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: $205.5M124 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC COM	Stock	$498K	0.2%Prev: 0.2%	2,288 SH	Increased+298 SH
ACCENTURE PLC IRELAND SHS CLASS A	Stock	$707K	0.3%	3,564 SH	New
ADVANCED MICRO DEVICES INC COM	Stock	$223K	0.1%	1,094 SH	New
AEROVIRONMENT INC COM	Stock	$331K	0.2%	1,807 SH	New
AGNC INVT CORP COM	REIT	$105K	0.1%	10,438 SH	New
ALLSPRING BROAD MARKET CORE BOND ETF	ETF	$7.5M	3.7%	301,247 SH	New
ALPHABET INC CAP STK CL A	Stock	$2.7M	1.3%Prev: 0.7%	9,271 SH	Increased+1,227 SH
ALPHABET INC CAP STK CL C	Stock	$238K	0.1%	829 SH	New
AMAZON COM INC COM	Stock	$1.7M	0.8%Prev: 0.7%	8,018 SH	Increased+1,352 SH
APPLE INC COM	Stock	$3.6M	1.8%Prev: 1.7%	14,273 SH	Increased+879 SH
AVANTIS EMERGING MARKETS EQUITY ETF	ETF	$7.4M	3.6%Prev: 2.3%	92,366 SH	Increased+26,035 SH
AVANTIS INTERNATIONAL EQUITY ETF	ETF	$779K	0.4%Prev: 0.3%	9,176 SH	Increased+783 SH
AVANTIS U.S. EQUITY ETF	ETF	$7.4M	3.6%Prev: 3.4%	66,290 SH	Increased+4,406 SH
AVANTIS U.S. SMALL CAP VALUE ETF	ETF	$950K	0.5%Prev: 1.1%	8,597 SH	Decreased-13,274 SH
BANK OF AMER CORP COM	Stock	$210K	0.1%	4,311 SH	New
BERKSHIRE HATHAWAY INC DEL CL A	Stock	$718K	0.3%Prev: 0.5%	1 SH	Decreased
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$1.3M	0.6%Prev: 0.8%	2,718 SH	Decreased+17 SH
BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF	ETF	$259K	0.1%	5,658 SH	New
BROADCOM INC COM	Stock	$2.3M	1.1%Prev: 0.6%	7,506 SH	Increased+1,141 SH
CATERPILLAR INC COM	Stock	$339K	0.2%	478 SH	New
CHENIERE ENERGY INC COM NEW	Stock	$462K	0.2%Prev: 0.2%	1,628 SH	Increased+15 SH
CHEVRON CORPORATION COM	Stock	$642K	0.3%	3,103 SH	New
COCA COLA CO COM	Stock	$1.1M	0.5%Prev: 0.8%	13,845 SH	Decreased-5,465 SH
COSTCO WHOLESALE CORPORATION COM	Stock	$811K	0.4%	814 SH	New
CROWDSTRIKE HLDGS INC CL A	Stock	$312K	0.2%	800 SH	New
DELL TECHNOLOGIES INC CL C	Stock	$684K	0.3%Prev: 0.4%	4,167 SH	Decreased-3,354 SH
DEXCOM INC COM	Stock	$386K	0.2%Prev: 0.8%	6,141 SH	Decreased-14,929 SH
DIGITAL RLTY TR INC COM	REIT	$242K	0.1%	1,343 SH	New
DIMENSIONAL INTERNATIONAL VALUE ETF	ETF	$877K	0.4%Prev: 0.4%	16,610 SH	Increased+786 SH
EATON CORP PLC SHS	Stock	$209K	0.1%Prev: 0.2%	584 SH	Decreased-583 SH
ELI LILLY & CO COM	Stock	$1.9M	0.9%Prev: 1.0%	2,048 SH	Increased-56 SH
EMERSON ELEC CO COM	Stock	$250K	0.1%Prev: 0.1%	1,907 SH	Increased-24 SH
EQUITY BANCSHARES INC COM CL A	Stock	$751K	0.4%Prev: 0.4%	16,921 SH	Increased+266 SH
EXXON MOBIL CORP COM	Stock	$440K	0.2%	2,594 SH	New
FIDELITY BLUE CHIP GROWTH ETF	ETF	$4.6M	2.2%Prev: 1.6%	91,765 SH	Increased+21,688 SH
