StockDriftsStockDriftsTop 50 Mfa Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IGIB | ISHARES TR | 9.24% | 1.02M | $54.2M | +14.82%(+131.52K) | $52.73(-1.22%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 8.35% | 71.3K | $49.0M | +4.58%(+3.12K) | $593.38(+20.11%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 7.85% | 600.4K | $46.1M | -2.34%(-14.40K) | $76.46(-1.21%) | 2026-06-30 | |
| FNDF | SCHWAB STRATEGIC TR | 7.78% | 864.8K | $45.6M | -4.22%(-38.14K) | $31.62(+76.04%) | 2026-06-30 | |
| FLRN | SPDR SERIES TRUST | 4.89% | 930.0K | $28.7M | +16.22%(+129.82K) | $30.53(+0.84%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 4.05% | 806.1K | $23.7M | +4.42%(+34.12K) | $25.59(+19.24%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 3.31% | 201.2K | $19.4M | -2.66%(-5.50K) | $72.44(+29.30%) | 2026-06-30 | |
| PAVE | GLOBAL X FDS | 3.29% | 327.6K | $19.3M | -2.46%(-8.28K) | $26.20(+123.63%) | 2026-06-30 | |
| AVLV | AMERICAN CENTY ETF TR | 2.83% | 182.2K | $16.6M | new | $85.01(+11.78%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 2.83% | 133.1K | $16.6M | -4.02%(-5.58K) | $80.85(+58.51%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.18% | +37.44% | +5.74% | +32.20% |
| Top 20 Holdings Unweighted | +12.83% | +43.66% | +6.70% | +38.30% |
Mfa Wealth Advisors LLC reports $586.68M in US-listed equity holdings across 98 positions in its most recent 13F filing. Its largest disclosed positions are IGIB (9.2%), VOO (8.3%) and BIV (7.8%). The top 20 holdings account for 75.3% of reported assets. Its disclosed equity book has returned +37.44% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mfa Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1688184). View Mfa Wealth Advisors LLC’s 13F filings on SEC