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: $268.6M167 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$209K	0.1%	1,568 SH	New
ABBVIE INC	COM	$664K	0.2%Prev: 0.2%	2,718 SH	Increased+552 SH
AFLAC INC	COM	$1.0M	0.4%Prev: 0.4%	9,420 SH	Decreased-173 SH
ALPHABET INC	CAP STK CL A	$1.9M	0.7%Prev: 0.8%	7,565 SH	Decreased+918 SH
ALPHABET INC	CAP STK CL C	$906K	0.3%Prev: 0.4%	3,690 SH	Decreased+367 SH
ALPS ETF TR	SECTR DIV DOGS	$238K	0.1%Prev: 0.1%	3,925 SH	Decreased
AMAZON COM INC	COM	$2.0M	0.7%Prev: 0.6%	8,981 SH	Increased+1,007 SH
AMERICAN ELEC PWR CO INC	COM	$706K	0.3%Prev: 0.2%	6,266 SH	Increased+1,797 SH
AMGEN INC	COM	$1.7M	0.6%Prev: 0.6%	5,667 SH	Decreased+35 SH
APPLE INC	COM	$3.5M	1.3%Prev: 1.3%	13,678 SH	Decreased+2 SH
AT&T INC	COM	$294K	0.1%	10,670 SH	New
AUTOZONE INC	COM	$1.0M	0.4%Prev: 0.2%	246 SH	Increased+4 SH
BANK AMERICA CORP	COM	$503K	0.2%	9,920 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.7M	0.6%Prev: 0.5%	3,383 SH	Increased+505 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$704K	0.3%	20,374 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$1.6M	0.6%Prev: 0.8%	27,147 SH	Decreased-11,463 SH
BLACKROCK ETF TRUST	ISHARES US THEMA	$623K	0.2%	16,459 SH	New
BLACKROCK ETF TRUST	US CARBON TRANS	$247K	0.1%	3,391 SH	New
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$740K	0.3%	13,928 SH	New
BLACKSTONE INC	COM	$505K	0.2%	3,005 SH	New
BOEING CO	COM	$283K	0.1%Prev: 0.1%	1,313 SH	Increased+415 SH
BRISTOL-MYERS SQUIBB CO	COM	$330K	0.1%Prev: 0.1%	6,964 SH	Decreased+1,239 SH
BROADCOM INC	COM	$2.2M	0.8%Prev: 0.7%	6,628 SH	Increased+979 SH
CALAMOS CONV & HIGH INCOME F	COM SHS	$451K	0.2%Prev: 0.1%	40,196 SH	Increased+17,083 SH
CATERPILLAR INC	COM	$321K	0.1%Prev: 0.2%	667 SH	Decreased-11 SH
CHEVRON CORP NEW	COM	$487K	0.2%	3,152 SH	New
CISCO SYS INC	COM	$230K	0.1%Prev: 0.1%	3,347 SH	Decreased+352 SH
CME GROUP INC	COM	$427K	0.2%	1,608 SH	New
COCA COLA CO	COM	$239K	0.1%Prev: 0.1%	3,581 SH	Decreased+577 SH
COSTCO WHSL CORP NEW	COM	$2.0M	0.8%	2,221 SH	New
CVS HEALTH CORP	COM	$396K	0.1%Prev: 0.2%	5,151 SH	Decreased-24 SH
DOMINION ENERGY INC	COM	$245K	0.1%	4,028 SH	New
DUKE ENERGY CORP NEW	COM NEW	$366K	0.1%Prev: 0.1%	2,988 SH	Increased+972 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$284K	0.1%Prev: 0.1%	2,493 SH	Decreased
EATON VANCE CALIF MUN BD FD	COM	$107K	0.0%	11,105 SH	New
EATON VANCE TAX-MANAGED GLOB	COM	$304K	0.1%	33,136 SH	New
ENBRIDGE INC	COM	$223K	0.1%	4,490 SH	New
ENTERPRISE PRODS PARTNERS L	COM	$309K	0.1%	9,925 SH	New
EXXON MOBIL CORP	COM	$487K	0.2%Prev: 0.2%	4,348 SH	Decreased+659 SH
FEDEX CORP	COM	$506K	0.2%Prev: 0.2%	2,113 SH	Decreased-6 SH
FIRSTENERGY CORP	COM	$220K	0.1%	4,789 SH	New
FLEXSHARES TR	MORNSTAR USMKT	$204K	0.1%Prev: 0.1%	839 SH	Decreased
FLEXSHARES TR	QUALT DIVD IDX	$239K	0.1%Prev: 0.1%	3,000 SH	Decreased
GLOBAL X FDS	DEFENSE TECH ETF	$366K	0.1%Prev: 0.2%	5,215 SH	Decreased-4,808 SH
HENRY SCHEIN INC	COM	$259K	0.1%	3,942 SH	New
