MN Wealth Advisors, LLC

CIK

1992972

Location

OVERLAND PARK, KS

Portfolio Value

Micro $57,261,674

Diversification

Diversified

Filing Date

Global Rank

#6,673 / 8,605 ▲ 329 · as of Mar 2026

Top Industry

Semiconductors 10.9%

3Y Alpha vs SPY

-1.3%

Period ended 3 months ago

Filed Apr 23, 2026 · 3mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+52.2%

SPY

+54.1%

Annualised alpha

-0.6%

Max drawdown

−21.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

62 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.5%

+0.2 pts

Top 5

31.1%

−0.8 pts

Top 10

51.1%

+0.9 pts

HHI

347

Diversified+1

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	34.7%	$19,877,999	15
Healthcare	12.4%	$7,102,732	11
Financial Services	11.4%	$6,548,233	4
Communication Services	11.1%	$6,334,535	5
Consumer Cyclical	10.7%	$6,114,648	5
Consumer Defensive	8.6%	$4,924,856	6
Unclassified	4.0%	$2,318,812	4
Energy	4.0%	$2,288,235	4
Industrials	2.5%	$1,404,909	6
Real Estate	0.6%	$346,715	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
JPM	Jpmorgan Chase & Co	+12,539	14,564	$4,284,146
MSFT	Microsoft Corp	+2,761	8,316	$3,078,333
NVDA	Nvidia Corp	+2,709	19,749	$3,444,225
NFLX	Netflix Inc	+1,617	5,056	$486,134
VKTX	Viking Therapeutics, Inc.	+1,273	31,532	$1,026,051
AAPL	Apple Inc.	+1,175	14,273	$3,622,344
AVGO	Broadcom Inc.	+1,029	7,506	$2,323,182
AMZN	Amazon Com Inc	+871	8,018	$1,669,908
GOOGL	Alphabet Inc.	+830	9,271	$2,665,968
CRM	Salesforce, Inc.	+461	2,902	$541,716
AVAV	AeroVironment Inc	+460	1,807	$330,771
WMT	Walmart Inc.	+384	13,518	$1,680,017
AGNC	AGNC Investment Corp.	+330	10,438	$104,693
TSLA	Tesla, Inc.	+298	2,256	$838,668
XOM	Exxon Mobil Corp	+296	2,594	$440,098
CRWD	CrowdStrike Holdings, Inc.	+275	800	$78,082
JNJ	Johnson & Johnson	+258	1,454	$355,415
ORCL	Oracle Corp	+210	2,240	$329,526
CVX	Chevron Corp	+187	3,103	$642,010
META	Meta Platforms, Inc.	+173	2,013	$1,151,697
AMD	Advanced Micro Devices Inc	+123	1,094	$222,552
GE	General Electric Co	+107	942	$267,311
IBIT	iShares Bitcoin Trust ETF	+100	6,971	$267,825
ABBV	AbbVie Inc.	+98	2,288	$497,617
BRK-B	Berkshire Hathaway Inc	+97	2,718	$1,302,465
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
FOUR	Shift4 Payments, Inc.	−2,997	3,774	$165,037
DXCM	Dexcom Inc	−1,615	6,141	$385,654
DELL	Dell Technologies Inc.	−1,584	4,167	$683,929
ACN	Accenture plc	−1,471	3,564	$706,705
TRGP	Targa Resources Corp.	−1,459	2,968	$744,166
PEP	Pepsico Inc	−369	5,303	$823,502
KO	Coca Cola Co	−131	13,845	$1,052,912
ETN	Eaton Corp plc	−102	584	$208,879
PFE	Pfizer Inc	−60	9,260	$260,020
NKE	NIKE, Inc.	−57	54,377	$2,872,193
CAT	Caterpillar Inc	−49	478	$338,643
GLD	Spdr Gold Trust	−47	2,682	$1,154,037
SRRK	Scholar Rock Holding Corp	−25	8,130	$399,670
LNG	Cheniere Energy, Inc.	−22	1,628	$461,961
EMR	Emerson Electric Co	−19	1,907	$249,855
UNH	Unitedhealth Group Inc	−4	1,161	$314,154
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
NOW	ServiceNow, Inc.	32,533	$3,401,325
VSNT	Versant Media Group, Inc.	36,635	$1,356,227
SPOT	Spotify Technology S.A.	1,391	$674,509
SNOW	Snowflake Inc.	2,711	$408,873
PLTR	Palantir Technologies Inc.	2,540	$371,551
DLR	Digital Realty Trust, Inc.	1,343	$242,022
PG	PROCTER & GAMBLE Co	1,632	$235,726
BAC	Bank Of America Corp /De/	4,311	$210,161
OPTT	Ocean Power Technologies, Inc.	27,000	$9,450
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
INTU	Intuit Inc.	513	$339,821
TNDM	Tandem Diabetes Care Inc	13,770	$302,664
MU	Micron Technology Inc	901	$257,154
MDB	MongoDB, Inc.	581	$243,839
ADBE	Adobe Inc.	632	$221,193
UBER	Uber Technologies, Inc	2,526	$206,399
NU	Nu Holdings Ltd.	11,363	$190,216
ARRY	Array Technologies, Inc.	12,094	$111,506
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

