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: $293.1M158 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$599K	0.2%Prev: 0.2%	2,719 SH	Decreased+1 SH
AFLAC INC	COM	$1.1M	0.4%Prev: 0.4%	9,474 SH	Increased+54 SH
ALPHABET INC	CAP STK CL A	$2.3M	0.8%Prev: 0.7%	7,305 SH	Increased-260 SH
ALPHABET INC	CAP STK CL C	$1.2M	0.4%Prev: 0.3%	3,700 SH	Increased+10 SH
ALPS ETF TR	SECTR DIV DOGS	$241K	0.1%Prev: 0.1%	3,925 SH	Increased
AMAZON COM INC	COM	$2.1M	0.7%Prev: 0.7%	8,881 SH	Increased-100 SH
AMERICAN ELEC PWR CO INC	COM	$714K	0.2%Prev: 0.3%	6,261 SH	Increased-5 SH
AMGEN INC	COM	$1.8M	0.6%Prev: 0.6%	5,667 SH	Increased
APPLE INC	COM	$3.6M	1.2%Prev: 1.3%	13,572 SH	Increased-106 SH
AT&T INC	COM	$263K	0.1%Prev: 0.1%	10,661 SH	Decreased-9 SH
AUTOZONE INC	COM	$804K	0.3%Prev: 0.4%	246 SH	Decreased
BANK AMERICA CORP	COM	$565K	0.2%Prev: 0.2%	9,923 SH	Increased+3 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.7M	0.6%Prev: 0.6%	3,357 SH	Decreased-26 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$742K	0.3%Prev: 0.3%	21,789 SH	Increased+1,415 SH
BLACKROCK ETF TRUST	ISHARES US CARBO	$253K	0.1%	3,391 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$1.8M	0.6%Prev: 0.6%	29,783 SH	Increased+2,636 SH
BLACKROCK ETF TRUST	ISHARES US THEMA	$793K	0.3%Prev: 0.2%	20,375 SH	Increased+3,916 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$814K	0.3%Prev: 0.3%	15,405 SH	Increased+1,477 SH
BLACKSTONE INC	COM	$453K	0.2%Prev: 0.2%	2,792 SH	Decreased-213 SH
BOEING CO	COM	$299K	0.1%Prev: 0.1%	1,312 SH	Increased-1 SH
BRISTOL-MYERS SQUIBB CO	COM	$352K	0.1%Prev: 0.1%	6,633 SH	Increased-331 SH
BROADCOM INC	COM	$2.2M	0.8%Prev: 0.8%	6,444 SH	Increased-184 SH
CALAMOS CONV & HIGH INCOME F	COM SHS	$417K	0.1%Prev: 0.2%	36,465 SH	Decreased-3,731 SH
CATERPILLAR INC	COM	$411K	0.1%Prev: 0.1%	668 SH	Increased+1 SH
CHEVRON CORP NEW	COM	$504K	0.2%Prev: 0.2%	3,073 SH	Increased-79 SH
CISCO SYS INC	COM	$253K	0.1%Prev: 0.1%	3,351 SH	Increased+4 SH
CME GROUP INC	COM	$442K	0.2%Prev: 0.2%	1,608 SH	Increased
COCA COLA CO	COM	$216K	0.1%Prev: 0.1%	3,182 SH	Decreased-399 SH
COSTCO WHSL CORP NEW	COM	$1.9M	0.6%Prev: 0.8%	2,170 SH	Decreased-51 SH
CVS HEALTH CORP	COM	$415K	0.1%Prev: 0.1%	5,160 SH	Increased+9 SH
DISNEY WALT CO	COM	$213K	0.1%	1,868 SH	New
DOMINION ENERGY INC	COM	$204K	0.1%Prev: 0.1%	3,478 SH	Decreased-550 SH
