Long-term investor

Mn Wealth Advisors, LLC @mnwealthadvisorsllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001992972).

Record

  • Tracked since 2025-06-30 (434 days), 104 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.8% · 6 months +9.5% · 1 year +16.6% · all +16.6%
  • Max drawdown -2.7% · Sharpe 0.99 · win rate 44% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 46641Q399 · 16.7% · long · since 2025-06-30
  • 75526L886 · 6.2% · long · since 2025-06-30
  • 46641Q134 · 4.3% · long · since 2025-06-30
  • 025072604 · 4.2% · long · since 2025-06-30
  • 025072885 · 3.8% · long · since 2025-06-30
  • 46654Q609 · 3.7% · long · since 2025-06-30
  • 01989A308 · 3.6% · long · since 2026-03-31
  • 46641Q167 · 3.5% · long · since 2025-06-30
  • 46641Q670 · 3.4% · long · since 2025-06-30
  • 316092352 · 2.6% · long · since 2025-06-30
  • 78464A854 · 2.5% · long · since 2025-06-30
  • 46641Q373 · 2.1% · long · since 2025-06-30

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