MN Wealth Advisors, LLC

CIK

1992972

Location

OVERLAND PARK, KS

Portfolio Value

Micro $60,180,373

Diversification

Diversified

Filing Date

Global Rank

#3,084 / 4,286 ▲ 3300

Top Industry

Semiconductors 16.4%

3Y Alpha vs SPY

+0.2%

Period ended 37 days ago

Filed Jul 23, 2026 · 14d

11 quarters · since Dec 2023

Clone Performance

Feb 2024–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+59.6%

SPY

+59.1%

Annualised alpha

+0.2%

Max drawdown

−21.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 10 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

7.0%

−0.3 pts

Top 5

30.6%

+0.1 pts

Top 10

47.7%

−3.3 pts

HHI

320

Diversified−24

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	39.2%	$23,569,484	20
Healthcare	12.8%	$7,703,496	10
Consumer Cyclical	10.9%	$6,548,397	6
Communication Services	8.9%	$5,337,608	4
Financial Services	8.5%	$5,092,092	6
Consumer Defensive	8.3%	$5,017,719	6
Industrials	3.7%	$2,253,708	7
Unclassified	3.7%	$2,199,794	4
Energy	3.0%	$1,806,859	3
Real Estate	0.6%	$369,648	2
Utilities	0.5%	$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
KLAC	Kla Corp	+3,162	3,502	$1,056,588
PLTR	Palantir Technologies Inc.	+2,648	5,188	$605,283
AMZN	Amazon Com Inc	+1,872	9,890	$2,357,182
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
FOUR	Shift4 Payments, Inc.	+270	4,044	$196,700
AAPL	Apple Inc.	+233	14,506	$4,197,456
TSLA	Tesla, Inc.	+209	2,465	$1,036,779
TMO	Thermo Fisher Scientific Inc.	+201	834	$418,134
BRK-B	Berkshire Hathaway Inc	+178	2,897	$1,449,629
PG	PROCTER & GAMBLE Co	+118	1,750	$256,620
GE	General Electric Co	+96	1,038	$387,931
CRWD	CrowdStrike Holdings, Inc.	+85	885	$168,844
CVX	Chevron Corp	+83	3,186	$528,111
EQBK	Equity Bancshares Inc	+66	16,987	$832,193
No positions match the current search.

Trimmed

Positions the filer reduced

22 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	$2,600
JPM	Jpmorgan Chase & Co	−12,393	2,171	$710,633
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
UNH	Unitedhealth Group Inc	−617	544	$226,102
GOOGL	Alphabet Inc.	−574	9,526	$3,404,306
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

11 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
CBRS	Cerebras Systems Inc.	1,287	$284,427
VST	Vistra Corp.	1,775	$281,568
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
XOM	ExxonMobil Holdings Corp	2,594	$440,098
PFE	Pfizer Inc	9,260	$260,020
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

