Mfa Wealth Advisors, LLC 13F Holdings · Q3 2026
Mfa Wealth Advisors, LLC reported 93 securities worth $588.77M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: IGIB (8.75%), VOO (8.39%), FNDF (7.82%). Among its top 25 positions this quarter: 11 added, 14 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IGIB | ISHARES TR | $51.5M | 8.75% | 1.0M | Added |
| 2 | VOO | VANGUARD INDEX FDS | $49.4M | 8.39% | 70,448 | Trimmed |
| 3 | FNDF | SCHWAB STRATEGIC TR | $46.1M | 7.82% | 856,749 | Trimmed |
| 4 | SPIB | SPDR SERIES TRUST | $45.9M | 7.80% | 1.4M | Added |
| 5 | FLRN | SPDR SERIES TRUST | $29.0M | 4.93% | 940,604 | Added |
| 6 | SCHX | SCHWAB STRATEGIC TR | $24.3M | 4.12% | 808,937 | Added |
| 7 | AVEM | AMERICAN CENTY ETF TR | $19.0M | 3.22% | 201,564 | Added |
| 8 | PAVE | GLOBAL X FDS | $17.3M | 2.94% | 330,229 | Added |
| 9 | AVLV | AMERICAN CENTY ETF TR | $17.2M | 2.93% | 190,429 | Added |
| 10 | IXC | ISHARES TR | $17.2M | 2.92% | 301,973 | Trimmed |
| 11 | FENI | FIDELITY COVINGTON TRUST | $16.2M | 2.76% | 406,794 | Trimmed |
| 12 | AVUV | AMERICAN CENTY ETF TR | $15.5M | 2.63% | 131,467 | Trimmed |
| 13 | XBI | SPDR SERIES TRUST | $14.1M | 2.40% | 89,691 | Trimmed |
| 14 | SMH | VANECK ETF TRUST | $14.0M | 2.38% | 23,006 | Trimmed |
| 15 | NVDA | NVIDIA CORPORATION | $11.4M | 1.93% | 49,829 | Added |
| 16 | COPX | GLOBAL X FDS | $11.1M | 1.88% | 130,681 | Added |
| 17 | AAPL | APPLE INC | $10.6M | 1.81% | 31,956 | Trimmed |
| 18 | AXP | AMERICAN EXPRESS CO | $10.6M | 1.80% | 34,872 | Trimmed |
| 19 | VCIT | VANGUARD SCOTTSDALE FDS | $10.0M | 1.69% | 127,319 | Added |
| 20 | FLMI | FRANKLIN TEMPLETON ETF TR | $9.9M | 1.67% | 422,473 | Trimmed |
| 21 | IWS | ISHARES TR | $9.4M | 1.60% | 58,612 | Added |
| 22 | PANW | PALO ALTO NETWORKS INC | $8.2M | 1.39% | 20,632 | Trimmed |
| 23 | GS | GOLDMAN SACHS GROUP INC | $8.0M | 1.36% | 8,877 | Trimmed |
| 24 | META | META PLATFORMS INC | $8.0M | 1.36% | 11,034 | Trimmed |
| 25 | MSFT | MICROSOFT CORP | $7.6M | 1.30% | 14,905 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR