§ 13F · FUND PROFILE
MFA WEALTH ADVISORS, LLC.
AUM · $458M (13F)Positions · 90Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$56M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IGIB | ISHARES TR | 1.02M | $54M | 9.2% | +15% |
| 2 | VOO | VANGUARD INDEX FDS | 71K | $49M | 8.3% | +5% |
| 3 | BIV | VANGUARD BD INDEX FDS | 600K | $46M | 7.8% | −2% |
| 4 | FNDF | SCHWAB STRATEGIC TR | 865K | $46M | 7.8% | −4% |
| 5 | FLRN | SPDR SERIES TRUST | 930K | $29M | 4.9% | +16% |
| 6 | SCHX | SCHWAB STRATEGIC TR | 806K | $24M | 4.0% | +4% |
| 7 | AVEM | AMERICAN CENTY ETF TR | 201K | $19M | 3.3% | −3% |
| 8 | PAVE | GLOBAL X FDS | 328K | $19M | 3.3% | −2% |
| 9 | AVLV | AMERICAN CENTY ETF TR | 182K | $17M | 2.8% | NEW |
| 10 | AVUV | AMERICAN CENTY ETF TR | 133K | $17M | 2.8% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MFA SIGNAL
AC read
MFA WEALTH ADVISORS, LLC is a Other fund managing $458 million in assets. The fund runs a portfolio of 90 positions.
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