MN Wealth Advisors, LLC Q4 2025 Filing

Filed February 2, 2026

Portfolio Value

$198.1M

Holdings

122

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (122 positions)

#StockSharesValue% PortfolioType
1
BBUSJPMORGAN BETABUILDERS U.S. EQUITY ETF
247,219$30.5M15.39%
2
FEGEFIRST EAGLE GLOBAL EQUITY ETF
258,131$11.9M6.00%
3
JGROJPMORGAN ACTIVE GROWTH ETF
123,247$11.4M5.77%
4
JAVAJPMORGAN ACTIVE VALUE ETF
123,097$8.8M4.46%
5
JIREJPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
105,191$7.9M3.98%
6
AGGISHARES CORE U.S. AGGREGATE BOND ETF
74,436$7.4M3.75%
7
AVUSAVANTIS U.S. EQUITY ETF
64,782$7.2M3.66%
8
AVEMAVANTIS EMERGING MARKETS EQUITY ETF
91,838$7.1M3.57%
9
JCPBJPMORGAN CORE PLUS BOND ETF
135,486$6.4M3.24%
10
BBINJPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF
76,296$5.5M2.79%
11
FBCGFIDELITY BLUE CHIP GROWTH ETF
88,865$4.9M2.46%
12
AAPLAPPLE INC COM
13,098$3.6M1.80%
13
NKENIKE INC CL B
54,434$3.5M1.75%
14
SPYMSTATE STREET SPDR PORTFOLIO S&P 500 ETF
42,609$3.4M1.73%
15
NVDANVIDIA CORPORATION COM
17,040$3.2M1.60%
16
MSFTMICROSOFT CORP COM
5,555$2.7M1.36%
17
JPIEJPMORGAN INCOME ETF
57,314$2.7M1.34%
18
GOOGLALPHABET INC CAP STK CL A
8,441$2.6M1.33%
19
AVGOBROADCOM INC COM
6,477$2.2M1.13%
20
LLYELI LILLY & CO COM
1,995$2.1M1.08%
21
JPUSJPMORGAN DIVERSIFIED RETURN USE EQUITY
15,896$2.0M0.99%
22
AMZNAMAZON COM INC COM
7,147$1.6M0.83%
23
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
10,821$1.6M0.81%
24
BBEUJPMORGAN BETABUILDERS EUROPE ETF
20,054$1.5M0.74%
25
WMTWALMART INC COM
13,134$1.5M0.74%
26
VRTXVERTEX PHARMACEUTICALS INC COM
3,150$1.4M0.72%
27
IVVISHARES CORE S&P 500 ETF
2,083$1.4M0.72%
28
DYNFISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
22,253$1.4M0.68%
29
HELOJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
20,361$1.4M0.68%
30
ACNACCENTURE PLC IRELAND SHS CLASS A
5,035$1.4M0.68%
31
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
2,621$1.3M0.66%
32
BBHYJPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF
28,235$1.3M0.66%
33
IVEISHARES S&P 500 VALUE ETF
5,777$1.2M0.62%
34
METAMETA PLATFORMS INC CL A
1,840$1.2M0.61%
35
BNDVANGUARD TOTAL BOND MARKET ETF
16,308$1.2M0.61%
36
VYMIVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
12,854$1.2M0.58%
37
IUSBISHARES CORE TOTAL USD BOND MARKET ETF
23,864$1.1M0.56%
38
XLGINVESCO S&P 500 TOP 50 ETF
18,711$1.1M0.56%
39
IVWISHARES S&P 500 GROWTH ETF
8,974$1.1M0.56%
40
GQ9SPDR GOLD SHARES
2,729$1.1M0.55%
41
VKTXVIKING THERAPEUTICS INC COM
30,259$1.1M0.54%
42
KOCOCA COLA CO COM
13,976$977K0.49%
43
JMOMJPMORGAN U.S. MOMENTUM FACTOR ETF
14,228$969K0.49%
44
JVALJPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND
18,802$922K0.47%
45
AVUVAVANTIS U.S. SMALL CAP VALUE ETF
8,769$894K0.45%
46
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
13,271$892K0.45%
47
EFVISHARES MSCI EAFE VALUE ETF