DUKE ENERGY CORP NEW	COM NEW	$348K	0.1%Prev: 0.1%	2,977 SH	Decreased-11 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$287K	0.1%Prev: 0.1%	2,493 SH	Increased
EATON VANCE TAX-MANAGED GLOB	COM	$317K	0.1%Prev: 0.1%	33,111 SH	Increased-25 SH
ECHOSTAR CORP	CL A	$244K	0.1%	2,207 SH	New
ENTERPRISE PRODS PARTNERS L	COM	$319K	0.1%Prev: 0.1%	9,925 SH	Increased
EXXON MOBIL CORP	COM	$545K	0.2%Prev: 0.2%	4,349 SH	Increased+1 SH
FEDEX CORP	COM	$629K	0.2%Prev: 0.2%	2,115 SH	Increased+2 SH
FIRSTENERGY CORP	COM	$214K	0.1%Prev: 0.1%	4,789 SH	Decreased
FLEXSHARES TR	MORNSTAR USMKT	$211K	0.1%Prev: 0.1%	839 SH	Increased
FLEXSHARES TR	QUALT DIVD IDX	$245K	0.1%Prev: 0.1%	3,000 SH	Increased
GLOBAL X FDS	DEFENSE TECH ETF	$414K	0.1%Prev: 0.1%	5,920 SH	Increased+705 SH
HENRY SCHEIN INC	COM	$310K	0.1%Prev: 0.1%	3,942 SH	Increased
HOME DEPOT INC	COM	$214K	0.1%Prev: 0.1%	621 SH	Decreased-239 SH
INTEL CORP	COM	$210K	0.1%	5,327 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$355K	0.1%Prev: 0.1%	1,202 SH	Increased
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$796K	0.3%Prev: 0.2%	6,611 SH	Increased+3,087 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$576K	0.2%Prev: 0.2%	2,959 SH	Increased
INVESCO QQQ TR	UNIT SER 1	$2.0M	0.7%Prev: 0.7%	3,288 SH	Increased-37 SH
ISHARES INC	CORE MSCI EMKT	$1.3M	0.5%Prev: 0.4%	19,051 SH	Increased+4,363 SH
ISHARES TR	CORE 1 5 YR USD	$2.2M	0.8%Prev: 0.7%	45,349 SH	Increased+7,335 SH
ISHARES TR	CORE MSCI EAFE	$286K	0.1%Prev: 0.1%	3,130 SH	Increased+165 SH
ISHARES TR	CORE S&P US GWT	$247K	0.1%Prev: 0.1%	1,465 SH	Increased
ISHARES TR	CORE S&P500 ETF	$2.0M	0.7%Prev: 0.7%	2,942 SH	Increased-18 SH
ISHARES TR	EAFE VALUE ETF	$262K	0.1%Prev: 0.1%	3,605 SH	Increased
ISHARES TR	ESG AWR MSCI USA	$997K	0.3%Prev: 0.4%	6,638 SH	Increased
ISHARES TR	ESG MSCI LEADR	$382K	0.1%Prev: 0.1%	3,130 SH	Increased
ISHARES TR	IBOND DEC 2030	$13.0M	4.4%	652,674 SH	New
ISHARES TR	IBONDS 26 TRM TS	$17.3M	5.9%Prev: 4.7%	755,316 SH	Increased+199,284 SH
ISHARES TR	IBONDS 27 TRM TS	$17.6M	6.0%Prev: 4.8%	781,080 SH	Increased+210,801 SH
ISHARES TR	IBONDS 28 TRM TS	$17.6M	6.0%Prev: 4.4%	784,305 SH	Increased+257,982 SH
ISHARES TR	IBONDS 29 TRM TS	$13.1M	4.5%Prev: 3.9%	597,803 SH	Increased+120,942 SH
ISHARES TR	IBONDS OCT 2026	$470K	0.2%Prev: 0.2%	18,363 SH	Increased+2,570 SH
ISHARES TR	IBONDS OCT 2027	$451K	0.2%Prev: 0.2%	17,476 SH	Increased+1,825 SH
ISHARES TR	IBONDS OCT 2028	$456K	0.2%Prev: 0.2%	17,535 SH	Increased+1,903 SH
