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CIK: 0001688184
Total reported value
$586.7M
$586.7M
84 檔
32.2%
As reported in its official Q4 2025 Form 13F filing, Mfa Wealth Advisors, LLC's tracked investment portfolio stood at $586.7M with 84 total positions.
Mfa Wealth Advisors, LLC executed strategic sector rebalancing during Q4 2025, establishing 2 new positions while fully exiting 8 holdings and trimming 13 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | ETF-Other | 9.43% | -1.49% | +3.46% | |
| 2 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 9.08% | -0.06% | +7.89% | |
| 3 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 8.57% | -0.91% | +0.67% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.10% | +0.33% | +4.44% | |
| 5 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 4.76% | +0.04% | +6.50% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.99% | +0.14% | +4.27% | |
| 7 | PAVE | Global X US Infrastructure | ETF-Other | 3.24% | -0.07% | +2.76% | |
| 8 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 3.23% | -2.91% | +6.56% | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.14% | +0.03% | +3.87% | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.94% | -0.18% | +1.06% | |
| 11 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 2.76% | +0.02% | +2.60% | |
| 12 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.70% | — | -2.29% | |
| 13 | IXC | Ishares Global Energy ETF | ETF-Other | 2.69% | -1.04% | +5.18% | |
| 14 | IAU | Ishares Gold Trust | ETF-Commodities | 2.40% | -1.94% | +2.45% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-Other | 2.28% | -2.03% | +3.71% | |
| 16 | AXP | American Express Co | Stock-Financials | 2.22% | +0.20% | +3.13% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.99% | -0.13% | +0.01% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.89% | -0.08% | -1.18% | |
| 19 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.69% | -0.03% | +3.15% | |
| 20 | CEG | Constellation Energy | Stock-Utilities | 1.46% | -0.07% | +0.72% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.39% | -0.20% | -0.89% | |
| 22 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.38% | -0.10% | +5.64% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.21% | — | +3.49% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.09% | -1.46% | EXIT | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.02% | -0.10% | -38.83% | |
| 26 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.99% | +0.08% | +2.35% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.98% | +0.04% | +5.34% | |
| 28 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.85% | +0.58% | +5.23% | |
| 29 | BA | Boeing Co/the | Stock-Industrials | 0.85% | +0.07% | +6.23% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.74% | +0.03% | -0.94% | |
| 31 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.69% | -0.04% | +4.56% | |
| 32 | BITO | Proshares Bitcoin Etf-usd | ETF-Crypto | 0.60% | +0.12% | +14.57% | |
| 33 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.60% | -0.08% | -40.53% | |
| 34 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.54% | -0.62% | +8.27% | |
| 35 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.53% | — | +9.87% | |
| 36 | DUK | Duke Energy CORP | Stock-Utilities | 0.48% | -0.01% | +7.93% | |
| 37 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.42% | +0.01% | -10.46% | |
| 38 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.39% | +0.01% | -10.65% | |
| 39 | CPRT | Copart Inc | Stock-Industrials | 0.38% | -0.42% | EXIT | |
| 40 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.36% | -0.06% | EXIT | |
| 41 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.30% | +0.03% | — | |
| 42 | AMD | Advanced Micro Devices | Stock-Tech | 0.29% | +0.27% | +7.07% | |
| 43 | FHI | Federated Hermes Inc | Stock-Financials | 0.29% | -0.03% | — | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | -0.03% | -1.88% | |
| 45 | VTRS | Viatris Inc | Stock-Healthcare | 0.28% | — | — | |
