Fund Universe

MN Wealth Advisors, LLC

CIK 0001992972 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.376
AUM ($M)
235
Positions
133
Turnover
0.10
Top-10 wt
52%
Herfindahl
0.046
History (qtrs)
6
Excess Return

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Quarter
Activity this period
Security type

Holdings · 140 positions · portfolio value $235M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
BBUS funds › JPMORGAN BETABUILDERS U.S. EQUITY ETF ADD 16.7% +2.2% 39.2 290,843 +37,030 5
FEGE funds › FIRST EAGLE GLOBAL EQUITY ETF ADD 6.2% +0.2% 14.5 295,720 +34,596 5
JIRE funds › JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF ADD 4.3% +0.2% 10.1 123,012 +10,574 5
AVEM funds › AVANTIS EMERGING MARKETS EQUITY ETF ADD 4.2% +0.5% 9.8 101,253 +8,887 5
AVUS funds › AVANTIS U.S. EQUITY ETF ADD 3.8% +0.2% 8.9 69,840 +3,550 5
JGRO funds › JPMORGAN ACTIVE GROWTH ETF TRIM 3.7% -0.8% 8.7 88,130 -21,455 5
AFIX funds › ALLSPRING BROAD MARKET CORE BOND ETF ADD 3.6% -0.1% 8.3 336,455 +35,208 2
JAVA funds › JPMORGAN ACTIVE VALUE ETF TRIM 3.5% -0.6% 8.3 104,126 -15,262 5
JCPB funds › JPMORGAN CORE PLUS BOND ETF ADD 3.4% -0.2% 7.9 168,420 +12,742 5
FBCG funds › FIDELITY BLUE CHIP GROWTH ETF ADD 2.7% +0.4% 6.2 100,203 +8,438 5
SPYM funds › STATE STREET SPDR PORTFOLIO S&P 500 ETF ADD 2.5% +0.6% 5.9 67,588 +16,253 5
BBIN funds › JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF TRIM 2.1% -0.4% 4.9 62,499 -5,973 5
NVDA funds › NVIDIA CORPORATION COM ADD 1.8% +0.1% 4.2 21,000 +1,251 5
AAPL funds › APPLE INC COM ADD 1.8% +0.0% 4.2 14,506 +233 5
GOOGL funds › ALPHABET INC CAP STK CL A ADD 1.4% +0.2% 3.4 9,526 +255 5
AVGO funds › BROADCOM INC COM ADD 1.4% +0.3% 3.3 8,794 +1,288 5
MSFT funds › MICROSOFT CORP COM ADD 1.4% -0.1% 3.3 8,814 +498 5
LLY funds › ELI LILLY & CO COM ADD 1.1% +0.2% 2.5 2,092 +44 5
AMZN funds › AMAZON COM INC COM ADD 1.0% +0.2% 2.4 9,890 +1,872 5
NKE funds › NIKE INC CL B TRIM 0.9% -0.4% 2.2 54,323 -54 3
JPIE funds › JPMORGAN INCOME ETF ADD 0.9% -0.1% 2.2 47,396 +1,917 5
JPUS funds › JPMORGAN DIVERSIFIED RETURN USE EQUITY TRIM 0.9% -0.1% 2.2 15,529 -5 5
ITOT funds › ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ADD 0.8% +0.1% 2.0 12,105 +886 5
XLK funds › STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF TRIM 0.8% +0.0% 1.8 9,364 -1,914 5
BX funds › BLACKSTONE INC COM NEW 0.7% +0.7% 1.6 13,599 +13,599 1
DELL funds › DELL TECHNOLOGIES INC CL C TRIM 0.7% +0.3% 1.6 3,689 -478 5
VRTX funds › VERTEX PHARMACEUTICALS INC COM TRIM 0.7% -0.0% 1.5 3,098 -59 5
WMT funds › WALMART INC COM TRIM 0.6% -0.2% 1.5 13,322 -196 5
BBEU funds › JPMORGAN BETABUILDERS EUROPE ETF TRIM 0.6% -0.0% 1.5 19,096 -7 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL CL B NEW ADD 0.6% -0.0% 1.4 2,897 +179 5
IUSB funds › ISHARES CORE TOTAL USD BOND MARKET ETF ADD 0.6% +0.1% 1.4 30,213 +6,802 5
