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CIK: 0001688184
Total reported value
$586.7M
$586.7M
88 檔
34.8%
According to the latest 13F quarterly dataset, Mfa Wealth Advisors, LLC managed an equity portfolio of $586.7M at the end of Q1 2026, spanning 88 distinct U.S. exchange-listed positions.
In Q1 2026, Mfa Wealth Advisors, LLC displayed an active expansion posture, initiating 10 new positions and adding to 54 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | ETF-Other | 9.34% | -1.49% | +7.35% | |
| 2 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 9.29% | -0.06% | +11.30% | |
| 3 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 8.69% | -0.91% | +0.67% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.02% | +0.33% | +11.64% | |
| 5 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 4.85% | +0.04% | +9.21% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.90% | +0.14% | +9.95% | |
| 7 | IXC | Ishares Global Energy ETF | ETF-Other | 3.59% | -1.04% | +4.13% | |
| 8 | PAVE | Global X US Infrastructure | ETF-Other | 3.36% | -0.07% | +4.75% | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.28% | +0.03% | +7.10% | |
| 10 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 3.21% | -2.91% | +6.94% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.01% | -0.18% | +1.64% | |
| 12 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 2.78% | +0.02% | +6.48% | |
| 13 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.61% | — | -2.67% | |
| 14 | IAU | Ishares Gold Trust | ETF-Commodities | 2.24% | -1.94% | -7.73% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-Other | 2.14% | -2.03% | +6.42% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.83% | -0.13% | +5.08% | |
| 17 | AXP | American Express Co | Stock-Financials | 1.82% | +0.20% | +7.54% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.69% | -0.08% | +3.10% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.64% | +0.09% | +1130.45% | |
| 20 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.58% | -0.03% | +4.51% | |
| 21 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.48% | -0.10% | +14.59% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.46% | -1.46% | EXIT | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.20% | -0.20% | +0.70% | |
| 24 | CEG | Constellation Energy | Stock-Utilities | 1.08% | -0.07% | +0.82% | |
| 25 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 1.03% | +0.08% | +6.25% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.97% | +0.04% | +7.10% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.97% | — | +11.99% | |
| 28 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.79% | +0.58% | +14.94% | |
| 29 | BA | Boeing Co/the | Stock-Industrials | 0.77% | +0.07% | +6.89% | |
| 30 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.69% | +1.14% | — | |
| 31 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.67% | -0.04% | +1.88% | |
| 32 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.65% | -0.62% | +2.75% | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.58% | — | +8.54% | |
| 34 | BITO | Proshares Bitcoin Etf-usd | ETF-Crypto | 0.58% | +0.12% | +33.85% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.56% | +0.03% | -0.79% | |
| 36 | DUK | Duke Energy CORP | Stock-Utilities | 0.54% | -0.01% | +9.64% | |
| 37 | CPRT | Copart Inc | Stock-Industrials | 0.42% | -0.42% | EXIT | |
| 38 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.40% | +0.01% | +4.23% | |
| 39 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.38% | +0.01% | +4.65% | |
| 40 | AMD | Advanced Micro Devices | Stock-Tech | 0.30% | +0.27% | +15.59% | |
| 41 | FHI | Federated Hermes Inc | Stock-Financials | 0.29% | -0.03% | — | |
| 42 | VTRS | Viatris Inc | Stock-Healthcare | 0.28% | — | — | |
| 43 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.26% | +0.03% | — | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | -0.03% | +0.16% | |
| 45 | COPX | Global X Copper Miners ETF | ETF-Other | 0.23% | +0.48% | — | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.21% | -0.10% | -76.61% | |
