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: $187.2M117 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC COM	Stock	$497K	0.3%Prev: 0.2%	2,147 SH	Decreased+88 SH
ACCENTURE PLC IRELAND SHS CLASS A	Stock	$839K	0.4%	3,402 SH	New
ALPHABET INC CAP STK CL A	Stock	$2.1M	1.1%Prev: 1.4%	8,648 SH	Decreased-878 SH
AMAZON COM INC COM	Stock	$1.6M	0.9%Prev: 1.0%	7,342 SH	Decreased-2,548 SH
APPLE INC COM	Stock	$3.7M	2.0%Prev: 1.8%	14,474 SH	Decreased-32 SH
ARRAY TECHNOLOGIES INC COM SHS	CALL	$2K	0.0%	300 SH	New
ARRAY TECHNOLOGIES INC COM SHS	Stock	$102K	0.1%	12,494 SH	New
AVANTIS EMERGING MARKETS EQUITY ETF	ETF	$5.9M	3.2%Prev: 4.2%	79,164 SH	Decreased-22,089 SH
AVANTIS INTERNATIONAL EQUITY ETF	ETF	$721K	0.4%Prev: 0.4%	9,134 SH	Decreased-283 SH
AVANTIS U.S. EQUITY ETF	ETF	$7.0M	3.8%Prev: 3.8%	64,765 SH	Decreased-5,075 SH
AVANTIS U.S. SMALL CAP VALUE ETF	ETF	$1.8M	0.9%Prev: 0.5%	17,605 SH	Increased+8,052 SH
BERKSHIRE HATHAWAY INC DEL CL A	Stock	$754K	0.4%Prev: 0.3%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$1.4M	0.8%Prev: 0.6%	2,857 SH	Decreased-40 SH
BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF	ETF	$290K	0.2%	6,229 SH	New
BROADCOM INC COM	Stock	$2.1M	1.1%Prev: 1.4%	6,511 SH	Decreased-2,283 SH
BROWN FORMAN CORP CL B	Stock	$550K	0.3%	20,306 SH	New
CATERPILLAR INC COM	Stock	$251K	0.1%Prev: 0.2%	526 SH	Decreased-14 SH
CHENIERE ENERGY INC COM NEW	Stock	$356K	0.2%Prev: 0.2%	1,513 SH	Decreased-448 SH
CHEVRON CORP NEW COM	Stock	$459K	0.2%	2,958 SH	New
COCA COLA CO COM	Stock	$974K	0.5%Prev: 0.5%	14,687 SH	Decreased+794 SH
COSTCO WHSL CORP NEW COM	Stock	$644K	0.3%	695 SH	New
CROWDSTRIKE HLDGS INC CL A	Stock	$281K	0.2%Prev: 0.3%	573 SH	Decreased-312 SH
DELL TECHNOLOGIES INC CL C	Stock	$793K	0.4%Prev: 0.7%	5,592 SH	Decreased+1,903 SH
DEXCOM INC COM	Stock	$685K	0.4%Prev: 0.1%	10,179 SH	Increased+6,842 SH
DIGITAL RLTY TR INC COM	REIT	$206K	0.1%Prev: 0.1%	1,191 SH	Decreased-212 SH
DIMENSIONAL INTERNATIONAL VALUE ETF	ETF	$785K	0.4%Prev: 0.4%	17,025 SH	Decreased+1,079 SH
EATON CORP PLC SHS	Stock	$263K	0.1%Prev: 0.1%	703 SH	Increased+118 SH
ELI LILLY & CO COM	Stock	$1.5M	0.8%Prev: 1.1%	2,005 SH	Decreased-87 SH
EMERSON ELEC CO COM	Stock	$246K	0.1%Prev: 0.1%	1,877 SH	Decreased-361 SH
EQUITY BANCSHARES INC COM CL A	Stock	$683K	0.4%Prev: 0.4%	16,784 SH	Decreased-203 SH
EXXON MOBIL CORP COM	Stock	$223K	0.1%	1,975 SH	New
FIDELITY BLUE CHIP GROWTH ETF	ETF	$4.6M	2.4%Prev: 2.6%	85,776 SH	Decreased-14,427 SH
FIRST EAGLE GLOBAL EQUITY ETF	ETF	$11.1M	5.9%Prev: 6.2%	252,593 SH	Decreased-43,127 SH
FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY	ETF	$236K	0.1%Prev: 0.1%	5,077 SH	Decreased
FT VEST U.S. EQUITY MAX BUFFER ETF - MARCH	ETF	$249K	0.1%Prev: 0.1%	7,650 SH	Decreased
GE AEROSPACE COM NEW	Stock	$251K	0.1%Prev: 0.2%	835 SH	Decreased-203 SH
GLOBAL X DEFENSE TECH ETF	ETF	$253K	0.1%Prev: 0.2%	3,609 SH	Decreased-3,361 SH
HALEON PLC SPON ADS	ADR	$239K	0.1%Prev: 0.1%	26,602 SH	Decreased+328 SH
HERSHEY CO COM	Stock	$279K	0.1%Prev: 0.1%	1,493 SH	Increased-23 SH
HERTZ GLOBAL HLDGS INC WT EXP 063051	Stock	$41K	0.0%Prev: 0.0%	10,951 SH	Increased
INTUIT COM	Stock	$349K	0.2%	510 SH	New
INVESCO QQQ TRUST SERIES I	ETF	$426K	0.2%Prev: 0.2%	708 SH	Decreased-3 SH
INVESCO S&P 500 EQUAL WEIGHT ETF	ETF	$201K	0.1%	1,062 SH	New
INVESCO S&P 500 MOMENTUM ETF	ETF	$327K	0.2%Prev: 0.3%	2,697 SH	Decreased-1,370 SH
INVESCO S&P 500 TOP 50 ETF	ETF	$1.0M	0.5%	17,573 SH	New
ISHARES 0-3 MONTH TREASURY BOND ETF	ETF	$307K	0.2%	3,053 SH	New
ISHARES 10-20 YEAR TREASURY BOND ETF	ETF	$1.8M	1.0%	17,590 SH	New
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF	ETF	$503K	0.3%Prev: 0.3%	14,712 SH	Decreased+250 SH
ISHARES BITCOIN TRUST ETF	ETF	$407K	0.2%Prev: 0.1%	6,266 SH	Increased+208 SH
ISHARES CORE MSCI EMERGING MARKETS ETF	ETF	$753K	0.4%	11,425 SH	New
ISHARES CORE S&P 500 ETF	ETF	$1.0M	0.5%Prev: 0.5%	1,501 SH	Decreased+18 SH
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	ETF	$1.6M	0.9%Prev: 0.8%	11,076 SH	Decreased-1,029 SH
ISHARES CORE TOTAL USD BOND MARKET ETF	ETF	$1.1M	0.6%Prev: 0.6%	23,970 SH	Decreased-6,243 SH
ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$7.2M	3.8%Prev: 0.1%	71,620 SH	Increased+69,239 SH
ISHARES MSCI EAFE VALUE ETF	ETF	$896K	0.5%	13,203 SH	New
ISHARES MSCI USA QUALITY FACTOR ETF	ETF	$1.1M	0.6%	5,871 SH	New
ISHARES S&P 500 GROWTH ETF	ETF	$1.1M	0.6%Prev: 0.6%	8,728 SH	Decreased-1,226 SH
ISHARES S&P 500 VALUE ETF	ETF	$879K	0.5%Prev: 0.5%	4,256 SH	Decreased-1,352 SH
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF	ETF	$1.2M	0.7%Prev: 0.6%	20,946 SH	Decreased+1,049 SH
ISHARES U.S. THEMATIC ROTATION ACTIVE ETF	ETF	$517K	0.3%Prev: 0.2%	13,643 SH	Increased+2,987 SH
JOHNSON & JOHNSON COM	Stock	$206K	0.1%Prev: 0.2%	1,111 SH	Decreased-342 SH
JPMORGAN ACTIVE BOND ETF	ETF	$760K	0.4%Prev: 0.3%	14,034 SH	Increased+2,596 SH
JPMORGAN ACTIVE GROWTH ETF	ETF	$11.1M	6.0%Prev: 3.7%	118,892 SH	Increased+30,762 SH
JPMORGAN ACTIVE VALUE ETF	ETF	$8.5M	4.5%Prev: 3.5%	122,919 SH	Increased+18,793 SH
JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF	ETF	$231K	0.1%Prev: 0.1%	4,854 SH	Decreased+153 SH
JPMORGAN BETABUILDERS EUROPE ETF	ETF	$1.4M	0.8%Prev: 0.6%	20,295 SH	Decreased+1,199 SH
JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF	ETF	$5.2M	2.8%Prev: 2.1%	74,848 SH	Increased+12,349 SH
JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF	ETF	$715K	0.4%Prev: 0.3%	15,326 SH	Increased+2,144 SH
JPMORGAN BETABUILDERS U.S. EQUITY ETF	ETF	$28.1M	15.0%Prev: 16.7%	232,617 SH	Decreased-58,226 SH
JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF	ETF	$388K	0.2%Prev: 0.2%	3,734 SH	Decreased+105 SH
JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF	ETF	$1.3M	0.7%Prev: 0.3%	26,740 SH	Increased+9,598 SH
JPMORGAN CHASE & CO. COM	Stock	$616K	0.3%	1,952 SH	New
JPMORGAN CORE PLUS BOND ETF	ETF	$4.9M	2.6%Prev: 3.4%	103,046 SH	Decreased-65,374 SH
JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF	ETF	$233K	0.1%Prev: 0.1%	3,952 SH	Decreased+60 SH
JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF	ETF	$523K	0.3%Prev: 0.2%	7,854 SH	Increased+1,308 SH
JPMORGAN DIVERSIFIED RETURN USE EQUITY	ETF	$2.0M	1.1%Prev: 0.9%	16,226 SH	Decreased+697 SH
JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF	ETF	$406K	0.2%Prev: 0.2%	5,987 SH	Increased+694 SH
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF	ETF	$1.4M	0.7%Prev: 0.6%	21,487 SH	Increased+1,628 SH
JPMORGAN INCOME ETF	ETF	$3.2M	1.7%Prev: 0.9%	68,504 SH	Increased+21,108 SH
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF	ETF	$7.9M	4.2%Prev: 4.3%	108,618 SH	Decreased-14,394 SH
JPMORGAN U.S. MOMENTUM FACTOR ETF	ETF	$966K	0.5%Prev: 0.5%	14,230 SH	Decreased+10 SH
JPMORGAN U.S. QUALITY FACTOR ETF	ETF	$396K	0.2%Prev: 0.2%	6,302 SH	Decreased+625 SH
JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND	ETF	$911K	0.5%Prev: 0.5%	19,188 SH	Decreased+976 SH
KLA CORP COM NEW	Stock	$286K	0.2%Prev: 0.4%	264 SH	Decreased-3,238 SH
MCDONALDS CORP COM	Stock	$443K	0.2%Prev: 0.2%	1,456 SH	Increased-112 SH
META PLATFORMS INC CL A	Stock	$1.4M	0.7%Prev: 0.5%	1,869 SH	Increased-164 SH
MICROSOFT CORP COM	Stock	$2.8M	1.5%Prev: 1.4%	5,457 SH	Decreased-3,357 SH
MODERNA INC COM	CALL	$8K	0.0%	300 SH	New
MODERNA INC COM	Stock	$778K	0.4%	30,127 SH	New
MONGODB INC CL A	Stock	$451K	0.2%	1,453 SH	New
NETFLIX INC COM	Stock	$405K	0.2%	338 SH	New
NVIDIA CORPORATION COM	Stock	$3.2M	1.7%Prev: 1.8%	17,186 SH	Decreased-3,814 SH
ORACLE CORP COM	Stock	$555K	0.3%Prev: 0.1%	1,973 SH	Increased-290 SH
PDD HOLDINGS INC SPONSORED ADS	ADR	$212K	0.1%	1,605 SH	New
