MN Wealth Advisors, LLC

CIK 0001992972 • 6 13F filings • Apr 21, 2025 – Jul 23, 2026

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Filer information

Filed by: MN Wealth Advisors, LLC, Chief Compliance Officer
Address: 6800 W 115TH STREET, SUITE 3511, OVERLAND PARK, KS, 66211
Phone: (913) 897-2074
AUM: $198.1M

AUM over time

$234.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $198.1M122 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC COM	Stock	$501K	0.3%Prev: 0.3%	2,190 SH	Increased+43 SH
ACCENTURE PLC IRELAND SHS CLASS A	Stock	$1.4M	0.7%Prev: 0.4%	5,035 SH	Increased+1,633 SH
ADOBE INC COM	Stock	$221K	0.1%	632 SH	New
ADVANCED MICRO DEVICES INC COM	Stock	$208K	0.1%	971 SH	New
AEROVIRONMENT INC COM	Stock	$326K	0.2%	1,347 SH	New
AGNC INVT CORP COM	REIT	$108K	0.1%	10,108 SH	New
ALPHABET INC CAP STK CL A	Stock	$2.6M	1.3%Prev: 1.1%	8,441 SH	Increased-207 SH
ALPHABET INC CAP STK CL C	Stock	$249K	0.1%	792 SH	New
AMAZON COM INC COM	Stock	$1.6M	0.8%Prev: 0.9%	7,147 SH	Increased-195 SH
APPLE INC COM	Stock	$3.6M	1.8%Prev: 2.0%	13,098 SH	Decreased-1,376 SH
ARRAY TECHNOLOGIES INC COM SHS	CALL	$3K	0.0%Prev: 0.0%	300 SH	Increased
ARRAY TECHNOLOGIES INC COM SHS	Stock	$112K	0.1%Prev: 0.1%	12,094 SH	Increased-400 SH
AVANTIS EMERGING MARKETS EQUITY ETF	ETF	$7.1M	3.6%Prev: 3.2%	91,838 SH	Increased+12,674 SH
AVANTIS INTERNATIONAL EQUITY ETF	ETF	$760K	0.4%Prev: 0.4%	9,231 SH	Increased+97 SH
AVANTIS U.S. EQUITY ETF	ETF	$7.2M	3.7%Prev: 3.8%	64,782 SH	Increased+17 SH
AVANTIS U.S. SMALL CAP VALUE ETF	ETF	$894K	0.5%Prev: 0.9%	8,769 SH	Decreased-8,836 SH
BERKSHIRE HATHAWAY INC DEL CL A	Stock	$755K	0.4%Prev: 0.4%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$1.3M	0.7%Prev: 0.8%	2,621 SH	Decreased-236 SH
BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF	ETF	$263K	0.1%Prev: 0.2%	5,680 SH	Decreased-549 SH
BROADCOM INC COM	Stock	$2.2M	1.1%Prev: 1.1%	6,477 SH	Increased-34 SH
CATERPILLAR INC COM	Stock	$302K	0.2%Prev: 0.1%	527 SH	Increased+1 SH
CHENIERE ENERGY INC COM NEW	Stock	$321K	0.2%Prev: 0.2%	1,650 SH	Decreased+137 SH
CHEVRON CORP NEW COM	Stock	$445K	0.2%Prev: 0.2%	2,916 SH	Decreased-42 SH
COCA COLA CO COM	Stock	$977K	0.5%Prev: 0.5%	13,976 SH	Increased-711 SH
COSTCO WHOLESALE CORPORATION COM	Stock	$656K	0.3%	761 SH	New
CROWDSTRIKE HLDGS INC CL A	Stock	$246K	0.1%Prev: 0.2%	525 SH	Decreased-48 SH
DELL TECHNOLOGIES INC CL C	Stock	$724K	0.4%Prev: 0.4%	5,751 SH	Decreased+159 SH
DEXCOM INC COM	Stock	$515K	0.3%Prev: 0.4%	7,756 SH	Decreased-2,423 SH
DIMENSIONAL INTERNATIONAL VALUE ETF	ETF	$835K	0.4%Prev: 0.4%	16,731 SH	Increased-294 SH
EATON CORP PLC SHS	Stock	$218K	0.1%Prev: 0.1%	686 SH	Decreased-17 SH
ELI LILLY & CO COM	Stock	$2.1M	1.1%Prev: 0.8%	1,995 SH	Increased-10 SH
