Mfa Wealth Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$508.2M
Q ending 2026-03-31
Prior quarter
$473.2M
Q ending 2025-12-31
Change
+7.4% QoQ · +25.8% YoY
Positions
88
reported holdings
Largest positions
All 88 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Bd Index Fds | BIV | Shares | $47.5M | 615K |
| Ishares Tr | IGIB | Shares | $47.2M | 887K |
| Schwab Strategic Tr | FNDF | Shares | $44.2M | 903K |
| Vanguard Index Fds | VOO | Shares | $40.8M | 68K |
| Spdr Series Trust | FLRN | Shares | $24.6M | 800K |
| Schwab Strategic Tr | SCHX | Shares | $19.8M | 772K |
| Ishares Tr | IXC | Shares | $18.2M | 317K |
| Global X Fds | PAVE | Shares | $17.1M | 336K |
| American Centy Etf Tr | AVEM | Shares | $16.7M | 207K |
| Ishares Tr | IUSV | Shares | $16.3M | 160K |
| American Centy Etf Tr | AVUV | Shares | $15.3M | 139K |
| Fidelity Covington Trust | FENI | Shares | $14.1M | 380K |
| Vaneck Etf Trust | SMH | Shares | $13.3M | 35K |
| Ishares Gold Tr | IAU | Shares | $11.4M | 129K |
| Select Sector Spdr Tr | XLV | Shares | $10.9M | 74K |
| Nvidia Corporation | NVDA | Shares | $9.3M | 53K |
| American Express Co | AXP | Shares | $9.2M | 31K |
| Apple Inc | AAPL | Shares | $8.6M | 34K |
| Vanguard Scottsdale Fds | VCIT | Shares | $8.3M | 101K |
| Goldman Sachs Group Inc | GS | Shares | $8.0M | 9K |
| Ishares Tr | IJJ | Shares | $7.5M | 57K |
| Exxon Mobil Corp | XOM | Shares | $7.4M | 44K |
| Alphabet Inc | GOOGL | Shares | $6.1M | 21K |
| Constellation Energy Corp | CEG | Shares | $5.5M | 20K |
| Invesco Exchange Traded Fd T | XSMO | Shares | $5.3M | 69K |
| Vanguard Index Fds | VO | Shares | $4.9M | 17K |
| Microsoft Corp | MSFT | Shares | $4.9M | 13K |
| Palo Alto Networks Inc | PANW | Shares | $4.0M | 25K |
| Boeing Co | BA | Shares | $3.9M | 20K |
| Franklin Templeton Etf Tr | FLMI | Shares | $3.5M | 142K |
| Ishares Tr | ITA | Shares | $3.4M | 16K |
| Lockheed Martin Corp | LMT | Shares | $3.3M | 5K |
| Coca Cola Co | KO | Shares | $3.0M | 39K |
| Proshares Tr | BITO | Shares | $2.9M | 315K |
| Tesla Inc | TSLA | Shares | $2.9M | 8K |
| Duke Energy Corp New | DUK | Shares | $2.8M | 21K |
| Copart Inc | CPRT | Shares | $2.2M | 65K |
| Ishares Tr | IEI | Shares | $2.0M | 17K |
| Ishares Tr | IEF | Shares | $1.9M | 20K |
| Advanced Micro Devices Inc | AMD | Shares | $1.5M | 7K |
| Federated Hermes Inc | FHI | Shares | $1.5M | 26K |
| Viatris Inc | VTRS | Shares | $1.4M | 105K |
| Nushares Etf Tr | NULG | Shares | $1.3M | 15K |
| Amazon Com Inc | AMZN | Shares | $1.2M | 6K |
| Global X Fds | COPX | Shares | $1.2M | 16K |
| Invesco Qqq Tr | QQQ | Shares | $1.1M | 2K |
| Kla Corp | KLAC | Shares | $979K | 665 |
| Schwab Strategic Tr | SCHD | Shares | $949K | 31K |
| Vanguard World Fd | VGT | Shares | $898K | 1K |
| Erie Indty Co | ERIE | Shares | $893K | 4K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $893K | 2K |
| Alphabet Inc | GOOG | Shares | $843K | 3K |
| Paypal Hldgs Inc | PYPL | Shares | $804K | 18K |
| Broadcom Inc | AVGO | Shares | $799K | 3K |
| Tjx Cos Inc New | TJX | Shares | $738K | 5K |
| Ishares Tr | IWF | Shares | $694K | 2K |
| Pgim Etf Tr | PULS | Shares | $661K | 13K |
| Smucker J M Co | SJM | Shares | $639K | 7K |
| Ishares Tr | IGSB | Shares | $610K | 12K |
| Sociedad Quimica Y Minera De | SQM | Shares | $606K | 7K |
| Vanguard World Fd | MGK | Shares | $578K | 2K |
| Newmont Corp | NEM | Shares | $573K | 5K |
| Nextera Energy Inc | NEE | Shares | $568K | 6K |
| Simon Ppty Group Inc New | SPG | Shares | $543K | 3K |
| Taiwan Semiconductor Manufac | TSM | Shares | $536K | 2K |
| Sysco Corp | SYY | Shares | $528K | 7K |
| Cleveland-Cliffs Inc New | CLF | Shares | $397K | 47K |
| Prologis Inc. | PLD | Shares | $396K | 3K |
| Wisdomtree Tr | DGS | Shares | $384K | 6K |
| Gentex Corp | GNTX | Shares | $363K | 17K |
| Qualcomm Inc | QCOM | Shares | $350K | 3K |
| Meta Platforms Inc | META | Shares | $344K | 601 |
| Invesco Exchange Traded Fd T | XMHQ | Shares | $330K | 3K |
| Totalenergies Se | Shares | $323K | 4K | |
| Oracle Corp | ORCL | Shares | $287K | 2K |
| Eli Lilly & Co | LLY | Shares | $286K | 311 |
| Walmart Inc | WMT | Shares | $284K | 2K |
| Pinnacle Finl Partners Inc | PNFP | Shares | $281K | 3K |
| Westlake Corporation | WLK | Shares | $278K | 2K |
| Deere & Co | DE | Shares | $274K | 486 |
| Servicenow Inc | NOW | Shares | $271K | 3K |
| Generac Hldgs Inc | GNRC | Shares | $260K | 1K |
| Ishares Tr | TLT | Shares | $258K | 3K |
| Veeva Sys Inc | VEEV | Shares | $243K | 1K |
| Vertiv Holdings Co | VRT | Shares | $223K | 891 |
| Asml Hldg Nv | Shares | $217K | 164 | |
| Vanguard Index Fds | VTV | Shares | $216K | 1K |
| Visa Inc | V | Shares | $212K | 702 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.