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: $321.8M155 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$552K	0.2%Prev: 0.2%	2,166 SH	Increased-700 SH
ADVANCED MICRO DEVICES INC	COM	$212K	0.1%	411 SH	New
AFLAC INC	COM	$1.2M	0.4%	9,593 SH	New
ALPHABET INC	CAP STK CL A	$2.4M	0.8%Prev: 0.5%	6,647 SH	Increased-907 SH
ALPHABET INC	CAP STK CL C	$1.2M	0.4%Prev: 0.3%	3,323 SH	Increased-415 SH
ALPS ETF TR	SECTR DIV DOGS	$275K	0.1%Prev: 0.1%	3,925 SH	Increased-493 SH
AMAZON COM INC	COM	$2.0M	0.6%Prev: 0.8%	7,974 SH	Decreased-1,011 SH
AMERICAN ELEC PWR CO INC	COM	$615K	0.2%Prev: 0.3%	4,469 SH	Decreased-2,244 SH
AMGEN INC	COM	$2.1M	0.6%Prev: 0.7%	5,632 SH	Increased-143 SH
APPLE INC	COM	$4.2M	1.3%Prev: 1.1%	13,676 SH	Increased+110 SH
AUTOZONE INC	COM	$744K	0.2%Prev: 0.4%	242 SH	Decreased-4 SH
BANK OF AMER CORP	COM	$598K	0.2%	9,990 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.5M	0.5%Prev: 0.7%	2,878 SH	Decreased-510 SH
BLACKROCK ETF TRUST	ISHA I IN TE ETF	$900K	0.3%	19,757 SH	New
BLACKROCK ETF TRUST	ISHA IN CTRY ETF	$2.0M	0.6%	55,777 SH	New
BLACKROCK ETF TRUST	ISHA LA CORE ETF	$503K	0.2%	10,215 SH	New
BLACKROCK ETF TRUST	ISHA SYST AL ETF	$598K	0.2%	21,249 SH	New
BLACKROCK ETF TRUST	ISHA US AWAR ETF	$278K	0.1%	3,451 SH	New
BLACKROCK ETF TRUST	ISHA US THEM ETF	$996K	0.3%	23,333 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$2.6M	0.8%Prev: 0.6%	38,610 SH	Increased+12,890 SH
BLACKROCK ETF TRUST II	ISHA FLEX IN ETF	$989K	0.3%	18,952 SH	New
BLACKROCK ETF TRUST II	ISHA GLO USD ETF	$303K	0.1%	6,056 SH	New
BOEING CO	COM	$208K	0.1%Prev: 0.3%	898 SH	Decreased-2,835 SH
BRISTOL-MYERS SQUIBB CO	COM	$332K	0.1%Prev: 0.1%	5,725 SH	Decreased-1,540 SH
BROADCOM INC	COM	$2.1M	0.7%Prev: 0.7%	5,649 SH	Increased-1,030 SH
CALAMOS CONV & HIGH INCOME F	COM SHS	$311K	0.1%Prev: 0.2%	23,113 SH	Decreased-18,583 SH
CATERPILLAR INC	COM	$637K	0.2%Prev: 0.1%	678 SH	Increased-12 SH
CHEVRON CORPORATION	COM	$432K	0.1%	2,482 SH	New
CISCO SYS INC	COM	$335K	0.1%Prev: 0.1%	2,995 SH	Increased-328 SH
COCA COLA CO	COM	$253K	0.1%Prev: 0.1%	3,004 SH	Decreased-927 SH
COSTCO WHOLESALE CORPORATION	COM	$1.6M	0.5%	1,647 SH	New
CVS HEALTH CORP	COM	$540K	0.2%Prev: 0.1%	5,175 SH	Increased+24 SH
DUKE ENERGY CORP NEW	COM NEW	$259K	0.1%Prev: 0.1%	2,016 SH	Decreased-1,149 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$292K	0.1%Prev: 0.1%	2,493 SH	Decreased-437 SH
ECHOSTAR CORP	CL A	$216K	0.1%	2,207 SH	New
ELI LILLY & CO	COM	$209K	0.1%	169 SH	New
EXXON MOBIL CORP	COM	$523K	0.2%Prev: 0.2%	3,689 SH	Increased-659 SH
FEDEX CORP	COM	$663K	0.2%Prev: 0.2%	2,119 SH	Increased+6 SH
FLEXSHARES TR	MORNSTAR USMKT	$232K	0.1%	839 SH	New
FLEXSHARES TR	QUALT DIVD IDX	$269K	0.1%Prev: 0.1%	3,000 SH	Increased
GLOBAL X FDS	DEFENSE TECH ETF	$639K	0.2%	10,023 SH	New
