Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MFA WEALTH ADVISORS, LLC (CIK 1688184) reported $586.7M across 98 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IGIB ($54.2M, 9.23%), VOO ($49.0M, 8.35%), BIV ($46.1M, 7.85%), FNDF ($45.6M, 7.78%), FLRN ($28.7M, 4.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IGIB | ISHARES TR | $54.2M | 9.23% | 1.0M | Added |
| 2 | VOO | VANGUARD INDEX FDS | $49.0M | 8.35% | 71,323 | Added |
| 3 | BIV | VANGUARD BD INDEX FDS | $46.1M | 7.85% | 600,446 | Trimmed |
| 4 | FNDF | SCHWAB STRATEGIC TR | $45.6M | 7.78% | 864,797 | Trimmed |
| 5 | FLRN | SPDR SERIES TRUST | $28.7M | 4.89% | 930,045 | Added |
| 6 | SCHX | SCHWAB STRATEGIC TR | $23.7M | 4.04% | 806,137 | Added |
| 7 | AVEM | AMERICAN CENTY ETF TR | $19.4M | 3.31% | 201,153 | Trimmed |
| 8 | PAVE | GLOBAL X FDS | $19.3M | 3.29% | 327,596 | Trimmed |
| 9 | AVLV | AMERICAN CENTY ETF TR | $16.6M | 2.83% | 182,168 | New |
| 10 | AVUV | AMERICAN CENTY ETF TR | $16.6M | 2.83% | 133,052 | Trimmed |
| 11 | FENI | FIDELITY COVINGTON TRUST | $16.4M | 2.80% | 409,529 | Added |
| 12 | SMH | VANECK ETF TRUST | $15.3M | 2.61% | 23,356 | Trimmed |
| 13 | IXC | ISHARES TR | $15.0M | 2.55% | 304,539 | Trimmed |
| 14 | XBI | SPDR SERIES TRUST | $14.6M | 2.48% | 91,997 | New |
| 15 | AXP | AMERICAN EXPRESS CO | $11.9M | 2.02% | 35,055 | Added |
| 16 | FLMI | FRANKLIN TEMPLETON ETF TR | $10.7M | 1.83% | 426,562 | Added |
| 17 | VCIT | VANGUARD SCOTTSDALE FDS | $10.2M | 1.73% | 122,932 | Added |
| 18 | NVDA | NVIDIA CORPORATION | $10.0M | 1.70% | 49,750 | Trimmed |
| 19 | AAPL | APPLE INC | $9.4M | 1.61% | 32,606 | Trimmed |
| 20 | GS | GOLDMAN SACHS GROUP INC | $9.1M | 1.55% | 9,006 | Trimmed |
| 21 | SPIB | SPDR SERIES TRUST | $8.2M | 1.40% | 245,408 | New |
| 22 | IJJ | ISHARES TR | $8.1M | 1.38% | 54,925 | Trimmed |
| 23 | PANW | PALO ALTO NETWORKS INC | $8.0M | 1.37% | 23,601 | Trimmed |
| 24 | XSMO | INVESCO EXCHANGE TRADED FD T | $6.5M | 1.11% | 69,658 | Added |
| 25 | META | META PLATFORMS INC | $6.3M | 1.07% | 11,108 | Added |
Source: SEC Form 13F filings · as of 2026-06-30