Mn Wealth Advisors, LLC Portfolio Holdings

Mn Wealth Advisors, LLC

  • $172 Billion
  • Q2 2025

Mn Wealth Advisors, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $172 Billion distributed in 112 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchg Traded Fd with a value of $25.3B, J P Morgan Exchange Traded Fd with a value of $10.1B, First Eagle Global Equity ETF with a value of $9.84B, Jp Morgan ETF Fd Tr Active Val with a value of $7.84B, and J P Morgan Exchg Traded Fd Tr with a value of $7.46B.

Examining the 13F form we can see an increase of $1.58B in the current position value, from $170B to 172B.

Mn Wealth Advisors, LLC is based out at Overland Park, KS

Below you can find more details about Mn Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $172 Billion
ETFs: $107 Billion
Technology: $14.1 Billion
Healthcare: $6.64 Billion
Consumer Defensive: $4.94 Billion
Communication Services: $3.44 Billion
Financial Services: $3.29 Billion
Consumer Cyclical: $2.94 Billion
Energy: $1.37 Billion
Other: $1.17 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.3 Billion 14.72% of portfolio
226,009
Q2 2025 Reduced 16.53%
-
$10.1 Billion 5.89% of portfolio
-
Q2 2025 Added 4.15%
First Eagle Global Equity ETF
-
$9.84 Billion 5.73% of portfolio
-
Q2 2025 Added 12.22%
$0
$7.84 Billion 4.56% of portfolio
119,706
Q2 2025 Reduced 3.23%
$0
$7.46 Billion 4.34% of portfolio
105,407
Q2 2025 Added 19.07%
$0
$6.74 Billion 3.92% of portfolio
67,928
Q2 2025 Added 90.13%
$0
$6.23 Billion 3.63% of portfolio
61,820
Q2 2025 Reduced 0.1%
$0
$4.99 Billion 2.9% of portfolio
73,890
Q2 2025 Reduced 12.41%
$0
$4.76 Billion 2.77% of portfolio
69,452
Q2 2025 Added 4.71%
$0
$4.74 Billion 2.76% of portfolio
100,768
Q2 2025 Reduced 11.79%
$0
$3.62 Billion 2.11% of portfolio
75,087
Q2 2025 Added 7.15%
$3.43T
$2.91 Billion 1.69% of portfolio
14,192
Q2 2025 Added 5.96%
$0
$2.91 Billion 1.69% of portfolio
62,820
Q2 2025 Reduced 23.73%
$0
$2.78 Billion 1.62% of portfolio
38,231
Q2 2025 Added 13.36%
$3.91T
$2.67 Billion 1.56% of portfolio
5,376
Q2 2025 Added 13.95%
$447B
$2.65 Billion 1.55% of portfolio
16,803
Q2 2025 Reduced 6.44%
$0
$1.98 Billion 1.15% of portfolio
16,752
Q2 2025 Reduced 12.29%
$122B
$1.81 Billion 1.05% of portfolio
6,554
Q2 2025 Added 2.97%
$0
$1.62 Billion 0.94% of portfolio
17,807
Q2 2025 Reduced 18.58%
$1.16T
$1.6 Billion 0.93% of portfolio
9,070
Q2 2025 Added 12.75%
$2.26T
$1.6 Billion 0.93% of portfolio
7,289
Q2 2025 Added 9.35%
$709B
$1.54 Billion 0.9% of portfolio
1,973
Q2 2025 Reduced 6.23%
$0
$1.42 Billion 0.83% of portfolio
19,293
Q2 2025 Reduced 1.7%
$1.72T
$1.41 Billion 0.82% of portfolio
1,905
Q2 2025 Added 6.31%
$0
$1.39 Billion 0.81% of portfolio
10,286
Q2 2025 Reduced 8.7%
$0
$1.38 Billion 0.8% of portfolio
20,495
Q2 2025 Reduced 3.94%
$611B
$1.33 Billion 0.78% of portfolio
2,744
Q2 2025 Added 1.59%
Jpmorgan Hedged Equity Laddered Overlay ETF
-
$1.32 Billion 0.77% of portfolio
-
Q2 2025 Reduced 0.87%
$0
$1.22 Billion 0.71% of portfolio
26,288
Q2 2025 Added 20.54%
$0
$1.22 Billion 0.71% of portfolio
6,679
Q2 2025 Added 135.09%
$281B
$1.2 Billion 0.7% of portfolio
12,300
Q2 2025 Added 6.5%
$194B
$1.18 Billion 0.69% of portfolio
8,971
Q2 2025 Added 2.36%
$0
$1.19 Billion 0.69% of portfolio
25,480
Q2 2025 Reduced 54.41%
$33.2B
$1.17 Billion 0.68% of portfolio
9,546
Q2 2025 Added 26.92%
$0
$1.15 Billion 0.67% of portfolio
18,048
Q2 2025 Added 205.23%
$0
$1.08 Billion 0.63% of portfolio
5,943
Q2 2025 Reduced 20.68%
$99B
$1.07 Billion 0.62% of portfolio
2,408
Q2 2025 Reduced 0.66%
$301B
$1.04 Billion 0.61% of portfolio
14,728
Q2 2025 Reduced 23.73%
$0
$1.02 Billion 0.59% of portfolio
12,707
Q2 2025 Reduced 8.69%
$0
$988 Million 0.58% of portfolio
18,150
Q2 2025 Added 117.89%
$29.5B
$1 Billion 0.58% of portfolio
11,481
Q2 2025 Reduced 45.51%
$0
$986 Million 0.57% of portfolio
8,955
Q2 2025 Added 76.98%
$0
$948 Million 0.55% of portfolio
14,748
Q2 2025 Added 84.97%
$0
$888 Million 0.52% of portfolio
1,429
Q2 2025 Reduced 5.61%
$0
$880 Million 0.51% of portfolio
19,892
Q2 2025 Added 70.79%
Jpmorgan Active Bond ETF
-
$830 Million 0.48% of portfolio
-
Q2 2025 Reduced 3.74%
$10.4B
$831 Million 0.48% of portfolio
30,125
Q2 2025 Reduced 0.64%
$0
$797 Million 0.46% of portfolio
4,076
Q2 2025 Added 151.6%
$0
$753 Million 0.44% of portfolio
16,312
Q2 2025 Reduced 4.22%

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $172 Billion
  • Prior Value $170 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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