HOME DEPOT INC	COM	$341K	0.1%	860 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$344K	0.1%Prev: 0.1%	1,202 SH	Increased+150 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$425K	0.2%Prev: 0.2%	3,524 SH	Decreased-519 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$563K	0.2%Prev: 0.2%	2,959 SH	Decreased
INVESCO QQQ TR	UNIT SER 1	$2.0M	0.7%Prev: 0.7%	3,325 SH	Decreased+243 SH
ISHARES INC	CORE MSCI EMKT	$976K	0.4%Prev: 0.2%	14,688 SH	Increased+7,759 SH
ISHARES TR	0-5 YR TIPS ETF	$281K	0.1%Prev: 0.1%	2,720 SH	Increased+180 SH
ISHARES TR	CORE 1 5 YR USD	$1.9M	0.7%Prev: 0.9%	38,014 SH	Decreased-21,441 SH
ISHARES TR	CORE MSCI EAFE	$261K	0.1%Prev: 0.1%	2,965 SH	Decreased-380 SH
ISHARES TR	CORE S&P US GWT	$242K	0.1%Prev: 0.1%	1,465 SH	Decreased
ISHARES TR	CORE S&P500 ETF	$2.0M	0.7%Prev: 0.7%	2,960 SH	Decreased+70 SH
ISHARES TR	EAFE VALUE ETF	$246K	0.1%Prev: 0.1%	3,605 SH	Decreased
ISHARES TR	ESG AWR MSCI USA	$970K	0.4%Prev: 0.3%	6,638 SH	Decreased
ISHARES TR	ESG MSCI LEADR	$368K	0.1%Prev: 0.1%	3,130 SH	Decreased
ISHARES TR	IBONDS 25 TRM TS	$12.4M	4.6%	533,571 SH	New
ISHARES TR	IBONDS 26 TRM TS	$12.7M	4.7%Prev: 5.7%	556,032 SH	Decreased-253,545 SH
ISHARES TR	IBONDS 27 ETF	$212K	0.1%	8,720 SH	New
ISHARES TR	IBONDS 27 TRM TS	$12.8M	4.8%Prev: 5.8%	570,279 SH	Decreased-270,185 SH
ISHARES TR	IBONDS 28 TRM TS	$11.8M	4.4%Prev: 5.8%	526,323 SH	Decreased-315,287 SH
ISHARES TR	IBONDS 29 TRM TS	$10.5M	3.9%Prev: 4.4%	476,861 SH	Decreased-184,896 SH
ISHARES TR	IBONDS DEC2026	$211K	0.1%	8,717 SH	New
ISHARES TR	IBONDS OCT 2025	$359K	0.1%	14,204 SH	New
ISHARES TR	IBONDS OCT 2026	$406K	0.2%Prev: 0.2%	15,793 SH	Decreased-3,967 SH
ISHARES TR	IBONDS OCT 2027	$407K	0.2%Prev: 0.2%	15,651 SH	Decreased-3,229 SH
ISHARES TR	IBONDS OCT 2028	$410K	0.2%Prev: 0.2%	15,632 SH	Decreased-3,300 SH
ISHARES TR	IBONDS OCT 2029	$400K	0.1%Prev: 0.1%	15,206 SH	Decreased-3,216 SH
ISHARES TR	IBONDS OCT 2030	$345K	0.1%Prev: 0.2%	13,063 SH	Decreased-11,202 SH
ISHARES TR	MBS ETF	$253K	0.1%	2,661 SH	New
ISHARES TR	MORNINGSTAR GRWT	$608K	0.2%Prev: 0.2%	5,807 SH	Decreased-3 SH
ISHARES TR	MSCI EAFE ETF	$433K	0.2%Prev: 0.1%	4,602 SH	Decreased+290 SH
ISHARES TR	MSCI USA MIN VOL	$423K	0.2%	4,450 SH	New
ISHARES TR	MSCI USA QLT FCT	$2.1M	0.8%Prev: 0.3%	10,949 SH	Increased+7,121 SH
ISHARES TR	PFD AND INCM SEC	$286K	0.1%Prev: 0.1%	9,000 SH	Increased+1,413 SH
ISHARES TR	RUS 1000 GRW ETF	$431K	0.2%Prev: 0.1%	914 SH	Decreased-2,741 SH
ISHARES TR	S&P 500 GRWT ETF	$1.5M	0.5%Prev: 0.5%	12,062 SH	Decreased
ISHARES TR	S&P 500 VAL ETF	$921K	0.3%Prev: 0.3%	4,450 SH	Decreased
ISHARES TR	S&P MC 400GR ETF	$384K	0.1%Prev: 0.1%	4,000 SH	Decreased+126 SH
ISHARES TR	S&P MC 400VL ETF	$339K	0.1%Prev: 0.1%	2,600 SH	Decreased+93 SH
ISHARES TR	SELECT DIVID ETF	$1.1M	0.4%Prev: 0.3%	7,454 SH	Decreased+556 SH
ISHARES TR	TRS FLT RT BD	$11.0M	4.1%Prev: 7.1%	217,603 SH	Decreased-234,067 SH
ISHARES TR	U.S. TECH ETF	$1.1M	0.4%Prev: 0.4%	5,377 SH	Decreased-330 SH
ITT INC	COM	$235K	0.1%Prev: 0.1%	1,300 SH	Increased+200 SH
JEFFERIES FINL GROUP INC	COM	$335K	0.1%	5,275 SH	New