| 46 | ERIE | Erie Indemnity Company-cl A | Stock-Financials | 0.22% | -0.04% | -5.98% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.21% | +0.04% | — | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.19% | +0.01% | — | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.19% | +0.01% | -18.89% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.19% | -0.03% | -2.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IGIB | Ishares 5-10y Inv Grade CORP | +0.4% | +7.89% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +0.3% | +4.44% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.89% | Trim |
| 4 | XLV | Ss Health Care Select Sector | +0.2% | +3.71% | Add |
| 5 | IAU | Ishares Gold Trust | +0.2% | +2.45% | Add |
| 6 | AXP | American Express Co | +0.2% | +3.13% | Add |
| 7 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.2% | +0.67% | Add |
| 8 | IUSV | Ishares Core S&p U.s. Value | +0.2% | +6.56% | Add |
| 9 | GS | Goldman Sachs Group Inc | +0.2% | +3.15% | Add |
| 10 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.1% | +6.50% | Add |
| 11 | SCHX | Schwab US Large-cap ETF | +0.1% | +4.27% | Add |
| 12 | SMH | Vaneck Semiconductor ETF | +0.1% | -2.29% | Trim |
| 13 | AVEM | Avantis Emerging Markets Eq | +0.1% | +3.87% | Add |
| 14 | XOM | Exxon Mobil CORP | +0.1% | +4.82% | Add |
| 15 | FENI | Fidelity Enhanced Intl ETF | +0.1% | +2.60% | Add |
| 16 | AMD | Advanced Micro Devices | +0.1% | +7.07% | Add |
| 17 | CEG | Constellation Energy | +0.1% | +0.72% | Add |
| 18 | KO | Coca-cola Co/the | +0.1% | +9.87% | Add |
| 19 | IXC | Ishares Global Energy ETF | +0.1% | +5.18% | Add |
| 20 | IJJ | Ishares S&p Mid-cap 400 Valu | +0.1% | +5.64% | Add |
| 21 | VTRS | Viatris Inc | +0.1% | — | Unchanged |
| 22 | AAPL | Apple Inc | 0% | -1.18% | Trim |
| 23 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 24 | BA | Boeing Co/the | 0% | +6.23% | Add |
| 25 | ITA | Ishares U.s. Aerospace & Def | 0% | +4.56% | Add |
| 26 | AVUV | Avantis US Small Cap Value | 0% | +1.06% | Add |
| 27 | BIV | Vanguard Intermediate-term B | 0% | +3.46% | Add |
| 28 | PAVE | Global X US Infrastructure | 0% | +2.76% | Add |
| 29 | VRP | Invesco Variable Rate Prefer | -0.1% | -42.67% | Trim |
| 30 | IEI | Ishares 3-7 Year Treasury Bo | -0.1% | -10.46% | Trim |
| 31 | IEF | Ishares 7-10 Year Treasury B | -0.1% | -10.65% | Trim |
| 32 | DGS | Wisdomtree Em Small Cap | -0.1% | -27.34% | Trim |
| 33 | NOW | Servicenow Inc | -0.1% | +181.33% | Add |
| 34 | USRT | Ishares Core US Reit ETF | -0.1% | -36.71% | Trim |
| 35 | VEEV | Veeva Systems Inc-class A | -0.1% | -54.34% | Trim |
| 36 | PYPL | Paypal Holdings Inc | -0.1% | -37.49% | Trim |
| 37 | XMHQ | Invesco S&p Midcap Qual ETF | -0.3% | -37.79% | Trim |
| 38 | BITO | Proshares Bitcoin Etf-usd | -0.3% | +14.57% | Add |
| 39 | PULS | Pgim Ultra Short Bond ETF | -0.5% | -40.53% | Trim |
| 40 | QQQ | Invesco Qqq Trust Series 1 | -0.7% | -38.83% | Trim |
| 41 | VCIT | Vanguard Int-term Corporate | — | NEW | New buy |
| 42 | CRWD | Crowdstrike Holdings Inc - A | — | EXIT | Sold out |
| 43 | GNRC | Generac Holdings Inc | — | EXIT | Sold out |
| 44 | LW | Lamb Weston Holdings Inc | — | EXIT | Sold out |
| 45 | TTEN | Totalenergies Se -spon Adr | — | EXIT | Sold out |
| 46 | SYK | Stryker CORP | — | EXIT | Sold out |
| 47 | DASH | Doordash Inc - A | — | EXIT | Sold out |
| 48 | 6D8 | Dupont De Nemours Inc | — | EXIT | Sold out |
| 49 | TTE | TotalEnergies SE | — | NEW | New buy |
| 50 | WLK | Westlake CORP | — | EXIT | Sold out |
According to official SEC Form 13F filings, Mfa Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $586.7M across 84 disclosed positions in Q4 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, IGIB, FNDF) accounted for 32.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
VCIT
市值: $684.1K
Top Position Liquidated / Trimmed
CRWD
前期市值: $531.6K
During Q4 2025, Mfa Wealth Advisors, LLC's top holdings by market value included BIV (9.4%)、IGIB (9.1%)、FNDF (8.6%). The largest single position, BIV, represented 9.4% of total portfolio value.
In Q4 2025, Mfa Wealth Advisors, LLC made 48 total portfolio adjustments, initiating 2 new buys, adding to 25 positions, trimming 13 holdings, and fully liquidating 8 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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