Mn Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Mn Wealth Advisors, LLC

Investment Activity

Mn Wealth Advisors, LLC has $205.55 million in total holdings as of March 31, 2026.
Mn Wealth Advisors, LLC owns shares of 124 different stocks, but just 39 companies or ETFs make up 80% of its holdings.
Approximately 14.75% of the portfolio was purchased this quarter.
About 8.52% of the portfolio was sold this quarter.
This quarter, Mn Wealth Advisors, LLC has purchased 122 new stocks and bought additional shares in 60 stocks.
Mn Wealth Advisors, LLC sold shares of 44 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

JPMorgan BetaBuilders U.S. Equity ETF: $29,741,863
FIRST EAGLE GLOBAL EQUITY ETF: $12,272,834
JPMorgan Active Growth ETF: $9,262,180
JPMorgan Active Value ETF: $8,566,158
JPMorgan International Research Enhanced Equity ETF: $8,516,125

Largest New Holdings this Quarter

01989A308 - ALLSPRING BROAD MARKET CORE BOND ETF: $7,504,082 Holding
81762P102 - ServiceNow: $3,401,325 Holding
925283103 - VERSANT MEDIA GROUP INC COM CL A: $1,356,228 Holding
81369Y852 - Communication Services Select Sector SPDR Fund: $1,140,860 Holding
09290C764 - ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF: $831,830 Holding

Largest Purchases this Quarter

ALLSPRING BROAD MARKET CORE BOND ETF: 301,247 shares (about $7.50M)
JPMorgan Chase & Co.: 12,539 shares (about $3.69M)
ServiceNow: 32,533 shares (about $3.40M)
VERSANT MEDIA GROUP INC COM CL A: 36,635 shares (about $1.36M)
Technology Select Sector SPDR Fund: 8,821 shares (about $1.17M)

