MFA WEALTH ADVISORS, LLC
CIK: 1688184SEC EDGAR →
Portfolio Value
$353.0B
Holdings
98
As of
Q2 2026
New Positions
98
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 1,018,889 | $54.2B | 15.35% |
| 2 | VANGUARD BD INDEX FDS | 600,446 | $46.1B | 13.05% |
| 3 | SCHWAB STRATEGIC TR | 864,797 | $45.6B | 12.93% |
| 4 | SPDR SERIES TRUST | 930,045 | $28.7B | 8.13% |
| 5 | SCHWAB STRATEGIC TR | 806,137 | $23.7B | 6.72% |
| 6 | AMERICAN CENTY ETF TR | 201,153 | $19.4B | 5.50% |
| 7 | GLOBAL X FDS | 327,596 | $19.3B | 5.47% |
| 8 | AMERICAN CENTY ETF TR | 182,168 | $16.6B | 4.71% |
| 9 | FIDELITY COVINGTON TRUST | 409,529 | $16.4B | 4.66% |
| 10 | ISHARES TR | 304,539 | $15.0B | 4.24% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 41 | $322.1B | 91.3% |
| Unknown | 6 | $21.1B | 6.0% |
| Consumer Defensive | 4 | $4.3B | 1.2% |
| Basic Materials | 3 | $2.0B | 0.6% |
| Healthcare | 6 | $1.7B | 0.5% |
| Utilities | 3 | $564.0M | 0.2% |
| Consumer Cyclical | 5 | $494.0M | 0.1% |
| Technology | 18 | $472.5M | 0.1% |
| Energy | 1 | $273.6M | 0.1% |
| Communication Services | 3 | $13.1M | 0.0% |
| Industrials | 6 | $9.1M | 0.0% |
| Real Estate | 2 | $1.1M | 0.0% |