12,381$884K0.45%
48
TSLATESLA INC COM
1,958$880K0.44%
49
DFIVDIMENSIONAL INTERNATIONAL VALUE ETF
16,731$834K0.42%
50
TRGPTARGA RES CORP COM
4,427$816K0.41%
51
PEPPEPSICO INC COM
5,672$814K0.41%
52
AVDEAVANTIS INTERNATIONAL EQUITY ETF
9,231$759K0.38%
53
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
1$754K0.38%
54
EQBKEQUITY BANCSHARES INC COM CL A
16,856$752K0.38%
55
JBNDJPMORGAN ACTIVE BOND ETF
13,637$737K0.37%
56
DELLDELL TECHNOLOGIES INC CL C
5,751$724K0.37%
57
BBAGJPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF
15,309$710K0.36%
58
QUALISHARES MSCI USA QUALITY FACTOR ETF
3,520$699K0.35%
59
COSTCOSTCO WHOLESALE CORPORATION COM
761$656K0.33%
60
JPMJPMORGAN CHASE & CO. COM
2,025$652K0.33%
61
CRMSALESFORCE INC COM
2,441$646K0.33%
62
THROISHARES U.S. THEMATIC ROTATION ACTIVE ETF
14,326$552K0.28%
63
BAIISHARES A.I. INNOVATION AND TECH ACTIVE ETF
16,403$546K0.28%
64
JPINJPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF
7,867$536K0.27%
65
DC4DEXCOM INC COM
7,756$514K0.26%
66
KLMNINVESCO S&P 500 MOMENTUM ETF
4,241$506K0.26%
67
ABBVABBVIE INC COM
2,190$500K0.25%
68
SPYSPDR S&P 500 ETF TRUST
724$494K0.25%
69
VIGVANGUARD DIVIDEND APPRECIATION ETF
2,223$488K0.25%
70
MCDMCDONALDS CORP COM
1,481$452K0.23%
71
CVXCHEVRON CORP NEW COM
2,916$444K0.22%
72
NDQINVESCO QQQ TRUST SERIES I
710$436K0.22%
73
FOURSHIFT4 PMTS INC CL A
6,771$426K0.22%
74
JGLOJPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF
6,014$406K0.20%
75
BBMCJPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF
3,720$396K0.20%
76
ORCLORACLE CORP COM
2,030$395K0.20%
77
JQUAJPMORGAN U.S. QUALITY FACTOR ETF
6,202$391K0.20%
78
UNHUNITEDHEALTH GROUP INC COM
1,165$384K0.19%
79
KLACKLA CORP COM NEW
315$383K0.19%
80
SRRKSCHOLAR ROCK HLDG CORP COM
8,155$359K0.18%
81
TMOTHERMO FISHER SCIENTIFIC INC COM
612$355K0.18%
82
XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
2,457$353K0.18%
83
IBITISHARES BITCOIN TRUST ETF
6,871$341K0.17%
84
INTUINTUIT COM
513$340K0.17%
85
JPXAEROVIRONMENT INC COM
1,347$325K0.16%
86
NFLXNETFLIX INC. COM
3,439$322K0.16%
87
FENIFIDELITY ENHANCED INTERNATIONAL ETF
8,758$320K0.16%
88
LNGCHENIERE ENERGY INC COM NEW
1,650$320K0.16%
89
SCHZSCHWAB US AGGREGATE BOND ETF
13,237$309K0.16%
90
CATCATERPILLAR INC COM
527$302K0.15%
91
TNDMTANDEM DIABETES CARE INC COM NEW
13,770$302K0.15%
92
VHTVANGUARD HEALTH CARE ETF
1,023$294K0.15%
93
HSYHERSHEY CO COM
1,537$279K0.14%
94
XOMEXXON MOBIL CORP COM
2,298$276K0.14%
95
SHLDGLOBAL X DEFENSE TECH ETF
4,176$270K0.14%
96
HLNHALEON PLC SPON ADS
25,934$262K0.13%
97
XTENBONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF
5,680$262K0.13%
98
MUMICRON TECHNOLOGY INC COM
901$257K0.13%
99
BUFDFT VEST LADDERED DEEP BUFFER ETF
9,121$257K0.13%
100
GEGE AEROSPACE COM NEW
835$257K0.13%
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