Largest Sales this Quarter

iShares Core U.S. Aggregate Bond ETF: 72,147 shares (about $7.16M)
JPMorgan Active Growth ETF: 13,662 shares (about $1.15M)
JPMorgan BetaBuilders International Equity ETF: 7,824 shares (about $572.10K)
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF: 12,084 shares (about $553.82K)
JPMorgan Income ETF: 11,835 shares (about $545.24K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BBUS JPMorgan BetaBuilders U.S. Equity ETF	$29,741,863	$772,686 â–²	2.7%	253,813	14.5%	ETF
FIRST EAGLE GLOBAL EQUITY ETF	$12,272,834	$140,671 â–²	1.2%	261,124	6.0%	ETF
JGRO JPMorgan Active Growth ETF	$9,262,180	$1,154,719 â–¼	-11.1%	109,585	4.5%	ETF
JAVA JPMorgan Active Value ETF	$8,566,158	$266,123 â–¼	-3.0%	119,388	4.2%	ETF
JIRE JPMorgan International Research Enhanced Equity ETF	$8,516,125	$548,892 â–²	6.9%	112,438	4.1%	ETF
ALLSPRING BROAD MARKET CORE BOND ETF	$7,504,082	$7,504,082 â–²	New Holding	301,247	3.7%	ETF
AVEM Avantis Emerging Markets Equity ETF	$7,442,914	$42,547 â–²	0.6%	92,366	3.6%	ETF
AVUS Avantis U.S. Equity ETF	$7,370,132	$167,660 â–²	2.3%	66,290	3.6%	ETF
JCPB JPMorgan Core Plus Bond ETF	$7,329,328	$950,640 â–²	14.9%	155,678	3.6%	ETF
BBIN JPMorgan BetaBuilders International Equity ETF	$5,006,730	$572,097 â–¼	-10.3%	68,472	2.4%	ETF
FBCG Fidelity Blue Chip Growth ETF	$4,599,269	$145,348 â–²	3.3%	91,765	2.2%	ETF
JPM JPMorgan Chase & Co.	$4,284,153	$3,688,478 â–²	619.2%	14,564	2.1%	Finance
SPLG SPDR Portfolio S&P 500 ETF	$3,929,252	$667,900 â–²	20.5%	51,335	1.9%	ETF
AAPL Apple	$3,622,552	$298,220 â–²	9.0%	14,273	1.8%	Computer and Technology
NVDA NVIDIA	$3,444,391	$472,472 â–²	15.9%	19,749	1.7%	Computer and Technology
NOW ServiceNow	$3,401,325	$3,401,325 â–²	New Holding	32,533	1.7%	Computer and Technology
MSFT Microsoft	$3,078,643	$1,022,142 â–²	49.7%	8,316	1.5%	Computer and Technology
NKE NIKE	$2,872,209	$3,011 â–¼	-0.1%	54,377	1.4%	Consumer Discretionary
GOOGL Alphabet	$2,666,136	$238,690 â–²	9.8%	9,271	1.3%	Computer and Technology
AVGO Broadcom	$2,323,379	$318,513 â–²	15.9%	7,506	1.1%	Computer and Technology
JPIE JPMorgan Income ETF	$2,095,219	$545,239 â–¼	-20.6%	45,479	1.0%	ETF
JPUS JPMorgan Diversified Return U.S. Equity ETF	$2,022,770	$47,138 â–¼	-2.3%	15,534	1.0%	ETF
LLY Eli Lilly and Company	$1,884,301	$48,764 â–²	2.7%	2,048	0.9%	Medical
WALMART INC COM	$1,680,019	$47,724 â–²	2.9%	13,518	0.8%	Stock
AMZN Amazon.com	$1,669,909	$181,403 â–²	12.2%	8,018	0.8%	Retail/Wholesale
ITOT iShares Core S&P Total U.S. Stock Market ETF	$1,597,990	$56,690 â–²	3.7%	11,219	0.8%	ETF
XLK Technology Select Sector SPDR Fund	$1,498,867	$1,172,327 â–²	359.0%	11,278	0.7%	ETF
VRTX Vertex Pharmaceuticals	$1,409,727	$3,126 â–²	0.2%	3,157	0.7%	Medical
BBEU JPMorgan BetaBuilders Europe ETF	$1,383,275	$68,863 â–¼	-4.7%	19,103	0.7%	ETF
VERSANT MEDIA GROUP INC COM CL A	$1,356,228	$1,356,228 â–²	New Holding	36,635	0.7%	Stock
BRK.B Berkshire Hathaway	$1,302,625	$46,488 â–²	3.7%	2,718	0.6%	Finance
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF	$1,274,811	$26,524 â–¼	-2.0%	19,946	0.6%	ETF
IVE iShares S&P 500 Value ETF	$1,246,536	$26,607 â–²	2.2%	5,903	0.6%	ETF
VYMI Vanguard International High Dividend Yield ETF	$1,219,480	$8,105 â–²	0.7%	12,940	0.6%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$1,174,442	$120,260 â–¼	-9.3%	20,186	0.6%	ETF
GLD SPDR Gold Shares	$1,154,038	$20,224 â–¼	-1.7%	2,682	0.6%	Finance
META Meta Platforms	$1,151,754	$98,983 â–²	9.4%	2,013	0.6%	Computer and Technology
XLC Communication Services Select Sector SPDR Fund	$1,140,860	$1,140,860 â–²	New Holding	10,291	0.6%	ETF
IUSB iShares Core Total USD Bond Market ETF	$1,081,370	$20,924 â–¼	-1.9%	23,411	0.5%	Manufacturing
BND Vanguard Total Bond Market ETF	$1,057,029	$143,893 â–¼	-12.0%	14,354	0.5%	ETF
KO CocaCola	$1,052,985	$9,963 â–¼	-0.9%	13,845	0.5%	Consumer Staples
IVW iShares S&P 500 Growth ETF	$1,042,538	$27,486 â–²	2.7%	9,217	0.5%	ETF
VKTX Viking Therapeutics	$1,026,051	$41,423 â–²	4.2%	31,532	0.5%	Medical
JMOM JPMorgan U.S. Momentum Factor ETF	$981,042	$14,671 â–²	1.5%	14,444	0.5%	ETF
IVV iShares Core S&P 500 ETF	$961,934	$399,281 â–¼	-29.3%	1,472	0.5%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$949,774	$19,002 â–¼	-2.0%	8,597	0.5%	ETF
JVAL JPMorgan U.S. Value Factor ETF	$902,095	$16,613 â–¼	-1.8%	18,462	0.4%	ETF
DFIV Dimensional International Value ETF	$876,728	$6,387 â–¼	-0.7%	16,610	0.4%	ETF
