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CIK: 0001688184
Total reported value
$586.7M
$586.7M
88 檔
29.8%
In Q1 2025, Mfa Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $586.7M, distributed across 88 disclosed stock positions.
In Q1 2025, Mfa Wealth Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | ETF-Other | 10.67% | -1.49% | +2.63% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 10.27% | -0.04% | +0.36% | |
| 3 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 9.31% | -0.91% | +2.00% | |
| 4 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 7.70% | -0.06% | +104.52% | |
| 5 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 5.28% | +0.04% | +1.29% | |
| 6 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 4.00% | — | +1.70% | |
| 7 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.79% | -0.18% | -4.43% | |
| 8 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 3.27% | -0.04% | +6.37% | |
| 9 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 3.26% | -2.91% | +3.00% | |
| 10 | PAVE | Global X US Infrastructure | ETF-Other | 3.01% | -0.07% | +0.56% | |
| 11 | IXC | Ishares Global Energy ETF | ETF-Other | 2.92% | -1.04% | +6.05% | |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.47% | -0.02% | -50.41% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-Other | 2.31% | -2.03% | +5.57% | |
| 14 | IAU | Ishares Gold Trust | ETF-Commodities | 2.30% | -1.94% | -5.55% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.99% | -0.08% | +4.88% | |
| 16 | AXP | American Express Co | Stock-Financials | 1.85% | +0.20% | -2.25% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.77% | -0.10% | +3.27% | |
| 18 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.59% | -0.06% | EXIT | |
| 19 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.23% | -0.08% | +1.41% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.21% | -1.46% | EXIT | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.16% | -0.20% | +43.25% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.10% | -0.13% | +21.54% | |
| 23 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.05% | +0.07% | NEW | |
| 24 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.04% | — | -41.56% | |
| 25 | BITO | Proshares Bitcoin Etf-usd | ETF-Crypto | 0.92% | +0.12% | +0.68% | |
| 26 | CPRT | Copart Inc | Stock-Industrials | 0.91% | -0.42% | EXIT | |
| 27 | CEG | Constellation Energy | Stock-Utilities | 0.91% | -0.07% | +1537.57% | |
| 28 | BA | Boeing Co/the | Stock-Industrials | 0.87% | +0.07% | +4.44% | |
| 29 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.61% | — | +0.11% | |
| 30 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.61% | -0.04% | -1.24% | |
| 31 | DUK | Duke Energy CORP | Stock-Utilities | 0.58% | -0.01% | +2.35% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.53% | +0.03% | -4.86% | |
| 33 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 0.53% | +0.02% | — | |
| 34 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.53% | -0.62% | +14.32% | |
| 35 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.49% | -0.03% | — | |
| 36 | GNRC | Generac Holdings Inc | Stock-Industrials | 0.47% | -0.01% | -44.29% | |
| 37 | ERIE | Erie Indemnity Company-cl A | Stock-Financials | 0.42% | -0.04% | -2.74% | |
| 38 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.39% | — | +27.32% | |
| 39 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.31% | — | -0.65% | |
| 40 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.28% | +0.03% | — | |
| 41 | ALB | Albemarle CORP | Stock-Materials | 0.28% | — | +11.85% | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.27% | — | +10.96% | |
| 43 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.26% | +0.01% | -5.51% | |
| 44 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.24% | +0.08% | — | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | -0.03% | +2.26% | |
| 46 | FHI | Federated Hermes Inc | Stock-Financials | 0.24% | -0.03% | — | |
| 47 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.23% | -0.10% | — | |
| 48 | VTRS | Viatris Inc | Stock-Healthcare | 0.23% | — | — | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.22% | +0.04% | -10.02% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.19% | -0.03% | -4.41% |
According to official SEC Form 13F filings, Mfa Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $586.7M across 88 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BIV, SCHD, FNDF) accounted for 29.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
BIV
市值: $43.1M
During Q1 2025, Mfa Wealth Advisors, LLC's top holdings by market value included BIV (10.7%)、SCHD (10.3%)、FNDF (9.3%). The largest single position, BIV, represented 10.7% of total portfolio value.
In Q1 2025, Mfa Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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