INTEL CORP	COM	$566K	0.2%	5,125 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$322K	0.1%Prev: 0.1%	1,052 SH	Decreased-145 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$604K	0.2%Prev: 0.2%	4,043 SH	Increased+473 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$635K	0.2%Prev: 0.2%	2,959 SH	Increased
INVESCO QQQ TR	UNIT SER 1	$2.2M	0.7%Prev: 0.7%	3,082 SH	Increased-266 SH
ISHARES INC	CORE MSCI EMKT	$553K	0.2%Prev: 0.3%	6,929 SH	Decreased-7,229 SH
ISHARES TR	0-5 YR TIPS ETF	$257K	0.1%Prev: 0.1%	2,540 SH	Increased+146 SH
ISHARES TR	CORE 1 5 YR USD	$2.9M	0.9%Prev: 0.7%	59,455 SH	Increased+21,736 SH
ISHARES TR	CORE MSCI EAFE	$324K	0.1%Prev: 0.1%	3,345 SH	Increased+592 SH
ISHARES TR	CORE S&P US GWT	$273K	0.1%Prev: 0.1%	1,465 SH	Increased
ISHARES TR	CORE S&P500 ETF	$2.2M	0.7%Prev: 0.7%	2,890 SH	Increased-70 SH
ISHARES TR	EAFE VALUE ETF	$282K	0.1%Prev: 0.1%	3,605 SH	Increased
ISHARES TR	ESG AWR MSCI USA	$1.1M	0.3%Prev: 0.4%	6,638 SH	Increased+12 SH
ISHARES TR	ESG MSCI LEADR	$415K	0.1%Prev: 0.1%	3,130 SH	Increased
ISHARES TR	IBOND DEC 2030	$13.8M	4.3%	712,012 SH	New
ISHARES TR	IBONDS 26 TRM TS	$18.5M	5.7%Prev: 5.0%	809,577 SH	Increased+259,207 SH
ISHARES TR	IBONDS 27 TRM TS	$18.8M	5.8%Prev: 5.0%	840,464 SH	Increased+279,745 SH
ISHARES TR	IBONDS 28 TRM TS	$18.6M	5.8%Prev: 4.6%	841,610 SH	Increased+323,623 SH
ISHARES TR	IBONDS 29 TRM TS	$14.3M	4.4%Prev: 4.0%	661,757 SH	Increased+199,935 SH
ISHARES TR	IBONDS OCT 2026	$505K	0.2%Prev: 0.1%	19,760 SH	Increased+7,692 SH
ISHARES TR	IBONDS OCT 2027	$485K	0.2%Prev: 0.1%	18,880 SH	Increased+6,910 SH
ISHARES TR	IBONDS OCT 2028	$487K	0.2%Prev: 0.1%	18,932 SH	Increased+6,954 SH
ISHARES TR	IBONDS OCT 2029	$473K	0.1%Prev: 0.1%	18,422 SH	Increased+6,869 SH
ISHARES TR	IBONDS OCT 2030	$622K	0.2%Prev: 0.1%	24,265 SH	Increased+12,592 SH
ISHARES TR	MORNINGSTAR GRWT	$663K	0.2%Prev: 0.2%	5,810 SH	Increased+5 SH
ISHARES TR	MSCI EAFE ETF	$449K	0.1%Prev: 0.2%	4,312 SH	Increased-384 SH
ISHARES TR	MSCI US GARP ETF	$581K	0.2%	7,243 SH	New
ISHARES TR	MSCI USA MIN ETF	$439K	0.1%	4,460 SH	New
ISHARES TR	MSCI USA QLT FCT	$834K	0.3%Prev: 1.0%	3,828 SH	Decreased-9,307 SH
ISHARES TR	PFD AND INCM SEC	$231K	0.1%Prev: 0.1%	7,587 SH	Decreased-1,413 SH
ISHARES TR	RUS 1000 GRW ETF	$444K	0.1%Prev: 0.2%	3,655 SH	Increased+2,741 SH
ISHARES TR	S&P 500 GRWT ETF	$1.6M	0.5%Prev: 0.5%	12,062 SH	Increased-15 SH
ISHARES TR	S&P 500 VAL ETF	$1.0M	0.3%Prev: 0.3%	4,450 SH	Increased
ISHARES TR	S&P MC 400GR ETF	$441K	0.1%Prev: 0.1%	3,874 SH	Increased-126 SH
ISHARES TR	S&P MC 400VL ETF	$366K	0.1%Prev: 0.1%	2,507 SH	Increased-93 SH
ISHARES TR	SELECT DIVID ETF	$1.1M	0.3%Prev: 0.4%	6,898 SH	Increased-766 SH
ISHARES TR	SYSTEMATIC BD ET	$202K	0.1%	2,292 SH	New
ISHARES TR	TRS FLT RT BD	$22.8M	7.1%Prev: 4.2%	451,670 SH	Increased+239,422 SH
ISHARES TR	U.S. TECH ETF	$1.4M	0.4%Prev: 0.5%	5,707 SH	Increased-1,839 SH
ITT INC	COM	$203K	0.1%Prev: 0.1%	1,100 SH	Decreased-200 SH