FIDELITY ENHANCED INTERNATIONAL ETF	ETF	$595K	0.3%	15,992 SH	New
FIRST EAGLE GLOBAL EQUITY ETF	ETF	$12.3M	6.0%Prev: 4.8%	261,124 SH	Increased+43,880 SH
FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY	ETF	$240K	0.1%Prev: 0.1%	5,077 SH	Increased
FT VEST U.S. EQUITY MAX BUFFER ETF - MARCH	ETF	$256K	0.1%Prev: 0.1%	7,650 SH	Increased
GE AEROSPACE COM NEW	Stock	$268K	0.1%	942 SH	New
GLOBAL X DEFENSE TECH ETF	ETF	$381K	0.2%	5,373 SH	New
HALEON PLC SPON ADS	ADR	$260K	0.1%Prev: 0.2%	25,934 SH	Increased+777 SH
HERSHEY CO COM	Stock	$322K	0.2%Prev: 0.1%	1,547 SH	Increased+79 SH
HERTZ GLOBAL HLDGS INC WT EXP 063051	Stock	$25K	0.0%Prev: 0.0%	10,951 SH	Increased
INVESCO QQQ TRUST SERIES I	ETF	$425K	0.2%Prev: 0.2%	736 SH	Increased+29 SH
INVESCO QQQ TRUST SERIES I	Put	$58K	0.0%	100 SH	New
INVESCO S&P 500 MOMENTUM ETF	ETF	$516K	0.3%	4,598 SH	New
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF	ETF	$555K	0.3%	16,833 SH	New
ISHARES BITCOIN TRUST ETF	ETF	$268K	0.1%	6,971 SH	New
ISHARES CORE S&P 500 ETF	ETF	$962K	0.5%Prev: 0.5%	1,472 SH	Increased-42 SH
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	ETF	$1.6M	0.8%Prev: 0.8%	11,219 SH	Increased-47 SH
ISHARES CORE TOTAL USD BOND MARKET ETF	ETF	$1.1M	0.5%Prev: 0.6%	23,411 SH	Increased+1,602 SH
ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$227K	0.1%Prev: 2.1%	2,289 SH	Decreased-33,438 SH
ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF	ETF	$832K	0.4%	25,871 SH	New
ISHARES LARGE CAP CORE ACTIVE ETF	ETF	$373K	0.2%	9,083 SH	New
ISHARES MSCI ACWI EX U.S. ETF	ETF	$694K	0.3%	10,142 SH	New
ISHARES MSCI EAFE VALUE ETF	ETF	$568K	0.3%Prev: 0.2%	7,639 SH	Increased+1,726 SH
ISHARES MSCI USA QUALITY FACTOR ETF	ETF	$612K	0.3%Prev: 0.3%	3,189 SH	Increased+348 SH
ISHARES S&P 500 GROWTH ETF	ETF	$1.0M	0.5%Prev: 0.3%	9,217 SH	Increased+4,157 SH
ISHARES S&P 500 VALUE ETF	ETF	$1.2M	0.6%Prev: 0.2%	5,903 SH	Increased+4,283 SH
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF	ETF	$1.2M	0.6%Prev: 0.2%	20,186 SH	Increased+11,856 SH
ISHARES U.S. THEMATIC ROTATION ACTIVE ETF	ETF	$538K	0.3%	14,852 SH	New
JOHNSON & JOHNSON COM	Stock	$356K	0.2%	1,454 SH	New
JPMORGAN ACTIVE BOND ETF	ETF	$764K	0.4%Prev: 0.5%	14,205 SH	Decreased-1,882 SH
JPMORGAN ACTIVE GROWTH ETF	ETF	$9.3M	4.5%Prev: 4.9%	109,585 SH	Increased-3,362 SH
JPMORGAN ACTIVE VALUE ETF	ETF	$8.6M	4.2%Prev: 4.6%	119,388 SH	Increased-4,318 SH
JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF	ETF	$249K	0.1%Prev: 0.4%	4,782 SH	Decreased-11,757 SH