TSLA Tesla	$838,668	$110,782 â–²	15.2%	2,256	0.4%	Auto/Tires/Trucks
ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF	$831,830	$831,830 â–²	New Holding	25,871	0.4%	ETF
PEP PepsiCo	$823,641	$57,312 â–¼	-6.5%	5,303	0.4%	Consumer Staples
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF	$818,828	$112,128 â–²	15.9%	17,738	0.4%	ETF
COST Costco Wholesale	$811,102	$52,811 â–²	7.0%	814	0.4%	Retail/Wholesale
AVDE Avantis International Equity ETF	$778,505	$4,666 â–¼	-0.6%	9,176	0.4%	ETF
JPMORGAN ACTIVE BOND ETF	$763,803	$30,541 â–²	4.2%	14,205	0.4%	ETF
EQUITY BANCSHARES INC COM CL A	$751,467	$2,887 â–²	0.4%	16,921	0.4%	Stock
TRGP Targa Resources	$744,416	$365,938 â–¼	-33.0%	2,968	0.4%	Energy
BBHY JPMorgan BetaBuilders USD High Yield Corporate Bond ETF	$740,213	$553,819 â–¼	-42.8%	16,151	0.4%	ETF
BRK.A Berkshire Hathaway	$718,140		0.0%	1	0.3%	Finance
ACN Accenture	$706,849	$291,744 â–¼	-29.2%	3,564	0.3%	Computer and Technology
ACWX iShares MSCI ACWI ex U.S. ETF	$694,423	$694,423 â–²	New Holding	10,142	0.3%	Manufacturing
DELL Dell Technologies	$684,088	$260,042 â–¼	-27.5%	4,167	0.3%	Computer and Technology
SPOT Spotify Technology	$674,510	$674,510 â–²	New Holding	1,391	0.3%	Computer and Technology
CVX Chevron	$642,190	$38,701 â–²	6.4%	3,103	0.3%	Energy
QUAL iShares MSCI USA Quality Factor ETF	$611,796	$63,501 â–¼	-9.4%	3,189	0.3%	ETF
FIDELITY ENHANCED INTERNATIONAL ETF	$594,913	$269,110 â–²	82.6%	15,992	0.3%	ETF
EFV iShares MSCI EAFE Value ETF	$567,969	$352,574 â–¼	-38.3%	7,639	0.3%	ETF
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF	$554,670	$14,169 â–²	2.6%	16,833	0.3%	ETF
CRM Salesforce	$541,839	$86,074 â–²	18.9%	2,902	0.3%	Computer and Technology
BTHM BlackRock Future U.S. Themes ETF	$537,963	$19,053 â–²	3.7%	14,852	0.3%	ETF
SPMO Invesco S&P 500 Momentum ETF	$515,508	$40,025 â–²	8.4%	4,598	0.3%	ETF
KLAC KLA	$501,558	$36,879 â–²	7.9%	340	0.2%	Computer and Technology
ABBV AbbVie	$497,659	$21,316 â–²	4.5%	2,288	0.2%	Medical
MCD McDonald's	$487,360	$27,041 â–²	5.9%	1,568	0.2%	Retail/Wholesale
NFLX Netflix	$486,134	$155,474 â–²	47.0%	5,056	0.2%	Consumer Discretionary
JPIN JPMorgan Diversified Return International Equity ETF	$473,764	$86,702 â–¼	-15.5%	6,650	0.2%	ETF
SPY SPDR S&P 500 ETF Trust	$472,601	$1,302 â–²	0.3%	726	0.2%	Finance
VIG Vanguard Dividend Appreciation ETF	$466,472	$11,613 â–¼	-2.4%	2,169	0.2%	ETF
CHENIERE ENERGY INC COM NEW	$462,099	$6,245 â–¼	-1.3%	1,628	0.2%	Stock
XOM ExxonMobil	$440,180	$50,229 â–²	12.9%	2,594	0.2%	Energy
QQQ Invesco QQQ	$425,107	$15,017 â–²	3.7%	736	0.2%	Finance
SNOW Snowflake	$408,873	$408,873 â–²	New Holding	2,711	0.2%	Computer and Technology
SRRK Scholar Rock	$399,671	$1,229 â–¼	-0.3%	8,130	0.2%	Medical
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF	$394,479	$8,892 â–¼	-2.2%	3,638	0.2%	ETF
DXCM DexCom	$385,655	$101,422 â–¼	-20.8%	6,141	0.2%	Medical
GLOBAL X DEFENSE TECH ETF	$380,628	$84,797 â–²	28.7%	5,373	0.2%	ETF
JQUA JPMorgan U.S. Quality Factor ETF	$379,743	$613 â–¼	-0.2%	6,192	0.2%	ETF
ISHARES LARGE CAP CORE ACTIVE ETF	$372,948	$372,948 â–²	New Holding	9,083	0.2%	ETF
PALANTIR TECHNOLOGIES INC CL A	$371,551	$371,551 â–²	New Holding	2,540	0.2%	Stock
JNJ Johnson & Johnson	$355,509	$63,082 â–²	21.6%	1,454	0.2%	Medical
JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF	$347,302	$45,232 â–¼	-11.5%	5,321	0.2%	ETF
CAT Caterpillar	$339,005	$34,752 â–¼	-9.3%	478	0.2%	Industrials
AVAV AeroVironment	$330,771	$84,203 â–²	34.1%	1,807	0.2%	Aerospace
ORCL Oracle	$329,652	$30,905 â–²	10.3%	2,240	0.2%	Computer and Technology
HSY Hershey	$321,723	$2,080 â–²	0.7%	1,547	0.2%	Consumer Staples
UNH UnitedHealth Group	$314,343	$1,083 â–¼	-0.3%	1,161	0.2%	Medical
CRWD CrowdStrike	$312,328	$107,363 â–²	52.4%	800	0.2%	Computer and Technology
TMO Thermo Fisher Scientific	$311,227	$10,325 â–²	3.4%	633	0.2%	Medical
SCHZ Schwab U.S. Aggregate Bond ETF	$305,496	$1,881 â–¼	-0.6%	13,156	0.1%	ETF
VHT Vanguard Health Care ETF	$279,039	$272 â–²	0.1%	1,024	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Mn Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Mn Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Mn Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Mn Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMn Wealth Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools