Mfa Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About Mfa Wealth Advisors, LLC

Investment Activity

Mfa Wealth Advisors, LLC has $586.68 million in total holdings as of June 30, 2025.
Mfa Wealth Advisors, LLC owns shares of 98 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
Approximately 18.18% of the portfolio was purchased this quarter.
About 11.79% of the portfolio was sold this quarter.
This quarter, Mfa Wealth Advisors, LLC has purchased 88 new stocks and bought additional shares in 38 stocks.
Mfa Wealth Advisors, LLC sold shares of 35 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

iShares 5-10 Year Investment Grade Corporate Bond ETF: $54,174,348
Vanguard S&P 500 ETF: $48,985,126
Vanguard Intermediate-Term Bond ETF: $46,054,174
Schwab Fundamental International Equity ETF: $45,626,708
SPDR Bloomberg Investment Grade Floating Rate ETF: $28,691,876

Largest New Holdings this Quarter

025072349 - Avantis U.S. Large Cap Value ETF: $16,615,543 Holding
78464A870 - SPDR S&P Biotech ETF: $14,558,525 Holding
78464A375 - SPDR Portfolio Intermediate Term Corporate Bond ETF: $8,211,338 Holding
G25508105 - CRH PLC: $4,577,674 Holding
595112103 - Micron Technology: $4,370,142 Holding

Largest Purchases this Quarter

Avantis U.S. Large Cap Value ETF: 182,168 shares (about $16.62M)
SPDR S&P Biotech ETF: 91,997 shares (about $14.56M)
SPDR Portfolio Intermediate Term Corporate Bond ETF: 245,408 shares (about $8.21M)
Franklin Dynamic Municipal Bond ETF: 285,009 shares (about $7.17M)
iShares 5-10 Year Investment Grade Corporate Bond ETF: 131,520 shares (about $6.99M)

