Mfa Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Mfa Wealth Advisors, LLCInvestment ActivityMfa Wealth Advisors, LLC has $588.77 million in total holdings as of June 30, 2025.Mfa Wealth Advisors, LLC owns shares of 93 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 11.41% of the portfolio was purchased this quarter.About 10.39% of the portfolio was sold this quarter.This quarter, Mfa Wealth Advisors, LLC has purchased 98 new stocks and bought additional shares in 41 stocks.Mfa Wealth Advisors, LLC sold shares of 42 stocks and completely divested from 10 stocks this quarter.Largest Holdings iShares 5-10 Year Investment Grade Corporate Bond ETF $51,492,967Vanguard S&P 500 ETF $49,374,171Schwab Fundamental International Equity ETF $46,050,284SPDR Portfolio Intermediate Term Corporate Bond ETF $45,931,182SPDR Bloomberg Investment Grade Floating Rate ETF $29,008,227 Largest New Holdings this Quarter 808524508 - Schwab U.S. Mid-Cap ETF $5,412,311 Holding92337R101 - Vera Therapeutics $631,173 Holding37940X102 - Global Payments $340,891 Holding058498106 - Ball $243,058 Holding38964T100 - GRAYSCALE SUI STAKING ETF $223,140 Holding Largest Purchases this Quarter SPDR Portfolio Intermediate Term Corporate Bond ETF 1,177,491 shares (about $38.01M)iShares Russell Mid-Cap Value ETF 48,730 shares (about $7.83M)Global X Copper Miners ETF 76,784 shares (about $6.50M)Schwab U.S. Mid-Cap ETF 159,092 shares (about $5.41M)Newmont 16,274 shares (about $1.88M) Largest Sales this Quarter Vanguard Intermediate-Term Bond ETF 507,885 shares (about $37.00M)iShares Core S&P U.S. Value ETF 12,804 shares (about $1.41M)Palo Alto Networks 2,969 shares (about $1.18M)Vanguard S&P 500 ETF 875 shares (about $613.25K)iShares Gold Trust 6,839 shares (about $534.13K) 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 PortfolioSectorIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$51,492,967$191,884 ▲0.4%1,022,7008.7%ETFVOOVanguard S&P 500 ETF$49,374,171$613,252 ▼-1.2%70,4488.4%ETFFNDFSchwab Fundamental International Equity ETF$46,050,284$432,580 ▼-0.9%856,7497.8%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$45,931,182$38,009,411 ▲479.8%1,422,8997.8%ETFFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$29,008,227$325,640 ▲1.1%940,6044.9%ETFSCHXSchwab US Large-Cap ETF$24,268,109$84,000 ▲0.3%808,9374.1%ETFAVEMAvantis Emerging Markets Equity ETF$18,951,020$38,642 ▲0.2%201,5643.2%ETFPAVEGlobal X U.S. Infrastructure Development ETF$17,337,017$138,232 ▲0.8%330,2292.9%ETFAVLVAvantis U.S. Large Cap Value ETF$17,222,399$747,125 ▲4.5%190,4292.9%ETFIXCiShares Global Energy ETF$17,203,400$146,185 ▼-0.8%301,9732.9%ETFFIDELITY COVINGTON TRUST$16,235,145$109,154 ▼-0.7%406,7942.8%ENHANCED INTLAVUVAvantis U.S. Small Cap Value ETF$15,482,898$186,666 ▼-1.2%131,4672.6%ETFXBISPDR S&P Biotech ETF$14,142,477$363,610 ▼-2.5%89,6912.4%ETFSMHVanEck Semiconductor ETF$14,010,399$213,146 ▼-1.5%23,0062.4%ETFNVDANVIDIA$11,379,877$18,042 ▲0.2%49,8291.9%TechnologyCOPXGlobal X Copper Miners ETF$11,068,664$6,503,595 ▲142.5%130,6811.9%ETFAAPLApple$10,641,915$216,462 ▼-2.0%31,9561.8%TechnologyAXPAmerican Express$10,604,629$55,651 ▼-0.5%34,8721.8%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$9,970,370$343,547 ▲3.6%127,3191.7%ETFFLMIFranklin Dynamic Municipal Bond ETF$9,852,060$95,355 ▼-1.0%422,4731.7%ETFIWSiShares Russell Mid-Cap Value ETF$9,421,232$7,832,810 ▲493.1%58,6121.6%ETFPANWPalo Alto Networks$8,197,300$1,179,613 ▼-12.6%20,6321.4%TechnologyMETAMeta Platforms$8,001,659$53,663 ▼-0.7%11,0341.4%Communication ServicesGSThe Goldman Sachs Group$7,992,430$116,145 ▼-1.4%8,8771.4%FinanceMSFTMicrosoft$7,644,691$202,593 ▼-2.6%14,9051.3%TechnologyBIVVanguard Intermediate-Term Bond ETF$6,744,008$37,004,575 ▼-84.6%92,5611.1%ETFCEGConstellation Energy$6,189,811$138,951 ▲2.3%24,3671.1%UtilitiesBITOProShares Bitcoin ETF$6,043,653$310,576 ▲5.4%539,6121.0%ETFGOOGLAlphabet$5,753,587$118,017 ▲2.1%16,7221.0%Communication ServicesXSMOInvesco S&P SmallCap Momentum ETF$5,739,584$56,861 ▲1.0%70,3551.0%ETFSCHMSchwab U.S. Mid-Cap ETF$5,412,311$5,412,311 ▲New Holding159,0920.9%ETFMUMicron Technology$4,713,112$680,605 ▲16.9%4,4250.8%TechnologyBABoeing$4,302,220$91,723 ▲2.2%23,1240.7%IndustrialsCRH PLC$3,954,942$412,592 ▲11.6%47,7650.7%ORDKOCoca-Cola$3,562,197$62,323 ▼-1.7%41,3820.6%Consumer StaplesNEMNewmont$3,345,480$1,877,067 ▲127.8%29,0050.6%MaterialsAMDAdvanced Micro Devices$3,331,033$170,069 ▼-4.9%5,4450.6%TechnologyRTXRTX$3,218,002$27,661 ▲0.9%17,3340.5%IndustrialsITAiShares U.S. Aerospace & Defense ETF$3,120,546$39,157 ▼-1.2%15,0620.5%ETFTSLATesla$3,013,047$74,510 ▲2.5%8,4920.5%Consumer DiscretionaryDUKDuke Energy$2,835,783$22,232 ▲0.8%24,8730.5%UtilitiesIEIiShares 3-7 Year Treasury Bond ETF$2,365,451$17,129 ▲0.7%20,8520.4%ETFIEFiShares 7-10 Year Treasury Bond ETF$2,216,764$42,690 ▲2.0%24,8210.4%ETFVTRSViatris$1,857,0740.0%104,8010.3%HealthcareNULGNuveen ESG Large-Cap Growth ETF$1,658,1690.0%14,5850.3%ETFFHIFederated Hermes$1,575,5420.0%27,9500.3%FinanceIAUiShares Gold Trust$1,272,171$534,126 ▼-29.6%16,2890.2%ETFAMZNAmazon.com$1,261,197$9,966 ▼-0.8%5,0620.2%Consumer DiscretionaryVGTVanguard Information Technology ETF$1,248,154$81,183 ▼-6.1%9,9320.2%ETFGOOGAlphabet$1,033,464$31,689 ▲3.2%3,0330.2%Communication ServicesVVisa$982,768$743,813 ▲311.3%2,7350.2%FinanceKLACKLA$952,038$245,222 ▼-20.5%4,8840.2%TechnologyAVGOBroadcom$915,513$7,023 ▲0.8%2,6070.2%TechnologySCHDSchwab US Dividend Equity ETF$881,546$2,472 ▼-0.3%27,0990.1%ETFCRWDCrowdStrike$839,314$692,103 ▲470.1%3,1700.1%TechnologyBRK.BBerkshire