MN Wealth Advisors, LLC

All 13F Filings

Location
Overland Park, KS
Most recent 13F
Q2 2026
Holdings value ($000)
234,881
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/23/2026 134 234,881 13F-HR MN Wealth Advisors, LLC
Q1 2026 4/22/2026 124 205,548 13F-HR MN Wealth Advisors, LLC
Q4 2025 2/2/2026 122 198,062 13F-HR MN Wealth Advisors, LLC
Q3 2025 10/21/2025 117 187,182 13F-HR MN Wealth Advisors, LLC
Q2 2025 7/31/2025 112 171,883 13F-HR MN Wealth Advisors, LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 49 (0.0% of total reported value) · QoQ Δ: -52
Type Value ($000) Share % Inflow Outflow Net
Stocks 59.91 K 25.5% 3.743 K 0 3.743 K
ETFs 174.9 K 74.5% 25.64 K 0 25.64 K
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Fund Snapshot

Q2 2026
Latest filed
7/23/2026
Total value ($000)
234,881
Holdings
134
QoQ value change ($000)
29,333 (14.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.