Mfa Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Mfa Wealth Advisors, LLCInvestment ActivityMfa Wealth Advisors, LLC has $508.20 million in total holdings as of June 30, 2025.Mfa Wealth Advisors, LLC owns shares of 88 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 8.77% of the portfolio was purchased this quarter.About 2.27% of the portfolio was sold this quarter.This quarter, Mfa Wealth Advisors, LLC has purchased 84 new stocks and bought additional shares in 54 stocks.Mfa Wealth Advisors, LLC sold shares of 15 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard Intermediate-Term Bond ETF $47,454,033iShares 5-10 Year Investment Grade Corporate Bond ETF $47,225,797Schwab Fundamental International Equity ETF $44,180,516Vanguard S&P 500 ETF $40,752,998SPDR Bloomberg Investment Grade Floating Rate ETF $24,630,817 Largest New Holdings this Quarter 35473P868 - Franklin Dynamic Municipal Bond ETF $3,509,099 Holding37954Y830 - Global X Copper Miners ETF $1,192,587 Holding832696405 - J. M. Smucker $639,108 Holding72348N109 - PINNACLE FINL PARTNERS INC $280,558 Holding960413102 - Westlake $278,265 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Corporate Bond ETF 92,335 shares (about $7.64M)iShares 5-10 Year Investment Grade Corporate Bond ETF 90,065 shares (about $4.79M)Vanguard S&P 500 ETF 7,111 shares (about $4.25M)Franklin Dynamic Municipal Bond ETF 141,553 shares (about $3.51M)Vanguard Intermediate-Term Bond ETF 42,109 shares (about $3.25M) Largest Sales this Quarter Invesco QQQ 5,991 shares (about $3.46M)PGIM Ultra Short Bond ETF 44,037 shares (about $2.18M)Invesco S&P MidCap Quality ETF 13,453 shares (about $1.39M)iShares Gold Trust 10,807 shares (about $952.75K)WisdomTree Emerging Markets SmallCap Dividend Fund 8,374 shares (about $503.26K) 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$47,454,033$3,249,972 ▲7.4%614,8499.3%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$47,225,797$4,793,261 ▲11.3%887,3699.3%ManufacturingFNDFSchwab Fundamental International Equity ETF$44,180,516$293,629 ▲0.7%902,9338.7%ETFVOOVanguard S&P 500 ETF$40,752,998$4,249,187 ▲11.6%68,2008.0%ETFFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$24,630,817$2,076,666 ▲9.2%800,2214.8%ETFSCHXSchwab US Large-Cap ETF$19,794,595$1,791,493 ▲10.0%772,0203.9%ETFIXCiShares Global Energy ETF$18,235,389$723,754 ▲4.1%316,5323.6%ETFPAVEGlobal X U.S. Infrastructure Development ETF$17,065,654$774,141 ▲4.8%335,8723.4%ETFAVEMAvantis Emerging Markets Equity ETF$16,652,043$1,104,028 ▲7.1%206,6523.3%ETFIUSViShares Core S&P U.S. Value ETF$16,318,282$1,058,901 ▲6.9%159,5923.2%ManufacturingAVUVAvantis U.S. Small Cap Value ETF$15,314,464$247,342 ▲1.6%138,6303.0%ETFFIDELITY COVINGTON TRUST$14,146,636$861,217 ▲6.5%380,2862.8%ENHANCED INTLSMHVanEck Semiconductor ETF$13,258,962$363,459 ▼-2.7%34,5832.6%ManufacturingIAUiShares Gold Trust$11,379,428$952,745 ▼-7.7%129,0772.2%FinanceXLVHealth Care Select Sector SPDR Fund$10,879,655$656,228 ▲6.4%74,2082.1%ETFNVDANVIDIA$9,274,870$448,379 ▲5.1%53,1821.8%Computer and TechnologyAXPAmerican Express$9,248,885$648,816 ▲7.5%30,5771.8%FinanceAAPLApple$8,602,635$258,356 ▲3.1%33,8971.7%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$8,316,623$7,640,721 ▲1,130.4%100,5031.6%ETFGSThe Goldman Sachs Group$8,018,824$345,996 ▲4.5%9,4791.6%FinanceIJJiShares S&P Mid-Cap 400 Value ETF$7,522,205$957,716 ▲14.6%56,7711.5%ETFXOMExxonMobil$7,443,716$189,512 ▲2.6%43,8741.5%EnergyGOOGLAlphabet$6,100,746$42,270 ▲0.7%21,2161.2%Computer and TechnologyCEGConstellation Energy$5,510,513$44,681 ▲0.8%19,7331.1%EnergyXSMOInvesco S&P SmallCap Momentum ETF$5,255,831$309,023 ▲6.2%69,1371.0%ETFVOVanguard Mid-Cap ETF$4,916,352$325,957 ▲7.1%17,1191.0%ETFMSFTMicrosoft$4,916,089$526,367 ▲12.0%13,2811.0%Computer and TechnologyPANWPalo Alto Networks$4,025,475$523,124 ▲14.9%25,1090.8%Computer and TechnologyBABoeing$3,926,265$253,166 ▲6.9%19,7270.8%AerospaceFLMIFranklin Dynamic Municipal Bond ETF$3,509,099$3,509,099 ▲New Holding141,5530.7%ETFITAiShares U.S. Aerospace & Defense ETF$3,402,000$62,781 ▲1.9%15,5520.7%ETFLMTLockheed Martin$3,300,866$88,249 ▲2.7%5,4610.6%AerospaceKOCocaCola$2,968,818$233,548 ▲8.5%39,0380.6%Consumer StaplesBITOProShares Bitcoin ETF$2,930,427$741,114 ▲33.9%314,7610.6%ETFTSLATesla$2,860,988$22,677 ▼-0.8%7,6960.6%Auto/Tires/TrucksDUKDuke Energy$2,757,157$242,366 ▲9.6%21,0570.5%UtilitiesCPRTCopart$2,155,610$649,923 ▲43.2%64,9280.4%Business ServicesIEIiShares 3-7 Year Treasury Bond ETF$2,038,971$82,664 ▲4.2%17,1920.4%ETFIEFiShares 7-10 Year Treasury Bond ETF$1,919,680$85,228 ▲4.6%20,1140.4%ETFAMDAdvanced Micro Devices$1,516,164$204,447 ▲15.6%7,4530.3%Computer and TechnologyFHIFederated Hermes$1,471,6250.0%25,9500.3%FinanceVTRSViatris$1,415,8620.0%104,8010.3%MedicalNULGNuveen ESG Large-Cap Growth ETF$1,326,3600.0%14,5850.3%ETFAMZNAmazon.com$1,195,053$1,874 ▲0.2%5,7380.2%Retail/WholesaleCOPXGlobal X Copper Miners ETF$1,192,587$1,192,587 ▲New Holding15,6200.2%ETFQQQInvesco QQQ$1,055,662$3,457,885 ▼-76.6%1,8290.2%FinanceKLACKLA$979,153$13,252 ▲1.4%6650.2%Computer and TechnologySCHDSchwab US Dividend Equity ETF$949,039$17,519 ▼-1.8%30,9330.2%ETFVGTVanguard Information Technology ETF$897,966$24,420 ▼-2.6%1,2870.2%ETFERIEErie Indemnity$893,407$30,660 ▼-3.3%3,5550.2%FinanceBRK.BBerkshire Hathaway$893,229$53,670 ▲6.4%1,8640.2%FinanceGOOGAlphabet$843,3680.0%2,9400.2%Computer and