Hathaway$823,609$47,803 ▼-5.5%1,6540.1%FinanceIWFiShares Russell 1000 Growth ETF$815,1920.0%6,5080.1%ETFVEEVVeeva Systems$791,553$121,602 ▲18.2%2,7730.1%HealthcareSYYSysco$765,333$88,796 ▲13.1%9,8170.1%Consumer StaplesNOWServiceNow$762,919$189,222 ▲33.0%5,6930.1%TechnologyERIEErie Indemnity$703,252$45,583 ▼-6.1%3,2090.1%FinanceSJMJ. M. Smucker$640,568$217,011 ▼-25.3%5,3870.1%Consumer StaplesVERAVera Therapeutics$631,173$631,173 ▲New Holding19,5470.1%HealthcareTSMTaiwan Semiconductor Manufacturing$627,436$92,632 ▼-12.9%1,3750.1%TechnologyQQQInvesco QQQ$627,325$39,948 ▼-6.0%8480.1%ETFMGKVanguard Mega Cap Growth ETF$625,599$102,846 ▼-14.1%6,7520.1%ETFTJXTJX Companies$601,614$9,791 ▼-1.6%4,5470.1%Consumer DiscretionarySPGSimon Property Group$546,469$39,550 ▼-6.7%2,7220.1%Real EstateGNTXGentex$538,869$122,483 ▲29.4%24,7870.1%Consumer DiscretionaryNEENextEra Energy$505,640$26,736 ▲5.6%6,6760.1%UtilitiesIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$500,312$49,386 ▼-9.0%9,7660.1%ETFQCOMQualcomm$500,221$367,344 ▼-42.3%2,7180.1%TechnologySQMSociedad Quimica y Minera$431,645$34,641 ▼-7.4%6,6540.1%MaterialsPLDPrologis$425,226$22,462 ▲5.6%3,2750.1%Real EstateIUSViShares Core S&P U.S. Value ETF$379,410$1,412,199 ▼-78.8%3,4400.1%ETFLLYEli Lilly and Company$372,580$11,571 ▼-3.0%3220.1%HealthcareGPNGlobal Payments$340,891$340,891 ▲New Holding4,1740.1%FinancePINNACLE FINL PARTNERS INC$312,845$70,769 ▲29.2%3,3420.1%COMCLFCleveland-Cliffs$288,418$12,232 ▼-4.1%26,1960.0%MaterialsTOTALENERGIES SE$287,024$13,766 ▼-4.6%3,3570.0%ACTPULSPGIM Ultra Short Bond ETF$279,845$1,682 ▲0.6%5,6580.0%ETFSYKStryker$267,404$78,211 ▲41.3%9710.0%HealthcareDEDeere & Company$259,218$672 ▲0.3%3860.0%IndustrialsASMLASML$257,257$39,857 ▼-13.4%1420.0%TechnologyLWLamb Weston$247,222$52,571 ▲27.0%5,9300.0%Consumer StaplesBALLBall$243,058$243,058 ▲New Holding4,3380.0%MaterialsVTVVanguard Value ETF$237,6880.0%1,1000.0%ETFPMPhilip Morris International$231,083$4,389 ▼-1.9%1,2110.0%Consumer StaplesGRAYSCALE SUI STAKING ETF$223,140$223,140 ▲New Holding13,4260.0%COM SH BEN INTDGSWisdomTree Emerging Markets SmallCap Dividend Fund$221,248$12,699 ▼-5.4%3,5020.0%ETFVRTVertiv$215,520$483 ▲0.2%8930.0%IndustrialsCSCOCisco Systems$210,887$50,057 ▼-19.2%1,9590.0%TechnologyLAM RESEARCH CORP$205,647$1,643 ▲0.8%6260.0%COM NEWIJJiShares S&P Mid-Cap 400 Value ETF$0$8,114,140 ▼-100.0%00.0%ETFVOVanguard Mid-Cap ETF$0$5,950,987 ▼-100.0%00.0%ETFXLVHealth Care Select Sector SPDR Fund$0$629,533 ▼-100.0%00.0%ETFGLWCorning$0$367,169 ▼-100.0%00.0%TechnologyORCLOracle$0$286,359 ▼-100.0%00.0%TechnologyQNITY ELECTRONICS INC$0$245,618 ▼-100.0%00.0%COMMON STOCKGNRCGenerac$0$221,072 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. 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