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Mfa Wealth Advisors, LLC
MFA Wealth Advisors, LLC is an investment advisory firm providing services such as financial planning, consulting, and investment management. It tailors services to individual client needs, primarily using mutual funds and ETFs.
Investment Strategy
Fundamental analysis focusing on financial condition and competitive position of assets.
Latest 13F Filing Activity
Mfa Wealth Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 90 equity positions with a total 13F market value of $458M. The fund increased holdings in Vanguard Index FDS, Schwab Strategic TR, American Centy Etf TR among other positions. Mfa Wealth Advisors, LLC reduced exposure to Schwab Strategic TR, Vanguard World FD, Ishares TR among others.
Top Holdings
Equity Positions (90)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BIV | VANGUARD BD INDEX FDS | 9.44% | $43.2M | 553,608 | $76.59 | $78.09 | +$1.6M |
I IGIB | ISHARES TR | 8.73% | $40.0M | 738,989 | $52.33 | $54.09 | +$3.3M |
F FNDF | SCHWAB STRATEGIC TR | 8.36% | $38.3M | 890,965 | $32.13 | $42.96 | +$2.7M |
V VOO | VANGUARD INDEX FDS | 7.82% | $35.8M | 58,491 | $609.79 | $612.38 | +$34.7M |
F FLRN | SPDR SERIES TRUST | 4.64% | $21.2M | 688,031 | $30.52 | $30.86 | +$754.1K |
Industry Allocation
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