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MN Wealth Advisors, LLC
MN Wealth Advisors, LLC is an SEC-registered investment adviser based in Overland Park, Kansas. Founded in 2022, the firm provides investment management and financial planning services to individuals, trusts, and estates. They emphasize personalized portfolio strategies custom-tailored to clients' retirement and financial goals, using a consultative and relationship-driven approach. The team leverages decades of wealth management experience to guide retail investors in the U.S.
Investment Strategy
MN Wealth Advisors delivers both discretionary and non-discretionary investment management services, with strategies tailored to each client's stated objectives. The firm constructs custom portfolios and offers ongoing, continuous account monitoring. Investments are not limited to proprietary products and span a diversified range of securities and funds. Their approach is dynamic and centered on understanding each client's comprehensive financial picture to optimize risk management, tax efficiency, and retirement planning. Financial planning can also be provided as a standalone service, and the firm prioritizes relationships and personalized advice.
Latest 13F Filing Activity
MN Wealth Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 113 equity positions with a total 13F market value of $187M. The fund increased holdings in JPMorgan Betabuilders U.s. Equity Etf, Avantis Emerging Markets Equity Etf, JPMorgan Active Growth Etf among other positions. MN Wealth Advisors, LLC reduced exposure to Invesco S&P 500 Equal Weight Etf, Ishares Msci Eafe Growth Etf, Ishares 10-20 Year Treasury Bond Etf among others.
Top Holdings
Equity Positions (113)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | 14.99% | $28.1M | 232,617 | $88.90 | $120.66 | +$2.8M |
J JGRO | JPMORGAN ACTIVE GROWTH ETF | 5.95% | $11.1M | 118,892 | $66.10 | $93.75 | +$1.0M |
J JAVA | JPMORGAN ACTIVE VALUE ETF | 4.53% | $8.5M | 122,919 | $58.99 | $68.96 | +$635.7K |
J JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | 4.25% | $7.9M | 108,618 | $64.00 | $73.54 | +$487.7K |
A AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 3.84% | $7.2M | 71,620 | $99.91 | $100.25 | +$441.5K |
Industry Allocation
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