Mfa Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Mfa Wealth Advisors, LLCInvestment ActivityMfa Wealth Advisors, LLC has $426.28 million in total holdings as of June 30, 2025.Mfa Wealth Advisors, LLC owns shares of 88 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 13.70% of the portfolio was purchased this quarter.About 13.75% of the portfolio was sold this quarter.This quarter, Mfa Wealth Advisors, LLC has purchased 88 new stocks and bought additional shares in 31 stocks.Mfa Wealth Advisors, LLC sold shares of 43 stocks and completely divested from 7 stocks this quarter.Largest Holdings Vanguard Intermediate-Term Bond ETF $41,603,143iShares 5-10 Year Investment Grade Corporate Bond ETF $36,667,345Schwab Fundamental International Equity ETF $35,548,339Schwab US Dividend Equity ETF $33,673,922SPDR Bloomberg Investment Grade Floating Rate ETF $20,478,542 Largest New Holdings this Quarter 464287234 - iShares MSCI Emerging Markets ETF $11,481,216 Holding464288661 - iShares 3-7 Year Treasury Bond ETF $2,023,101 Holding464287440 - iShares 7-10 Year Treasury Bond ETF $1,880,444 Holding70450Y103 - PayPal $1,214,909 Holding931142103 - Walmart $251,295 Holding Largest Purchases this Quarter iShares MSCI Emerging Markets ETF 238,002 shares (about $11.48M)FIDELITY COVINGTON TRUST 259,784 shares (about $8.64M)iShares 5-10 Year Investment Grade Corporate Bond ETF 95,762 shares (about $5.10M)VanEck Semiconductor ETF 16,848 shares (about $4.70M)iShares S&P Mid-Cap 400 Value ETF 35,064 shares (about $4.33M) Largest Sales this Quarter WisdomTree Emerging Markets SmallCap Dividend Fund 240,974 shares (about $13.31M)iShares 1-5 Year Investment Grade Corporate Bond ETF 142,469 shares (about $7.52M)Schwab Fundamental International Equity ETF 152,308 shares (about $6.10M)Schwab US Dividend Equity ETF 212,729 shares (about $5.64M)Invesco S&P MidCap Quality ETF 40,964 shares (about $4.02M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMfa Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBIVVanguard Intermediate-Term Bond ETF$41,603,143$1,942,473 ▼-4.5%537,9259.8%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$36,667,345$5,103,155 ▲16.2%688,0728.6%ManufacturingFNDFSchwab Fundamental International Equity ETF$35,548,339$6,095,369 ▼-14.6%888,2648.3%ETFSCHDSchwab US Dividend Equity ETF$33,673,922$5,637,319 ▼-14.3%1,270,7147.9%ETFFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$20,478,542$878,501 ▼-4.1%664,2414.8%ETFMGVVanguard Mega Cap Value ETF$16,502,160$30,045 ▲0.2%125,7793.9%ETFPAVEGlobal X U.S. Infrastructure Development ETF$13,608,405$421,375 ▼-3.0%312,2633.2%ETFIUSViShares Core S&P U.S. Value ETF$13,091,114$408,234 ▼-3.0%138,3403.1%ManufacturingAVUVAvantis U.S. Small Cap Value ETF$12,269,912$3,717,250 ▼-23.3%134,6862.9%ETFEEMiShares