EMERSON ELEC CO COM	Stock	$256K	0.1%Prev: 0.1%	1,926 SH	Increased+49 SH
EQUITY BANCSHARES INC COM CL A	Stock	$753K	0.4%Prev: 0.4%	16,856 SH	Increased+72 SH
EXXON MOBIL CORP COM	Stock	$277K	0.1%Prev: 0.1%	2,298 SH	Increased+323 SH
FIDELITY BLUE CHIP GROWTH ETF	ETF	$4.9M	2.5%Prev: 2.4%	88,865 SH	Increased+3,089 SH
FIDELITY ENHANCED INTERNATIONAL ETF	ETF	$320K	0.2%	8,758 SH	New
FIRST EAGLE GLOBAL EQUITY ETF	ETF	$11.9M	6.0%Prev: 5.9%	258,131 SH	Increased+5,538 SH
FT VEST LADDERED DEEP BUFFER ETF	ETF	$258K	0.1%	9,121 SH	New
FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY	ETF	$242K	0.1%Prev: 0.1%	5,077 SH	Increased
FT VEST U.S. EQUITY MAX BUFFER ETF - MARCH	ETF	$253K	0.1%Prev: 0.1%	7,650 SH	Increased
GE AEROSPACE COM NEW	Stock	$257K	0.1%Prev: 0.1%	835 SH	Increased
GLOBAL X DEFENSE TECH ETF	ETF	$271K	0.1%Prev: 0.1%	4,176 SH	Increased+567 SH
HALEON PLC SPON ADS	ADR	$262K	0.1%Prev: 0.1%	25,934 SH	Increased-668 SH
HERSHEY CO COM	Stock	$280K	0.1%Prev: 0.1%	1,537 SH	Increased+44 SH
HERTZ GLOBAL HLDGS INC WT EXP 063051	Stock	$29K	0.0%Prev: 0.0%	10,951 SH	Decreased
INTUIT COM	Stock	$340K	0.2%Prev: 0.2%	513 SH	Decreased+3 SH
INVESCO QQQ TRUST SERIES I	ETF	$437K	0.2%Prev: 0.2%	710 SH	Increased+2 SH
INVESCO QQQ TRUST SERIES I	PUT	$184K	0.1%	300 SH	New
INVESCO S&P 500 MOMENTUM ETF	ETF	$506K	0.3%Prev: 0.2%	4,241 SH	Increased+1,544 SH
INVESCO S&P 500 TOP 50 ETF	ETF	$1.1M	0.6%Prev: 0.5%	18,711 SH	Increased+1,138 SH
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF	ETF	$546K	0.3%Prev: 0.3%	16,403 SH	Increased+1,691 SH
ISHARES BITCOIN TRUST ETF	ETF	$341K	0.2%Prev: 0.2%	6,871 SH	Decreased+605 SH
ISHARES CORE MSCI EMERGING MARKETS ETF	ETF	$892K	0.5%Prev: 0.4%	13,271 SH	Increased+1,846 SH
ISHARES CORE S&P 500 ETF	ETF	$1.4M	0.7%Prev: 0.5%	2,083 SH	Increased+582 SH
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	ETF	$1.6M	0.8%Prev: 0.9%	10,821 SH	Decreased-255 SH
ISHARES CORE TOTAL USD BOND MARKET ETF	ETF	$1.1M	0.6%Prev: 0.6%	23,864 SH	Decreased-106 SH
ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$7.4M	3.8%Prev: 3.8%	74,436 SH	Increased+2,816 SH
ISHARES MSCI EAFE VALUE ETF	ETF	$884K	0.4%Prev: 0.5%	12,381 SH	Decreased-822 SH
ISHARES MSCI USA QUALITY FACTOR ETF	ETF	$699K	0.4%Prev: 0.6%	3,520 SH	Decreased-2,351 SH
ISHARES S&P 500 GROWTH ETF	ETF	$1.1M	0.6%Prev: 0.6%	8,974 SH	Increased+246 SH
ISHARES S&P 500 VALUE ETF	ETF	$1.2M	0.6%Prev: 0.5%	5,777 SH	Increased+1,521 SH
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF	ETF	$1.4M	0.7%Prev: 0.7%	22,253 SH	Increased+1,307 SH
ISHARES U.S. THEMATIC ROTATION ACTIVE ETF	ETF	$552K	0.3%Prev: 0.3%	14,326 SH	Increased+683 SH
JOHNSON & JOHNSON COM	Stock	$248K	0.1%Prev: 0.1%	1,196 SH	Increased+85 SH