JOHNSON & JOHNSON	COM	$358K	0.1%Prev: 0.1%	1,922 SH	Decreased+309 SH
JPMORGAN CHASE & CO.	COM	$897K	0.3%	2,888 SH	New
MAIN STR CAP CORP	COM	$215K	0.1%	3,427 SH	New
MASTERCARD INCORPORATED	CL A	$212K	0.1%	369 SH	New
MCDONALDS CORP	COM	$1.2M	0.4%Prev: 0.3%	3,920 SH	Increased+410 SH
MCKESSON CORP	COM	$599K	0.2%Prev: 0.1%	783 SH	Increased+242 SH
MERCK & CO INC	COM	$515K	0.2%Prev: 0.2%	5,715 SH	Decreased+796 SH
META PLATFORMS INC	CL A	$521K	0.2%Prev: 0.1%	726 SH	Increased+4 SH
MICROSOFT CORP	COM	$4.5M	1.7%Prev: 0.9%	8,706 SH	Increased+1,055 SH
NETFLIX INC	COM	$356K	0.1%	304 SH	New
NEXTERA ENERGY INC	COM	$558K	0.2%Prev: 0.2%	7,091 SH	Increased+1,258 SH
NUVEEN CA QUALTY MUN INCOME	COM	$267K	0.1%	23,060 SH	New
NUVEEN CALIFORNIA AMT QLT MU	COM	$916K	0.3%	71,643 SH	New
NUVEEN PFD & INCOME OPPORTUN	COM	$136K	0.1%	16,558 SH	New
NVIDIA CORPORATION	COM	$1.5M	0.6%Prev: 0.5%	8,186 SH	Decreased+225 SH
ONEOK INC NEW	COM	$652K	0.2%Prev: 0.1%	8,936 SH	Increased+4,992 SH
ORACLE CORP	COM	$376K	0.1%	1,300 SH	New
OREILLY AUTOMOTIVE INC	COM	$253K	0.1%Prev: 0.1%	2,394 SH	Decreased-892 SH
PFIZER INC	COM	$457K	0.2%Prev: 0.1%	16,798 SH	Increased+6,119 SH
PHILIP MORRIS INTL INC	COM	$532K	0.2%Prev: 0.2%	3,307 SH	Decreased+414 SH
PPL CORP	COM	$666K	0.2%Prev: 0.1%	18,190 SH	Increased+7,313 SH
PROCTER AND GAMBLE CO	COM	$540K	0.2%	3,524 SH	New
PROSHARES TR	PSHS ULT S&P 500	$361K	0.1%Prev: 0.1%	3,200 SH	Decreased-3,200 SH
QUALCOMM INC	COM	$1.2M	0.5%Prev: 0.4%	7,394 SH	Decreased+442 SH
RIO TINTO PLC	SPONSORED ADR	$347K	0.1%	5,240 SH	New
RTX CORPORATION	COM	$485K	0.2%Prev: 0.1%	2,901 SH	Increased+550 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$230K	0.1%Prev: 0.1%	8,691 SH	Decreased
SELECT SECTOR SPDR TR	COMMUNICATION	$948K	0.4%	8,121 SH	New
SELECT SECTOR SPDR TR	ENERGY	$315K	0.1%	3,525 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$1.4M	0.5%	27,079 SH	New
SELECT SECTOR SPDR TR	INDL	$926K	0.3%	6,018 SH	New
SELECT SECTOR SPDR TR	SBI CONS DISCR	$1.6M	0.6%	6,474 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$618K	0.2%	7,904 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$958K	0.4%	6,677 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$255K	0.1%	2,899 SH	New
SELECT SECTOR SPDR TR	SBI MATERIALS	$240K	0.1%	2,708 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$4.6M	1.7%	16,324 SH	New
SEMPRA	COM	$1.9M	0.7%Prev: 0.6%	20,951 SH	Decreased-921 SH
SHELL PLC	SPON ADS	$210K	0.1%	2,900 SH	New
SIERRA BANCORP	COM	$353K	0.1%Prev: 0.2%	12,320 SH	Decreased
SOUTHERN CO	COM	$443K	0.2%Prev: 0.1%	4,668 SH	Increased+966 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$15.1M	5.6%	32,633 SH	New
SPDR GOLD TR	GOLD SHS	$679K	0.3%Prev: 0.2%	1,906 SH	Decreased+107 SH
SPDR S&P 500 ETF TR	TR UNIT	$34.1M	12.7%	51,048 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$11.0M	4.1%	139,597 SH	New