JEFFERIES FINANCIAL GROUP IN	COM	$279K	0.1%	5,275 SH	New
JOHNSON & JOHNSON	COM	$431K	0.1%Prev: 0.1%	1,613 SH	Increased-285 SH
JPMORGAN CHASE & CO	COM	$855K	0.3%	2,520 SH	New
MCDONALDS CORP	COM	$991K	0.3%Prev: 0.5%	3,510 SH	Decreased-415 SH
MCKESSON CORP	COM	$437K	0.1%Prev: 0.2%	541 SH	Decreased-246 SH
MERCK & CO INC	COM	$634K	0.2%Prev: 0.2%	4,919 SH	Increased-816 SH
META PLATFORMS INC	CL A	$444K	0.1%Prev: 0.2%	722 SH	Decreased+9 SH
MICRON TECHNOLOGY INC	COM	$253K	0.1%	270 SH	New
MICROSOFT CORP	COM	$3.0M	0.9%Prev: 1.8%	7,651 SH	Decreased-1,713 SH
NETFLIX INC.	COM	$235K	0.1%	3,079 SH	New
NEXTERA ENERGY INC	COM	$516K	0.2%Prev: 0.2%	5,833 SH	Decreased-1,288 SH
NUVEEN CA DIVI ADV MUN	COM	$150K	0.0%	12,418 SH	New
NUVEEN CALIF AMT FREE MUNI I	COM	$222K	0.1%	17,709 SH	New
NVIDIA CORPORATION	COM	$1.6M	0.5%Prev: 0.6%	7,961 SH	Increased-1,378 SH
ONEOK INC NEW	COM	$358K	0.1%Prev: 0.2%	3,944 SH	Decreased-1,809 SH
OREILLY AUTOMOTIVE INC	COM	$285K	0.1%Prev: 0.1%	3,286 SH	Increased+901 SH
PFIZER INC	COM	$257K	0.1%Prev: 0.2%	10,679 SH	Decreased-6,205 SH
PHILIP MORRIS INTL INC	COM	$543K	0.2%Prev: 0.2%	2,893 SH	Decreased-413 SH
PPL CORP	COM	$396K	0.1%Prev: 0.3%	10,877 SH	Decreased-7,813 SH
PROCTER & GAMBLE CO	COM	$445K	0.1%	2,915 SH	New
PROSHARES TR	PSHS ULT S&P 500	$432K	0.1%Prev: 0.1%	6,400 SH	Increased+3,200 SH
QUALCOMM INC	COM	$1.3M	0.4%Prev: 0.5%	6,952 SH	Increased-439 SH
RTX CORPORATION	COM	$472K	0.1%Prev: 0.2%	2,351 SH	Increased-850 SH
SCHEIN HENRY INC	COM	$342K	0.1%	3,944 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$256K	0.1%Prev: 0.1%	8,691 SH	Increased
SELECT SECTOR SPDR TR	ST STR CARE ETF	$1.1M	0.3%	6,561 SH	New
SELECT SECTOR SPDR TR	ST STR DISCR ETF	$1.5M	0.5%	12,501 SH	New
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$255K	0.1%	4,658 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$1.4M	0.4%	25,153 SH	New
SELECT SECTOR SPDR TR	ST STR INDL ETF	$1.1M	0.3%	6,060 SH	New
SELECT SECTOR SPDR TR	ST STR MATER ETF	$280K	0.1%	5,445 SH	New
SELECT SECTOR SPDR TR	ST STR STAPL ETF	$688K	0.2%	8,108 SH	New
SELECT SECTOR SPDR TR	ST STR SVC ETF	$906K	0.3%	8,158 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$6.1M	1.9%	33,966 SH	New
SELECT SECTOR SPDR TR	ST STR UTIL ETF	$203K	0.1%	4,442 SH	New
SEMPRA	COM	$2.1M	0.6%Prev: 0.6%	21,872 SH	Increased+2,102 SH
SIERRA BANCORP	COM	$502K	0.2%Prev: 0.1%	12,320 SH	Increased
SOUTHERN CO	COM	$360K	0.1%Prev: 0.2%	3,702 SH	Decreased-1,091 SH
SPDR GOLD TR	GOLD SHS	$679K	0.2%Prev: 0.2%	1,799 SH	Increased-107 SH
SPDR SERIES TRUST	ST SHO TREAS ETF	$5.9M	1.8%	203,633 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$19.6M	6.1%	222,277 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$2.4M	0.8%	20,623 SH	New
SPDR SERIES TRUST	ST STR P500VAL	$1.6M	0.5%	25,295 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$802K	0.2%	5,156 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$569K	0.2%	18,350 SH	New
