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 $508.2M across 87 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BIV ($47.5M, 9.34%), IGIB ($47.2M, 9.29%), FNDF ($44.2M, 8.69%), VOO ($40.8M, 8.02%), FLRN ($24.6M, 4.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BIV | VANGUARD BD INDEX FDS | $47.5M | 9.34% | 614,849 | Added |
| 2 | IGIB | ISHARES TR | $47.2M | 9.29% | 887,369 | Added |
| 3 | FNDF | SCHWAB STRATEGIC TR | $44.2M | 8.69% | 902,933 | Added |
| 4 | VOO | VANGUARD INDEX FDS | $40.8M | 8.02% | 68,200 | Added |
| 5 | FLRN | SPDR SERIES TRUST | $24.6M | 4.85% | 800,221 | Added |
| 6 | SCHX | SCHWAB STRATEGIC TR | $19.8M | 3.90% | 772,020 | Added |
| 7 | IXC | ISHARES TR | $18.2M | 3.59% | 316,532 | Added |
| 8 | PAVE | GLOBAL X FDS | $17.1M | 3.36% | 335,872 | Added |
| 9 | AVEM | AMERICAN CENTY ETF TR | $16.7M | 3.28% | 206,652 | Added |
| 10 | IUSV | ISHARES TR | $16.3M | 3.21% | 159,592 | Added |
| 11 | AVUV | AMERICAN CENTY ETF TR | $15.3M | 3.01% | 138,630 | Added |
| 12 | FENI | FIDELITY COVINGTON TRUST | $14.1M | 2.78% | 380,286 | Added |
| 13 | SMH | VANECK ETF TRUST | $13.3M | 2.61% | 34,583 | Trimmed |
| 14 | IAU | ISHARES GOLD TR | $11.4M | 2.24% | 129,077 | Trimmed |
| 15 | XLV | SELECT SECTOR SPDR TR | $10.9M | 2.14% | 74,208 | Added |
| 16 | NVDA | NVIDIA CORPORATION | $9.3M | 1.83% | 53,182 | Added |
| 17 | AXP | AMERICAN EXPRESS CO | $9.2M | 1.82% | 30,577 | Added |
| 18 | AAPL | APPLE INC | $8.6M | 1.69% | 33,897 | Added |
| 19 | VCIT | VANGUARD SCOTTSDALE FDS | $8.3M | 1.64% | 100,503 | Added |
| 20 | GS | GOLDMAN SACHS GROUP INC | $8.0M | 1.58% | 9,479 | Added |
| 21 | IJJ | ISHARES TR | $7.5M | 1.48% | 56,771 | Added |
| 22 | XOM | EXXON MOBIL CORP | $7.4M | 1.46% | 43,874 | Added |
| 23 | GOOGL | ALPHABET INC | $6.1M | 1.20% | 21,216 | Added |
| 24 | CEG | CONSTELLATION ENERGY CORP | $5.5M | 1.08% | 19,733 | Added |
| 25 | XSMO | INVESCO EXCHANGE TRADED FD T | $5.3M | 1.03% | 69,137 | Added |
Source: SEC Form 13F filings · as of 2026-03-31