IVW funds › ISHARES S&P 500 GROWTH ETF ADD 0.6% +0.1% 1.4 9,954 +737 5
DYNF funds › ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF TRIM 0.6% +0.0% 1.4 19,897 -289 5
HELO funds › JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF TRIM 0.6% -0.0% 1.3 19,859 -87 5
VYMI funds › VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF ADD 0.5% -0.0% 1.3 13,070 +130 5
IVE funds › ISHARES S&P 500 VALUE ETF TRIM 0.5% -0.1% 1.3 5,608 -295 5
JMOM funds › JPMORGAN U.S. MOMENTUM FACTOR ETF TRIM 0.5% +0.0% 1.2 14,220 -224 5
VKTX funds › VIKING THERAPEUTICS INC COM TRIM 0.5% +0.0% 1.2 31,082 -450 5
NOW funds › SERVICENOW INC COM TRIM 0.5% -1.1% 1.2 12,168 -20,365 2
BND funds › VANGUARD TOTAL BOND MARKET ETF ADD 0.5% -0.0% 1.2 16,379 +2,025 5
AVUV funds › AVANTIS U.S. SMALL CAP VALUE ETF ADD 0.5% +0.0% 1.2 9,553 +956 5
META funds › META PLATFORMS INC CL A ADD 0.5% -0.1% 1.1 2,033 +20 5
KO funds › COCA COLA CO COM ADD 0.5% -0.0% 1.1 13,893 +48 5
IVV funds › ISHARES CORE S&P 500 ETF ADD 0.5% +0.0% 1.1 1,483 +11 5
JVAL funds › JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND TRIM 0.5% +0.0% 1.1 18,212 -250 5
KLAC funds › KLA CORP COM NEW ADD 0.5% +0.2% 1.1 3,502 +3,162 4
COST funds › COSTCO WHOLESALE CORPORATION COM ADD 0.4% +0.1% 1.1 1,128 +314 5
TSLA funds › TESLA INC COM ADD 0.4% +0.0% 1.0 2,465 +209 5
FENI funds › FIDELITY ENHANCED INTERNATIONAL ETF ADD 0.4% +0.2% 1.0 25,826 +9,834 3
CORO funds › ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF ADD 0.4% +0.0% 1.0 27,355 +1,484 2
XLC funds › STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF TRIM 0.4% -0.1% 1.0 9,171 -1,120 2
ACWX funds › ISHARES MSCI ACWI EX U.S. ETF ADD 0.4% +0.1% 1.0 12,751 +2,609 2
GLD funds › SPDR GOLD SHARES TRIM 0.4% -0.2% 0.9 2,527 -155 5
DFIV funds › DIMENSIONAL INTERNATIONAL VALUE ETF TRIM 0.4% -0.1% 0.9 15,946 -664 5
AMD funds › ADVANCED MICRO DEVICES INC COM ADD 0.4% +0.2% 0.8 1,447 +353 3
AVDE funds › AVANTIS INTERNATIONAL EQUITY ETF ADD 0.4% -0.0% 0.8 9,417 +241 5
EQBK funds › EQUITY BANCSHARES INC COM CL A ADD 0.4% -0.0% 0.8 16,987 +66 5
TRGP funds › TARGA RES CORP COM ADD 0.3% -0.0% 0.8 3,021 +53 5
PEP funds › PEPSICO INC COM ADD 0.3% -0.1% 0.8 5,923 +620 5
BBHY funds › JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF ADD 0.3% -0.0% 0.8 17,142 +991 5
BAI funds › ISHARES A.I. INNOVATION AND TECH ACTIVE ETF TRIM 0.3% +0.1% 0.8 14,462 -2,371 4
CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL CL A HOLD 0.3% -0.0% 0.7 1 +0 5
JPM funds › JPMORGAN CHASE & CO COM TRIM 0.3% -1.8% 0.7 2,171 -12,393 5
CRWD funds › CROWDSTRIKE HLDGS INC CL A ADD 0.3% +0.1% 0.7 885 +85 5
SPMO funds › INVESCO S&P 500 MOMENTUM ETF TRIM 0.3% +0.0% 0.7 4,067 -531 5
JBND funds › JPMORGAN ACTIVE BOND ETF TRIM 0.3% -0.1% 0.6 11,438 -2,767 5
BBAG funds › JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF TRIM 0.3% -0.1% 0.6 13,182 -4,556 5