69 tracked positions · $60,180,373 total · 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 69 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	21,000	+1,251	$4,201,890	+22.0%	6.98%
AAPL	Apple Inc. Technology	Added	14,506	+233	$4,197,456	+15.9%	6.97%
GOOGL	Alphabet Inc. Communication Services	Reduced	9,526	-574	$3,404,306	+17.2%	5.66%
AVGO	Broadcom Inc. Technology	Added	8,794	+1,288	$3,321,933	+43.0%	5.52%
MSFT	Microsoft Corp Technology	Added	8,814	+498	$3,287,798	+6.8%	5.46%
LLY	ELI LILLY & Co Healthcare	Added	2,092	+44	$2,509,207	+33.2%	4.17%
AMZN	Amazon Com Inc Consumer Cyclical	Added	9,890	+1,872	$2,357,182	+41.2%	3.92%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	54,323	-54	$2,229,959	−22.4%	3.71%
BX	Blackstone Inc. Financial Services	NEW	13,599	NEW	$1,600,194	NEW	2.66%
DELL	Dell Technologies Inc. Technology	Reduced	3,689	-478	$1,591,655	+132.7%	2.64%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	3,098	-59	$1,538,869	+9.2%	2.56%
WMT	Walmart Inc. Consumer Defensive	Reduced	13,322	-196	$1,508,849	−10.2%	2.51%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,897	+178	$1,449,629	−28.3%	2.41%
VKTX	Viking Therapeutics, Inc. Healthcare	Reduced	31,082	-450	$1,212,508	+18.2%	2.01%
NOW	ServiceNow, Inc. Technology	Reduced	12,168	-20,365	$1,208,039	−64.5%	2.01%
META	Meta Platforms, Inc. Communication Services	Added	2,033	+20	$1,145,168	−0.6%	1.90%
KO	Coca Cola Co Consumer Defensive	Added	13,893	+48	$1,129,084	+7.2%	1.88%
KLAC	Kla Corp Technology	Added	3,502	+3,162	$1,056,588	+111.1%	1.76%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,128	+314	$1,055,210	+30.1%	1.75%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,465	+209	$1,036,779	+23.6%	1.72%
GLD	Spdr Gold Trust	Reduced	2,527	-155	$930,896	−19.3%	1.55%
AMD	Advanced Micro Devices Inc Technology	Added	1,447	+353	$840,576	+277.7%	1.40%
EQBK	Equity Bancshares Inc Financial Services	Added	16,987	+66	$832,193	+10.7%	1.38%
TRGP	Targa Resources Corp. Energy	Added	3,021	+53	$810,050	+8.9%	1.35%
PEP	Pepsico Inc Consumer Defensive	Added	5,923	+620	$801,974	−2.6%	1.33%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,171	-12,393	$710,633	−83.4%	1.18%
PLTR	Palantir Technologies Inc. Technology	Added	5,188	+2,648	$605,283	+62.9%	1.01%
CAT	Caterpillar Inc Industrials	Added	540	+62	$575,046	+69.8%	0.96%
SPY	Spdr S&P 500 ETF Trust	Added	728	+2	$543,648	+15.1%	0.90%
CVX	Chevron Corp Energy	Added	3,186	+83	$528,111	−17.7%	0.88%
QQQ	Invesco Qqq Trust, Series 1	Reduced	711	-25	$523,580	+23.3%	0.87%
ABBV	AbbVie Inc. Healthcare	Reduced	2,059	-229	$518,126	+4.1%	0.86%
AVAV	AeroVironment Inc Industrials	Added	3,043	+1,236	$502,308	+51.9%	0.83%
SNOW	Snowflake Inc. Technology	Reduced	1,894	-817	$482,023	+17.9%	0.80%
INTC	Intel Corp Technology	NEW	3,371	NEW	$470,692	NEW	0.78%
LNG	Cheniere Energy, Inc. Energy	Added	1,961	+333	$468,698	+1.5%	0.78%
SRRK	Scholar Rock Holding Corp Healthcare	Reduced	8,030	-100	$441,650	+10.5%	0.73%
SPOT	Spotify Technology S.A. Communication Services	Reduced	951	-440	$436,632	−35.3%	0.73%
MCD	Mcdonalds Corp Consumer Cyclical	Held	1,568	0	$423,846	−13.0%	0.70%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	834	+201	$418,134	+34.4%	0.69%
MU	Micron Technology Inc Technology	NEW	339	NEW	$391,304	NEW	0.65%
GE	General Electric Co Industrials	Added	1,038	+96	$387,931	+45.1%	0.64%
LRCX	Lam Research Corp Technology	NEW	864	NEW	$374,397	NEW	0.62%
JNJ	Johnson & Johnson Healthcare	Reduced	1,453	-1	$369,018	+3.8%	0.61%
NFLX	Netflix Inc Communication Services	Reduced	4,923	-133	$351,502	−27.7%	0.58%
CRM	Salesforce, Inc. Technology	Reduced	2,178	-724	$341,205	−37.0%	0.57%
ORCL	Oracle Corp Technology	Added	2,263	+23	$331,642	+0.6%	0.55%
EMR	Emerson Electric Co Industrials	Added	2,238	+331	$320,369	+28.2%	0.53%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Added	918	+22	$291,492	+18.2%	0.48%
CBRS	Cerebras Systems Inc. Technology	NEW	1,287	NEW	$284,427	NEW	0.47%

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.