MFA WEALTH ADVISORS, LLC
CIK: 1688184SEC EDGAR →
Portfolio Value
$360.5B
Holdings
93
As of
Q3 2026
New Positions
4
Closed Positions
10
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 1,022,700 | $51.5B | 14.28% |
| 2 | SCHWAB STRATEGIC TR | 856,749 | $46.1B | 12.77% |
| 3 | SPDR SERIES TRUST | 1,422,899 | $45.9B | 12.74% |
| 4 | SPDR SERIES TRUST | 940,604 | $29.0B | 8.05% |
| 5 | SCHWAB STRATEGIC TR | 808,937 | $24.3B | 6.73% |
| 6 | AMERICAN CENTY ETF TR | 201,564 | $19.0B | 5.26% |
| 7 | GLOBAL X FDS | 330,229 | $17.3B | 4.81% |
| 8 | AMERICAN CENTY ETF TR | 190,429 | $17.2B | 4.78% |
| 9 | ISHARES TR | 301,973 | $17.2B | 4.77% |
| 10 | FIDELITY COVINGTON TRUST | 406,794 | $16.2B | 4.50% |
Quarterly Changes
New Positions (6)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 40 | $328.3B | 91.1% |
| Unknown | 7 | $18.8B | 5.2% |
| Consumer Cyclical | 6 | $4.7B | 1.3% |
| Consumer Defensive | 4 | $4.6B | 1.3% |
| Healthcare | 4 | $2.5B | 0.7% |
| Basic Materials | 3 | $723.4M | 0.2% |
| Utilities | 3 | $514.7M | 0.1% |
| Energy | 1 | $287.0M | 0.1% |
| Technology | 16 | $52.0M | 0.0% |
| Communication Services | 3 | $14.8M | 0.0% |
| Industrials | 4 | $8.0M | 0.0% |
| Real Estate | 2 | $972K | 0.0% |