Largest Sales this Quarter

iShares Core S&P U.S. Value ETF: 143,348 shares (about $15.79M)
Health Care Select Sector SPDR Fund: 70,240 shares (about $11.14M)
iShares Gold Trust: 105,949 shares (about $8.00M)
VanEck Semiconductor ETF: 11,227 shares (about $7.36M)
Lockheed Martin: 5,068 shares (about $2.58M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$54,174,348	$6,992,921 â–²	14.8%	1,018,889	9.2%	Manufacturing
VOO Vanguard S&P 500 ETF	$48,985,126	$2,144,898 â–²	4.6%	71,323	8.3%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$46,054,174	$1,104,709 â–¼	-2.3%	600,446	7.8%	ETF
FNDF Schwab Fundamental International Equity ETF	$45,626,708	$2,012,056 â–¼	-4.2%	864,797	7.8%	ETF
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF	$28,691,876	$4,005,069 â–²	16.2%	930,045	4.9%	ETF
SCHX Schwab US Large-Cap ETF	$23,724,626	$1,004,064 â–²	4.4%	806,137	4.0%	ETF
AVEM Avantis Emerging Markets Equity ETF	$19,409,206	$530,597 â–¼	-2.7%	201,153	3.3%	ETF
PAVE Global X U.S. Infrastructure Development ETF	$19,301,954	$487,622 â–¼	-2.5%	327,596	3.3%	ETF
AVLV Avantis U.S. Large Cap Value ETF	$16,615,543	$16,615,543 â–²	New Holding	182,168	2.8%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$16,599,529	$695,910 â–¼	-4.0%	133,052	2.8%	ETF
FIDELITY COVINGTON TRUST	$16,434,406	$1,173,522 â–²	7.7%	409,529	2.8%	ENHANCED INTL
SMH VanEck Semiconductor ETF	$15,318,693	$7,363,545 â–¼	-32.5%	23,356	2.6%	Manufacturing
IXC iShares Global Energy ETF	$14,961,999	$589,216 â–¼	-3.8%	304,539	2.6%	ETF
XBI SPDR S&P Biotech ETF	$14,558,525	$14,558,525 â–²	New Holding	91,997	2.5%	ETF
AXP American Express	$11,857,358	$1,514,684 â–²	14.6%	35,055	2.0%	Finance
FLMI Franklin Dynamic Municipal Bond ETF	$10,736,556	$7,173,670 â–²	201.3%	426,562	1.8%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$10,160,338	$1,853,758 â–²	22.3%	122,932	1.7%	ETF
NVDA NVIDIA	$9,954,416	$686,705 â–¼	-6.5%	49,750	1.7%	Computer and Technology
AAPL Apple	$9,434,849	$373,563 â–¼	-3.8%	32,606	1.6%	Computer and Technology
GS The Goldman Sachs Group	$9,108,155	$478,365 â–¼	-5.0%	9,006	1.6%	Finance
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF	$8,211,338	$8,211,338 â–²	New Holding	245,408	1.4%	ETF
IJJ iShares S&P Mid-Cap 400 Value ETF	$8,114,140	$272,712 â–¼	-3.3%	54,925	1.4%	ETF
PANW Palo Alto Networks	$8,048,413	$514,258 â–¼	-6.0%	23,601	1.4%	Computer and Technology
XSMO Invesco S&P SmallCap Momentum ETF	$6,522,061	$48,781 â–²	0.8%	69,658	1.1%	ETF
META Meta Platforms	$6,257,035	$5,918,497 â–²	1,748.3%	11,108	1.1%	Computer and Technology
VO Vanguard Mid-Cap ETF	$5,950,987	$4,571,708 â–²	331.5%	73,861	1.0%	ETF
CEG Constellation Energy	$5,916,258	$1,015,103 â–²	20.7%	23,820	1.0%	Energy
GOOGL Alphabet	$5,853,222	$1,728,557 â–¼	-22.8%	16,379	1.0%	Computer and Technology
MSFT Microsoft	$5,707,151	$753,120 â–²	15.2%	15,300	1.0%	Computer and Technology
BA Boeing	$4,898,933	$628,629 â–²	14.7%	22,631	0.8%	Aerospace
CRH PLC	$4,577,674	$4,577,674 â–²	New Holding	42,782	0.8%	ORD
MU Micron Technology	$4,370,142	$4,370,142 â–²	New Holding	3,786	0.7%	Computer and Technology
COPX Global X Copper Miners ETF	$4,148,452	$2,946,181 â–²	245.1%	53,897	0.7%	ETF
BITO ProShares Bitcoin ETF	$4,084,819	$1,573,026 â–²	62.6%	511,882	0.7%	ETF
ITA iShares U.S. Aerospace & Defense ETF	$3,697,148	$72,968 â–¼	-1.9%	15,251	0.6%	ETF
TSLA Tesla	$3,483,409	$246,472 â–²	7.6%	8,282	0.6%	Auto/Tires/Trucks
KO CocaCola	$3,421,960	$249,337 â–²	7.9%	42,106	0.6%	Consumer Staples
AMD Advanced Micro Devices	$3,324,548	$1,004,974 â–¼	-23.2%	5,723	0.6%	Computer and Technology
RTX RTX	$3,260,510	$3,260,510 â–²	New Holding	17,185	0.6%	Aerospace
DUK Duke Energy	$3,123,719	$458,343 â–²	17.2%	24,678	0.5%	Utilities
IEI iShares 3-7 Year Treasury Bond ETF	$2,431,332	$412,132 â–²	20.4%	20,701	0.4%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$2,302,118	$399,937 â–²	21.0%	24,343	0.4%	ETF
KLAC KLA	$1,853,103	$1,652,466 â–²	823.6%	6,142	0.3%	Computer and Technology
IUSV iShares Core S&P U.S. Value ETF	$1,789,299	$15,789,980 â–¼	-89.8%	16,244	0.3%	Manufacturing
IAU iShares Gold Trust	$1,746,395	$8,000,208 â–¼	-82.1%	23,128	0.3%	Finance
NULG Nuveen ESG Large-Cap Growth ETF	$1,707,320		0.0%	14,585	0.3%	ETF
VTRS Viatris	$1,664,240		0.0%	104,801	0.3%	Medical
