MKT Advisors LLC filed its Form 13F-HR for the period ending September 30, 2026, disclosing a portfolio of 147 equity securities. The filing lists Taylor Jobe, Chief Compliance Officer, as the authorized representative for the firm based in Carlsbad, California.
The report details a significant increase in the firm's exposure to exchange-traded funds (ETFs), which now make up the majority of the portfolio. Among the top holdings are various iShares and SPDR ETFs, including the iShares Core S&P 500 ETF (464287200) with 2,181,501 shares, the iShares Core MSCI EAFE ETF (46432F842) with 256,452 shares, and the SPDR Gold Trust (78463V107) with 681,137 shares.
Equity positions in individual companies include Microsoft Corporation (594918104) with 3,057,426 shares, Apple Inc. (037833100) with 4,355,137 shares, and NVIDIA Corporation (67066G104) with 1,417,263 shares. Other notable individual stock holdings include Berkshire Hathaway Inc. Class B (084670702) with 1,012,901 shares, Alphabet Inc. Class A (02079K305) with 1,841,652 shares, and Visa Inc. (922908363) with 25,809,710 shares.
The filing indicates that all positions are held with sole voting rights and no shared investment power.