PEPSICO INC COM	Stock	$1.3M	0.7%Prev: 0.3%	9,266 SH	Increased+3,343 SH
PFIZER INC COM	Stock	$320K	0.2%	12,573 SH	New
ROYAL CARIBBEAN GROUP COM	Stock	$287K	0.2%Prev: 0.1%	885 SH	Decreased-33 SH
SCHOLAR ROCK HLDG CORP COM	Stock	$268K	0.1%Prev: 0.2%	7,196 SH	Decreased-834 SH
SCHWAB US AGGREGATE BOND ETF	ETF	$326K	0.2%Prev: 0.1%	13,898 SH	Increased+525 SH
SHIFT4 PMTS INC CL A	Stock	$616K	0.3%Prev: 0.1%	7,965 SH	Increased+3,921 SH
SPDR GOLD SHARES	ETF	$954K	0.5%Prev: 0.4%	2,684 SH	Increased+157 SH
SPDR PORTFOLIO S&P 500 ETF	ETF	$3.3M	1.8%	42,260 SH	New
SPDR S&P 500 ETF TRUST	ETF	$446K	0.2%	668 SH	New
TANDEM DIABETES CARE INC COM NEW	Stock	$212K	0.1%	17,430 SH	New
TARGA RES CORP COM	Stock	$639K	0.3%Prev: 0.3%	3,813 SH	Decreased+792 SH
TECHNOLOGY SELECT SECTOR SPDR FUND	ETF	$346K	0.2%	1,227 SH	New
TESLA INC COM	Stock	$899K	0.5%Prev: 0.4%	2,021 SH	Decreased-444 SH
THE CAMPBELLS COMPANY COM	Stock	$603K	0.3%	19,106 SH	New
THERMO FISHER SCIENTIFIC INC COM	Stock	$291K	0.2%Prev: 0.2%	600 SH	Decreased-234 SH
UNITEDHEALTH GROUP INC COM	Stock	$378K	0.2%Prev: 0.1%	1,095 SH	Increased+551 SH
VANGUARD DIVIDEND APPRECIATION ETF	ETF	$479K	0.3%Prev: 0.2%	2,218 SH	Decreased-23 SH
VANGUARD HEALTH CARE ETF	ETF	$265K	0.1%Prev: 0.1%	1,019 SH	Decreased-8 SH
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF	ETF	$1.1M	0.6%Prev: 0.5%	12,756 SH	Decreased-314 SH
VANGUARD TOTAL BOND MARKET ETF	ETF	$1.3M	0.7%Prev: 0.5%	17,044 SH	Increased+665 SH
VERTEX PHARMACEUTICALS INC COM	Stock	$1.1M	0.6%Prev: 0.7%	2,884 SH	Decreased-214 SH
VIKING THERAPEUTICS INC COM	Stock	$709K	0.4%Prev: 0.5%	26,997 SH	Decreased-4,085 SH
WALMART INC COM	Stock	$1.3M	0.7%Prev: 0.6%	12,535 SH	Decreased-787 SH

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC COM — $841K
AEROVIRONMENT INC COM — $502K
AGNC INVT CORP COM — $118K
ALLSPRING BROAD MARKET CORE BOND ETF — $8.3M
ALPHABET INC CAP STK CL C — $298K
ASML HLDG NV N Y REGISTRY SHS — $205K
BANK OF AMER CORP COM — $277K
BLACKSTONE INC COM — $1.6M
BNY MELLON DYNAMIC VALUE ETF — $347K
CEREBRAS SYSTEMS INC COM CL A — $284K
CHEVRON CORPORATION COM — $528K
COSTCO WHOLESALE CORPORATION COM — $1.1M
EXXONMOBIL HOLDINGS CORP COM SHS — $356K
FIDELITY ENHANCED INTERNATIONAL ETF — $1.0M
FIRST EAGLE OVERSEAS EQUITY ETF — $372K
FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF — $366K
FT VEST LADDERED DEEP BUFFER ETF — $242K
GE VERNOVA INC COM — $217K
HEALTH IN TECH INC CL A — $12K
HOME DEPOT INC COM — $209K
… and 25 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