MN Wealth Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
6/30/2026
Date filed
7/23/2026
Form type
13F-HR
Num holdings
134
Total value ($000)
$234,881
Net value change ($000)
+29,333 (14.3%)
New positions
18
Sold out positions
7
Turnover %
4.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
BBUS 9,440 31.7%
AVEM 2,327 31.3%
FEGE 2,194 17.9%
SPYM 2,011 51.2%
JIRE 1,631 19.2%
FBCG 1,625 35.3%
BX 1,600 NEW
AVUS 1,575 21.4%
AVGO 999 43.0%
DELL 908 132.7%
Top Reduces (Value $000, Stocks/ETFs)
JPM -3,573 -83.4%
NOW -2,193 -64.5%
VSNT -1,356 -100.0%
ACN -707 -100.0%
NKE -642 -22.4%
QUAL -612 -100.0%
JGRO -573 -6.2%
EFV -568 -100.0%
XOM -440 -100.0%
JAVA -297 -3.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 49 (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