Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MN Wealth Advisors, LLC (CIK 1992972) reported $205.5M across 121 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BBUS ($29.7M, 14.47%), FEGE ($12.3M, 5.97%), JGRO ($9.3M, 4.51%), JAVA ($8.6M, 4.17%), JIRE ($8.5M, 4.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | $29.7M | 14.47% | 253,813 | Added |
| 2 | FEGE | FIRST EAGLE GLOBAL EQUITY ETF | $12.3M | 5.97% | 261,124 | Added |
| 3 | JGRO | JPMORGAN ACTIVE GROWTH ETF | $9.3M | 4.51% | 109,585 | Trimmed |
| 4 | JAVA | JPMORGAN ACTIVE VALUE ETF | $8.6M | 4.17% | 119,388 | Trimmed |
| 5 | JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $8.5M | 4.14% | 112,438 | Added |
| 6 | AFIX | ALLSPRING BROAD MARKET CORE BOND ETF | $7.5M | 3.65% | 301,247 | New |
| 7 | AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $7.4M | 3.62% | 92,366 | Added |
| 8 | AVUS | AVANTIS U.S. EQUITY ETF | $7.4M | 3.59% | 66,290 | Added |
| 9 | JCPB | JPMORGAN CORE PLUS BOND ETF | $7.3M | 3.57% | 155,678 | Added |
| 10 | BBIN | JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF | $5.0M | 2.44% | 68,472 | Trimmed |
| 11 | FBCG | FIDELITY BLUE CHIP GROWTH ETF | $4.6M | 2.24% | 91,765 | Added |
| 12 | JPM | JPMORGAN CHASE & CO COM | $4.3M | 2.08% | 14,564 | Added |
| 13 | SPLG | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $3.9M | 1.91% | 51,335 | Added |
| 14 | AAPL | APPLE INC COM | $3.6M | 1.76% | 14,273 | Added |
| 15 | NVDA | NVIDIA CORPORATION COM | $3.4M | 1.68% | 19,749 | Added |
| 16 | NOW | SERVICENOW INC COM | $3.4M | 1.65% | 32,533 | New |
| 17 | MSFT | MICROSOFT CORP COM | $3.1M | 1.50% | 8,316 | Added |
| 18 | NKE | NIKE INC CL B | $2.9M | 1.40% | 54,377 | Trimmed |
| 19 | GOOGL | ALPHABET INC CAP STK CL A | $2.7M | 1.30% | 9,271 | Added |
| 20 | AVGO | BROADCOM INC COM | $2.3M | 1.13% | 7,506 | Added |
| 21 | JPIE | JPMORGAN INCOME ETF | $2.1M | 1.02% | 45,479 | Trimmed |
| 22 | JPUS | JPMORGAN DIVERSIFIED RETURN USE EQUITY | $2.0M | 0.98% | 15,534 | Trimmed |
| 23 | LLY | ELI LILLY & CO COM | $1.9M | 0.92% | 2,048 | Added |
| 24 | WMT | WALMART INC COM | $1.7M | 0.82% | 13,518 | Added |
| 25 | AMZN | AMAZON COM INC COM | $1.7M | 0.81% | 8,018 | Added |
Source: SEC Form 13F filings · as of 2026-03-31