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Portfolio (Quarterly) Guide ↗

MN Wealth Advisors, LLC

· CIK 0001992972
13F Portfolio $235M AUM 134 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 60 Added 39 Reduced 8 Exited
Page 2 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IVW ISHARES S&P 500 GROWTH ETF 9,954.0 $1.4M 0.58% +737.0 +8.0% $137.53 +2.2%
22 VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 13,070.0 $1.3M 0.55% +130.0 +1.0% $98.20 +9.0%
23 BND VANGUARD TOTAL BOND MARKET ETF 16,379.0 $1.2M 0.51% +2K +14.1% $73.41 -2.0%
24 AVUV AVANTIS U.S. SMALL CAP VALUE ETF 9,553.0 $1.2M 0.51% +956.0 +11.1% $124.77 +1.7%
25 META META PLATFORMS INC CL A Communication Services 2,033.0 $1.1M 0.49% +20.0 +1.0% $563.37 +9.5%
26 IVV ISHARES CORE S&P 500 ETF 1,483.0 $1.1M 0.47% +11.0 +0.8% $749.30 +3.3%
27 KLAC KLA CORP COM NEW Technology 3,502.0 $1.1M 0.45% +3K +930.0% $301.80 -38.5%
28 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 1,128.0 $1.1M 0.45% +314.0 +38.6% $936.00 -2.2%
29 TSLA TESLA INC COM Consumer Cyclical 2,465.0 $1.0M 0.44% +209.0 +9.3% $420.60 -15.8%
30 FENI FIDELITY ENHANCED INTERNATIONAL ETF 25,826.0 $1.0M 0.44% +10K +61.5% $40.13 +3.8%
31 ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF 27,355.0 $1.0M 0.43% +1K +5.7% $36.60
32 ACWX ISHARES MSCI ACWI EX U.S. ETF 12,751.0 $971K 0.41% +3K +25.7% $76.11 +3.1%
33 AMD ADVANCED MICRO DEVICES INC COM Technology 1,447.0 $841K 0.36% +353.0 +32.3% $580.91 -17.8%
34 AVDE AVANTIS INTERNATIONAL EQUITY ETF 9,417.0 $840K 0.36% +241.0 +2.6% $89.20 +6.0%
35 TRGP TARGA RES CORP COM Energy 3,021.0 $810K 0.34% +53.0 +1.8% $268.19 +8.2%
36 PEP PEPSICO INC COM Consumer Defensive 5,923.0 $802K 0.34% +620.0 +11.7% $135.41 +1.6%
37 BBHY JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF 17,142.0 $790K 0.34% +991.0 +6.1% $46.10 -1.3%
38 CRWD CROWDSTRIKE HLDGS INC CL A Technology 885.0 $675K 0.29% +85.0 +10.6% $190.79 +11.7%
39 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 5,188.0 $605K 0.26% +3K +104.2% $116.67 +49.4%
40 CAT CATERPILLAR INC COM Industrials 540.0 $575K 0.24% +62.0 +13.0% $1065.17 -23.6%
Page 2 of 3  ·  60 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.3%
Healthcare 13.1%
Consumer Cyclical 11.1%
Financial Services 9.9%
Communication Services 9.1%
Consumer Defensive 8.5%
Industrials 3.5%
Energy 3.1%
Utilities 0.8%
Real Estate 0.6%