MFA WEALTH ADVISORS, LLC
Filing Date
Global Rank
#3,480
/ 8,794
▲ 291
· as of Jun 2026
Top Industry
Semiconductors
16.0%
Period ended 3 months ago
Filed Jul 13, 2026 · 3mo
26 quarters · since Mar 2020
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
78 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
15.4%
−0.7 pts
Top 5
54.5%
+2.0 pts
Top 10
73.8%
+4.4 pts
HHI
750
Diversified+38
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 78.4% | $459,925,501 |
| Technology | 8.2% | $47,923,140 |
| Financial Services | 4.2% | $24,693,086 |
| Communication Services | 2.2% | $13,149,178 |
| Utilities | 1.6% | $9,594,883 |
| Industrials | 1.6% | $9,123,271 |
| Basic Materials | 1.1% | $6,555,360 |
| Consumer Cyclical | 1.0% | $5,883,496 |
| Consumer Defensive | 0.9% | $5,383,460 |
| Healthcare | 0.5% | $3,105,856 |
| Real Estate | 0.2% | $1,073,061 |
| Energy | 0.0% | $273,559 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | +467,229 | 1,267,450 | $51,461,764 | |
| BUYZ | Franklin Disruptive Commerce ETF | +285,009 | 426,562 | $10,736,565 | |
| ANEW | ProShares MSCI Transformational Changes ETF | +197,121 | 511,882 | $4,084,818 | |
| ACSG | American Century Small Cap Growth Insights ETF | +171,091 | 516,373 | $52,624,362 | |
| VB | Vanguard Morningstar Small-Cap ETF | +59,865 | 146,284 | $55,176,052 | |
| AGNG | Global X Funds Global X Aging Population ETF | +30,001 | 381,493 | $23,450,408 | |
| FBCG | Fidelity Blue Chip Growth ETF | +29,243 | 409,529 | $16,434,398 | |
| BNDW | Vanguard Total World Bond ETF | +22,429 | 122,932 | $10,160,329 | |
| EDV | Vanguard World Funds Extended Duration ETF | +15,581 | 18,440 | $1,955,430 | |
| META | Meta Platforms, Inc. | +10,507 | 11,108 | $6,257,025 | |
| NEM | NEWMONT Corp /DE/ | +7,435 | 12,731 | $1,189,075 | |
| KLAC | Kla Corp | +5,477 | 6,142 | $1,853,102 | |
| AXP | American Express Co | +4,478 | 35,055 | $11,857,353 | |
| CEG | Constellation Energy Corp | +4,087 | 23,820 | $5,916,173 | |
| DUK | Duke Energy CORP | +3,621 | 24,678 | $3,123,741 | |
| KO | Coca Cola Co | +3,068 | 42,106 | $3,421,954 | |
| BA | Boeing Co | +2,904 | 22,631 | $4,898,932 | |
| GNTX | Gentex Corp | +2,531 | 19,153 | $483,996 | |
| MSFT | Microsoft Corp | +2,019 | 15,300 | $5,707,206 | |
| QCOM | Qualcomm Inc/De | +2,000 | 4,714 | $871,100 | |
| FHI | Federated Hermes, Inc. | +2,000 | 27,950 | $1,543,399 | |
| NOW | ServiceNow, Inc. | +1,688 | 4,281 | $425,017 | |
| SYY | Sysco Corp | +1,278 | 8,678 | $725,307 | |
| VEEV | Veeva Systems Inc | +961 | 2,347 | $416,522 | |
| TSLA | Tesla, Inc. | +586 | 8,282 | $3,483,409 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAU | Ishares Gold Trust | −105,949 | 23,128 | $1,746,395 | |
| XLBI | State Street Materials Select Sector SPDR Premium Income ETF | −70,240 | 3,968 | $629,562 | |
| CLF | Cleveland-Cliffs Inc. | −19,715 | 27,307 | $256,412 | |
| BIV | Vanguard Intermediate-Term Bond ETF | −14,403 | 600,446 | $46,054,208 | |
| AFK | VanEck Africa Index ETF | −11,227 | 23,356 | $15,318,966 | |
| FNDA | Schwab Fundamental U.S. Small Company ETF | −7,777 | 1,698,109 | $70,213,019 | |
