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: $171.8M110 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC COM	Stock	$372K	0.2%Prev: 0.2%	2,003 SH	Decreased-285 SH
ALPHABET INC CAP STK CL A	Stock	$1.6M	0.9%Prev: 1.3%	9,070 SH	Decreased-201 SH
AMAZON COM INC COM	Stock	$1.6M	0.9%Prev: 0.8%	7,289 SH	Decreased-729 SH
APPLE INC COM	Stock	$2.9M	1.7%Prev: 1.8%	14,192 SH	Decreased-81 SH
ARRAY TECHNOLOGIES INC COM SHS	Stock	$90K	0.1%	15,265 SH	New
AVANTIS EMERGING MARKETS EQUITY ETF	ETF	$4.8M	2.8%Prev: 3.6%	69,452 SH	Decreased-22,914 SH
AVANTIS INTERNATIONAL EQUITY ETF	ETF	$640K	0.4%Prev: 0.4%	8,650 SH	Decreased-526 SH
AVANTIS U.S. EQUITY ETF	ETF	$6.2M	3.6%Prev: 3.6%	61,820 SH	Decreased-4,470 SH
AVANTIS U.S. SMALL CAP VALUE ETF	ETF	$1.6M	0.9%Prev: 0.5%	17,807 SH	Increased+9,210 SH
BERKSHIRE HATHAWAY INC DEL CL A	Stock	$729K	0.4%Prev: 0.3%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$1.3M	0.8%Prev: 0.6%	2,744 SH	Increased+26 SH
BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF	ETF	$282K	0.2%Prev: 0.1%	6,115 SH	Increased+457 SH
BROADCOM INC COM	Stock	$1.8M	1.1%Prev: 1.1%	6,554 SH	Decreased-952 SH
BROWN FORMAN CORP CL B	Stock	$547K	0.3%	20,324 SH	New
CHENIERE ENERGY INC COM NEW	Stock	$368K	0.2%Prev: 0.2%	1,510 SH	Decreased-118 SH
CHEVRON CORP NEW COM	Stock	$404K	0.2%	2,821 SH	New
COCA COLA CO COM	Stock	$1.0M	0.6%Prev: 0.5%	14,728 SH	Decreased+883 SH
COSTCO WHSL CORP NEW COM	Stock	$694K	0.4%	700 SH	New
CROWDSTRIKE HLDGS INC CL A	Stock	$262K	0.2%Prev: 0.2%	515 SH	Decreased-285 SH
DELL TECHNOLOGIES INC CL C	Stock	$1.2M	0.7%Prev: 0.3%	9,546 SH	Increased+5,379 SH
DEXCOM INC COM	Stock	$1.0M	0.6%Prev: 0.2%	11,481 SH	Increased+5,340 SH
DIGITAL RLTY TR INC COM	REIT	$205K	0.1%Prev: 0.1%	1,175 SH	Decreased-168 SH
DIMENSIONAL INTERNATIONAL VALUE ETF	ETF	$758K	0.4%Prev: 0.4%	17,690 SH	Decreased+1,080 SH
EATON CORP PLC SHS	Stock	$504K	0.3%Prev: 0.1%	1,412 SH	Increased+828 SH
ELI LILLY & CO COM	Stock	$1.5M	0.9%Prev: 0.9%	1,973 SH	Decreased-75 SH
EMERSON ELEC CO COM	Stock	$256K	0.1%Prev: 0.1%	1,919 SH	Increased+12 SH
ENPHASE ENERGY INC COM	Stock	$309K	0.2%	7,782 SH	New
EQUITY BANCSHARES INC COM CL A	Stock	$682K	0.4%Prev: 0.4%	16,724 SH	Decreased-197 SH
FIDELITY BLUE CHIP GROWTH ETF	ETF	$3.6M	2.1%Prev: 2.2%	75,087 SH	Decreased-16,678 SH
FIRST EAGLE GLOBAL EQUITY ETF	ETF	$9.8M	5.7%Prev: 6.0%	243,791 SH	Decreased-17,333 SH
FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY	ETF	$227K	0.1%Prev: 0.1%	5,077 SH	Decreased
FT VEST U.S. EQUITY MAX BUFFER ETF - MARCH	ETF	$246K	0.1%Prev: 0.1%	7,650 SH	Decreased
GE AEROSPACE COM NEW	Stock	$201K	0.1%Prev: 0.1%	781 SH	Decreased-161 SH
HALEON PLC SPON ADS	ADR	$264K	0.2%Prev: 0.1%	25,432 SH	Increased-502 SH
HERSHEY CO COM	Stock	$230K	0.1%Prev: 0.2%	1,384 SH	Decreased-163 SH
HERTZ GLOBAL HLDGS INC WT EXP 063051	Stock	$40K	0.0%Prev: 0.0%	10,951 SH	Increased
INTUIT COM	Stock	$385K	0.2%	488 SH	New
INVESCO QQQ TRUST SERIES I	ETF	$391K	0.2%Prev: 0.2%	708 SH	Decreased-28 SH
INVESCO S&P 500 EQUAL WEIGHT ETF	ETF	$1.1M	0.6%	5,943 SH	New
INVESCO S&P 500 MOMENTUM ETF	ETF	$304K	0.2%Prev: 0.3%	2,704 SH	Decreased-1,894 SH
INVESCO S&P 500 TOP 50 ETF	ETF	$464K	0.3%	8,896 SH	New
ISHARES 0-3 MONTH TREASURY BOND ETF	ETF	$304K	0.2%	3,021 SH	New
ISHARES 10-20 YEAR TREASURY BOND ETF	ETF	$2.2M	1.3%	21,929 SH	New
ISHARES BITCOIN TRUST ETF	ETF	$236K	0.1%Prev: 0.1%	3,848 SH	Decreased-3,123 SH
ISHARES CORE MSCI EMERGING MARKETS ETF	ETF	$730K	0.4%	12,154 SH	New
ISHARES CORE S&P 500 ETF	ETF	$888K	0.5%Prev: 0.5%	1,429 SH	Decreased-43 SH
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	ETF	$1.4M	0.8%Prev: 0.8%	10,286 SH	Decreased-933 SH
ISHARES CORE TOTAL USD BOND MARKET ETF	ETF	$1.2M	0.7%Prev: 0.5%	26,288 SH	Increased+2,877 SH
ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$6.7M	3.9%Prev: 0.1%	67,928 SH	Increased+65,639 SH
ISHARES MSCI EAFE GROWTH ETF	ETF	$454K	0.3%	4,055 SH	New
ISHARES MSCI EAFE VALUE ETF	ETF	$1.1M	0.7%Prev: 0.3%	18,048 SH	Increased+10,409 SH
ISHARES MSCI USA QUALITY FACTOR ETF	ETF	$1.2M	0.7%Prev: 0.3%	6,679 SH	Increased+3,490 SH
ISHARES S&P 500 GROWTH ETF	ETF	$986K	0.6%Prev: 0.5%	8,955 SH	Decreased-262 SH
ISHARES S&P 500 VALUE ETF	ETF	$797K	0.5%Prev: 0.6%	4,076 SH	Decreased-1,827 SH
ISHARES TREASURY FLOATING RATE BOND ETF	ETF	$376K	0.2%	7,419 SH	New
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF	ETF	$988K	0.6%Prev: 0.6%	18,150 SH	Decreased-2,036 SH
ISHARES U.S. TECHNOLOGY ETF	ETF	$327K	0.2%	1,888 SH	New
ISHARES U.S. THEMATIC ROTATION ACTIVE ETF	ETF	$471K	0.3%Prev: 0.3%	13,239 SH	Decreased-1,613 SH
JPMORGAN ACTIVE BOND ETF	ETF	$830K	0.5%Prev: 0.4%	15,486 SH	Increased+1,281 SH
JPMORGAN ACTIVE GROWTH ETF	ETF	$10.1M	5.9%Prev: 4.5%	117,637 SH	Increased+8,052 SH
JPMORGAN ACTIVE VALUE ETF	ETF	$7.8M	4.6%Prev: 4.2%	119,706 SH	Decreased+318 SH
JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF	ETF	$218K	0.1%Prev: 0.1%	5,059 SH	Decreased+277 SH
JPMORGAN BETABUILDERS EUROPE ETF	ETF	$1.4M	0.8%Prev: 0.7%	20,495 SH	Decreased+1,392 SH
JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF	ETF	$5.0M	2.9%Prev: 2.4%	73,890 SH	Decreased+5,418 SH
JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF	ETF	$753K	0.4%Prev: 0.4%	16,312 SH	Decreased-1,426 SH
JPMORGAN BETABUILDERS U.S. EQUITY ETF	ETF	$25.3M	14.7%Prev: 14.5%	226,009 SH	Decreased-27,804 SH
JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF	ETF	$372K	0.2%Prev: 0.2%	3,816 SH	Decreased+178 SH
JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF	ETF	$1.2M	0.7%Prev: 0.4%	25,480 SH	Increased+9,329 SH
JPMORGAN CHASE & CO. COM	Stock	$545K	0.3%	1,880 SH	New
JPMORGAN CORE PLUS BOND ETF	ETF	$4.7M	2.8%Prev: 3.6%	100,768 SH	Decreased-54,910 SH
JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF	ETF	$233K	0.1%Prev: 0.1%	4,129 SH	Decreased-258 SH
JPMORGAN DIVERSIFIED RETURN USE EQUITY	ETF	$2.0M	1.2%Prev: 1.0%	16,752 SH	Decreased+1,218 SH
JPMORGAN EQUITY PREMIUM INCOME ETF	ETF	$213K	0.1%	3,749 SH	New
JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF	ETF	$414K	0.2%Prev: 0.2%	6,436 SH	Increased+1,115 SH
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF	ETF	$1.3M	0.8%Prev: 0.6%	21,109 SH	Increased+1,163 SH
JPMORGAN INCOME ETF	ETF	$2.9M	1.7%Prev: 1.0%	62,820 SH	Increased+17,341 SH
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF	ETF	$7.5M	4.3%Prev: 4.1%	105,407 SH	Decreased-7,031 SH
JPMORGAN U.S. MOMENTUM FACTOR ETF	ETF	$948K	0.6%Prev: 0.5%	14,748 SH	Decreased+304 SH
JPMORGAN U.S. QUALITY FACTOR ETF	ETF	$389K	0.2%Prev: 0.2%	6,480 SH	Increased+288 SH
JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND	ETF	$880K	0.5%Prev: 0.4%	19,892 SH	Decreased+1,430 SH
MCDONALDS CORP COM	Stock	$457K	0.3%Prev: 0.2%	1,564 SH	Decreased-4 SH
META PLATFORMS INC CL A	Stock	$1.4M	0.8%Prev: 0.6%	1,905 SH	Increased-108 SH
MICROSOFT CORP COM	Stock	$2.7M	1.6%Prev: 1.5%	5,376 SH	Decreased-2,940 SH
MODERNA INC COM	Stock	$839K	0.5%	30,425 SH	New
MONGODB INC CL A	Stock	$707K	0.4%	3,368 SH	New
NETFLIX INC COM	Stock	$434K	0.3%	324 SH	New
NVIDIA CORPORATION COM	Stock	$2.7M	1.5%Prev: 1.7%	16,803 SH	Decreased-2,946 SH
ORACLE CORP COM	Stock	$427K	0.2%Prev: 0.2%	1,951 SH	Increased-289 SH
PEPSICO INC COM	Stock	$1.2M	0.7%Prev: 0.4%	8,971 SH	Increased+3,668 SH
