MN Wealth Advisors, LLC

CIK

1992972

Location

OVERLAND PARK, KS

Portfolio Value

Small $234,883,999

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,973 / 8,794 ▼ 270 · as of Jun 2026

Top Industry

Semiconductors 15.7%

Period ended 3 months ago

Filed Jul 23, 2026 · 2mo

11 quarters · since Dec 2023

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

92 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

39.5%

−1.8 pts

Top 5

61.9%

−0.4 pts

Top 10

72.8%

+1.0 pts

HHI

1,751

Moderately concentrated−126

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	74.2%	$174,337,099	24
Technology	10.3%	$24,076,018	20
Healthcare	3.3%	$7,703,496	10
Consumer Cyclical	2.8%	$6,548,397	6
Financial Services	2.8%	$6,497,925	7
Communication Services	2.4%	$5,635,818	4
Consumer Defensive	2.1%	$5,017,719	6
Industrials	1.0%	$2,253,707	8
Energy	0.9%	$2,162,604	4
Real Estate	0.2%	$369,648	2
Utilities	0.1%	$281,568	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ACVT	Advent Convertible Bond ETF	+41,560	302,684	$14,838,499
AFIX	Allspring Broad Market Core Bond ETF	+35,208	336,455	$8,342,401
FBCG	Fidelity Blue Chip Growth ETF	+18,272	126,029	$7,260,005
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+16,253	67,588	$5,939,633
ACSG	American Century Small Cap Growth Insights ETF	+13,634	190,063	$20,746,836
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+11,436	1,042,842	$92,892,507
AFGR	First Trust Active Factor Large Cap Growth ETF	+8,126	20,853	$758,960
KLAC	Kla Corp	+3,162	3,502	$1,056,588
PLTR	Palantir Technologies Inc.	+2,648	5,188	$605,283
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+2,528	77,009	$8,612,450
BIV	Vanguard Intermediate-Term Bond ETF	+2,025	16,379	$1,202,382
AMZN	Amazon Com Inc	+1,872	9,890	$2,357,182
AGNG	Global X Funds Global X Aging Population ETF	+1,597	6,970	$416,178
AVGO	Broadcom Inc.	+1,288	8,794	$3,321,933
NVDA	Nvidia Corp	+1,251	21,000	$4,201,890
AVAV	AeroVironment Inc	+1,236	3,043	$502,308
PEP	Pepsico Inc	+620	5,923	$801,974
BAC	Bank Of America Corp /De/	+549	4,860	$276,922
MSFT	Microsoft Corp	+498	8,814	$3,287,798
AGNC	AGNC Investment Corp.	+360	10,798	$117,698
AMD	Advanced Micro Devices Inc	+353	1,447	$840,576
HLN	Haleon plc	+340	26,274	$245,136
LNG	Cheniere Energy, Inc.	+333	1,961	$468,698
EMR	Emerson Electric Co	+331	2,238	$320,369
COST	Costco Wholesale Corp /New	+314	1,128	$1,055,210
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NOW	ServiceNow, Inc.	−20,365	12,168	$1,208,039
OPTT	Ocean Power Technologies, Inc.	−17,000	10,000	$2,599
JPM	Jpmorgan Chase & Co	−12,393	2,171	$710,633
BAI	iShares A.I. Innovation and Tech Active ETF	−4,452	82,373	$4,080,054
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−3,034	18,535	$2,766,518
DXCM	Dexcom Inc	−2,804	3,337	$224,746
IBIT	iShares Bitcoin Trust ETF	−913	6,058	$201,670
SNOW	Snowflake Inc.	−817	1,894	$482,023
CRM	Salesforce, Inc.	−724	2,178	$341,205
DCOR	Dimensional US Core Equity 1 ETF	−664	15,946	$861,402
UNH	Unitedhealth Group Inc	−617	544	$226,102
IVZ	Invesco Ltd.	−531	4,067	$656,983
DELL	Dell Technologies Inc.	−478	3,689	$1,591,655
VKTX	Viking Therapeutics, Inc.	−450	31,082	$1,212,508
SPOT	Spotify Technology S.A.	−440	951	$436,632
ABBV	AbbVie Inc.	−229	2,059	$518,126
WMT	Walmart Inc.	−196	13,322	$1,508,849
GLD	Spdr Gold Trust	−155	2,527	$930,896
NFLX	Netflix Inc	−133	4,923	$351,502
SRRK	Scholar Rock Holding Corp	−100	8,030	$441,650
VRTX	Vertex Pharmaceuticals Inc / Ma	−59	3,098	$1,538,869
NKE	NIKE, Inc.	−54	54,323	$2,229,959
HSY	Hershey Co	−31	1,516	$265,982
QQQ	Invesco Qqq Trust, Series 1	−25	711	$523,580
JNJ	Johnson & Johnson	−1	1,453	$369,018
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
BX	Blackstone Inc.	13,599	$1,600,194
INTC	Intel Corp	3,371	$470,692
MU	Micron Technology Inc	339	$391,304
LRCX	Lam Research Corp	864	$374,397
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	17,608	$366,070
BEDY	BNY Mellon Enhanced Dividend and Income ETF	10,346	$346,487
CBRS	Cerebras Systems Inc.	1,287	$284,427
VST	Vistra Corp.	1,775	$281,568
VB	Vanguard Morningstar Small-Cap ETF	403	$276,784
HOOD	Robinhood Markets, Inc.	2,219	$222,521
GEV	GE Vernova Inc.	184	$216,174
HD	Home Depot, Inc.	593	$209,139
ASML	Asml Holding NV	103	$204,912
HIT	Health In Tech, Inc.	12,000	$12,120
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
VSNT	Versant Media Group, Inc.	36,635	$1,356,227
ACN	Accenture plc	3,564	$706,705
PFE	Pfizer Inc	9,260	$260,020
HYSA	BondBloxx USD High Yield Bond Sector Rotation ETF	5,658	$259,475
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

92 tracked positions · $234,883,999 total · filing declares 134 positions · $234,881,090 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 92 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	1,042,842	+11,436	$92,892,507	+13.9%	39.55%
ACSG	American Century Small Cap Growth Insights ETF	Added	190,063	+13,634	$20,746,836	+25.4%	8.83%
ACVT	Advent Convertible Bond ETF	Added	302,684	+41,560	$14,838,499	+20.9%	6.32%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	77,009	+2,528	$8,612,450	—	3.67%
AFIX	Allspring Broad Market Core Bond ETF	Added	336,455	+35,208	$8,342,401	+11.2%	3.55%
FBCG	Fidelity Blue Chip Growth ETF	Added	126,029	+18,272	$7,260,005	+39.8%	3.09%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	67,588	+16,253	$5,939,633	+51.2%	2.53%
NVDA	Nvidia Corp Technology	Added	21,000	+1,251	$4,201,890	+22.0%	1.79%
AAPL	Apple Inc. Technology	Added	14,506	+233	$4,197,456	+15.9%	1.79%
BAI	iShares A.I. Innovation and Tech Active ETF	Reduced	82,373	-4,452	$4,080,054	+17.5%	1.74%
GOOGL	Alphabet Inc. Communication Services	Added	10,370	+270	$3,702,516	+27.5%	1.58%
AVGO	Broadcom Inc. Technology	Added	8,794	+1,288	$3,321,933	+43.0%	1.41%
MSFT	Microsoft Corp Technology	Added	8,814	+498	$3,287,798	+6.8%	1.40%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	18,535	-3,034	$2,766,518	+4.8%	1.18%
LLY	ELI LILLY & Co Healthcare	Added	2,092	+44	$2,509,207	+33.2%	1.07%
AMZN	Amazon Com Inc Consumer Cyclical	Added	9,890	+1,872	$2,357,182	+41.2%	1.00%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	54,323	-54	$2,229,959	−22.4%	0.95%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,898	+179	$2,198,479	+8.8%	0.94%
BX	Blackstone Inc. Financial Services	NEW	13,599	NEW	$1,600,194	NEW	0.68%
DELL	Dell Technologies Inc. Technology	Reduced	3,689	-478	$1,591,655	+132.7%	0.68%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	3,098	-59	$1,538,869	+9.2%	0.66%
WMT	Walmart Inc. Consumer Defensive	Reduced	13,322	-196	$1,508,849	−10.2%	0.64%
VIGI	Vanguard International Dividend Appreciation ETF	Added	13,070	+130	$1,283,474	+5.2%	0.55%
VKTX	Viking Therapeutics, Inc. Healthcare	Reduced	31,082	-450	$1,212,508	+18.2%	0.52%
NOW	ServiceNow, Inc. Technology	Reduced	12,168	-20,365	$1,208,039	−64.5%	0.51%
BIV	Vanguard Intermediate-Term Bond ETF	Added	16,379	+2,025	$1,202,382	+13.8%	0.51%
META	Meta Platforms, Inc. Communication Services	Added	2,033	+20	$1,145,168	−0.6%	0.49%
KO	Coca Cola Co Consumer Defensive	Added	13,893	+48	$1,129,084	+7.2%	0.48%
KLAC	Kla Corp Technology	Added	3,502	+3,162	$1,056,588	+111.1%	0.45%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,128	+314	$1,055,210	+30.1%	0.45%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,465	+209	$1,036,779	+23.6%	0.44%
GLD	Spdr Gold Trust	Reduced	2,527	-155	$930,896	−19.3%	0.40%
DCOR	Dimensional US Core Equity 1 ETF	Reduced	15,946	-664	$861,402	−1.7%	0.37%
AMD	Advanced Micro Devices Inc Technology	Added	1,447	+353	$840,576	+277.7%	0.36%
EQBK	Equity Bancshares Inc Financial Services	Added	16,987	+66	$832,193	+10.7%	0.35%
TRGP	Targa Resources Corp. Energy	Added	3,021	+53	$810,050	+8.9%	0.34%
PEP	Pepsico Inc Consumer Defensive	Added	5,923	+620	$801,974	−2.6%	0.34%
AFGR	First Trust Active Factor Large Cap Growth ETF	Added	20,853	+8,126	$758,960	+52.8%	0.32%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,171	-12,393	$710,633	−83.4%	0.30%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	885	+85	$675,378	+116.2%	0.29%
IVZ	Invesco Ltd. Financial Services	Reduced	4,067	-531	$656,983	+27.5%	0.28%
PLTR	Palantir Technologies Inc. Technology	Added	5,188	+2,648	$605,283	+62.9%	0.26%
CAT	Caterpillar Inc Industrials	Added	540	+62	$575,046	+69.8%	0.24%
SPY	Spdr S&P 500 ETF Trust	Added	728	+2	$543,648	+15.1%	0.23%
VIG	Vanguard Dividend Appreciation ETF	Added	2,241	+72	$530,265	+13.7%	0.23%
CVX	Chevron Corp Energy	Added	3,186	+83	$528,111	−17.7%	0.22%
QQQ	Invesco Qqq Trust, Series 1	Reduced	711	-25	$523,580	+23.3%	0.22%
ABBV	AbbVie Inc. Healthcare	Reduced	2,059	-229	$518,126	+4.1%	0.22%
AVAV	AeroVironment Inc Industrials	Added	3,043	+1,236	$502,308	+51.9%	0.21%
SNOW	Snowflake Inc. Technology	Reduced	1,894	-817	$482,023	+17.9%	0.21%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.