MFA WEALTH ADVISORS, LLC
CIK 1688184 · Holdings on Sep 30, 2025 · First reported Oct 20, 2025
Top ten holdings
Q3 2025- BIV9.44%
- IGIB8.73%
- FNDF8.36%
- VOO7.82%
- FLRN4.64%
- SCHX3.87%
- PAVE3.25%
- IUSV3.06%
- AVEM3.05%
- AVUV2.93%
Share classes counted separately55.15%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VOOWeight increased · +7.56 pp0.26% → 7.82%Shares +56.57K (+2949.58%)
- BIVWeight decreased · -0.32 pp9.76% → 9.44%Shares +15.68K (+2.92%)
- AAPLWeight increased · +0.23 pp1.62% → 1.85%Shares -307 (-0.91%)
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 | $43.23M | 9.44% | 553.61K shares | 9.76% → 9.44%-0.32 pp +15.68K (+2.92%) | Added | ↗▾ |
| 02 | IGIBISHARES 5-10Y INV GRADE CORPISHS 5-10YR INVT View history and evidence | $39.97M | 8.73% | 738.99K shares | 8.60% → 8.73%+0.13 pp +50.92K (+7.40%) | Added | ↗▾ |
| 03 | FNDFSCHWAB FNDMN INTL LRG CO ETFFUNDAMENTAL INTL View history and evidence | $38.28M | 8.36% | 890.97K shares | 8.34% → 8.36%+0.02 pp +2.70K (+0.30%) | Added | ↗▾ |
| 04 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $35.82M | 7.82% | 58.49K shares | 0.26% → 7.82%+7.56 pp +56.57K (+2949.58%) | Added | ↗▾ |
| 05 | FLRNSS SPDR BB IG FLOAT RT ETFBLOOMBERG INVT View history and evidence | $21.23M | 4.64% | 688.03K shares | 4.80% → 4.64%-0.16 pp +23.79K (+3.58%) | Added | ↗▾ |
| 06 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $17.74M | 3.87% | 673.41K shares | Prior unavailable +673.41K | New | ↗▾ |
| 07 | PAVEGLOBAL X US INFRASTRUCTUREUS INFR DEV ETF View history and evidence | $14.86M | 3.25% | 312.03K shares | 3.19% → 3.25%+0.06 pp -234 (-0.07%) | Reduced | ↗▾ |
| 08 | IUSVISHARES CORE S&P U.S. VALUECORE S&P US VLU View history and evidence | $14.00M | 3.06% | 140.04K shares | 3.07% → 3.06%-0.01 pp +1.71K (+1.23%) | Added | ↗▾ |
| 09 | AVEMAVANTIS EMERGING MARKETS EQAVANTIS EMGMKT View history and evidence | $13.95M | 3.05% | 185.76K shares | Prior unavailable +185.76K | New | ↗▾ |
| 10 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $13.43M | 2.93% | 134.96K shares | 2.88% → 2.93%+0.05 pp +278 (+0.21%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MGV VNGRD MRGSTR MG CP VL ETF-UI | Non-derivative | -125,779 | -$16.50M | SEC filing ↗ | SEC filing ↗ |
| EEM ISHARES MSCI EMERGING MARKET | Non-derivative | -238,002 | -$11.48M | SEC filing ↗ | SEC filing ↗ |
| ALB ALBEMARLE CORP | Non-derivative | -20,593 | -$1.29M | SEC filing ↗ | SEC filing ↗ |
3 / 5 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 2025-09-30
Data loaded 2026-09-23 · First reported 2025-10-20
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 457901552
}Research all 90 reported holdings.
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