MSCI Emerging Markets ETF$11,481,216$11,481,216 ▲New Holding238,0022.7%FinanceIXCiShares Global Energy ETF$11,043,011$20,116 ▲0.2%281,0642.6%ETFFIDELITY COVINGTON TRUST$11,031,074$8,640,413 ▲361.4%331,6622.6%ENHANCED INTLSMHVanEck Semiconductor ETF$10,216,038$4,698,619 ▲85.2%36,6322.4%ManufacturingXLVHealth Care Select Sector SPDR Fund$8,667,846$42,055 ▲0.5%64,3062.0%ETFAXPAmerican Express$8,423,443$454,554 ▼-5.1%26,4072.0%FinanceIAUiShares Gold Trust$8,344,329$1,501,130 ▼-15.2%133,8092.0%FinanceNVDANVIDIA$8,010,651$1,523,799 ▲23.5%50,7041.9%Computer and TechnologyQQQInvesco QQQ$7,451,001$978,058 ▼-11.6%13,5071.7%FinanceAAPLApple$6,889,552$519,691 ▼-7.0%33,5801.6%Computer and TechnologyCEGConstellation Energy$6,447,481$580,648 ▲9.9%19,9761.5%EnergyGSThe Goldman Sachs Group$6,053,500$3,470,164 ▲134.3%8,5531.4%FinanceCRWDCrowdStrike$5,581,019$550,564 ▼-9.0%10,9581.3%Computer and TechnologyMSFTMicrosoft$5,479,365$4,044,364 ▲281.8%11,0161.3%Computer and TechnologyIJJiShares S&P Mid-Cap 400 Value ETF$5,309,617$4,333,211 ▲443.8%42,9651.2%ETFPULSPGIM Ultra Short Bond ETF$4,749,692$222,079 ▼-4.5%95,4521.1%ETFXSMOInvesco S&P SmallCap Momentum ETF$4,267,534$3,208,456 ▲302.9%62,7391.0%ETFBITOProShares Bitcoin ETF$4,254,237$132,244 ▼-3.0%197,7791.0%ETFXOMExxon Mobil$4,189,556$227,675 ▼-5.2%38,8641.0%EnergyVOVanguard Mid-Cap ETF$3,974,985$3,679,764 ▲1,246.4%14,2050.9%ETFGOOGLAlphabet$3,818,261$1,507,496 ▼-28.3%21,6660.9%Computer and TechnologyBABoeing$3,410,101$931,570 ▼-21.5%16,2750.8%AerospaceCPRTCopart$2,904,110$277,687 ▼-8.7%59,1830.7%Business ServicesXMHQInvesco S&P MidCap Quality ETF$2,858,550$4,024,251 ▼-58.5%29,0980.7%ETFITAiShares U.S. Aerospace & Defense ETF$2,811,679$220,332 ▼-7.3%14,9050.7%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,539,708$7,516,664 ▼-74.7%48,1370.6%ManufacturingTSLATesla$2,526,668$121,981 ▼-4.6%7,9540.6%Auto/Tires/TrucksKOCocaCola$2,200,850$233,478 ▼-9.6%31,1070.5%Consumer StaplesLMTLockheed Martin$2,177,184$34,272 ▼-1.5%4,7010.5%AerospaceDUKDuke Energy$2,043,550$216,651 ▼-9.6%17,3180.5%UtilitiesIEIiShares 3-7 Year Treasury Bond ETF$2,023,101$2,023,101 ▲New Holding16,9880.5%ETFIEFiShares 7-10 Year Treasury Bond ETF$1,880,444$1,880,444 ▲New Holding19,6350.4%ETFDGSWisdomTree Emerging Markets SmallCap Dividend Fund$1,786,216$13,311,220 ▼-88.2%32,3360.4%FinanceERIEErie Indemnity$1,410,395$6,936 ▼-0.5%4,0670.3%FinanceNULGNuveen ESG Large-Cap Growth ETF$1,370,2610.0%14,5850.3%ETFAMZNAmazon.com$1,300,763$396,657 ▲43.9%5,9290.3%Retail/WholesaleALBAlbemarle$1,290,547$303,068 ▲30.7%20,5930.3%Basic MaterialsPYPLPayPal$1,214,909$1,214,909 ▲New Holding16,3470.3%Business ServicesFHIFederated Hermes$1,150,104$106,368 ▲10.2%25,9500.3%FinanceUSRTiShares Core U.S. REIT ETF$1,096,133$117,815 ▼-9.7%19,3800.3%ETFVOOVanguard S&P 500 