JPMORGAN ACTIVE BOND ETF	ETF	$737K	0.4%Prev: 0.4%	13,637 SH	Decreased-397 SH
JPMORGAN ACTIVE GROWTH ETF	ETF	$11.4M	5.8%Prev: 6.0%	123,247 SH	Increased+4,355 SH
JPMORGAN ACTIVE VALUE ETF	ETF	$8.8M	4.5%Prev: 4.5%	123,097 SH	Increased+178 SH
JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF	ETF	$239K	0.1%Prev: 0.1%	4,868 SH	Increased+14 SH
JPMORGAN BETABUILDERS EUROPE ETF	ETF	$1.5M	0.7%Prev: 0.8%	20,054 SH	Increased-241 SH
JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF	ETF	$5.5M	2.8%Prev: 2.8%	76,296 SH	Increased+1,448 SH
JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF	ETF	$711K	0.4%Prev: 0.4%	15,309 SH	Decreased-17 SH
JPMORGAN BETABUILDERS U.S. EQUITY ETF	ETF	$30.5M	15.4%Prev: 15.0%	247,219 SH	Increased+14,602 SH
JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF	ETF	$397K	0.2%Prev: 0.2%	3,720 SH	Increased-14 SH
JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF	ETF	$1.3M	0.7%Prev: 0.7%	28,235 SH	Increased+1,495 SH
JPMORGAN CHASE & CO. COM	Stock	$653K	0.3%Prev: 0.3%	2,025 SH	Increased+73 SH
JPMORGAN CORE PLUS BOND ETF	ETF	$6.4M	3.2%Prev: 2.6%	135,486 SH	Increased+32,440 SH
JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF	ETF	$241K	0.1%Prev: 0.1%	3,965 SH	Increased+13 SH
JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF	ETF	$536K	0.3%Prev: 0.3%	7,867 SH	Increased+13 SH
JPMORGAN DIVERSIFIED RETURN USE EQUITY	ETF	$2.0M	1.0%Prev: 1.1%	15,896 SH	Decreased-330 SH
JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF	ETF	$407K	0.2%Prev: 0.2%	6,014 SH	Increased+27 SH
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF	ETF	$1.4M	0.7%Prev: 0.7%	20,361 SH	Decreased-1,126 SH
JPMORGAN INCOME ETF	ETF	$2.7M	1.3%Prev: 1.7%	57,314 SH	Decreased-11,190 SH
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF	ETF	$7.9M	4.0%Prev: 4.2%	105,191 SH	Decreased-3,427 SH
JPMORGAN U.S. MOMENTUM FACTOR ETF	ETF	$970K	0.5%Prev: 0.5%	14,228 SH	Increased-2 SH
JPMORGAN U.S. QUALITY FACTOR ETF	ETF	$392K	0.2%Prev: 0.2%	6,202 SH	Decreased-100 SH
JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND	ETF	$923K	0.5%Prev: 0.5%	18,802 SH	Increased-386 SH
KLA CORP COM NEW	Stock	$383K	0.2%Prev: 0.2%	315 SH	Increased+51 SH
MCDONALDS CORP COM	Stock	$453K	0.2%Prev: 0.2%	1,481 SH	Increased+25 SH
META PLATFORMS INC CL A	Stock	$1.2M	0.6%Prev: 0.7%	1,840 SH	Decreased-29 SH
MICRON TECHNOLOGY INC COM	Stock	$257K	0.1%	901 SH	New
MICROSOFT CORP COM	Stock	$2.7M	1.4%Prev: 1.5%	5,555 SH	Decreased+98 SH
MONGODB INC CL A	Stock	$244K	0.1%Prev: 0.2%	581 SH	Decreased-872 SH
NETFLIX INC. COM	Stock	$322K	0.2%	3,439 SH	New
NIKE INC CL B	Stock	$3.5M	1.8%	54,434 SH	New
NU HLDGS LTD ORD SHS CL A	Stock	$190K	0.1%	11,363 SH	New
