Institutions / Mfa Wealth Advisors, LLC

Mfa Wealth Advisors, LLC

CIK 1688184 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$473.16M
Positions
84
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
Vanguard Bd Index Fdsโ€”$44.61M572,7409.4%
iShares Trโ€”$42.96M797,3049.1%
Schwab Strategic Trโ€”$40.55M896,9328.6%
Vanguard Index Fdsโ€”$38.31M61,0898.1%
State Street SPDR S&P Oil & Gas Exploration & Production ETFโ€”$22.52M732,7534.8%
Schwab Strategic Trโ€”$18.89M702,1494.0%
Global X Fdsโ€”$15.32M320,6363.2%
iShares Trโ€”$15.30M149,2363.2%
American Centy ETF Trโ€”$14.86M192,9513.1%
American Centy ETF Trโ€”$13.91M136,3912.9%
Fidelity Covington Trustโ€”$13.06M357,1352.8%
VanEck ETF Trustโ€”$12.80M35,5312.7%
iShares Trโ€”$12.75M303,9692.7%
iShares Gold Trโ€”$11.35M139,8842.4%
Select Sector SPDR Trโ€”$10.79M69,7322.3%
American Express Coโ€”$10.52M28,4322.2%
NVIDIA Corpโ€”$9.44M50,6112.0%
Apple Inc.โ€”$8.94M32,8791.9%
The Goldman Sachs Group, Inc.โ€”$7.97M9,0701.7%
Constellation Energy Corpโ€”$6.91M19,5731.5%
Alphabet Inc.โ€”$6.59M21,0691.4%
iShares MSCI UAE ETFโ€”$6.52M49,5431.4%
Microsoft Corpโ€”$5.74M11,8591.2%
Exxon Mobil Corpโ€”$5.15M42,7571.1%
Invesco Qqq Trโ€”$4.80M7,8201.0%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.