ETF$1,089,482$393,077 ▲56.4%1,9180.3%ETFVTRSViatris$935,8730.0%104,8010.2%MedicalAVGOBroadcom$876,8430.0%3,1810.2%Computer and TechnologyBRK.BBerkshire Hathaway$860,784$18,945 ▼-2.2%1,7720.2%FinanceVGTVanguard Information Technology ETF$833,080$239,444 ▼-22.3%1,2560.2%ETFNOWServiceNow$830,689$51,404 ▼-5.8%8080.2%Computer and TechnologyVEEVVeeva Systems$808,936$16,127 ▼-2.0%2,8090.2%MedicalKLACKLA$799,000$17,915 ▼-2.2%8920.2%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$687,395$8,067 ▲1.2%1,6190.2%ETFSYYSysco$645,078$17,042 ▲2.7%8,5170.2%Consumer StaplesMGKVanguard Mega Cap Growth ETF$602,883$627,423 ▼-51.0%1,6460.1%ETFTJXTJX Companies$570,647$2,840 ▼-0.5%4,6210.1%Retail/WholesaleHLFHerbalife$560,852$37,885 ▲7.2%65,0640.1%Retail/WholesaleVRPInvesco Variable Rate Preferred ETF$543,792$36,186 ▼-6.2%22,2410.1%ETFGOOGAlphabet$521,527$3,548 ▼-0.7%2,9400.1%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$505,752$7,701 ▲1.5%2,2330.1%Computer and TechnologyMETAMeta Platforms$476,068$175,665 ▲58.5%6450.1%Computer and TechnologyGNTXGentex$474,874$45,277 ▲10.5%21,5950.1%Auto/Tires/TrucksNEENextEra Energy$466,225$42,138 ▲9.9%6,7160.1%UtilitiesSPGSimon Property Group$465,8820.0%2,8980.1%FinanceQCOMQUALCOMM$443,221$7,963 ▼-1.8%2,7830.1%Computer and TechnologyGNRCGenerac$428,341$1,718,806 ▼-80.1%2,9910.1%IndustrialsSNVSynovus Financial$417,416$16,871 ▲4.2%8,0660.1%FinanceORCLOracle$393,7530.0%1,8010.1%Computer and TechnologySQMSociedad Quimica y Minera$367,337$53,152 ▲16.9%10,4150.1%Basic MaterialsPLDPrologis$365,187$26,175 ▲7.7%3,4740.1%FinanceLPLALPL Financial$363,3460.0%9690.1%FinanceSYKStryker$269,820$3,561 ▼-1.3%6820.1%MedicalNEMNewmont$268,695$18,585 ▼-6.5%4,6120.1%Basic MaterialsTTETotalEnergies$256,058$45,122 ▲21.4%4,1710.1%EnergyVVisa$253,506$164,388 ▼-39.3%7140.1%Business ServicesWMTWalmart$251,295$251,295 ▲New Holding2,5700.1%Retail/WholesaleLWLamb Weston$234,103$18,459 ▲8.6%4,5150.1%Consumer StaplesLITGlobal X Lithium & Battery Tech ETF$232,858$24,422 ▲11.7%6,0640.1%ETFLLYEli Lilly and Company$226,843$58,465 ▼-20.5%2910.1%MedicalWLKWestlake$219,134$54,290 ▲32.9%2,8860.1%Basic MaterialsDOORDASH INC$215,696$215,696 ▲New Holding8750.1%CL ADDDuPont de Nemours$206,3190.0%3,0080.0%Basic MaterialsCLFCleveland-Cliffs$192,690$192,690 ▲New Holding25,3540.0%Basic MaterialsJMSTJPMorgan Ultra-Short Municipal ETF$0$1,594,961 ▼-100.0%00.0%ETFVGSHVanguard Short-Term Treasury ETF$0$456,080 ▼-100.0%00.0%ETFNVONovo Nordisk A/S$0$447,263 ▼-100.0%00.0%MedicalACNAccenture$0$282,114 ▼-100.0%00.0%Computer and TechnologyFDXFedEx$0$210,138 ▼-100.0%00.0%TransportationABBVAbbVie$0$208,472 ▼-100.0%00.0%MedicalPNCThe PNC Financial Services Group$0$203,820 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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