MFA WEALTH ADVISORS, LLC
CIK 1688184 · Holdings on Dec 31, 2024 · First reported Jan 29, 2025
Top ten holdings
Q4 2024- BIV10.49%
- SCHD10.33%
- FNDF8.67%
- FLRN5.38%
- IGSB5.09%
- AVUV4.54%
- MGV3.95%
- IGIB3.82%
- PAVE3.31%
- IUSV3.28%
Share classes counted separately58.86%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BSCQWeight decreased · -2.80 pp4.25% → 1.45%Shares -702.38K (-70.72%)
- SCHDWeight increased · +2.72 pp7.61% → 10.33%Shares +1.07M (+259.11%)
- BIVWeight increased · +2.50 pp7.99% → 10.49%Shares +82.21K (+17.63%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BIVVANGUARD INTERMEDIATE-TERM BINTERMED TERM View history and evidence | $41.00M | 10.49% | 548.62K shares | 7.99% → 10.49%+2.50 pp +82.21K (+17.63%) | Added | ↗▾ |
| 02 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $40.38M | 10.33% | 1.48M shares | 7.61% → 10.33%+2.72 pp +1.07M (+259.11%) | Added | ↗▾ |
| 03 | FNDFSCHWAB FNDMN INTL LRG CO ETFFUNDAMENTAL INTL View history and evidence | $33.88M | 8.67% | 1.02M shares | 7.44% → 8.67%+1.23 pp +109.91K (+12.08%) | Added | ↗▾ |
| 04 | FLRNSS SPDR BB IG FLOAT RT ETFBLOOMBERG INVT View history and evidence | $21.02M | 5.38% | 683.92K shares | 4.22% → 5.38%+1.16 pp +58.81K (+9.41%) | Added | ↗▾ |
| 05 | IGSBISHARES 1-5Y INV GRADE CORPISHS 1-5 YR INVS View history and evidence | $19.87M | 5.09% | 384.34K shares | 4.12% → 5.09%+0.97 pp +26.78K (+7.49%) | Added | ↗▾ |
| 06 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $17.72M | 4.54% | 183.62K shares | 3.53% → 4.54%+1.01 pp +15.26K (+9.06%) | Added | ↗▾ |
| 07 | MGVVNGRD MRGSTR MG CP VL ETF-UIMEGA CAP VAL ETF View history and evidence | $15.42M | 3.95% | 123.45K shares | 2.92% → 3.95%+1.03 pp +19.49K (+18.75%) | Added | ↗▾ |
| 08 | IGIBISHARES 5-10Y INV GRADE CORPISHS 5-10YR INT View history and evidence | $14.92M | 3.82% | 289.61K shares | Prior unavailable +289.61K | New | ↗▾ |
| 09 | PAVEGLOBAL X US INFRASTRUCTUREUS INFR DEV ETF View history and evidence | $12.94M | 3.31% | 320.13K shares | 2.71% → 3.31%+0.60 pp +19.02K (+6.32%) | Added | ↗▾ |
| 10 | IUSVISHARES CORE S&P U.S. VALUECORE S&P US VLU View history and evidence | $12.82M | 3.28% | 138.50K shares | 2.66% → 3.28%+0.62 pp +11.07K (+8.68%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 445
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SWVXX SCHWA PRIME ADV MONEY FD-INV | Non-derivative | -31,527,855 | -$31.53M | SEC filing ↗ | SEC filing ↗ |
| SNAXX SCHWA PRIME ADV MONEY FD-ULT | Non-derivative | -14,915,158 | -$14.92M | SEC filing ↗ | SEC filing ↗ |
| EIRRX EATON VANCE S/D INFL PR-I | Non-derivative | -940,783 | -$9.42M | SEC filing ↗ | SEC filing ↗ |
3 / 445 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1688184 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-29
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 390739855
}Research all 75 reported holdings.
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