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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 7 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 2,381.0 $236K 0.10% +92.0 +4.0% $98.98 -2.0%
122 UNH UNITEDHEALTH GROUP INC COM Healthcare 544.0 $226K 0.10% -617.0 -53.1% $415.94 -4.5%
123 DXCM DEXCOM INC COM Healthcare 3,337.0 $225K 0.10% -3K -45.7% $67.35 +30.5%
124 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 2,219.0 $223K 0.10% NEW $100.28 +21.8%
125 GEV GE VERNOVA INC COM Utilities 184.0 $217K 0.09% NEW $1176.79 -20.0%
126 HD HOME DEPOT INC COM Consumer Cyclical 593.0 $209K 0.09% NEW $352.90 -9.0%
127 ASML ASML HLDG NV N Y REGISTRY SHS Technology 103.0 $205K 0.09% NEW $1993.55 -14.0%
128 IBIT ISHARES BITCOIN TRUST ETF Financial Services 6,058.0 $202K 0.09% -913.0 -13.1% $33.29 +35.9%
129 FOUR SHIFT4 PMTS INC CL A Technology 4,044.0 $197K 0.08% +270.0 +7.2% $48.64 -5.6%
130 AGNC AGNC INVT CORP COM Real Estate 10,798.0 $118K 0.05% +360.0 +3.5% $10.90 -2.3%
131 CALL SHIFT4 PMTS INC CL A 1,000.0 $49K 0.02% $48.64
132 HEALTH IN TECH INC CL A 12,000.0 $12K 0.01% NEW $1.01
133 HERTZ GLOBAL HLDGS INC WT EXP 063051 10,951.0 $12K 0.01% $1.09
134 OPTT OCEAN PWR TECHNOLOGIES INC COM NEW Industrials 10,000.0 $3K 0.00% -17K -63.0% $0.26 -28.5%
Page 7 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%