MN Wealth Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
9/30/2026
Date filed
10/23/2026
Form type
13F-HR
Num holdings
140
Total value ($000)
$246,536
Net value change ($000)
+11,655 (5.0%)
New positions
17
Sold out positions
10
Turnover %
4.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 4,132 10.5%
BBJP 2,172 NEW
JIRE 1,598 15.7%
FEGE 1,223 8.5%
ACWX 1,139 117.3%
NVDA 1,054 25.1%
SPACE EXPLORATION TECHN CORP CLASS A COM STK 981 NEW
AAPL 786 18.7%
TSPA 766 NEW
BBHY 698 88.4%
Top Reduces (Value $000, Stocks/ETFs)
BBIN -3,417 -70.0%
BX -1,600 -100.0%
AFIX -1,274 -15.3%
SPMO -657 -100.0%
NOW -626 -51.8%
AVGO -524 -15.8%
HELO -361 -26.9%
KLAC -351 -33.2%
JBND -334 -54.6%
VKTX -291 -24.0%
Instrument mix + QoQ Δ (ex-options)
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