StockDriftsStockDriftsTop 50 MN Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | 16.69% | 290.8K | $39.2M | +14.59%(+37.03K) | $92.40(+51.04%) | 2026-06-30 | |
| FEGE | FIRST EAGLE GLOBAL EQUITY ETF | 6.16% | 295.7K | $14.5M | +13.25%(+34.60K) | $38.40(+36.77%) | 2026-06-30 | |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | 4.32% | 123.0K | $10.1M | +9.40%(+10.57K) | $64.53(+32.95%) | 2026-06-30 | |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | 4.16% | 101.3K | $9.8M | +9.62%(+8.89K) | $65.42(+41.41%) | 2026-06-30 | |
| AVUS | AVANTIS U.S. EQUITY ETF | 3.81% | 69.8K | $8.9M | +5.36%(+3.55K) | $84.53(+55.55%) | 2026-06-30 | |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | 3.7% | 88.1K | $8.7M | -19.58%(-21.45K) | $65.02(+47.11%) | 2026-06-30 | |
| AFIX | ALLSPRING BROAD MARKET CORE BOND ETF | 3.55% | 336.5K | $8.3M | +11.69%(+35.21K) | $24.98(-2.16%) | 2026-06-30 | |
| JAVA | JPMORGAN ACTIVE VALUE ETF | 3.52% | 104.1K | $8.3M | -12.78%(-15.26K) | $57.16(+46.60%) | 2026-06-30 | |
| JCPB | JPMORGAN CORE PLUS BOND ETF | 3.37% | 168.4K | $7.9M | +8.18%(+12.74K) | $46.48(-0.59%) | 2026-06-30 | |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | 2.65% | 100.2K | $6.2M | +9.20%(+8.44K) | $45.62(+36.86%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +40.35% |
| Top 20 Holdings Unweighted | — | — | — | — | +33.30% |
MN Wealth Advisors, LLC reports $234.88M in US-listed equity holdings across 133 positions in its most recent 13F filing. Its largest disclosed positions are BBUS (16.7%), FEGE (6.2%) and JIRE (4.3%). The top 20 holdings account for 67.4% of reported assets. Its disclosed equity book has returned +40.35% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from MN Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1992972). View MN Wealth Advisors, LLC’s 13F filings on SEC