MN Wealth Advisors, LLC
•CIK: 1992972•Filing: Q4 2025
MN Wealth Advisors, LLC manages $198M across a diversified portfolio of 122 positions. The fund exhibits significant concentration in technology and financial sectors, highlighted by the top holding in BBUS at $30.5M. Further notable allocations include substantial positions in FEGE ($11.9M), JGRO ($11.4M), and JAVA ($8.8M). This structure suggests a focused, high-conviction approach targeting specific market segments.
Total AUM
$197.9M
+ $187.1K in options
QoQ Performance
+5.7%
Positions
120
+ 2 options
Top 10 Concentration
52.6%
Latest Filing
Q4 2025
Top Holdings Allocation
BBUS
FEGE
JGRO
BBUS15.4%
FEGE6.0%
JGRO5.8%
JAVA4.5%
JIRE4.0%
AGG3.8%
AVUS3.7%
AVEM3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other80.1%
Technology9.6%
Consumer4.6%
Healthcare2.0%
Financial1.4%
ETF1.0%
Consumer Staples0.9%
Industrial0.3%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW14 new positions
↑61 increased
↓41 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023