STARBUCKS CORP	COM	$655K	0.2%Prev: 0.3%	6,324 SH	Decreased-2,038 SH
STATE STR SPDR DOW JONES IND	UT SER 1	$16.1M	5.0%	30,396 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$34.7M	10.8%	46,445 SH	New
SYSCO CORP	COM	$434K	0.1%Prev: 0.2%	5,129 SH	Increased-21 SH
TARGET CORP	COM	$308K	0.1%Prev: 0.1%	2,415 SH	Decreased-837 SH
TESLA INC	COM	$356K	0.1%Prev: 0.1%	883 SH	Increased-97 SH
TRAVELERS COMPANIES INC	COM	$379K	0.1%Prev: 0.2%	1,104 SH	Decreased-355 SH
UNITED PARCEL SVCS INC	CL B	$337K	0.1%	3,013 SH	New
US BANCORP	COM NEW	$295K	0.1%	4,683 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$379K	0.1%	4,983 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$295K	0.1%Prev: 0.1%	4,055 SH	Decreased-193 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$417K	0.1%Prev: 0.1%	1,725 SH	Increased
VANGUARD INDEX FDS	GROWTH ETF	$1.5M	0.5%Prev: 0.3%	17,382 SH	Increased+15,499 SH
VANGUARD INDEX FDS	MID CAP ETF	$336K	0.1%Prev: 0.1%	4,174 SH	Increased+2,981 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$25.6M	8.0%Prev: 8.7%	37,294 SH	Increased-1,355 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$563K	0.2%Prev: 0.3%	1,523 SH	Decreased-573 SH
VANGUARD INDEX FDS	VALUE ETF	$592K	0.2%Prev: 0.2%	2,695 SH	Increased+195 SH
VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$219K	0.1%	1,953 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.3M	0.7%Prev: 0.9%	9,680 SH	Increased-1,166 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$354K	0.1%Prev: 0.1%	4,996 SH	Increased-135 SH
VANGUARD WORLD FD	INF TECH ETF	$425K	0.1%Prev: 0.2%	3,727 SH	Decreased+3,068 SH
VANGUARD WORLD FD	UTILITIES ETF	$224K	0.1%Prev: 0.1%	1,138 SH	Decreased-336 SH
VERIZON COMMUNICATIONS INC	COM	$354K	0.1%Prev: 0.2%	8,310 SH	Decreased-2,489 SH
VISA INC	COM CL A	$331K	0.1%Prev: 0.3%	939 SH	Decreased-923 SH
WALMART INC	COM	$693K	0.2%Prev: 0.3%	6,215 SH	Decreased-859 SH
WELLS FARGO & CO	COM	$260K	0.1%	2,979 SH	New
WISDOMTREE TR	FLOATNG RAT TREA	$1.2M	0.4%Prev: 0.5%	24,397 SH	Increased+1,656 SH
WORLD GOLD TR	SPDR GLD MINIS	$294K	0.1%Prev: 0.1%	3,614 SH	Decreased-1,168 SH
WP CAREY INC	COM	$320K	0.1%Prev: 0.2%	4,494 SH	Decreased-2,250 SH

Sold (vs prior filing)

ABBOTT LABS — $212K
AT&T INC — $307K
BANK AMERICA CORP — $476K
BLACKROCK ETF TRUST — $214K
BLACKROCK ETF TRUST — $558K
BLACKROCK ETF TRUST — $228K
BLACKROCK ETF TRUST II — $707K
BLACKSTONE INC — $500K
CHEVRON CORP NEW — $459K
CME GROUP INC — $442K
COSTCO WHSL CORP NEW — $2.2M
DISNEY WALT CO — $201K
DOMINION ENERGY INC — $255K
EATON VANCE CALIF MUN BD FD — $103K
EATON VANCE TAX-MANAGED GLOB — $292K
ENBRIDGE INC — $210K
ENTERPRISE PRODS PARTNERS L — $306K
HENRY SCHEIN INC — $294K
HOME DEPOT INC — $332K
HONEYWELL INTL INC — $206K
… and 48 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