PLTR funds › PALANTIR TECHNOLOGIES INC CL A ADD 0.3% +0.1% 0.6 5,188 +2,648 2
CAT funds › CATERPILLAR INC COM ADD 0.2% +0.1% 0.6 540 +62 4
SPY funds › STATE STREET SPDR S&P 500 ETF ADD 0.2% +0.0% 0.5 728 +2 5
VIG funds › VANGUARD DIVIDEND APPRECIATION ETF ADD 0.2% -0.0% 0.5 2,241 +72 5
CVX funds › CHEVRON CORPORATION COM ADD 0.2% -0.1% 0.5 3,186 +83 5
QQQ funds › INVESCO QQQ TRUST SERIES I TRIM 0.2% +0.0% 0.5 711 -25 5
ABBV funds › ABBVIE INC COM TRIM 0.2% -0.0% 0.5 2,059 -229 5
BLCR funds › ISHARES LARGE CAP CORE ACTIVE ETF ADD 0.2% +0.0% 0.5 10,003 +920 2
AVAV funds › AEROVIRONMENT INC COM ADD 0.2% +0.1% 0.5 3,043 +1,236 3
SNOW funds › SNOWFLAKE INC COM SHS TRIM 0.2% +0.0% 0.5 1,894 -817 2
JPIN funds › JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF TRIM 0.2% -0.0% 0.5 6,546 -104 5
INTC funds › INTEL CORP COM NEW 0.2% +0.2% 0.5 3,371 +3,371 1
LNG funds › CHENIERE ENERGY INC COM NEW ADD 0.2% -0.0% 0.5 1,961 +333 5
BBMC funds › JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF TRIM 0.2% +0.0% 0.5 3,629 -9 5
THRO funds › ISHARES U.S. THEMATIC ROTATION ACTIVE ETF TRIM 0.2% -0.1% 0.5 10,656 -4,196 5
SRRK funds › SCHOLAR ROCK HLDG CORP COM TRIM 0.2% -0.0% 0.4 8,030 -100 4
SPOT funds › SPOTIFY TECHNOLOGY S A SHS TRIM 0.2% -0.1% 0.4 951 -440 2
MCD funds › MCDONALDS CORP COM HOLD 0.2% -0.1% 0.4 1,568 +0 5
TMO funds › THERMO FISHER SCIENTIFIC INC COM ADD 0.2% +0.0% 0.4 834 +201 5
SHLD funds › GLOBAL X DEFENSE TECH ETF ADD 0.2% -0.0% 0.4 6,970 +1,597 4
JQUA funds › JPMORGAN U.S. QUALITY FACTOR ETF TRIM 0.2% -0.0% 0.4 5,677 -515 5
MU funds › MICRON TECHNOLOGY INC COM NEW 0.2% +0.2% 0.4 339 +339 1
GE funds › GE AEROSPACE COM NEW ADD 0.2% +0.0% 0.4 1,038 +96 5
JGLO funds › JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF TRIM 0.2% -0.0% 0.4 5,293 -28 5
LRCX funds › LAM RESEARCH CORP COM NEW NEW 0.2% +0.2% 0.4 864 +864 1
FEOE funds › FIRST EAGLE OVERSEAS EQUITY ETF NEW 0.2% +0.2% 0.4 6,964 +6,964 1
JNJ funds › JOHNSON & JOHNSON COM TRIM 0.2% -0.0% 0.4 1,453 -1 4
ACYN funds › FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF NEW 0.2% +0.2% 0.4 17,608 +17,608 1
XOM funds › EXXONMOBIL HOLDINGS CORP COM SHS NEW 0.2% +0.2% 0.4 2,602 +2,602 1
NFLX funds › NETFLIX INC. COM TRIM 0.1% -0.1% 0.4 4,923 -133 5
BKDV funds › BNY MELLON DYNAMIC VALUE ETF NEW 0.1% +0.1% 0.3 10,346 +10,346 1
CRM funds › SALESFORCE INC COM TRIM 0.1% -0.1% 0.3 2,178 -724 3
ORCL funds › ORACLE CORP COM ADD 0.1% -0.0% 0.3 2,263 +23 5
EMR funds › EMERSON ELEC CO COM ADD 0.1% +0.0% 0.3 2,238 +331 5
SCHZ funds › SCHWAB US AGGREGATE BOND ETF ADD 0.1% -0.0% 0.3 13,373 +217 5
VHT funds › VANGUARD HEALTH CARE ETF ADD 0.1% -0.0% 0.3 1,027 +3 5
JEMA funds › JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF TRIM 0.1% +0.0% 0.3 4,701 -81 5
GOOG funds › ALPHABET INC CAP STK CL C ADD 0.1% +0.0% 0.3 844 +15 3
RCL funds › ROYAL CARIBBEAN GROUP COM ADD 0.1% +0.0% 0.3 918 +22 5
