Institutional Fund
Mn Wealth Advisors, LLC
Overland Park, KSCIK 19929725 filings on record
Portfolio Value
$205.45M
Q1 2026
Holdings
122
Reported positions
New Buys
14
Opened this quarter
QoQ Change
+3.8%
from $197.87M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- J P Morgan Exchange Traded F14.5%
- Rbb Fund Trust6.0%
- J P Morgan Exchange Traded F4.5%
- J P Morgan Exchange Traded F4.2%
- J P Morgan Exchange Traded F4.1%
- Allspring Exchange Traded Fu3.7%
- Other63.1%
Portfolio Holdings
122 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 253.8K | $29.74M | 14.5% | +6.6K | Added |
| 2 | Rbb Fund Trust | 261.1K | $12.27M | 6.0% | +3.0K | Added |
| 3 | J P Morgan Exchange Traded F | 109.6K | $9.26M | 4.5% | −13.7K | Reduced |
| 4 | J P Morgan Exchange Traded F | 119.4K | $8.57M | 4.2% | −3.7K | Reduced |
| 5 | J P Morgan Exchange Traded F | 112.4K | $8.52M | 4.1% | +7.2K | Added |
| 6 | Allspring Exchange Traded Fu | 301.2K | $7.50M | 3.7% | +301.2K | New |
| 7 | American Centy ETF Tr | 92.4K | $7.44M | 3.6% | +528 | Added |
| 8 | American Centy ETF Tr | 66.3K | $7.37M | 3.6% | +1.5K | Added |
| 9 | J P Morgan Exchange Traded F | 155.7K | $7.33M | 3.6% | +20.2K | Added |
| 10 | J P Morgan Exchange Traded F | 68.5K | $5.01M | 2.4% | −7.8K | Reduced |
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