERIES TRUST	PORTFOLIO SH TSR	$2.5M	1.0%	85,311 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$2.0M	0.8%	21,175 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$1.3M	0.5%	24,805 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$856K	0.3%	6,198 SH	New
SPROTT PHYSICAL GOLD TR	UNIT	$831K	0.3%	32,546 SH	New
STARBUCKS CORP	COM	$794K	0.3%Prev: 0.2%	8,362 SH	Increased+1,785 SH
SYSCO CORP	COM	$398K	0.2%Prev: 0.1%	5,150 SH	Increased+1 SH
TARGET CORP	COM	$338K	0.1%Prev: 0.1%	3,252 SH	Increased+837 SH
TESLA INC	COM	$295K	0.1%Prev: 0.1%	980 SH	Decreased+92 SH
TRAVELERS COMPANIES INC	COM	$390K	0.2%Prev: 0.1%	1,459 SH	Increased+300 SH
UNITED PARCEL SERVICE INC	CL B	$337K	0.1%	3,225 SH	New
UNITIL CORP	COM	$204K	0.1%	3,859 SH	New
US BANCORP DEL	COM NEW	$223K	0.1%	4,786 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$312K	0.1%Prev: 0.1%	4,248 SH	Increased+193 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$334K	0.1%Prev: 0.1%	1,725 SH	Decreased
VANGUARD INDEX FDS	GROWTH ETF	$817K	0.3%Prev: 0.4%	1,883 SH	Decreased-502 SH
VANGUARD INDEX FDS	MID CAP ETF	$336K	0.1%Prev: 0.1%	1,193 SH	Increased+78 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$235K	0.1%Prev: 0.1%	2,623 SH	Increased+229 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$21.9M	8.7%Prev: 7.7%	38,649 SH	Decreased+777 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$637K	0.3%Prev: 0.2%	2,096 SH	Increased+584 SH
VANGUARD INDEX FDS	VALUE ETF	$446K	0.2%Prev: 0.2%	2,500 SH	Decreased+7 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.2M	0.9%Prev: 0.7%	10,846 SH	Increased+973 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$292K	0.1%Prev: 0.1%	5,131 SH	Decreased+190 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$220K	0.1%Prev: 0.1%	874 SH	Increased+100 SH
VANGUARD WORLD FD	INF TECH ETF	$433K	0.2%Prev: 0.1%	659 SH	Increased+97 SH
VANGUARD WORLD FD	MEGA CAP INDEX	$598K	0.2%Prev: 0.4%	2,668 SH	Decreased-1,772 SH
VANGUARD WORLD FD	UTILITIES ETF	$261K	0.1%Prev: 0.1%	1,474 SH	Decreased+26 SH
VERIZON COMMUNICATIONS INC	COM	$472K	0.2%Prev: 0.2%	10,799 SH	Decreased+1,024 SH
VISA INC	COM CL A	$662K	0.3%Prev: 0.1%	1,862 SH	Increased+902 SH
WALMART INC	COM	$695K	0.3%Prev: 0.3%	7,074 SH	Decreased-22 SH
WELLS FARGO CO NEW	COM	$360K	0.1%	4,420 SH	New
WISDOMTREE TR	FLOATNG RAT TREA	$1.1M	0.5%Prev: 0.4%	22,741 SH	Decreased-2,269 SH
WORLD GOLD TR	SPDR GLD MINIS	$316K	0.1%Prev: 0.2%	4,782 SH	Decreased-2,476 SH
WP CAREY INC	COM	$425K	0.2%Prev: 0.1%	6,744 SH	Decreased+479 SH

Sold (vs prior filing)

AFLAC INC — $1.1M
BLACKROCK ETF TRUST — $241K
BLACKROCK MUNIHOLDINGS FD IN — $122K
CHEVRON CORPORATION — $589K
COSTCO WHOLESALE CORPORATION — $1.8M
ECHOSTAR CORP — $275K
FIRSTENERGY CORP — $209K
FLEXSHARES TR — $205K
GLOBAL X FDS — $490K
INTEL CORP — $280K
ISHARES TR — $13.2M
ISHARES TR — $474K
JEFFERIES FINANCIAL GROUP IN — $222K
JPMORGAN CHASE & CO — $740K
NETFLIX INC. — $300K
NUVEEN CA DIVI ADV MUN — $266K
NUVEEN CALIF AMT FREE MUNI I — $344K
PROCTER & GAMBLE CO — $417K
SCHEIN HENRY INC — $291K
SELECT SECTOR SPDR TR — $912K
… and 16 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 20, 2026	Q3 2026	13F-HR	0001951757-26-001697	—	View
Jan 8, 2026	Q4 2025	13F-HR	0001951757-26-000037	$293.1M	View
Oct 17, 2025	Q3 2025