ISHARES TR	IBONDS OCT 2029	$443K	0.2%Prev: 0.1%	16,993 SH	Increased+1,787 SH
ISHARES TR	IBONDS OCT 2030	$592K	0.2%Prev: 0.1%	22,672 SH	Increased+9,609 SH
ISHARES TR	MBS ETF	$249K	0.1%Prev: 0.1%	2,611 SH	Decreased-50 SH
ISHARES TR	MORNINGSTAR GRWT	$609K	0.2%Prev: 0.2%	5,808 SH	Increased+1 SH
ISHARES TR	MSCI EAFE ETF	$449K	0.2%Prev: 0.2%	4,578 SH	Increased-24 SH
ISHARES TR	MSCI USA MIN VOL	$419K	0.1%Prev: 0.2%	4,460 SH	Decreased+10 SH
ISHARES TR	MSCI USA QLT FCT	$1.6M	0.5%Prev: 0.8%	7,776 SH	Decreased-3,173 SH
ISHARES TR	MSCI USA QUALITY	$501K	0.2%	7,243 SH	New
ISHARES TR	PFD AND INCM SEC	$273K	0.1%Prev: 0.1%	8,700 SH	Decreased-300 SH
ISHARES TR	RUS 1000 GRW ETF	$433K	0.1%Prev: 0.2%	914 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$1.5M	0.5%Prev: 0.5%	12,062 SH	Increased
ISHARES TR	S&P 500 VAL ETF	$956K	0.3%Prev: 0.3%	4,450 SH	Increased
ISHARES TR	S&P MC 400GR ETF	$386K	0.1%Prev: 0.1%	3,874 SH	Increased-126 SH
ISHARES TR	S&P MC 400VL ETF	$338K	0.1%Prev: 0.1%	2,507 SH	Decreased-93 SH
ISHARES TR	SELECT DIVID ETF	$1.1M	0.4%Prev: 0.4%	7,454 SH	Increased
ISHARES TR	TRS FLT RT BD	$11.1M	3.8%Prev: 4.1%	219,004 SH	Increased+1,401 SH
ISHARES TR	U.S. TECH ETF	$1.1M	0.4%Prev: 0.4%	5,530 SH	Increased+153 SH
ITT INC	COM	$233K	0.1%Prev: 0.1%	1,300 SH	Decreased
JEFFERIES FINL GROUP INC	COM	$340K	0.1%Prev: 0.1%	5,275 SH	Increased
JOHNSON & JOHNSON	COM	$373K	0.1%Prev: 0.1%	1,828 SH	Increased-94 SH
JPMORGAN CHASE & CO.	COM	$832K	0.3%Prev: 0.3%	2,490 SH	Decreased-398 SH
MAIN STR CAP CORP	COM	$214K	0.1%Prev: 0.1%	3,427 SH	Decreased
MASTERCARD INCORPORATED	CL A	$208K	0.1%Prev: 0.1%	365 SH	Decreased-4 SH
MCDONALDS CORP	COM	$1.2M	0.4%Prev: 0.4%	3,881 SH	Decreased-39 SH
MCKESSON CORP	COM	$627K	0.2%Prev: 0.2%	760 SH	Increased-23 SH
MERCK & CO INC	COM	$618K	0.2%Prev: 0.2%	5,754 SH	Increased+39 SH
META PLATFORMS INC	CL A	$479K	0.2%Prev: 0.2%	727 SH	Decreased+1 SH
MICROSOFT CORP	COM	$4.1M	1.4%Prev: 1.7%	8,603 SH	Decreased-103 SH
NETFLIX INC	COM	$278K	0.1%Prev: 0.1%	3,041 SH	Decreased+2,737 SH
NEXTERA ENERGY INC	COM	$559K	0.2%Prev: 0.2%	6,879 SH	Increased-212 SH
NUVEEN CA QUALTY MUN INCOME	COM	$271K	0.1%Prev: 0.1%	22,901 SH	Increased-159 SH
NUVEEN CALIFORNIA AMT QLT MU	COM	$387K	0.1%Prev: 0.3%	30,934 SH	Decreased-40,709 SH
NUVEEN PFD & INCOME OPPORTUN	COM	$109K	0.0%Prev: 0.1%	13,388 SH	Decreased-3,170 SH
NVIDIA CORPORATION	COM	$1.5M	0.5%Prev: 0.6%	7,798 SH	Decreased-388 SH
ONEOK INC NEW	COM	$737K	0.3%Prev: 0.2%	10,009 SH	Increased+1,073 SH