SPDR SERIES TRUST	PORTFOLIO SH TSR	$2.9M	1.1%	100,315 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$2.2M	0.8%	20,671 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$1.4M	0.5%	25,225 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$761K	0.3%	5,433 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$956K	0.4%Prev: 0.2%	32,210 SH	Increased+13,860 SH
STARBUCKS CORP	COM	$697K	0.3%Prev: 0.2%	8,260 SH	Increased+1,936 SH
SYSCO CORP	COM	$427K	0.2%Prev: 0.1%	5,159 SH	Decreased+30 SH
TARGET CORP	COM	$216K	0.1%Prev: 0.1%	2,426 SH	Decreased+11 SH
TESLA INC	COM	$408K	0.2%Prev: 0.1%	888 SH	Increased+5 SH
TRAVELERS COMPANIES INC	COM	$404K	0.2%Prev: 0.1%	1,459 SH	Increased+355 SH
UNITED PARCEL SERVICE INC	CL B	$272K	0.1%	3,218 SH	New
US BANCORP DEL	COM NEW	$229K	0.1%	4,786 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$316K	0.1%Prev: 0.1%	4,248 SH	Increased+193 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$362K	0.1%Prev: 0.1%	1,725 SH	Decreased
VANGUARD INDEX FDS	GROWTH ETF	$807K	0.3%Prev: 0.5%	1,675 SH	Decreased-15,707 SH
VANGUARD INDEX FDS	MID CAP ETF	$327K	0.1%Prev: 0.1%	1,116 SH	Decreased-3,058 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$240K	0.1%	2,623 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$23.6M	8.8%Prev: 8.0%	38,475 SH	Decreased+1,181 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$203K	0.1%	679 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$696K	0.3%Prev: 0.2%	2,114 SH	Increased+591 SH
VANGUARD INDEX FDS	VALUE ETF	$467K	0.2%Prev: 0.2%	2,500 SH	Decreased-195 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.2M	0.8%Prev: 0.7%	10,138 SH	Decreased+458 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$310K	0.1%Prev: 0.1%	5,131 SH	Decreased+135 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$206K	0.1%	774 SH	New
VANGUARD WORLD FD	INF TECH ETF	$422K	0.2%Prev: 0.1%	561 SH	Decreased-3,166 SH
VANGUARD WORLD FD	MEGA CAP INDEX	$1.1M	0.4%	4,637 SH	New
VANGUARD WORLD FD	UTILITIES ETF	$282K	0.1%Prev: 0.1%	1,479 SH	Increased+341 SH
VERIZON COMMUNICATIONS INC	COM	$473K	0.2%Prev: 0.1%	10,797 SH	Increased+2,487 SH
VISA INC	COM CL A	$337K	0.1%Prev: 0.1%	969 SH	Increased+30 SH
WALMART INC	COM	$723K	0.3%Prev: 0.2%	7,092 SH	Increased+877 SH
WELLS FARGO CO NEW	COM	$343K	0.1%	4,239 SH	New
WISDOMTREE TR	FLOATNG RAT TREA	$1.2M	0.4%Prev: 0.4%	23,163 SH	Decreased-1,234 SH
WORLD GOLD TR	SPDR GLD MINIS	$559K	0.2%Prev: 0.1%	7,304 SH	Increased+3,690 SH
WP CAREY INC	COM	$462K	0.2%Prev: 0.1%	6,744 SH	Increased+2,250 SH

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $212K
BANK OF AMER CORP — $598K
BLACKROCK ETF TRUST — $900K
BLACKROCK ETF TRUST — $2.0M
BLACKROCK ETF TRUST — $503K
BLACKROCK ETF TRUST — $598K
BLACKROCK ETF TRUST — $278K
BLACKROCK ETF TRUST — $996K
BLACKROCK ETF TRUST II — $989K
BLACKROCK ETF TRUST II — $303K
CHEVRON CORPORATION — $432K
COSTCO WHOLESALE CORPORATION — $1.6M
ECHOSTAR CORP — $216K
ELI LILLY & CO — $209K
INTEL CORP — $566K
ISHARES TR — $13.8M
ISHARES TR — $581K
ISHARES TR — $439K
ISHARES TR — $202K
JEFFERIES FINANCIAL GROUP IN — $279K
… and 29 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