| AAAD | PGIM AAA CLO Aggregate Duration ETF | −7,734 | 5,624 | $278,669 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | −7,322 | 1,482,012 | $90,467,305 | |
| LMT | Lockheed Martin Corp | −5,068 | 393 | $200,217 | |
| GOOGL | Alphabet Inc. | −4,837 | 19,319 | $6,892,153 | |
| NVDA | Nvidia Corp | −3,432 | 49,750 | $9,954,477 | |
| — | −2,686 | 3,703 | $239,621 | ||
| ABI | VictoryShares Pioneer Asset-Based Income ETF | −2,674 | 69,658 | $6,522,078 | |
| AMD | Advanced Micro Devices Inc | −1,730 | 5,723 | $3,324,547 | |
| PANW | Palo Alto Networks Inc | −1,508 | 23,601 | $8,048,413 | |
| AAPL | Apple Inc. | −1,291 | 32,606 | $9,434,872 | |
| QQQ | Invesco Qqq Trust, Series 1 | −927 | 902 | $664,232 | |
| PNFP | Pinnacle Financial Partners, Inc. | −671 | 2,586 | $260,875 | |
| AMZN | Amazon Com Inc | −636 | 5,102 | $1,216,010 | |
| GNRC | Generac Holdings Inc. | −574 | 755 | $221,071 | |
| GS | Goldman Sachs Group Inc | −473 | 9,006 | $9,108,398 | |
| SQM | Chemical & Mining Co Of Chile Inc | −303 | 7,188 | $532,199 | |
| ERIE | Erie Indemnity Co | −138 | 3,417 | $819,225 | |
| BRK-B | Berkshire Hathaway Inc | −114 | 1,750 | $875,682 | |
| DE | Deere & Co | −101 | 385 | $244,217 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
13 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CRH | Crh Public Ltd Co | 42,782 | $4,577,674 | |
| MU | Micron Technology Inc | 3,786 | $4,370,141 | |
| RTX | RTX Corp | 17,185 | $3,260,510 | |
| CRWD | CrowdStrike Holdings, Inc. | 556 | $424,305 | |
| GLW | Corning Inc /Ny | 1,437 | $367,052 | |
| CSCO | Cisco Systems, Inc. | 2,424 | $284,723 | |
| LRCX | Lam Research Corp | 621 | $269,097 | |
| Q | Qnity Electronics, Inc. | 1,504 | $245,618 | |
| PM | Philip Morris International Inc. | 1,234 | $223,242 | |
| SYK | Stryker Corp | 687 | $216,295 | |
| ABBV | AbbVie Inc. | 833 | $209,616 | |
| LW | Lamb Weston Holdings, Inc. | 4,669 | $201,607 | |
| MRK | Merck & Co., Inc. | 1,564 | $200,974 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
5 positions
78 tracked positions ·
$586,683,851 total
· filing declares
99 positions · $586,682,922
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 78 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Reduced | 1,482,012 | $90,467,305 | 15.42% | |
| FNDA |
Schwab Fundamental U.S. Small Company ETF
|
Reduced | 1,698,109 | $70,213,019 | 11.97% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Added | 146,284 | $55,176,052 | 9.40% | |
| ACSG |
American Century Small Cap Growth Insights ETF
|
Added | 516,373 | $52,624,362 | 8.97% | |
| BWX |
State Street SPDR Bloomberg International Treasury Bond ETF
|
Added | 1,267,450 | $51,461,764 | 8.77% | |
| BIV |
Vanguard Intermediate-Term Bond ETF
|
Reduced | 600,446 | $46,054,208 | 7.85% | |
| AGNG |
Global X Funds Global X Aging Population ETF
|
Added | 381,493 | $23,450,408 | 4.00% | |
| FBCG |
Fidelity Blue Chip Growth ETF
|
Added | 409,529 | $16,434,398 | 2.80% | |
| AFK |
VanEck Africa Index ETF
|
Reduced | 23,356 | $15,318,966 | 2.61% | |
| AXP |
American Express Co
Financial Services
|
Added | 35,055 | $11,857,353 | 2.02% | |
| BUYZ |
Franklin Disruptive Commerce ETF
|
Added | 426,562 | $10,736,565 | 1.83% | |
| BNDW |
Vanguard Total World Bond ETF
|