NVIDIA CORPORATION COM	Stock	$3.2M	1.6%Prev: 1.7%	17,040 SH	Decreased-146 SH
ORACLE CORP COM	Stock	$396K	0.2%Prev: 0.3%	2,030 SH	Decreased+57 SH
PEPSICO INC COM	Stock	$814K	0.4%Prev: 0.7%	5,672 SH	Decreased-3,594 SH
PFIZER INC COM	Stock	$232K	0.1%Prev: 0.2%	9,320 SH	Decreased-3,253 SH
ROYAL CARIBBEAN GROUP COM	Stock	$249K	0.1%Prev: 0.2%	891 SH	Decreased+6 SH
SALESFORCE INC COM	Stock	$647K	0.3%	2,441 SH	New
SCHOLAR ROCK HLDG CORP COM	Stock	$359K	0.2%Prev: 0.1%	8,155 SH	Increased+959 SH
SCHWAB US AGGREGATE BOND ETF	ETF	$309K	0.2%Prev: 0.2%	13,237 SH	Decreased-661 SH
SHIFT4 PMTS INC CL A	Stock	$426K	0.2%Prev: 0.3%	6,771 SH	Decreased-1,194 SH
SPDR GOLD SHARES	ETF	$1.1M	0.5%Prev: 0.5%	2,729 SH	Increased+45 SH
SPDR S&P 500 ETF TRUST	ETF	$494K	0.2%Prev: 0.2%	724 SH	Increased+56 SH
STATE STREET SPDR PORTFOLIO S&P 500 ETF	ETF	$3.4M	1.7%	42,609 SH	New
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	ETF	$354K	0.2%	2,457 SH	New
TANDEM DIABETES CARE INC COM NEW	Stock	$303K	0.2%Prev: 0.1%	13,770 SH	Increased-3,660 SH
TARGA RES CORP COM	Stock	$817K	0.4%Prev: 0.3%	4,427 SH	Increased+614 SH
TESLA INC COM	Stock	$881K	0.4%Prev: 0.5%	1,958 SH	Decreased-63 SH
THERMO FISHER SCIENTIFIC INC COM	Stock	$355K	0.2%Prev: 0.2%	612 SH	Increased+12 SH
UBER TECHNOLOGIES INC COM	Stock	$206K	0.1%	2,526 SH	New
UNITEDHEALTH GROUP INC COM	Stock	$385K	0.2%Prev: 0.2%	1,165 SH	Increased+70 SH
VANGUARD DIVIDEND APPRECIATION ETF	ETF	$489K	0.2%Prev: 0.3%	2,223 SH	Increased+5 SH
VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$232K	0.1%	3,711 SH	New
VANGUARD HEALTH CARE ETF	ETF	$295K	0.1%Prev: 0.1%	1,023 SH	Increased+4 SH
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF	ETF	$1.2M	0.6%Prev: 0.6%	12,854 SH	Increased+98 SH
VANGUARD TOTAL BOND MARKET ETF	ETF	$1.2M	0.6%Prev: 0.7%	16,308 SH	Decreased-736 SH
VERTEX PHARMACEUTICALS INC COM	Stock	$1.4M	0.7%Prev: 0.6%	3,150 SH	Increased+266 SH
VIKING THERAPEUTICS INC COM	Stock	$1.1M	0.5%Prev: 0.4%	30,259 SH	Increased+3,262 SH
WALMART INC COM	Stock	$1.5M	0.7%Prev: 0.7%	13,134 SH	Increased+599 SH

Sold (vs prior filing)

BROWN FORMAN CORP CL B — $550K
COSTCO WHSL CORP NEW COM — $644K
DIGITAL RLTY TR INC COM — $206K
INVESCO S&P 500 EQUAL WEIGHT ETF — $201K
ISHARES 0-3 MONTH TREASURY BOND ETF — $307K
ISHARES 10-20 YEAR TREASURY BOND ETF — $1.8M
MODERNA INC COM — $8K
MODERNA INC COM — $778K
NETFLIX INC COM — $405K
PDD HOLDINGS INC SPONSORED ADS — $212K
SPDR PORTFOLIO S&P 500 ETF — $3.3M
TECHNOLOGY SELECT SECTOR SPDR FUND — $346K
THE CAMPBELLS COMPANY COM — $603K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 2, 2026	Q4 2025	13F-HR	0001992972-26-000001	$198.1M	View
Oct 21, 2025	Q3 2025	13F-HR	0001992972-25-000007	$187.2M	View
Jul 23, 2026	Q2 2026