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: $234.9M134 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC COM	Stock	$518K	0.2%Prev: 0.2%	2,059 SH	Increased+56 SH
ADVANCED MICRO DEVICES INC COM	Stock	$841K	0.4%	1,447 SH	New
AEROVIRONMENT INC COM	Stock	$502K	0.2%	3,043 SH	New
AGNC INVT CORP COM	REIT	$118K	0.1%	10,798 SH	New
ALLSPRING BROAD MARKET CORE BOND ETF	ETF	$8.3M	3.6%	336,455 SH	New
ALPHABET INC CAP STK CL A	Stock	$3.4M	1.4%Prev: 0.9%	9,526 SH	Increased+456 SH
ALPHABET INC CAP STK CL C	Stock	$298K	0.1%	844 SH	New
AMAZON COM INC COM	Stock	$2.4M	1.0%Prev: 0.9%	9,890 SH	Increased+2,601 SH
APPLE INC COM	Stock	$4.2M	1.8%Prev: 1.7%	14,506 SH	Increased+314 SH
ASML HLDG NV N Y REGISTRY SHS	ADR	$205K	0.1%	103 SH	New
AVANTIS EMERGING MARKETS EQUITY ETF	ETF	$9.8M	4.2%Prev: 2.8%	101,253 SH	Increased+31,801 SH
AVANTIS INTERNATIONAL EQUITY ETF	ETF	$840K	0.4%Prev: 0.4%	9,417 SH	Increased+767 SH
AVANTIS U.S. EQUITY ETF	ETF	$8.9M	3.8%Prev: 3.6%	69,840 SH	Increased+8,020 SH
AVANTIS U.S. SMALL CAP VALUE ETF	ETF	$1.2M	0.5%Prev: 0.9%	9,553 SH	Decreased-8,254 SH
BANK OF AMER CORP COM	Stock	$277K	0.1%	4,860 SH	New
BERKSHIRE HATHAWAY INC DEL CL A	Stock	$749K	0.3%Prev: 0.4%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$1.4M	0.6%Prev: 0.8%	2,897 SH	Increased+153 SH
BLACKSTONE INC COM	Stock	$1.6M	0.7%	13,599 SH	New
BNY MELLON DYNAMIC VALUE ETF	ETF	$347K	0.1%	10,346 SH	New
BROADCOM INC COM	Stock	$3.3M	1.4%Prev: 1.1%	8,794 SH	Increased+2,240 SH
CATERPILLAR INC COM	Stock	$575K	0.2%	540 SH	New
CEREBRAS SYSTEMS INC COM CL A	Stock	$284K	0.1%	1,287 SH	New
CHENIERE ENERGY INC COM NEW	Stock	$469K	0.2%Prev: 0.2%	1,961 SH	Increased+451 SH
CHEVRON CORPORATION COM	Stock	$528K	0.2%	3,186 SH	New
COCA COLA CO COM	Stock	$1.1M	0.5%Prev: 0.6%	13,893 SH	Increased-835 SH
COSTCO WHOLESALE CORPORATION COM	Stock	$1.1M	0.4%	1,128 SH	New
CROWDSTRIKE HLDGS INC CL A	Stock	$675K	0.3%Prev: 0.2%	885 SH	Increased+370 SH
DELL TECHNOLOGIES INC CL C	Stock	$1.6M	0.7%Prev: 0.7%	3,689 SH	Increased-5,857 SH
DEXCOM INC COM	Stock	$225K	0.1%Prev: 0.6%	3,337 SH	Decreased-8,144 SH
DIGITAL RLTY TR INC COM	REIT	$252K	0.1%Prev: 0.1%	1,403 SH	Increased+228 SH
DIMENSIONAL INTERNATIONAL VALUE ETF	ETF	$861K	0.4%Prev: 0.4%	15,946 SH	Increased-1,744 SH
EATON CORP PLC SHS	Stock	$249K	0.1%Prev: 0.3%	585 SH	Decreased-827 SH
ELI LILLY & CO COM	Stock	$2.5M	1.1%Prev: 0.9%	2,092 SH	Increased+119 SH
EMERSON ELEC CO COM	Stock	$320K	0.1%Prev: 0.1%	2,238 SH	Increased+319 SH
EQUITY BANCSHARES INC COM CL A	Stock	$832K	0.4%Prev: 0.4%	16,987 SH	Increased+263 SH
EXXONMOBIL HOLDINGS CORP COM SHS	Stock	$356K	0.2%	2,602 SH	New
FIDELITY BLUE CHIP GROWTH ETF	ETF	$6.2M	2.6%Prev: 2.1%	100,203 SH	Increased+25,116 SH
FIDELITY ENHANCED INTERNATIONAL ETF	ETF	$1.0M	0.4%	25,826 SH	New