62 positions · $57,261,674 total · as of Mar 31, 2026

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

Showing 1–50 of 62 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
JPM	Jpmorgan Chase & Co Financial Services	Added	14,564	+12,539	$4,284,146	+556.6%	7.48%
AAPL	Apple Inc. Technology	Added	14,273	+1,175	$3,622,344	+1.7%	6.33%
NVDA	Nvidia Corp Technology	Added	19,749	+2,709	$3,444,225	+8.4%	6.01%
NOW	ServiceNow, Inc. Technology	NEW	32,533	NEW	$3,401,325	NEW	5.94%
MSFT	Microsoft Corp Technology	Added	8,316	+2,761	$3,078,333	+14.6%	5.38%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	54,377	-57	$2,872,193	−17.2%	5.02%
GOOGL	Alphabet Inc. Communication Services	Added	9,271	+830	$2,665,968	+0.9%	4.66%
AVGO	Broadcom Inc. Technology	Added	7,506	+1,029	$2,323,182	+3.6%	4.06%
LLY	ELI LILLY & Co Healthcare	Added	2,048	+53	$1,883,688	−12.1%	3.29%
WMT	Walmart Inc. Consumer Defensive	Added	13,518	+384	$1,680,017	+14.8%	2.93%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,018	+871	$1,669,908	+1.2%	2.92%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	3,157	+7	$1,409,726	−1.3%	2.46%
VSNT	Versant Media Group, Inc. Communication Services	NEW	36,635	NEW	$1,356,227	NEW	2.37%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,718	+97	$1,302,465	−1.1%	2.27%
GLD	Spdr Gold Trust	Reduced	2,682	-47	$1,154,037	+6.7%	2.02%
META	Meta Platforms, Inc. Communication Services	Added	2,013	+173	$1,151,697	−5.2%	2.01%
KO	Coca Cola Co Consumer Defensive	Reduced	13,845	-131	$1,052,912	+7.8%	1.84%
VKTX	Viking Therapeutics, Inc. Healthcare	Added	31,532	+1,273	$1,026,051	−3.6%	1.79%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,256	+298	$838,668	−4.8%	1.46%
PEP	Pepsico Inc Consumer Defensive	Reduced	5,303	-369	$823,502	+1.2%	1.44%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	814	+53	$811,094	+23.6%	1.42%
EQBK	Equity Bancshares Inc Financial Services	Added	16,921	+65	$751,461	−0.2%	1.31%
TRGP	Targa Resources Corp. Energy	Reduced	2,968	-1,459	$744,166	−8.9%	1.30%
ACN	Accenture plc Technology	Reduced	3,564	-1,471	$706,705	−47.7%	1.23%
DELL	Dell Technologies Inc. Technology	Reduced	4,167	-1,584	$683,929	−5.5%	1.19%
SPOT	Spotify Technology S.A. Communication Services	NEW	1,391	NEW	$674,509	NEW	1.18%
CVX	Chevron Corp Energy	Added	3,103	+187	$642,010	+44.5%	1.12%
CRM	Salesforce, Inc. Technology	Added	2,902	+461	$541,716	−16.2%	0.95%
KLAC	Kla Corp Technology	Added	340	+25	$500,619	+30.8%	0.87%
ABBV	AbbVie Inc. Healthcare	Added	2,288	+98	$497,617	−0.6%	0.87%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,568	+87	$487,318	+7.7%	0.85%
NFLX	Netflix Inc Communication Services	Added	5,056	+1,617	$486,134	+50.8%	0.85%
SPY	Spdr S&P 500 ETF Trust	Added	726	+2	$472,146	−4.4%	0.82%
LNG	Cheniere Energy, Inc. Energy	Reduced	1,628	-22	$461,961	+44.0%	0.81%
XOM	Exxon Mobil Corp Energy	Added	2,594	+296	$440,098	+59.1%	0.77%
QQQ	Invesco Qqq Trust, Series 1	Added	736	+26	$424,804	−2.6%	0.74%
SNOW	Snowflake Inc. Technology	NEW	2,711	NEW	$408,873	NEW	0.71%
SRRK	Scholar Rock Holding Corp Healthcare	Reduced	8,130	-25	$399,670	+11.3%	0.70%
DXCM	Dexcom Inc Healthcare	Reduced	6,141	-1,615	$385,654	−25.1%	0.67%
PLTR	Palantir Technologies Inc. Technology	NEW	2,540	NEW	$371,551	NEW	0.65%
JNJ	Johnson & Johnson Healthcare	Added	1,454	+258	$355,415	+43.6%	0.62%
CAT	Caterpillar Inc Industrials	Reduced	478	-49	$338,643	+12.2%	0.59%
AVAV	AeroVironment Inc Industrials	Added	1,807	+460	$330,771	+1.5%	0.58%
ORCL	Oracle Corp Technology	Added	2,240	+210	$329,526	−16.7%	0.58%
HSY	Hershey Co Consumer Defensive	Added	1,547	+10	$321,605	+15.0%	0.56%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,161	-4	$314,154	−18.3%	0.55%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	633	+21	$311,138	−12.3%	0.54%
IBIT	iShares Bitcoin Trust ETF	Added	6,971	+100	$267,825	−21.5%	0.47%
GE	General Electric Co Industrials	Added	942	+107	$267,311	+3.9%	0.47%
PFE	Pfizer Inc Healthcare	Reduced	9,260	-60	$260,020	+12.0%	0.45%