JPMORGAN BETABUILDERS EUROPE ETF	ETF	$1.4M	0.7%Prev: 0.8%	19,103 SH	Increased-2,233 SH
JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF	ETF	$5.0M	2.4%Prev: 3.0%	68,472 SH	Decreased-15,891 SH
JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF	ETF	$819K	0.4%Prev: 0.5%	17,738 SH	Increased+708 SH
JPMORGAN BETABUILDERS U.S. EQUITY ETF	ETF	$29.7M	14.5%Prev: 16.0%	253,813 SH	Increased-16,962 SH
JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF	ETF	$394K	0.2%Prev: 0.2%	3,638 SH	Increased-714 SH
JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF	ETF	$740K	0.4%Prev: 1.5%	16,151 SH	Decreased-39,738 SH
JPMORGAN CHASE & CO COM	Stock	$4.3M	2.1%	14,564 SH	New
JPMORGAN CORE PLUS BOND ETF	ETF	$7.3M	3.6%Prev: 3.2%	155,678 SH	Increased+41,444 SH
JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF	ETF	$273K	0.1%Prev: 0.1%	4,387 SH	Increased-172 SH
JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF	ETF	$474K	0.2%	6,650 SH	New
JPMORGAN DIVERSIFIED RETURN USE EQUITY	ETF	$2.0M	1.0%Prev: 1.3%	15,534 SH	Decreased-3,565 SH
JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF	ETF	$347K	0.2%Prev: 0.8%	5,321 SH	Decreased-18,399 SH
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF	ETF	$1.3M	0.6%Prev: 0.7%	19,946 SH	Increased-1,349 SH
JPMORGAN INCOME ETF	ETF	$2.1M	1.0%Prev: 2.2%	45,479 SH	Decreased-36,882 SH
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF	ETF	$8.5M	4.1%Prev: 3.3%	112,438 SH	Increased+23,911 SH
JPMORGAN U.S. MOMENTUM FACTOR ETF	ETF	$981K	0.5%Prev: 0.3%	14,444 SH	Increased+6,471 SH
JPMORGAN U.S. QUALITY FACTOR ETF	ETF	$380K	0.2%Prev: 0.2%	6,192 SH	Increased+16 SH
JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND	ETF	$902K	0.4%Prev: 0.3%	18,462 SH	Increased+6,815 SH
KLA CORP COM NEW	Stock	$502K	0.2%	340 SH	New
MCDONALDS CORP COM	Stock	$487K	0.2%Prev: 0.3%	1,568 SH	Increased+64 SH
META PLATFORMS INC CL A	Stock	$1.2M	0.6%Prev: 0.6%	2,013 SH	Increased+221 SH
MICROSOFT CORP COM	Stock	$3.1M	1.5%Prev: 1.0%	8,316 SH	Increased+3,598 SH
NETFLIX INC. COM	Stock	$486K	0.2%	5,056 SH	New
NIKE INC CL B	Stock	$2.9M	1.4%	54,377 SH	New
NVIDIA CORPORATION COM	Stock	$3.4M	1.7%Prev: 1.1%	19,749 SH	Increased+1,790 SH
OCEAN PWR TECHNOLOGIES INC COM NEW	Stock	$9K	0.0%	27,000 SH	New
ORACLE CORP COM	Stock	$330K	0.2%Prev: 0.2%	2,240 SH	Increased+381 SH
PALANTIR TECHNOLOGIES INC CL A	Stock	$372K	0.2%	2,540 SH	New
PEPSICO INC COM	Stock	$824K	0.4%Prev: 0.8%	5,303 SH	Decreased-3,461 SH
PFIZER INC COM	Stock	$260K	0.1%Prev: 0.3%	9,260 SH	Decreased-8,120 SH
PROCTER & GAMBLE CO COM	Stock	$236K	0.1%	1,632 SH	New
ROYAL CARIBBEAN GROUP COM	Stock	$247K	0.1%	896 SH	New
SALESFORCE INC COM	Stock	$542K	0.3%	2,902 SH	New
SCHOLAR ROCK HLDG CORP COM	Stock	$400K	0.2%	8,130 SH	New
SCHWAB US AGGREGATE BOND ETF	ETF	$305K	0.1%	13,156 SH	New
SERVICENOW INC COM	Stock	$3.4M	1.7%	32,533 SH	New
SHIFT4 PMTS INC CL A	Call	$44K	0.0%	1,000 SH	New
SHIFT4 PMTS INC CL A	Stock	$165K	0.1%	3,774 SH	New
SNOWFLAKE INC COM SHS	Stock	$409K	0.2%	2,711 SH	New
SPDR GOLD SHARES	ETF	$1.2M	0.6%Prev: 0.2%	2,682 SH	Increased+1,253 SH
SPOTIFY TECHNOLOGY S A SHS	Stock	$675K	0.3%	1,391 SH	New
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF	ETF	$1.1M	0.6%	10,291 SH	New
STATE STREET SPDR PORTFOLIO S&P 500 ETF	ETF	$3.9M	1.9%	51,335 SH	New
STATE STREET SPDR S&P 500 ETF	ETF	$473K	0.2%	726 SH	New
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	ETF	$1.5M	0.7%	11,278 SH	New
TARGA RES CORP COM	Stock	$744K	0.4%Prev: 0.4%	2,968 SH	Increased-312 SH
TESLA INC COM	Stock	$839K	0.4%Prev: 0.2%	2,256 SH	Increased+715 SH
THERMO FISHER SCIENTIFIC INC COM	Stock	$311K	0.2%Prev: 0.2%	633 SH	Increased+39 SH
UNITEDHEALTH GROUP INC COM	Stock	$314K	0.2%	1,161 SH	New
VANGUARD DIVIDEND APPRECIATION ETF	ETF	$466K	0.2%Prev: 0.4%	2,169 SH	Decreased-1,117 SH
VANGUARD HEALTH CARE ETF	ETF	$279K	0.1%Prev: 0.2%	1,024 SH	Increased+11 SH
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF	ETF	$1.2M	0.6%Prev: 0.6%	12,940 SH	Increased-977 SH
VANGUARD TOTAL BOND MARKET ETF	ETF	$1.1M	0.5%Prev: 0.8%	14,354 SH	Decreased-5,273 SH
VERSANT MEDIA GROUP INC COM CL A	Stock	$1.4M	0.7%	36,635 SH	New
VERTEX PHARMACEUTICALS INC COM	Stock	$1.4M	0.7%Prev: 0.7%	3,157 SH	Increased+733 SH
VIKING THERAPEUTICS INC COM	Stock	$1.0M	0.5%Prev: 0.3%	31,532 SH	Increased+12,904 SH
WALMART INC COM	Stock	$1.7M	0.8%Prev: 0.6%	13,518 SH	Increased+1,969 SH

Sold (vs prior filing)

ARRAY TECHNOLOGIES INC COM SHS — $1K
ARRAY TECHNOLOGIES INC COM SHS — $106K
BROWN FORMAN CORP CL B — $669K
CHEVRON CORP NEW COM — $467K
COSTCO WHSL CORP NEW COM — $600K
DEXCOM INC COM — $7K
ENPHASE ENERGY INC COM — $629K
INTUIT COM — $288K
INVESCO S&P 500 EQUAL WEIGHT ETF — $1.3M
ISHARES 0-3 MONTH TREASURY BOND ETF — $3.8M
ISHARES 1-3 YEAR TREASURY BOND ETF — $367K
ISHARES 10-20 YEAR TREASURY BOND ETF — $3.2M
ISHARES CORE MSCI EMERGING MARKETS ETF — $396K
ISHARES MSCI EAFE GROWTH ETF — $244K
ISHARES TREASURY FLOATING RATE BOND ETF — $1.2M
JANUS HENDERSON AAA CLO ETF — $693K
JPMORGAN CHASE & CO. COM — $3.9M
JPMORGAN EQUITY PREMIUM INCOME ETF — $282K
MODERNA INC COM — $9K
MODERNA INC COM — $860K
… and 11 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