Added | 122,932 | $10,160,329 | 1.73% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 49,750 | $9,954,477 | 1.70% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 32,606 | $9,434,872 | 1.61% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 9,006 | $9,108,398 | 1.55% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 23,601 | $8,048,413 | 1.37% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 19,319 | $6,892,153 | 1.17% | |
| ABI |
VictoryShares Pioneer Asset-Based Income ETF
|
Reduced | 69,658 | $6,522,078 | 1.11% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 11,108 | $6,257,025 | 1.07% | |
| CEG |
Constellation Energy Corp
Utilities
|
Added | 23,820 | $5,916,173 | 1.01% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 15,300 | $5,707,206 | 0.97% | |
| BA |
Boeing Co
Industrials
|
Added | 22,631 | $4,898,932 | 0.84% | |
| CRH |
Crh Public Ltd Co
Basic Materials
|
NEW | 42,782 | $4,577,674 | 0.78% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 3,786 | $4,370,141 | 0.74% | |
| ANEW |
ProShares MSCI Transformational Changes ETF
|
Added | 511,882 | $4,084,818 | 0.70% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 8,282 | $3,483,409 | 0.59% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 42,106 | $3,421,954 | 0.58% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 5,723 | $3,324,547 | 0.57% | |
| RTX |
RTX Corp
Industrials
|
NEW | 17,185 | $3,260,510 | 0.56% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 24,678 | $3,123,741 | 0.53% | |
| EDV |
Vanguard World Funds Extended Duration ETF
|
Added | 18,440 | $1,955,430 | 0.33% | |
| KLAC |
Kla Corp
Technology
|
Added | 6,142 | $1,853,102 | 0.32% | |
| IAU |
Ishares Gold Trust
|
Reduced | 23,128 | $1,746,395 | 0.30% | |
| NCLO |
Nuveen AA-BBB CLO ETF
|
Held | 14,585 | $1,707,320 | 0.29% | |
| VTRS |
Viatris Inc
Healthcare
|
Held | 104,801 | $1,664,239 | 0.28% | |
| FHI |
Federated Hermes, Inc.
Financial Services
|
Added | 27,950 | $1,543,399 | 0.26% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 5,102 | $1,216,010 | 0.21% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
Added | 12,731 | $1,189,075 | 0.20% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,587 | $977,239 | 0.17% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,750 | $875,682 | 0.15% | |
| QCOM |
Qualcomm Inc/De
CALL
+ SHARES
Technology
|
Added | 4,714 | $871,100 | 0.15% | |
| ERIE |
Erie Indemnity Co
Financial Services
|
Reduced | 3,417 | $819,225 | 0.14% | |
| SJM |
J M SMUCKER Co
Consumer Defensive
|
Added | 7,212 | $811,350 | 0.14% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 1,578 | $753,605 | 0.13% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Added | 8,678 | $725,307 | 0.12% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Held | 4,621 | $700,081 | 0.12% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 902 | $664,232 | 0.11% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
Added | 2,919 | $652,834 | 0.11% | |
| XLBI |
State Street Materials Select Sector SPDR Premium Income ETF
|
Reduced | 3,968 | $629,562 | 0.11% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 6,323 | $554,969 | 0.09% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.