MN Wealth Advisors, LLC

RIA/Wealth

MN Wealth Advisors, LLC is a RIA/Wealth based in Overland Park, KS led by Anthony Richard Moeller, reporting $330.4M in AUM as of Q3 2025 with 74% ETF concentration, 52% concentrated in top 10 holdings, and 16% allocation to BBUS.

CCOAnthony Richard Moeller

Portfolio Value: $175.6M
Positions: 113
Top Holding: BBUS at 15.99%
Last Reported: Q3 2025

Address6800 W 115th Street, Suite 3511, Overland Park, KS, 66211, United States

Top Holdings

Largest long holdings in MN Wealth Advisors, LLC's portfolio (51.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 JPMorgan BetaBuilders U.S. Equity ETF BBUS	ETF ETF	$28.1M	15.99%	+$797.3K Bought	— 232.6K shares	Q4 2023 Held for 1y 11m
2 JPMorgan Active Growth JGRO	ETF ETF	$11.1M	6.35%	+$117.7K Bought	— 118.9K shares	Q4 2023 Held for 1y 11m
3 JPMorgan Active Value JAVA	ETF ETF	$8.5M	4.83%	+$221.6K Bought	— 122.9K shares	Q4 2023 Held for 1y 11m
4 JIRE JPMorgan International Research Enhanced Equity JIRE	ETF ETF	$7.9M	4.53%	+$234.9K Bought	— 108.6K shares	Q1 2024 Held for 1y 8m
5 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$7.2M	4.09%	+$370.1K Bought	— 71.6K shares	Q4 2023 Held for 1y 11m
6 Avantis U.S. Equity AVUS	ETF ETF	$7.0M	4.01%	+$320.1K Bought	— 64.8K shares	Q4 2023 Held for 1y 11m
7 Avantis Emerging Markets Equity AVEM	ETF ETF	$5.9M	3.39%	+$729.5K Bought	— 79.2K shares	Q1 2025 Held for 8 months
8 JPMorgan BetaBuilders International Equity BBIN	ETF ETF	$5.2M	2.99%	+$67.2K Bought	— 74.8K shares	Q4 2023 Held for 1y 11m
9 JCPB JPMorgan Core Plus Bond JCPB	ETF ETF	$4.9M	2.79%	+$108.3K Bought	— 103.0K shares	Q4 2023 Held for 1y 11m
10 Fidelity Blue Chip Growth FBCG	ETF ETF	$4.6M	2.60%	+$568.6K Bought	— 85.8K shares	Q1 2025 Held for 8 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in MN Wealth Advisors, LLC's latest filing

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Market Value

$175.6M

Prior: $162.0M

Q/Q Change

+8.35%

+$13.5M

Net Flows % of MV

+1.54%

Turnover Ratio

4.5%

New Purchases

6 stocks

$2.1M

Added To

57 stocks

+$6.8M

Sold Out Of

5 stocks

$1.7M

Reduced Holdings

42 stocks

-$4.5M

Increased Positions

Position	Shares Δ	Change
1 Accenture ACN	New	0 → 3.4K +$839.1K
2 KLA Corporation KLAC	New	0 → 264.0 +$285.6K
3 Scholar Rock SRRK	New	0 → 7.2K +$268.0K
4 Global X Defense Tech SHLD	New	0 → 3.6K +$253.5K
5 PDD PDD Holdings PDD	New	0 → 1.6K +$212.1K

Decreased Positions

Position	Shares Δ	Change
1 iShares MSCI EAFE Growth EFG	Sold	4.1K → 0 −$454.3K
2 iShares Treasury Floating Rate Bond TFLO	Sold	7.4K → 0 −$375.8K
3 iShares U.S. Technology IYW	Sold	1.9K → 0 −$327.2K
4 Enphase Energy ENPH	Sold	7.8K → 0 −$308.6K
5 JPMorgan Equity Premium Income JEPI	Sold	3.7K → 0 −$213.2K