TechnologyPYPLPayPal$804,355$225,286 ▲38.9%17,7840.2%Business ServicesAVGOBroadcom$798,845$310 ▲0.0%2,5810.2%Computer and TechnologyTJXTJX Companies$737,9740.0%4,6210.1%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$693,7530.0%1,6270.1%ETFPULSPGIM Ultra Short Bond ETF$661,221$2,179,832 ▼-76.7%13,3580.1%ETFSJMJ. M. Smucker$639,108$639,108 ▲New Holding6,6270.1%Consumer StaplesIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$610,432$155,315 ▼-20.3%11,6140.1%ManufacturingSQMSociedad Quimica y Minera$606,322$2,914 ▲0.5%7,4910.1%Basic MaterialsMGKVanguard Mega Cap Growth ETF$577,783$26,831 ▼-4.4%1,5720.1%ETFNEMNewmont$573,292$212,170 ▲58.8%5,2960.1%Basic MaterialsNEENextEra Energy$568,147$14,675 ▲2.7%6,1170.1%UtilitiesSPGSimon Property Group$543,362$2,798 ▲0.5%2,9130.1%FinanceTSMTaiwan Semiconductor Manufacturing$536,327$13,856 ▲2.7%1,5870.1%Computer and TechnologySYYSysco$527,842$19,616 ▲3.9%7,4000.1%Consumer StaplesCLFCleveland-Cliffs$397,336$8,120 ▲2.1%47,0220.1%Basic MaterialsPLDPrologis$396,276$11,500 ▲3.0%2,9980.1%FinanceDGSWisdomTree Emerging Markets SmallCap Dividend Fund$383,969$503,264 ▼-56.7%6,3890.1%FinanceGNTXGentex$363,191$17,633 ▲5.1%16,6220.1%Auto/Tires/TrucksQCOMQualcomm$349,509$8,886 ▼-2.5%2,7140.1%Computer and TechnologyMETAMeta Platforms$343,850$20,025 ▼-5.5%6010.1%Computer and TechnologyXMHQInvesco S&P MidCap Quality ETF$330,267$1,390,636 ▼-80.8%3,1950.1%ETFTOTALENERGIES SE$323,1610.0%3,5520.1%ACTORCLOracle$287,453$17,947 ▲6.7%1,9540.1%Computer and TechnologyLLYEli Lilly and Company$286,048$4,599 ▲1.6%3110.1%MedicalWALMART INC$284,4770.0%2,2890.1%COMPINNACLE FINL PARTNERS INC$280,558$280,558 ▲New Holding3,2570.1%COMWLKWestlake$278,265$278,265 ▲New Holding2,3820.1%Basic MaterialsDEDeere & Company$273,764$273,764 ▲New Holding4860.1%IndustrialsNOWServiceNow$271,098$26,974 ▲11.0%2,5930.1%Computer and TechnologyGNRCGenerac$259,594$259,594 ▲New Holding1,3290.1%IndustrialsTLTiShares 20+ Year Treasury Bond ETF$257,556$257,556 ▲New Holding2,9710.1%ETFVEEVVeeva Systems$243,465$29,335 ▲13.7%1,3860.0%MedicalVRTVertiv$223,298$223,298 ▲New Holding8910.0%Computer and TechnologyASMLASML$216,616$216,616 ▲New Holding1640.0%Computer and TechnologyVTVVanguard Value ETF$215,8200.0%1,1000.0%ETFVVisa$212,172$8,160 ▼-3.7%7020.0%Business ServicesUSRTiShares Core U.S. REIT ETF$0$707,500 ▼-100.0%00.0%ETFHLFHerbalife$0$581,081 ▼-100.0%00.0%Retail/WholesaleSNVSynovus Financial$0$321,371 ▼-100.0%00.0%FinanceVRPInvesco Variable Rate Preferred ETF$0$304,636 ▼-100.0%00.0%ETFGPNGlobal Payments$0$241,643 ▼-100.0%00.0%Business ServicesMCKMcKesson$0$200,151 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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