MN Wealth Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
124
Total value ($000)
$205,548
Net value change ($000)
+7,486 (3.8%)
New positions
14
Sold out positions
12
Turnover %
10.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AFIX 7,504 NEW
JPM 3,631 556.0%
NOW 3,401 NEW
VSNT 1,356 NEW
XLK 1,145 323.4%
XLC 1,141 NEW
JCPB 914 14.2%
CORO 832 NEW
ACWX 694 NEW
SPOT 675 NEW
Top Reduces (Value $000, Stocks/ETFs)
AGG -7,208 -96.9%
JGRO -2,175 -19.0%
XLG -1,109 -100.0%
IEMG -892 -100.0%
BBUS -743 -2.4%
ACN -644 -47.7%
NKE -596 -17.2%
BBHY -573 -43.6%
JPIE -558 -21.0%
BBIN -511 -9.3%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 102 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type