FIRST EAGLE GLOBAL EQUITY ETF	ETF	$14.5M	6.2%Prev: 5.7%	295,720 SH	Increased+51,929 SH
FIRST EAGLE OVERSEAS EQUITY ETF	ETF	$372K	0.2%	6,964 SH	New
FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF	ETF	$366K	0.2%	17,608 SH	New
FT VEST LADDERED DEEP BUFFER ETF	ETF	$242K	0.1%	8,126 SH	New
FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY	ETF	$256K	0.1%Prev: 0.1%	5,077 SH	Increased
FT VEST U.S. EQUITY MAX BUFFER ETF - MARCH	ETF	$261K	0.1%Prev: 0.1%	7,650 SH	Increased
GE AEROSPACE COM NEW	Stock	$388K	0.2%Prev: 0.1%	1,038 SH	Increased+257 SH
GE VERNOVA INC COM	Stock	$217K	0.1%	184 SH	New
GLOBAL X DEFENSE TECH ETF	ETF	$416K	0.2%	6,970 SH	New
HALEON PLC SPON ADS	ADR	$245K	0.1%Prev: 0.2%	26,274 SH	Decreased+842 SH
HEALTH IN TECH INC CL A	Stock	$12K	0.0%	12,000 SH	New
HERSHEY CO COM	Stock	$266K	0.1%Prev: 0.1%	1,516 SH	Increased+132 SH
HERTZ GLOBAL HLDGS INC WT EXP 063051	Stock	$12K	0.0%Prev: 0.0%	10,951 SH	Decreased
HOME DEPOT INC COM	Stock	$209K	0.1%	593 SH	New
INTEL CORP COM	Stock	$471K	0.2%	3,371 SH	New
INVESCO QQQ TRUST SERIES I	ETF	$524K	0.2%Prev: 0.2%	711 SH	Increased+3 SH
INVESCO S&P 500 MOMENTUM ETF	ETF	$657K	0.3%Prev: 0.2%	4,067 SH	Increased+1,363 SH
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF	ETF	$762K	0.3%	14,462 SH	New
ISHARES BITCOIN TRUST ETF	ETF	$202K	0.1%Prev: 0.1%	6,058 SH	Decreased+2,210 SH
ISHARES CORE S&P 500 ETF	ETF	$1.1M	0.5%Prev: 0.5%	1,483 SH	Increased+54 SH
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	ETF	$2.0M	0.8%Prev: 0.8%	12,105 SH	Increased+1,819 SH
ISHARES CORE TOTAL USD BOND MARKET ETF	ETF	$1.4M	0.6%Prev: 0.7%	30,213 SH	Increased+3,925 SH
ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$236K	0.1%Prev: 3.9%	2,381 SH	Decreased-65,547 SH
ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF	ETF	$1.0M	0.4%	27,355 SH	New
ISHARES LARGE CAP CORE ACTIVE ETF	ETF	$504K	0.2%	10,003 SH	New
ISHARES MSCI ACWI EX U.S. ETF	ETF	$971K	0.4%	12,751 SH	New
ISHARES NATIONAL MUNI BOND ETF	ETF	$271K	0.1%	2,514 SH	New
ISHARES S&P 500 GROWTH ETF	ETF	$1.4M	0.6%Prev: 0.6%	9,954 SH	Increased+999 SH
ISHARES S&P 500 VALUE ETF	ETF	$1.3M	0.5%Prev: 0.5%	5,608 SH	Increased+1,532 SH
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF	ETF	$1.4M	0.6%Prev: 0.6%	19,897 SH	Increased+1,747 SH
ISHARES U.S. THEMATIC ROTATION ACTIVE ETF	ETF	$459K	0.2%Prev: 0.3%	10,656 SH	Decreased-2,583 SH
JOHNSON & JOHNSON COM	Stock	$369K	0.2%	1,453 SH	New
JPMORGAN ACTIVE BOND ETF	ETF	$612K	0.3%Prev: 0.5%	11,438 SH	Decreased-4,048 SH
JPMORGAN ACTIVE GROWTH ETF	ETF	$8.7M	3.7%Prev: 5.9%	88,130 SH	Decreased-29,507 SH
JPMORGAN ACTIVE VALUE ETF	ETF	$8.3M	3.5%Prev: 4.6%	104,126 SH	Increased-15,580 SH
JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF	ETF	$300K	0.1%Prev: 0.1%	4,701 SH	Increased-358 SH
JPMORGAN BETABUILDERS EUROPE ETF	ETF	$1.5M	0.6%Prev: 0.8%	19,096 SH	Increased-1,399 SH
JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF	ETF	$4.9M	2.1%Prev: 2.9%	62,499 SH	Decreased-11,391 SH
JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF	ETF	$606K	0.3%Prev: 0.4%	13,182 SH	Decreased-3,130 SH
JPMORGAN BETABUILDERS U.S. EQUITY ETF	ETF	$39.2M	16.7%Prev: 14.7%	290,843 SH	Increased+64,834 SH
JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF	ETF	$462K	0.2%Prev: 0.2%	3,629 SH	Increased-187 SH
JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF	ETF	$790K	0.3%Prev: 0.7%	17,142 SH	Decreased-8,338 SH
JPMORGAN CHASE & CO COM	Stock	$711K	0.3%	2,171 SH	New
JPMORGAN CORE PLUS BOND ETF	ETF	$7.9M	3.4%Prev: 2.8%	168,420 SH	Increased+67,652 SH
JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF	ETF	$244K	0.1%Prev: 0.1%	3,892 SH	Increased-237 SH
JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF	ETF	$473K	0.2%	6,546 SH	New
JPMORGAN DIVERSIFIED RETURN USE EQUITY	ETF	$2.2M	0.9%Prev: 1.2%	15,529 SH	Increased-1,223 SH
JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF	ETF	$377K	0.2%Prev: 0.2%	5,293 SH	Decreased-1,143 SH
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF	ETF	$1.3M	0.6%Prev: 0.8%	19,859 SH	Increased-1,250 SH
JPMORGAN INCOME ETF	ETF	$2.2M	0.9%Prev: 1.7%	47,396 SH	Decreased-15,424 SH
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF	ETF	$10.1M	4.3%Prev: 4.3%	123,012 SH	Increased+17,605 SH
JPMORGAN U.S. MOMENTUM FACTOR ETF	ETF	$1.2M	0.5%Prev: 0.6%	14,220 SH	Increased-528 SH
JPMORGAN U.S. QUALITY FACTOR ETF	ETF	$410K	0.2%Prev: 0.2%	5,677 SH	Increased-803 SH
JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND	ETF	$1.1M	0.5%Prev: 0.5%	18,212 SH	Increased-1,680 SH
KLA CORP COM NEW	Stock	$1.1M	0.4%	3,502 SH	New
LAM RESEARCH CORP COM NEW	Stock	$375K	0.2%	864 SH	New
MCDONALDS CORP COM	Stock	$424K	0.2%Prev: 0.3%	1,568 SH	Decreased+4 SH
META PLATFORMS INC CL A	Stock	$1.1M	0.5%Prev: 0.8%	2,033 SH	Decreased+128 SH
MICRON TECHNOLOGY INC COM	Stock	$392K	0.2%	339 SH	New
MICROSOFT CORP COM	Stock	$3.3M	1.4%Prev: 1.6%	8,814 SH	Increased+3,438 SH
NETFLIX INC. COM	Stock	$352K	0.1%	4,923 SH	New
NIKE INC CL B	Stock	$2.2M	0.9%	54,323 SH	New
NVIDIA CORPORATION COM	Stock	$4.2M	1.8%Prev: 1.5%	21,000 SH	Increased+4,197 SH
OCEAN PWR TECHNOLOGIES INC COM NEW	Stock	$3K	0.0%	10,000 SH	New
ORACLE CORP COM	Stock	$332K	0.1%Prev: 0.2%	2,263 SH	Decreased+312 SH
PALANTIR TECHNOLOGIES INC CL A	Stock	$605K	0.3%	5,188 SH	New
PEPSICO INC COM	Stock	$802K	0.3%Prev: 0.7%	5,923 SH	Decreased-3,048 SH
PROCTER & GAMBLE CO COM	Stock	$257K	0.1%	1,750 SH	New
ROBINHOOD MKTS INC COM CL A	Stock	$223K	0.1%	2,219 SH	New
ROYAL CARIBBEAN GROUP COM	Stock	$292K	0.1%Prev: 0.2%	918 SH	Increased+10 SH
SALESFORCE INC COM	Stock	$341K	0.1%	2,178 SH	New
SCHOLAR ROCK HLDG CORP COM	Stock	$442K	0.2%	8,030 SH	New
SCHWAB US AGGREGATE BOND ETF	ETF	$309K	0.1%Prev: 0.2%	13,373 SH	Decreased-280 SH
SERVICENOW INC COM	Stock	$1.2M	0.5%	12,168 SH	New
SHIFT4 PMTS INC CL A	CALL	$49K	0.0%	1,000 SH	New
SHIFT4 PMTS INC CL A	Stock	$197K	0.1%Prev: 0.4%	4,044 SH	Decreased-3,235 SH
SNOWFLAKE INC COM SHS	Stock	$482K	0.2%	1,894 SH	New
SPDR GOLD SHARES	ETF	$931K	0.4%Prev: 0.2%	2,527 SH	Increased+1,193 SH
SPOTIFY TECHNOLOGY S A SHS	Stock	$437K	0.2%	951 SH	New
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF	ETF	$982K	0.4%	9,171 SH	New
STATE STREET SPDR PORTFOLIO S&P 500 ETF	ETF	$5.9M	2.5%	67,588 SH	New
STATE STREET SPDR S&P 500 ETF	ETF	$544K	0.2%	728 SH	New
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	ETF	$1.8M	0.8%	9,364 SH	New
TARGA RES CORP COM	Stock	$810K	0.3%Prev: 0.4%	3,021 SH	Increased-434 SH
TESLA INC COM	Stock	$1.0M	0.4%Prev: 0.3%	2,465 SH	Increased+590 SH
THERMO FISHER SCIENTIFIC INC COM	Stock	$418K	0.2%Prev: 0.2%	834 SH	Increased+176 SH
UNITEDHEALTH GROUP INC COM	Stock	$226K	0.1%Prev: 0.2%	544 SH	Decreased-385 SH
VANGUARD DIVIDEND APPRECIATION ETF	ETF	$530K	0.2%Prev: 0.3%	2,241 SH	Increased+12 SH
VANGUARD HEALTH CARE ETF	ETF	$307K	0.1%Prev: 0.1%	1,027 SH	Increased+11 SH
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF	ETF	$1.3M	0.5%Prev: 0.6%	13,070 SH	Increased+363 SH
VANGUARD S&P 500 ETF	ETF	$277K	0.1%	403 SH	New
VANGUARD TOTAL BOND MARKET ETF	ETF	$1.2M	0.5%Prev: 0.8%	16,379 SH	Decreased-2,914 SH
VERTEX PHARMACEUTICALS INC COM	Stock	$1.5M	0.7%Prev: 0.6%	3,098 SH	Increased+690 SH
VIKING THERAPEUTICS INC COM	Stock	$1.2M	0.5%Prev: 0.4%	31,082 SH	Increased+8,058 SH
VISTRA CORP COM	Stock	$282K	0.1%	1,775 SH	New
WALMART INC COM	Stock	$1.5M	0.6%Prev: 0.7%	13,322 SH	Increased+1,022 SH

Sold (vs prior filing)

ARRAY TECHNOLOGIES INC COM SHS — $90K
BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF — $282K
BROWN FORMAN CORP CL B — $547K
CHEVRON CORP NEW COM — $404K
COSTCO WHSL CORP NEW COM — $694K
ENPHASE ENERGY INC COM — $309K
INTUIT COM — $385K
INVESCO S&P 500 EQUAL WEIGHT ETF — $1.1M
INVESCO S&P 500 TOP 50 ETF — $464K
ISHARES 0-3 MONTH TREASURY BOND ETF — $304K
ISHARES 10-20 YEAR TREASURY BOND ETF — $2.2M
ISHARES CORE MSCI EMERGING MARKETS ETF — $730K
ISHARES MSCI EAFE GROWTH ETF — $454K
ISHARES MSCI EAFE VALUE ETF — $1.1M
ISHARES MSCI USA QUALITY FACTOR ETF — $1.2M
ISHARES TREASURY FLOATING RATE BOND ETF — $376K
ISHARES U.S. TECHNOLOGY ETF — $327K
JPMORGAN CHASE & CO. COM — $545K
JPMORGAN EQUITY PREMIUM INCOME ETF — $213K
MODERNA INC COM — $839K
… and 8 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