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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 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPIE JPMORGAN INCOME ETF 47,396.0 $2.2M 0.93% +2K +4.2% $46.05 -0.9%
22 JPMORGAN DIVERSIFIED RETURN USE EQUITY 15,529.0 $2.2M 0.93% $140.23
23 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 12,105.0 $2.0M 0.85% +886.0 +7.9% $164.28 +2.7%
24 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 9,364.0 $1.8M 0.76% -2K -17.0% $190.52 -1.7%
25 BX BLACKSTONE INC COM Financial Services 13,599.0 $1.6M 0.68% NEW $117.68 +15.7%
26 DELL DELL TECHNOLOGIES INC CL C Technology 3,689.0 $1.6M 0.68% -478.0 -11.5% $431.54 +21.4%
27 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 3,098.0 $1.5M 0.66% -59.0 -1.9% $496.73 +9.9%
28 WMT WALMART INC COM Consumer Defensive 13,322.0 $1.5M 0.64% -196.0 -1.4% $113.27 -5.4%
29 BBEU JPMORGAN BETABUILDERS EUROPE ETF 19,096.0 $1.5M 0.63% $77.77 +2.9%
30 BERKSHIRE HATHAWAY INC DEL CL B NEW 2,897.0 $1.4M 0.62% +179.0 +6.6% $500.45
31 IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 30,213.0 $1.4M 0.59% +7K +29.1% $46.15 -2.0%
32 IVW ISHARES S&P 500 GROWTH ETF 9,954.0 $1.4M 0.58% +737.0 +8.0% $137.53 +2.2%
33 DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 19,897.0 $1.4M 0.58% -289.0 -1.4% $68.01 +3.0%
34 HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF 19,859.0 $1.3M 0.57% $67.58 +3.2%
35 VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 13,070.0 $1.3M 0.55% +130.0 +1.0% $98.20 +9.0%
36 IVE ISHARES S&P 500 VALUE ETF 5,608.0 $1.3M 0.54% -295.0 -5.0% $227.10 +4.3%
37 JMOM JPMORGAN U.S. MOMENTUM FACTOR ETF 14,220.0 $1.2M 0.52% -224.0 -1.6% $85.47 -2.7%
38 VKTX VIKING THERAPEUTICS INC COM Healthcare 31,082.0 $1.2M 0.52% -450.0 -1.4% $39.01 -10.6%
39 NOW SERVICENOW INC COM Technology 12,168.0 $1.2M 0.51% -20K -62.6% $99.28 +42.3%
40 BND VANGUARD TOTAL BOND MARKET ETF 16,379.0 $1.2M 0.51% +2K +14.1% $73.41 -2.0%
Page 2 of 7  ·  134 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%