PFIZER INC COM	Stock	$398K	0.2%Prev: 0.1%	16,421 SH	Increased+7,161 SH
PMXF DIVERSIFIED RETURN INTL EX-NORTH AMERICA EQUITY	ETF	$547K	0.3%	8,533 SH	New
ROYAL CARIBBEAN GROUP COM	Stock	$285K	0.2%Prev: 0.1%	908 SH	Increased+12 SH
SCHWAB US AGGREGATE BOND ETF	ETF	$317K	0.2%Prev: 0.1%	13,653 SH	Increased+497 SH
SHIFT4 PMTS INC CL A	Stock	$721K	0.4%Prev: 0.1%	7,279 SH	Increased+3,505 SH
SPDR GOLD SHARES	ETF	$407K	0.2%Prev: 0.6%	1,334 SH	Decreased-1,348 SH
SPDR PORTFOLIO S&P 500 ETF	ETF	$2.8M	1.6%	38,231 SH	New
SPDR S&P 500 ETF TRUST	ETF	$425K	0.2%	688 SH	New
TARGA RES CORP COM	Stock	$601K	0.4%Prev: 0.4%	3,455 SH	Decreased+487 SH
TECHNOLOGY SELECT SECTOR SPDR FUND	ETF	$311K	0.2%	1,226 SH	New
TESLA INC COM	Stock	$596K	0.3%Prev: 0.4%	1,875 SH	Decreased-381 SH
THE CAMPBELLS COMPANY COM	Stock	$588K	0.3%	19,184 SH	New
THERMO FISHER SCIENTIFIC INC COM	Stock	$267K	0.2%Prev: 0.2%	658 SH	Decreased+25 SH
UNITEDHEALTH GROUP INC COM	Stock	$290K	0.2%Prev: 0.2%	929 SH	Decreased-232 SH
VANGUARD DIVIDEND APPRECIATION ETF	ETF	$456K	0.3%Prev: 0.2%	2,229 SH	Decreased+60 SH
VANGUARD HEALTH CARE ETF	ETF	$252K	0.1%Prev: 0.1%	1,016 SH	Decreased-8 SH
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF	ETF	$1.0M	0.6%Prev: 0.6%	12,707 SH	Decreased-233 SH
VANGUARD TOTAL BOND MARKET ETF	ETF	$1.4M	0.8%Prev: 0.5%	19,293 SH	Increased+4,939 SH
VERTEX PHARMACEUTICALS INC COM	Stock	$1.1M	0.6%Prev: 0.7%	2,408 SH	Decreased-749 SH
VIKING THERAPEUTICS INC COM	Stock	$610K	0.4%Prev: 0.5%	23,024 SH	Decreased-8,508 SH
WALMART INC COM	Stock	$1.2M	0.7%Prev: 0.8%	12,300 SH	Decreased-1,218 SH

Sold (vs prior filing)

ACCENTURE PLC IRELAND SHS CLASS A — $707K
ADVANCED MICRO DEVICES INC COM — $223K
AEROVIRONMENT INC COM — $331K
AGNC INVT CORP COM — $105K
ALLSPRING BROAD MARKET CORE BOND ETF — $7.5M
ALPHABET INC CAP STK CL C — $238K
BANK OF AMER CORP COM — $210K
CATERPILLAR INC COM — $339K
CHEVRON CORPORATION COM — $642K
COSTCO WHOLESALE CORPORATION COM — $811K
EXXON MOBIL CORP COM — $440K
FIDELITY ENHANCED INTERNATIONAL ETF — $595K
GLOBAL X DEFENSE TECH ETF — $381K
INVESCO QQQ TRUST SERIES I — $58K
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF — $555K
ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF — $832K
ISHARES LARGE CAP CORE ACTIVE ETF — $373K
ISHARES MSCI ACWI EX U.S. ETF — $694K
JOHNSON & JOHNSON COM — $356K
JPMORGAN CHASE & CO COM — $4.3M
… and 18 more

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