MFA WEALTH ADVISORS, LLC
CIK: 0001688184SEC EDGAR →
Portfolio Value
$473.2M
Holdings
84
As of
Q4 2025
New Positions
84
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 572,740 | $44.6M | 9.43% |
| 2 | ISHARES TR | 797,304 | $43.0M | 9.08% |
| 3 | SCHWAB STRATEGIC TR | 896,932 | $40.5M | 8.57% |
| 4 | VANGUARD INDEX FDS | 61,089 | $38.3M | 8.10% |
| 5 | SPDR SERIES TRUST | 732,753 | $22.5M | 4.76% |
| 6 | SCHWAB STRATEGIC TR | 702,149 | $18.9M | 3.99% |
| 7 | GLOBAL X FDS | 320,636 | $15.3M | 3.24% |
| 8 | ISHARES TR | 149,236 | $15.3M | 3.23% |
| 9 | AMERICAN CENTY ETF TR | 192,951 | $14.9M | 3.14% |
| 10 | AMERICAN CENTY ETF TR | 136,391 | $13.9M | 2.94% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (84)
$44.6M · 573K shares
$43.0M · 797K shares
$40.5M · 897K shares
$38.3M · 61K shares
$22.5M · 733K shares
$18.9M · 702K shares
$15.3M · 321K shares
$15.3M · 149K shares
$14.9M · 193K shares
$13.9M · 136K shares
$13.1M · 357K shares
$12.8M · 36K shares
$12.7M · 304K shares
$11.4M · 140K shares
$10.8M · 70K shares
$10.5M · 28K shares
$9.4M · 51K shares
$8.9M · 33K shares
$8.0M · 9K shares
$6.9M · 20K shares
$6.6M · 21K shares
$6.5M · 50K shares
$5.7M · 12K shares
$5.1M · 43K shares
$4.8M · 8K shares
$4.7M · 65K shares
$4.6M · 16K shares
$4.0M · 22K shares
$4.0M · 18K shares
$3.5M · 8K shares
$3.3M · 15K shares
$2.9M · 235K shares
$2.8M · 57K shares
$2.6M · 5K shares
$2.5M · 36K shares
$2.3M · 19K shares
$2.0M · 16K shares
$1.8M · 19K shares
$1.8M · 45K shares
$1.7M · 17K shares
$1.4M · 15K shares
$1.4M · 6K shares
$1.4M · 26K shares
$1.3M · 6K shares
$1.3M · 105K shares
$1.1M · 4K shares
$996K · 1K shares
$922K · 3K shares
$892K · 3K shares
$880K · 2K shares
$864K · 32K shares
$845K · 15K shares
$797K · 656 shares
$770K · 15K shares
$770K · 2K shares
$747K · 13K shares
$709K · 5K shares
$707K · 12K shares
$684K · 8K shares
$679K · 2K shares
$611K · 46K shares
$581K · 45K shares
$536K · 3K shares
$525K · 7K shares
$512K · 7K shares
$478K · 6K shares
$476K · 3K shares
$469K · 2K shares
$419K · 636 shares
$371K · 3K shares
$368K · 16K shares
$357K · 2K shares
$357K · 2K shares
$333K · 3K shares
$328K · 306 shares
$321K · 6K shares
$304K · 13K shares
$272K · 1K shares
$255K · 729 shares
$255K · 2K shares
$241K · 3K shares
$232K · 4K shares
$210K · 1K shares
$200K · 244 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 38 | $358.5M | 75.8% |
| Unknown | 6 | $36.0M | 7.6% |
| Technology | 11 | $32.9M | 6.9% |
| Utilities | 3 | $9.6M | 2.0% |
| Industrials | 4 | $8.6M | 1.8% |
| Communication Services | 3 | $7.9M | 1.7% |
| Consumer Cyclical | 4 | $5.9M | 1.2% |
| Energy | 2 | $5.4M | 1.1% |
| Consumer Defensive | 4 | $3.9M | 0.8% |
| Healthcare | 4 | $2.1M | 0.4% |
| Basic Materials | 3 | $1.5M | 0.3% |
| Real Estate | 2 | $907K | 0.2% |