CBRS funds › CEREBRAS SYSTEMS INC COM CL A NEW 0.1% +0.1% 0.3 1,287 +1,287 1
VST funds › VISTRA CORP COM NEW 0.1% +0.1% 0.3 1,775 +1,775 1
VOO funds › VANGUARD S&P 500 ETF NEW 0.1% +0.1% 0.3 403 +403 1
BAC funds › BANK OF AMER CORP COM ADD 0.1% +0.0% 0.3 4,860 +549 2
MUB funds › ISHARES NATIONAL MUNI BOND ETF NEW 0.1% +0.1% 0.3 2,514 +2,514 1
HSY funds › HERSHEY CO COM TRIM 0.1% -0.0% 0.3 1,516 -31 5
MARM funds › FT VEST U.S. EQUITY MAX BUFFER ETF - MARCH HOLD 0.1% -0.0% 0.3 7,650 +0 5
PG funds › PROCTER & GAMBLE CO COM ADD 0.1% -0.0% 0.3 1,750 +118 2
CUSIP:33740F771 funds › FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY HOLD 0.1% -0.0% 0.3 5,077 +0 5
DLR funds › DIGITAL RLTY TR INC COM ADD 0.1% -0.0% 0.3 1,403 +60 2
ETN funds › EATON CORP PLC SHS ADD 0.1% +0.0% 0.2 585 +1 5
HLN funds › HALEON PLC SPON ADS ADD 0.1% -0.0% 0.2 26,274 +340 5
CUSIP:46641Q308 funds › JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF TRIM 0.1% -0.0% 0.2 3,892 -495 5
BUFD funds › FT VEST LADDERED DEEP BUFFER ETF NEW 0.1% +0.1% 0.2 8,126 +8,126 1
AGG funds › ISHARES CORE U.S. AGGREGATE BOND ETF ADD 0.1% -0.0% 0.2 2,381 +92 5
UNH funds › UNITEDHEALTH GROUP INC COM TRIM 0.1% -0.1% 0.2 544 -617 5
DXCM funds › DEXCOM INC COM TRIM 0.1% -0.1% 0.2 3,337 -2,804 5
HOOD funds › ROBINHOOD MKTS INC COM CL A NEW 0.1% +0.1% 0.2 2,219 +2,219 1
GEV funds › GE VERNOVA INC COM NEW 0.1% +0.1% 0.2 184 +184 1
HD funds › HOME DEPOT INC COM NEW 0.1% +0.1% 0.2 593 +593 1
ASML funds › ASML HLDG NV N Y REGISTRY SHS NEW 0.1% +0.1% 0.2 103 +103 1
IBIT funds › ISHARES BITCOIN TRUST ETF TRIM 0.1% -0.0% 0.2 6,058 -913 5
FOUR funds › SHIFT4 PMTS INC CL A ADD 0.1% +0.0% 0.2 4,044 +270 5
AGNC funds › AGNC INVT CORP COM ADD REIT 0.1% -0.0% 0.1 10,798 +360 3
HIT funds › HEALTH IN TECH INC CL A NEW 0.0% +0.0% 0.0 12,000 +12,000 1
CUSIP:42806J148 funds › HERTZ GLOBAL HLDGS INC WT EXP 063051 HOLD 0.0% -0.0% 0.0 10,951 +0 5
OPTT funds › OCEAN PWR TECHNOLOGIES INC COM NEW TRIM 0.0% -0.0% 0.0 10,000 -17,000 2
CUSIP:30231G102 funds › EXXON MOBIL CORP COM EXIT 0.0% -0.2% 0.0 0 -2,594 0
ACN funds › ACCENTURE PLC IRELAND SHS CLASS A EXIT 0.0% -0.3% 0.0 0 -3,564 0
EFV funds › ISHARES MSCI EAFE VALUE ETF EXIT 0.0% -0.3% 0.0 0 -7,639 0
VSNT funds › VERSANT MEDIA GROUP INC COM CL A EXIT 0.0% -0.7% 0.0 0 -36,635 0
QUAL funds › ISHARES MSCI USA QUALITY FACTOR ETF EXIT 0.0% -0.3% 0.0 0 -3,189 0
PFE funds › PFIZER INC COM EXIT 0.0% -0.1% 0.0 0 -9,260 0
XTEN funds › BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF EXIT 0.0% -0.1% 0.0 0 -5,658 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 235 133 0.10 52% 0.046 0.376 in
2026Q1 205 122 0.13 50% 0.040 0.305 in
2025Q4 198 120 0.07 53% 0.044 0.386 in
2025Q3 187 115 0.05 52% 0.043 0.408 in
2025Q2 172 110 0.15 51% 0.042 0.251 entered
2025Q1 170 103 0.00 48% 0.043 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status