ORACLE CORP	COM	$251K	0.1%Prev: 0.1%	1,302 SH	Decreased+2 SH
OREILLY AUTOMOTIVE INC	COM	$216K	0.1%Prev: 0.1%	2,385 SH	Decreased-9 SH
PFIZER INC	COM	$403K	0.1%Prev: 0.2%	16,004 SH	Decreased-794 SH
PHILIP MORRIS INTL INC	COM	$528K	0.2%Prev: 0.2%	3,302 SH	Decreased-5 SH
PPL CORP	COM	$605K	0.2%Prev: 0.2%	17,390 SH	Decreased-800 SH
PROCTER AND GAMBLE CO	COM	$497K	0.2%Prev: 0.2%	3,542 SH	Decreased+18 SH
PROSHARES TR	PSHS ULT S&P 500	$377K	0.1%Prev: 0.1%	6,400 SH	Increased+3,200 SH
QUALCOMM INC	COM	$1.3M	0.4%Prev: 0.5%	7,399 SH	Increased+5 SH
RIO TINTO PLC	SPONSORED ADR	$403K	0.1%Prev: 0.1%	4,840 SH	Increased-400 SH
RTX CORPORATION	COM	$546K	0.2%Prev: 0.2%	2,901 SH	Increased
SCHWAB STRATEGIC TR	US LRG CAP ETF	$236K	0.1%Prev: 0.1%	8,691 SH	Increased
SELECT SECTOR SPDR TR	STATE STREET COM	$956K	0.3%	8,121 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$2.2M	0.8%	21,584 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$331K	0.1%	7,055 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$1.4M	0.5%	25,446 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$1.0M	0.4%	6,746 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$968K	0.3%	6,058 SH	New
SELECT SECTOR SPDR TR	STATE STREET MAT	$252K	0.1%	5,406 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$4.8M	1.6%	32,950 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$248K	0.1%	5,799 SH	New
SEMPRA	COM	$1.8M	0.6%Prev: 0.7%	20,936 SH	Decreased-15 SH
SHELL PLC	SPON ADS	$218K	0.1%Prev: 0.1%	2,900 SH	Increased
SIERRA BANCORP	COM	$412K	0.1%Prev: 0.1%	12,320 SH	Increased
SOUTHERN CO	COM	$404K	0.1%Prev: 0.2%	4,652 SH	Decreased-16 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$15.5M	5.3%Prev: 5.6%	31,559 SH	Increased-1,074 SH
SPDR GOLD TR	GOLD SHS	$779K	0.3%Prev: 0.3%	1,906 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$34.4M	11.7%Prev: 12.7%	49,981 SH	Increased-1,067 SH
SPDR SERIES TRUST	STATE STREET SPD	$21.4M	7.3%	336,990 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$1.0M	0.4%Prev: 0.4%	30,710 SH	Increased-1,500 SH
STARBUCKS CORP	COM	$633K	0.2%Prev: 0.3%	7,318 SH	Decreased-942 SH
SYSCO CORP	COM	$374K	0.1%Prev: 0.2%	5,144 SH	Decreased-15 SH
TARGET CORP	COM	$248K	0.1%Prev: 0.1%	2,426 SH	Increased
TESLA INC	COM	$402K	0.1%Prev: 0.2%	889 SH	Decreased+1 SH
TRAVELERS COMPANIES INC	COM	$420K	0.1%Prev: 0.2%	1,459 SH	Increased
