Top 50 MN Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | 14.48% | 253.8K | $29.7M | +2.67%(+6.59K) | $87.75(+52.31%) | 2026-03-31 | |
| FEGE | FIRST EAGLE GLOBAL EQUITY ETF | 5.97% | 261.1K | $12.3M | +1.16%(+2.99K) | $36.96(+35.16%) | 2026-03-31 | |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | 4.51% | 109.6K | $9.3M | -11.09%(-13.66K) | $65.02(+50.35%) | 2026-03-31 | |
| JAVA | JPMORGAN ACTIVE VALUE ETF | 4.17% | 119.4K | $8.6M | -3.01%(-3.71K) | $57.16(+33.65%) | 2026-03-31 | |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | 4.15% | 112.4K | $8.5M | +6.89%(+7.25K) | $63.27(+27.25%) | 2026-03-31 | |
| AFIX | ALLSPRING BROAD MARKET CORE BOND ETF | 3.65% | 301.2K | $7.5M | new | $25.00(-0.83%) | 2026-03-31 | |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | 3.62% | 92.4K | $7.4M | +0.57%(+528) | $63.33(+49.81%) | 2026-03-31 | |
| AVUS | AVANTIS U.S. EQUITY ETF | 3.59% | 66.3K | $7.4M | +2.33%(+1.51K) | $82.73(+51.19%) | 2026-03-31 | |
| JCPB | JPMORGAN CORE PLUS BOND ETF | 3.57% | 155.7K | $7.3M | +14.90%(+20.19K) | $46.44(+0.70%) | 2026-03-31 | |
| BBIN | JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF | 2.44% | 68.5K | $5.0M | -10.25%(-7.82K) | $55.09(+41.93%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.15% | +37.32% |
| Top 20 Holdings Unweighted | +9.00% | +29.50% |
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