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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 3 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AVUV AVANTIS U.S. SMALL CAP VALUE ETF 9,553.0 $1.2M 0.51% +956.0 +11.1% $124.77 +1.7%
42 META META PLATFORMS INC CL A Communication Services 2,033.0 $1.1M 0.49% +20.0 +1.0% $563.37 +9.5%
43 KO COCA COLA CO COM Consumer Defensive 13,893.0 $1.1M 0.48% $81.27 +8.4%
44 IVV ISHARES CORE S&P 500 ETF 1,483.0 $1.1M 0.47% +11.0 +0.8% $749.30 +3.3%
45 JVAL JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND 18,212.0 $1.1M 0.46% -250.0 -1.4% $58.64 +2.2%
46 KLAC KLA CORP COM NEW Technology 3,502.0 $1.1M 0.45% +3K +930.0% $301.80 -38.5%
47 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 1,128.0 $1.1M 0.45% +314.0 +38.6% $936.00 -2.2%
48 TSLA TESLA INC COM Consumer Cyclical 2,465.0 $1.0M 0.44% +209.0 +9.3% $420.60 -15.8%
49 FENI FIDELITY ENHANCED INTERNATIONAL ETF 25,826.0 $1.0M 0.44% +10K +61.5% $40.13 +3.8%
50 ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF 27,355.0 $1.0M 0.43% +1K +5.7% $36.60
51 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 9,171.0 $982K 0.42% -1K -10.9% $107.13 +4.6%
52 ACWX ISHARES MSCI ACWI EX U.S. ETF 12,751.0 $971K 0.41% +3K +25.7% $76.11 +3.1%
53 GLD SPDR GOLD SHARES Financial Services 2,527.0 $931K 0.40% -155.0 -5.8% $368.38 +10.4%
54 DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 15,946.0 $861K 0.37% -664.0 -4.0% $54.02 +9.1%
55 AMD ADVANCED MICRO DEVICES INC COM Technology 1,447.0 $841K 0.36% +353.0 +32.3% $580.91 -17.8%
56 AVDE AVANTIS INTERNATIONAL EQUITY ETF 9,417.0 $840K 0.36% +241.0 +2.6% $89.20 +6.0%
57 EQBK EQUITY BANCSHARES INC COM CL A Financial Services 16,987.0 $832K 0.35% $48.99 +4.0%
58 TRGP TARGA RES CORP COM Energy 3,021.0 $810K 0.34% +53.0 +1.8% $268.19 +8.2%
59 PEP PEPSICO INC COM Consumer Defensive 5,923.0 $802K 0.34% +620.0 +11.7% $135.41 +1.6%
60 BBHY JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF 17,142.0 $790K 0.34% +991.0 +6.1% $46.10 -1.3%
Page 3 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%