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MKT Advisors LLC

CIK:0001906802
Investment Adviser
$0 AUM
167 holdings
Escondido, CA, United States
Founded:2012
7 employees
mktadvisorsllc.com
Latest filing:Sep 30, 2025

MKT Advisors LLC is a Registered Investment Adviser headquartered in Escondido, California. Founded in 2012 by industry veterans, the firm specializes in providing investment advisory and related services to a diverse group of clients including professionals, business owners, and retirees who seek both asset growth and protection. The MKT team has over 60 years combined industry experience and is committed to tailoring financial strategies for each client. They serve clients nationwide, focusing on personalized service and wealth management advice. The staff count is approximately 5-7 based on listed advisors and support personnel.

Investment Strategy

MKT Advisors LLC takes a client-centered and modern approach to investment management, designing customized portfolios aligned with individual goals and long-term objectives. Their philosophy emphasizes wealth accumulation, risk management, retirement planning, and portfolio design using personalized and modern investing principles. The firm prides itself on community-focused investing and helping clients define and pursue financial goals through educational guidance and comprehensive planning.

Latest 13F Filing Activity

MKT Advisors LLC filed their most recent 13F report on Sep 30, 2025 disclosing 167 equity positions with a total 13F market value of $269M. The fund increased holdings in SPDR Series Trust, SPDR S&P 500 Etf TR, Vanguard Index FDS among other positions. MKT Advisors LLC reduced exposure to MKS Inc., Boeing Co., Visa Inc. among others.

Top Buys
S
SPLGSPDR SERIES TRUST
+$3.2M
S
SPYSPDR S&P 500 ETF TR
+$2.4M
V
VOOVANGUARD INDEX FDS
+$1.7M
A
AFLAFLAC INC
+$1.0M
A
AAPLAPPLE INC
+$674.9K
Top Sells
M
MKSIMKS INC.
-$604.3K
B
BABOEING CO
-$500.6K
V
VVISA INC
-$324.7K
Q
QUALISHARES TR
-$265.2K
I
IBDQISHARES TR
-$237.1K

Top Holdings

S
SPYSPDR S&P 500 ETF TR
+12.7%$34.1M
V
VOOVANGUARD INDEX FDS
+8.8%$23.6M
D
DIASPDR DOW JONES INDL AVERAGE
+5.6%$15.1M
I
IBTHISHARES TR
+4.8%$12.8M
I
IBTGISHARES TR
+4.7%$12.7M

Equity Positions (167)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
S
SPY
SPDR S&P 500 ETF TR12.70%$34.1M51,048$470.99$666.18+$2.4M
V
VOO
VANGUARD INDEX FDS8.80%$23.6M38,475$419.16$612.38+$1.7M
D
DIA
SPDR DOW JONES INDL AVERAGE5.64%$15.1M32,633$362.95$463.74+$509.5K
I
IBTH
ISHARES TR4.77%$12.8M570,279$22.16$22.52+$251.2K
I
IBTG
ISHARES TR4.74%$12.7M556,032$22.71$22.95+$151.6K

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+1.8%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+1.6%
SEMICONDUCTORS & RELATED DEVICES
+1.4%
ELECTRONIC COMPUTERS
+1.3%
RETAIL-VARIETY STORES
+1.1%
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