MFA WEALTH ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, MFA WEALTH ADVISORS, LLC held in its portfolio 84 assets valued at $473,158,460 (i.e. $473.16M).
The most valuable assets in the portfolio included: VANGUARD BD INDEX FDS ($44.61M), ISHARES TR ($42.96M), and SCHWAB STRATEGIC TR ($40.55M).
The chart below shows the top 10 valuable assets, and the table below shows the top 84 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
MFA WEALTH ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 572740 | 44605004 | INTERMED TERM |
| ISHARES TR | 797304 | 42958734 | ISHS 5-10YR INVT |
| SCHWAB STRATEGIC TR | 896932 | 40550300 | FUNDAMENTAL INTL |
| VANGUARD INDEX FDS | 61089 | 38310972 | S&P 500 ETF SHS |
| SPDR SERIES TRUST | 732753 | 22517507 | STATE STREET SPD |
| SCHWAB STRATEGIC TR | 702149 | 18894831 | US LRG CAP ETF |
| GLOBAL X FDS | 320636 | 15323187 | US INFR DEV ETF |
| ISHARES TR | 149236 | 15302659 | CORE S&P US VLU |
| AMERICAN CENTY ETF TR | 192951 | 14861113 | AVANTIS EMGMKT |
| AMERICAN CENTY ETF TR | 136391 | 13909115 | US SML CP VALU |
| FIDELITY COVINGTON TRUST | 357135 | 13064002 | ENHANCED INTL |
| VANECK ETF TRUST | 35531 | 12795628 | SEMICONDUCTR ETF |
| ISHARES TR | 303969 | 12745406 | GLOBAL ENERG ETF |
| ISHARES GOLD TR | 139884 | 11354384 | ISHARES NEW |
| SELECT SECTOR SPDR TR | 69732 | 10794450 | STATE STREET HEA |
| AMERICAN EXPRESS CO | 28432 | 10518315 | COM |
| NVIDIA CORPORATION | 50611 | 9438875 | COM |
| APPLE INC | 32879 | 8938503 | COM |
| GOLDMAN SACHS GROUP INC | 9070 | 7972932 | COM |
| CONSTELLATION ENERGY CORP | 19573 | 6914623 | COM |
| ALPHABET INC | 21069 | 6594752 | CAP STK CL A |
| ISHARES TR | 49543 | 6519402 | S&P MC 400VL ETF |
| MICROSOFT CORP | 11859 | 5735458 | COM |
| EXXON MOBIL CORP | 42757 | 5145409 | COM |
| INVESCO QQQ TR | 7820 | 4803904 | UNIT SER 1 |
| INVESCO EXCHANGE TRADED FD T | 65072 | 4685843 | S&P SMLCP MOMENT |
| VANGUARD INDEX FDS | 15984 | 4638965 | MID CAP ETF |
| PALO ALTO NETWORKS INC | 21846 | 4024033 | COM |
| BOEING CO | 18455 | 4006950 | COM |
| TESLA INC | 7757 | 3488478 | COM |
| ISHARES TR | 15265 | 3277243 | US AER DEF ETF |
| PROSHARES TR | 235157 | 2859515 | BITCOIN ETF |
| PGIM ETF TR | 57395 | 2846218 | PGIM ULTRA SH BD |
| LOCKHEED MARTIN CORP | 5315 | 2570862 | COM |
| COCA COLA CO | 35967 | 2514432 | COM |
| DUKE ENERGY CORP NEW | 19206 | 2251086 | COM NEW |
| ISHARES TR | 16495 | 1968678 | 3 7 YR TREAS BD |
| ISHARES TR | 19221 | 1848291 | 7-10 YR TRSY BD |
| COPART INC | 45352 | 1775531 | COM |
| INVESCO EXCHANGE TRADED FD T | 16648 | 1705088 | S&P MDCP QUALITY |
| NUSHARES ETF TR | 14585 | 1426413 | NUVEEN ESG LRGCP |
| ADVANCED MICRO DEVICES INC | 6448 | 1380904 | COM |
| FEDERATED HERMES INC | 25950 | 1351217 | CL B |
| AMAZON COM INC | 5729 | 1322368 | COM |
| VIATRIS INC | 104801 | 1304772 | COM |
| ERIE INDTY CO | 3677 | 1054012 | CL A |
| VANGUARD WORLD FD | 1322 | 996497 | INF TECH ETF |
| ALPHABET INC | 2940 | 922572 | CAP STK CL C |
| BROADCOM INC | 2580 | 892938 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1752 | 880643 | CL B NEW |
| SCHWAB STRATEGIC TR | 31504 | 864168 | US DIVIDEND EQ |
| WISDOMTREE TR | 14763 | 845025 | EMG MKTS SMCAP |
| KLA CORP | 656 | 797092 | COM NEW |
| ISHARES TR | 14569 | 770409 | ISHS 1-5YR INVS |
| ISHARES TR | 1627 | 770059 | RUS 1000 GRW ETF |
| PAYPAL HLDGS INC | 12803 | 747456 | COM |
| TJX COS INC NEW | 4621 | 709832 | COM |
| ISHARES TR | 12421 | 707500 | CRE U S REIT ETF |
| VANGUARD SCOTTSDALE FDS | 8168 | 684070 | INT-TERM CORP |
| VANGUARD WORLD FD | 1645 | 679195 | MEGA GRWTH IND |
| CLEVELAND-CLIFFS INC NEW | 46061 | 611690 | COM |
| HERBALIFE LTD | 45080 | 581081 | COM SHS |
| SIMON PPTY GROUP INC NEW | 2898 | 536449 | COM |
| SYSCO CORP | 7125 | 525041 | COM |
| SOCIEDAD QUIMICA Y MINERA DE | 7455 | 512904 | SPON ADR SER B |
| NEXTERA ENERGY INC | 5959 | 478389 | COM |
| QUALCOMM INC | 2783 | 476032 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1546 | 469814 | SPONSORED ADS |
| META PLATFORMS INC | 636 | 419817 | CL A |
| PROLOGIS INC. | 2911 | 371618 | COM |
| GENTEX CORP | 15815 | 368015 | COM |
| SERVICENOW INC | 2335 | 357699 | COM |
| ORACLE CORP | 1832 | 357075 | COM |
| NEWMONT CORP | 3336 | 333100 | COM |
| ELI LILLY & CO | 306 | 328852 | COM |
| SYNOVUS FINL CORP | 6421 | 321371 | COM NEW |
| INVESCO EXCH TRADED FD TR II | 12521 | 304636 | VAR RATE PFD |
| VEEVA SYS INC | 1219 | 272117 | CL A COM |
| VISA INC | 729 | 255668 | COM CL A |
| WALMART INC | 2289 | 255017 | COM |
| GLOBAL PMTS INC | 3122 | 241643 | COM |
| TOTALENERGIES SE | 3552 | 232372 | ACT |
| VANGUARD INDEX FDS | 1100 | 210089 | VALUE ETF |
| MCKESSON CORP | 244 | 200151 | COM |
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