| 47 | KLAC | Kla CORP | Stock-Tech | 0.19% | +0.13% | +1.37% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.19% | -0.04% | -1.81% | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.18% | +0.04% | -2.65% | |
| 50 | ERIE | Erie Indemnity Company-cl A | Stock-Financials | 0.18% | -0.04% | -3.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Int-term Corporate | +1.5% | +1130.45% | Add |
| 2 | IXC | Ishares Global Energy ETF | +0.9% | +4.13% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.4% | +2.61% | Add |
| 4 | IGIB | Ishares 5-10y Inv Grade CORP | +0.2% | +11.30% | Add |
| 5 | AVEM | Avantis Emerging Markets Eq | +0.1% | +7.10% | Add |
| 6 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | +0.67% | Add |
| 7 | PAVE | Global X US Infrastructure | +0.1% | +4.75% | Add |
| 8 | LMT | Lockheed Martin CORP | +0.1% | +2.75% | Add |
| 9 | IJJ | Ishares S&p Mid-cap 400 Valu | +0.1% | +14.59% | Add |
| 10 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.1% | +9.21% | Add |
| 11 | AVUV | Avantis US Small Cap Value | +0.1% | +1.64% | Add |
| 12 | DUK | Duke Energy CORP | +0.1% | +9.64% | Add |
| 13 | KO | Coca-cola Co/the | +0.1% | +8.54% | Add |
| 14 | XSMO | Invesco S&p Smallcap Momentu | 0% | +6.25% | Add |
| 15 | CPRT | Copart Inc | 0% | +43.16% | Add |
| 16 | NEM | Newmont CORP | 0% | +58.75% | Add |
| 17 | FENI | Fidelity Enhanced Intl ETF | 0% | +6.48% | Add |
| 18 | KLAC | Kla CORP | 0% | +1.37% | Add |
| 19 | AMD | Advanced Micro Devices | 0% | +15.59% | Add |
| 20 | SQM | Quimica Y Minera Chil-sp Adr | 0% | +0.48% | Add |
| 21 | TTE | TotalEnergies SE | 0% | — | Unchanged |
| 22 | NEE | Nextera Energy Inc | 0% | +2.65% | Add |
| 23 | SCHD | Schwab US Dvd Equity ETF | 0% | -1.81% | Trim |
| 24 | TSM | Taiwan Semiconductor-sp Adr | 0% | +2.65% | Add |
| 25 | WMT | Walmart Inc | 0% | — | Unchanged |
| 26 | FHI | Federated Hermes Inc | — | — | Unchanged |
| 27 | VTRS | Viatris Inc | — | — | Unchanged |
| 28 | PYPL | Paypal Holdings Inc | — | +38.90% | Add |
| 29 | TJX | Tjx Companies Inc | — | — | Unchanged |
| 30 | PLD | Prologis Inc | — | +2.99% | Add |
| 31 | SPG | Simon Property Group Inc | — | +0.52% | Add |
| 32 | VTV | Vanguard Value ETF | — | — | Unchanged |
| 33 | VO | Vanguard Mid-cap ETF | 0% | +7.10% | Add |
| 34 | IEF | Ishares 7-10 Year Treasury B | 0% | +4.65% | Add |
| 35 | V | Visa Inc-class A Shares | 0% | -3.70% | Trim |
| 36 | LLY | Eli Lilly & Co | 0% | +1.63% | Add |
| 37 | VEEV | Veeva Systems Inc-class A | 0% | +13.70% | Add |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +6.39% | Add |
| 39 | GNTX | Gentex CORP | 0% | +5.10% | Add |
| 40 | SYY | Sysco CORP | 0% | +3.86% | Add |
| 41 | IUSV | Ishares Core S&p U.s. Value | 0% | +6.94% | Add |
| 42 | ITA | Ishares U.s. Aerospace & Def | 0% | +1.88% | Add |
| 43 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 44 | META | Meta Platforms Inc-class A | 0% | -5.50% | Trim |
| 45 | BITO | Proshares Bitcoin Etf-usd | 0% | +33.85% | Add |
| 46 | IEI | Ishares 3-7 Year Treasury Bo | 0% | +4.23% | Add |
| 47 | ORCL | Oracle CORP | 0% | +6.66% | Add |
| 48 | QCOM | Qualcomm Inc | 0% | -2.48% | Trim |
| 49 | MGK | Vanguard Mega Cap Growth ETF | 0% | -4.44% | Trim |
| 50 | VGT | Vanguard Info Tech ETF | 0% | -2.65% | Trim |
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 2026.
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 34.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
FLMI
市值: $3.5M
Top Position Liquidated / Trimmed
USRT
前期市值: $707.5K
During Q1 2026, Mfa Wealth Advisors, LLC's top holdings by market value included BIV (9.3%)、IGIB (9.3%)、FNDF (8.7%). The largest single position, BIV, represented 9.3% of total portfolio value.
In Q1 2026, Mfa Wealth Advisors, LLC made 85 total portfolio adjustments, initiating 10 new buys, adding to 54 positions, trimming 15 holdings, and fully liquidating 6 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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