IWS iShares Russell Mid-Cap Value ETF	$1,626,577	$1,626,577 â–²	New Holding	9,882	0.3%	ETF
FHI Federated Hermes	$1,543,399	$110,440 â–²	7.7%	27,950	0.3%	Finance
VGT Vanguard Information Technology ETF	$1,264,283	$1,110,461 â–²	721.9%	10,578	0.2%	ETF
AMZN Amazon.com	$1,216,011	$151,584 â–¼	-11.1%	5,102	0.2%	Retail/Wholesale
NEM Newmont	$1,189,094	$694,440 â–²	140.4%	12,731	0.2%	Basic Materials
GOOG Alphabet	$1,038,790		0.0%	2,940	0.2%	Computer and Technology
AVGO Broadcom	$977,239	$2,266 â–²	0.2%	2,587	0.2%	Computer and Technology
BRK.B Berkshire Hathaway	$875,683	$57,044 â–¼	-6.1%	1,750	0.1%	Finance
QCOM Qualcomm	$871,100	$369,580 â–²	73.7%	4,714	0.1%	Computer and Technology
SCHD Schwab US Dividend Equity ETF	$861,734	$119,168 â–¼	-12.1%	27,175	0.1%	ETF
ERIE Erie Indemnity	$819,226	$33,086 â–¼	-3.9%	3,417	0.1%	Finance
SJM J. M. Smucker	$811,350	$65,813 â–²	8.8%	7,212	0.1%	Consumer Staples
IWF iShares Russell 1000 Growth ETF	$808,098	$606,074 â–²	300.0%	6,508	0.1%	ETF
TSM Taiwan Semiconductor Manufacturing	$753,605	$4,298 â–¼	-0.6%	1,578	0.1%	Computer and Technology
SYY Sysco	$725,307	$106,815 â–²	17.3%	8,678	0.1%	Consumer Staples
TJX TJX Companies	$700,082		0.0%	4,621	0.1%	Retail/Wholesale
MGK Vanguard Mega Cap Growth ETF	$691,173	$552,974 â–²	400.1%	7,862	0.1%	ETF
QQQ Invesco QQQ	$664,233	$682,643 â–¼	-50.7%	902	0.1%	Finance
SPG Simon Property Group	$652,834	$1,342 â–²	0.2%	2,919	0.1%	Finance
XLV Health Care Select Sector SPDR Fund	$629,533	$11,143,749 â–¼	-94.7%	3,968	0.1%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$562,359	$46,330 â–¼	-7.6%	10,730	0.1%	Manufacturing
NEE NextEra Energy	$554,970	$18,081 â–²	3.4%	6,323	0.1%	Utilities
SQM Sociedad Quimica y Minera	$532,200	$22,434 â–¼	-4.0%	7,188	0.1%	Basic Materials
GNTX Gentex	$483,996	$63,958 â–²	15.2%	19,153	0.1%	Auto/Tires/Trucks
NOW ServiceNow	$425,018	$167,585 â–²	65.1%	4,281	0.1%	Computer and Technology
CRWD CrowdStrike	$424,306	$424,306 â–²	New Holding	556	0.1%	Computer and Technology
PLD Prologis	$420,228	$14,089 â–²	3.5%	3,102	0.1%	Finance
VEEV Veeva Systems	$416,522	$170,549 â–²	69.3%	2,347	0.1%	Medical
LLY Eli Lilly and Company	$398,211	$25,188 â–²	6.8%	332	0.1%	Medical
GLW Corning	$367,169	$367,169 â–²	New Holding	1,437	0.1%	Computer and Technology
ASML ASML	$326,268		0.0%	164	0.1%	Computer and Technology
VRT Vertiv	$298,367		0.0%	891	0.1%	Computer and Technology
ORCL Oracle	$286,359		0.0%	1,954	0.0%	Computer and Technology
CSCO Cisco Systems	$284,766	$284,766 â–²	New Holding	2,424	0.0%	Computer and Technology
PULS PGIM Ultra Short Bond ETF	$278,669	$383,219 â–¼	-57.9%	5,624	0.0%	ETF
TOTALENERGIES SE	$273,560	$2,644 â–¼	-1.0%	3,518	0.0%	ACT
LAM RESEARCH CORP	$269,098	$269,098 â–²	New Holding	621	0.0%	COM NEW
PINNACLE FINL PARTNERS INC	$260,876	$67,691 â–¼	-20.6%	2,586	0.0%	COM
CLF Cleveland-Cliffs	$256,413	$185,124 â–¼	-41.9%	27,307	0.0%	Basic Materials
QNITY ELECTRONICS INC	$245,618	$245,618 â–²	New Holding	1,504	0.0%	COMMON STOCK
DE Deere & Company	$244,217	$64,067 â–¼	-20.8%	385	0.0%	Industrials
VTV Vanguard Value ETF	$239,723		0.0%	1,100	0.0%	ETF
DGS WisdomTree Emerging Markets SmallCap Dividend Fund	$239,611	$173,804 â–¼	-42.0%	3,703	0.0%	Finance
V Visa	$228,094	$12,691 â–¼	-5.3%	665	0.0%	Business Services
PM Philip Morris International	$223,243	$223,243 â–²	New Holding	1,234	0.0%	Consumer Staples
GNRC Generac	$221,072	$168,073 â–¼	-43.2%	755	0.0%	Industrials
SYK Stryker	$216,295	$216,295 â–²	New Holding	687	0.0%	Medical
ABBV AbbVie	$209,590	$209,590 â–²	New Holding	833	0.0%	Medical
LW Lamb Weston	$201,607	$201,607 â–²	New Holding	4,669	0.0%	Consumer Staples
MRK Merck & Co., Inc.	$200,974	$200,974 â–²	New Holding	1,564	0.0%	Medical
LMT Lockheed Martin	$200,061	$2,579,921 â–¼	-92.8%	393	0.0%	Aerospace
XOM ExxonMobil	$0	$7,443,716 â–¼	-100.0%	0	0.0%	Energy
CPRT Copart	$0	$2,155,610 â–¼	-100.0%	0	0.0%	Business Services

Showing largest 100 holdings. View all holdings.

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Mfa Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About Mfa Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Mfa Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About Mfa Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMfa Wealth Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools