Now live: Pro — the full 13F research suite for serious investorsSee pricing →
MFA WEALTH ADVISORS, LLC

Q2 2026 · 13F-HR

MFA WEALTH ADVISORS, LLCholdings as filed

Filed 2026-07-13 · accession 0001688184-26-000004

$586.7M
Reported value
99
Positions
2026-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464288638IGIBISHARES TR$54.2M9.23%1,018,889CommonNONE
922908363VOOVANGUARD INDEX FDS$49.0M8.35%71,323CommonNONE
921937819BIVVANGUARD BD INDEX FDS$46.1M7.85%600,446CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$45.6M7.78%864,797CommonNONE
78468R200FLRNSPDR SERIES TRUST$28.7M4.89%930,045CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$23.7M4.04%806,137CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$19.4M3.31%201,153CommonNONE
37954Y673PAVEGLOBAL X FDS$19.3M3.29%327,596CommonNONE
025072349AVLVAMERICAN CENTY ETF TR$16.6M2.83%182,168CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$16.6M2.83%133,052CommonNONE
31609A404FENIFIDELITY COVINGTON TRUST$16.4M2.80%409,529CommonNONE
92189F676SMHVANECK ETF TRUST$15.3M2.61%23,356CommonNONE
464287341IXCISHARES TR$15.0M2.55%304,539CommonNONE
78464A870XBISPDR SERIES TRUST$14.6M2.48%91,997CommonNONE
025816109AXPAMERICAN EXPRESS CO$11.9M2.02%35,055CommonNONE
35473P868FLMIFRANKLIN TEMPLETON ETF TR$10.7M1.83%426,562CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$10.2M1.73%122,932CommonNONE
67066G104NVDANVIDIA CORPORATION$10.0M1.70%49,750CommonNONE
037833100AAPLAPPLE INC$9.4M1.61%32,606CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$9.1M1.55%9,006CommonNONE
78464A375SPIBSPDR SERIES TRUST$8.2M1.40%245,408CommonNONE
464287705IJJISHARES TR$8.1M1.38%54,925CommonNONE
697435105PANWPALO ALTO NETWORKS INC$8.0M1.37%23,601CommonNONE
46137V498XSMOINVESCO EXCHANGE TRADED FD T$6.5M1.11%69,658CommonNONE
30303M102METAMETA PLATFORMS INC$6.3M1.07%11,108CommonNONE
922908629VOVANGUARD INDEX FDS$6.0M1.01%73,861CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$5.9M1.01%23,820CommonNONE
02079K305GOOGLALPHABET INC$5.9M1.00%16,379CommonNONE
594918104MSFTMICROSOFT CORP$5.7M0.97%15,300CommonNONE
097023105BABOEING CO$4.9M0.84%22,631CommonNONE
G25508105CRHCRH PLC$4.6M0.78%42,782CommonNONE
595112103MUMICRON TECHNOLOGY INC$4.4M0.74%3,786CommonNONE
37954Y830COPXGLOBAL X FDS$4.1M0.71%53,897CommonNONE
74347G440BITOPROSHARES TR$4.1M0.70%511,882CommonNONE
464288760ITAISHARES TR$3.7M0.63%15,251CommonNONE
88160R101TSLATESLA INC$3.5M0.59%8,282CommonNONE
191216100KOCOCA COLA CO$3.4M0.58%42,106CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$3.3M0.57%5,723CommonNONE
75513E101RTXRTX CORPORATION$3.3M0.56%17,185CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$3.1M0.53%24,678CommonNONE
464288661IEIISHARES TR$2.4M0.41%20,701CommonNONE
464287440IEFISHARES TR$2.3M0.39%24,343CommonNONE
482480100KLACKLA CORP$1.9M0.32%6,142CommonNONE
464287663IUSVISHARES TR$1.8M0.30%16,244CommonNONE
464285204IAUISHARES GOLD TR$1.7M0.30%23,128CommonNONE
67092P201NULGNUSHARES ETF TR$1.7M0.29%14,585CommonNONE
92556V106VTRSVIATRIS INC$1.7M0.28%104,801CommonNONE
464287473IWSISHARES TR$1.6M0.28%9,882CommonNONE
314211103FHIFEDERATED HERMES INC$1.5M0.26%27,950CommonNONE
92204A702VGTVANGUARD WORLD FD$1.3M0.22%10,578CommonNONE
023135106AMZNAMAZON COM INC$1.2M0.21%5,102CommonNONE
651639106NEMNEWMONT CORP$1.2M0.20%12,731CommonNONE
02079K107GOOGALPHABET INC$1.0M0.18%2,940CommonNONE
11135F101AVGOBROADCOM INC$977,2390.17%2,587CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$875,6830.15%1,750CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$861,7340.15%27,175CommonNONE
29530P102ERIEERIE INDTY CO$819,2260.14%3,417CommonNONE
832696405SJMSMUCKER J M CO$811,3500.14%7,212CommonNONE
464287614IWFISHARES TR$808,0980.14%6,508CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$753,6050.13%1,578CommonNONE
871829107SYYSYSCO CORP$725,3070.12%8,678CommonNONE
872540109TJXTJX COS INC NEW$700,0820.12%4,621CommonNONE
921910816MGKVANGUARD WORLD FD$691,1730.12%7,862CommonNONE
46090E103QQQINVESCO QQQ TR$664,2330.11%902CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$652,8340.11%2,919CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$629,5330.11%3,968CommonNONE
464288646IGSBISHARES TR$562,3590.10%10,730CommonNONE
65339F101NEENEXTERA ENERGY INC$554,9700.09%6,323CommonNONE
833635105SQMSOCIEDAD QUIMICA Y MINERA DE$532,2000.09%7,188CommonNONE
747525103QCOMQUALCOMM INC$501,5200.09%2,714CommonNONE
371901109GNTXGENTEX CORP$483,9960.08%19,153CommonNONE
81762P102NOWSERVICENOW INC$425,0180.07%4,281CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$424,3060.07%556CommonNONE
74340W103PLDPROLOGIS INC.$420,2280.07%3,102CommonNONE
922475108VEEVVEEVA SYS INC$416,5220.07%2,347CommonNONE
532457108LLYELI LILLY & CO$398,2110.07%332CommonNONE
747525103QCOMQUALCOMM INC$369,5800.06%2,000CALLNONE
219350105GLWCORNING INC$367,1690.06%1,437CommonNONE
N07059210ASMLASML HLDG NV$326,2680.06%164CommonNONE
92537N108VRTVERTIV HOLDINGS CO$298,3670.05%891CommonNONE
68389X105ORCLORACLE CORP$286,3590.05%1,954CommonNONE
17275R102CSCOCISCO SYS INC$284,7660.05%2,424CommonNONE
69344A107PULSPGIM ETF TR$278,6690.05%5,624CommonNONE
F92124100TTETOTALENERGIES SE$273,5600.05%3,518CommonNONE
512807306LRCXLAM RESEARCH CORP$269,0980.05%621CommonNONE
72348N109PNFPPINNACLE FINL PARTNERS INC$260,8760.04%2,586CommonNONE
185899101CLFCLEVELAND-CLIFFS INC NEW$256,4130.04%27,307CommonNONE
74743L100QQNITY ELECTRONICS INC$245,6180.04%1,504CommonNONE
244199105DEDEERE & CO$244,2170.04%385CommonNONE
922908744VTVVANGUARD INDEX FDS$239,7230.04%1,100CommonNONE
97717W281DGSWISDOMTREE TR$239,6110.04%3,703CommonNONE
92826C839VVISA INC$228,0940.04%665CommonNONE
718172109PMPHILIP MORRIS INTL INC$223,2430.04%1,234CommonNONE
368736104GNRCGENERAC HLDGS INC$221,0720.04%755CommonNONE
863667101SYKSTRYKER CORPORATION$216,2950.04%687CommonNONE
00287Y109ABBVABBVIE INC$209,5900.04%833CommonNONE
513272104LWLAMB WESTON HLDGS INC$201,6070.03%4,669CommonNONE
58933Y105MRKMERCK & CO INC$200,9740.03%1,564CommonNONE
539830109LMTLOCKHEED MARTIN CORP$200,0610.03%393CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.