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Portfolio (Quarterly) Guide ↗

MN Wealth Advisors, LLC

· CIK 0001992972
13F Portfolio $206M AUM 124 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 56 Added 39 Reduced 13 Exited
Page 3 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XOM EXXON MOBIL CORP COM Energy 2,594.0 $440K 0.21% +296.0 +12.9% $169.69 -11.7%
42 QQQ INVESCO QQQ TRUST SERIES I Financial Services 736.0 $425K 0.21% +26.0 +3.7% $577.59 +26.3%
43 SHLD GLOBAL X DEFENSE TECH ETF 5,373.0 $381K 0.18% +1K +28.7% $70.84 -7.5%
44 JNJ JOHNSON & JOHNSON COM Healthcare 1,454.0 $356K 0.17% +258.0 +21.6% $244.50 -5.4%
45 AVAV AEROVIRONMENT INC COM Industrials 1,807.0 $331K 0.16% +460.0 +34.1% $183.05 -1.0%
46 ORCL ORACLE CORP COM Technology 2,240.0 $330K 0.16% +210.0 +10.3% $147.17 +29.8%
47 HSY HERSHEY CO COM Consumer Defensive 1,547.0 $322K 0.16% +10.0 +0.7% $207.97 -4.9%
48 CRWD CROWDSTRIKE HLDGS INC CL A Technology 800.0 $312K 0.15% +275.0 +52.4% $390.41 +65.3%
49 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 633.0 $311K 0.15% +21.0 +3.4% $491.67 -7.2%
50 JPEM JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF 4,387.0 $273K 0.13% +422.0 +10.6% $62.14 +4.4%
51 IBIT ISHARES BITCOIN TRUST ETF Financial Services 6,971.0 $268K 0.13% +100.0 +1.5% $38.42 +10.5%
52 GE GE AEROSPACE COM NEW Industrials 942.0 $268K 0.13% +107.0 +12.8% $284.05 +11.7%
53 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 896.0 $247K 0.12% +5.0 +0.6% $275.44 -0.1%
54 GOOG ALPHABET INC CAP STK CL C Communication Services 829.0 $238K 0.12% +37.0 +4.7% $286.86 +34.2%
55 AMD ADVANCED MICRO DEVICES INC COM Technology 1,094.0 $223K 0.11% +123.0 +12.7% $203.43 +143.6%
56 AGNC AGNC INVT CORP COM Real Estate 10,438.0 $105K 0.05% +330.0 +3.3% $10.03 +4.8%
Page 3 of 3  ·  56 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 35.6%
Financial Services 13.4%
Healthcare 12.6%
Consumer Cyclical 10.8%
Communication Services 9.2%
Consumer Defensive 8.7%
Industrials 4.9%
Energy 4.1%
Real Estate 0.6%