MN Wealth Advisors
MN Wealth Advisors reported 140 stocks worth $247M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are BBUS (17.6%), FEGE (6.4%) and JIRE (4.8%). Compared with Q2 2026, the fund opened new positions in BBJP, SPCX and TSPA, added to BBUS, FEGE and JIRE, trimmed AVUS, AFIX and MSFT and sold out of BX, SPMO and VST.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BBUS Jpmorgan Betabuilders U.s. Equity ETF | $43.3M | 17.6% | 315K | +24K (+8%) | 8 of 8 | |
| 2 |  FEGE Rbb Fund Trust | $15.7M | 6.4% | 313K | +17K (+6%) | 7 of 8 | |
| 3 |  JIRE J P Morgan Exchange Traded F | $11.7M | 4.8% | 143K | +20K (+16%) | 8 of 8 | |
| 4 |  AVEM American Centy ETF TR | $10.3M | 4.2% | 109K | +8,082 (+8%) | 7 of 8 | |
| 5 |  JGRO J P Morgan Exchange Traded F | $9.2M | 3.7% | 95K | +6,804 (+8%) | 8 of 8 | |
| 6 |  AVUS Avantis U.s. Equity ETF | $8.9M | 3.6% | 70K | −188 (−0%) | 8 of 8 | |
| 7 |  JAVA J P Morgan Exchange Traded F | $8.5M | 3.4% | 106K | +2,319 (+2%) | 8 of 8 | |
| 8 |  JCPB J P Morgan Exchange Traded F | $7.6M | 3.1% | 170K | +1,808 (+1%) | 8 of 8 | |
| 9 |  AFIX Allspring Exchange Traded FU | $7.1M | 2.9% | 300K | −37K (−11%) | 3 of 8 | |
| 10 |  FBCG Fidelity Covington Trust | $6.8M | 2.7% | 107K | +6,743 (+7%) | 7 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 BX Blackstone Inc | $1.6M | 14K |
 SPMO Invesco S&P | $657K | 4,067 |
 VST Vistra Corp | $282K | 1,775 |
 UNH Unitedhealth Group Inc | $226K | 544 |
 GEV GE Vernova Inc | $217K | 184 |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 23, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →MN Wealth Advisors 13F FAQ
What does MN Wealth Advisors own?
MN Wealth Advisors reported 140 stocks worth $247M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are BBUS (17.6%), FEGE (6.4%) and JIRE (4.8%). The table above lists every position in the filing (the top 10 without an account).
What did MN Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 17 new positions, 62 added to, 56 trimmed and 10 sold out. New positions include BBJP, SPCX and TSPA. It sold all of BX, SPMO and VST.
When will MN Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is MN Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $247M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.