UNITED PARCEL SERVICE INC	CL B	$309K	0.1%Prev: 0.1%	3,027 SH	Increased-191 SH
US BANCORP DEL	COM NEW	$260K	0.1%Prev: 0.1%	4,683 SH	Increased-103 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$301K	0.1%Prev: 0.1%	4,055 SH	Decreased-193 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$370K	0.1%Prev: 0.1%	1,725 SH	Increased
VANGUARD INDEX FDS	GROWTH ETF	$1.1M	0.4%Prev: 0.3%	2,265 SH	Increased+590 SH
VANGUARD INDEX FDS	MID CAP ETF	$331K	0.1%Prev: 0.1%	1,116 SH	Increased
VANGUARD INDEX FDS	REAL ESTATE ETF	$212K	0.1%Prev: 0.1%	2,394 SH	Decreased-229 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$24.2M	8.3%Prev: 8.8%	38,271 SH	Increased-204 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$772K	0.3%Prev: 0.3%	2,278 SH	Increased+164 SH
VANGUARD INDEX FDS	VALUE ETF	$487K	0.2%Prev: 0.2%	2,500 SH	Increased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.2M	0.7%Prev: 0.8%	9,855 SH	Decreased-283 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$316K	0.1%Prev: 0.1%	4,941 SH	Increased-190 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$223K	0.1%Prev: 0.1%	774 SH	Increased
VANGUARD WORLD FD	INF TECH ETF	$425K	0.1%Prev: 0.2%	561 SH	Increased
VANGUARD WORLD FD	MEGA CAP INDEX	$1.2M	0.4%Prev: 0.4%	4,606 SH	Increased-31 SH
VANGUARD WORLD FD	UTILITIES ETF	$268K	0.1%Prev: 0.1%	1,443 SH	Decreased-36 SH
VERIZON COMMUNICATIONS INC	COM	$419K	0.1%Prev: 0.2%	10,404 SH	Decreased-393 SH
VISA INC	COM CL A	$338K	0.1%Prev: 0.1%	957 SH	Increased-12 SH
WALMART INC	COM	$800K	0.3%Prev: 0.3%	7,096 SH	Increased+4 SH
WELLS FARGO CO NEW	COM	$409K	0.1%Prev: 0.1%	4,240 SH	Increased+1 SH
WISDOMTREE TR	FLOATNG RAT TREA	$940K	0.3%Prev: 0.4%	18,671 SH	Decreased-4,492 SH
WORLD GOLD TR	SPDR GLD MINIS	$686K	0.2%Prev: 0.2%	7,799 SH	Increased+495 SH
WP CAREY INC	COM	$427K	0.1%Prev: 0.2%	6,665 SH	Decreased-79 SH

Sold (vs prior filing)

ABBOTT LABS — $209K
BLACKROCK ETF TRUST — $247K
EATON VANCE CALIF MUN BD FD — $107K
ENBRIDGE INC — $223K
ISHARES TR — $281K
ISHARES TR — $12.4M
ISHARES TR — $212K
ISHARES TR — $211K
ISHARES TR — $359K
SELECT SECTOR SPDR TR — $948K
SELECT SECTOR SPDR TR — $315K
SELECT SECTOR SPDR TR — $1.4M
SELECT SECTOR SPDR TR — $926K
SELECT SECTOR SPDR TR — $1.6M
SELECT SECTOR SPDR TR — $618K
SELECT SECTOR SPDR TR — $958K
SELECT SECTOR SPDR TR — $255K
SELECT SECTOR SPDR TR — $240K
SELECT SECTOR SPDR TR — $4.6M
SPDR SERIES TRUST — $11.0M
… and 5 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