StockDrifts LogoStockDrifts

MN Wealth Advisors, LLC

Portfolio Manager
MN Wealth Advisors, LLC
Performance
-3.66% (2026 Q1)
AUM (13F)
$205.55M
# of Holdings
122
Performance Rank
Allocation (Top 20)
66.82%

MN Wealth Advisors, LLC Holdings Map

Top 50 MN Wealth Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BBUS
JPMORGAN BETABUILDERS U.S. EQUITY ETF
14.48%253.8K$29.7M
+2.67%(+6.59K)
2025-Q1: 270.8K shares2025-Q2: 226.0K shares2025-Q3: 232.6K shares2025-Q4: 247.2K shares2026-Q1: 253.8K shares
$87.75(+52.31%)
2026-03-31
FEGE
FIRST EAGLE GLOBAL EQUITY ETF
5.97%261.1K$12.3M
+1.16%(+2.99K)
2025-Q1: 217.2K shares2025-Q2: 243.8K shares2025-Q3: 252.6K shares2025-Q4: 258.1K shares2026-Q1: 261.1K shares
$36.96(+35.16%)
2026-03-31
JGRO
JPMORGAN ACTIVE GROWTH ETF
4.51%109.6K$9.3M
-11.09%(-13.66K)
2025-Q1: 112.9K shares2025-Q2: 117.6K shares2025-Q3: 118.9K shares2025-Q4: 123.2K shares2026-Q1: 109.6K shares
$65.02(+50.35%)
2026-03-31
JAVA
JPMORGAN ACTIVE VALUE ETF
4.17%119.4K$8.6M
-3.01%(-3.71K)
2025-Q1: 123.7K shares2025-Q2: 119.7K shares2025-Q3: 122.9K shares2025-Q4: 123.1K shares2026-Q1: 119.4K shares
$57.16(+33.65%)
2026-03-31
JIRE
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
4.15%112.4K$8.5M
+6.89%(+7.25K)
2025-Q1: 88.5K shares2025-Q2: 105.4K shares2025-Q3: 108.6K shares2025-Q4: 105.2K shares2026-Q1: 112.4K shares
$63.27(+27.25%)
2026-03-31
AFIX
ALLSPRING BROAD MARKET CORE BOND ETF
3.65%301.2K$7.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 301.2K shares
$25.00(-0.83%)
2026-03-31
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
3.62%92.4K$7.4M
+0.57%(+528)
2025-Q1: 66.3K shares2025-Q2: 69.5K shares2025-Q3: 79.2K shares2025-Q4: 91.8K shares2026-Q1: 92.4K shares
$63.33(+49.81%)
2026-03-31
AVUS
AVANTIS U.S. EQUITY ETF
3.59%66.3K$7.4M
+2.33%(+1.51K)
2025-Q1: 61.9K shares2025-Q2: 61.8K shares2025-Q3: 64.8K shares2025-Q4: 64.8K shares2026-Q1: 66.3K shares
$82.73(+51.19%)
2026-03-31
JCPB
JPMORGAN CORE PLUS BOND ETF
3.57%155.7K$7.3M
+14.90%(+20.19K)
2025-Q1: 114.2K shares2025-Q2: 100.8K shares2025-Q3: 103.0K shares2025-Q4: 135.5K shares2026-Q1: 155.7K shares
$46.44(+0.70%)
2026-03-31
BBIN
JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF
2.44%68.5K$5.0M
-10.25%(-7.82K)
2025-Q1: 84.4K shares2025-Q2: 73.9K shares2025-Q3: 74.8K shares2025-Q4: 76.3K shares2026-Q1: 68.5K shares
$55.09(+41.93%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track MN Wealth Advisors, LLC, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all