MFA WEALTH ADVISORS, LLC
CIK 1688184 · Holdings on Mar 31, 2026 · First reported Apr 21, 2026
Top ten holdings
Q1 2026- BIV9.34%
- IGIB9.29%
- FNDF8.69%
- VOO8.02%
- FLRN4.85%
- SCHX3.90%
- IXC3.59%
- PAVE3.36%
- AVEM3.28%
- IUSV3.21%
Share classes counted separately57.53%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VCITWeight increased · +1.50 pp0.14% → 1.64%Shares +92.33K (+1130.45%)
- IXCWeight increased · +0.90 pp2.69% → 3.59%Shares +12.56K (+4.13%)
- AXPWeight decreased · -0.40 pp2.22% → 1.82%Shares +2.15K (+7.54%)
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 | $47.45M | 9.34% | 614.85K shares | 9.43% → 9.34%-0.09 pp +42.11K (+7.35%) | Added | ↗▾ |
| 02 | IGIBISHARES 5-10Y INV GRADE CORPISHS 5-10YR INVT View history and evidence | $47.23M | 9.29% | 887.37K shares | 9.08% → 9.29%+0.21 pp +90.06K (+11.30%) | Added | ↗▾ |
| 03 | FNDFSCHWAB FNDMN INTL LRG CO ETFFUNDAMENTAL INTL View history and evidence | $44.18M | 8.69% | 902.93K shares | 8.57% → 8.69%+0.12 pp +6.00K (+0.67%) | Added | ↗▾ |
| 04 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $40.75M | 8.02% | 68.20K shares | 8.10% → 8.02%-0.08 pp +7.11K (+11.64%) | Added | ↗▾ |
| 05 | FLRNSS SPDR BB IG FLOAT RT ETFSTATE STREET SPD View history and evidence | $24.63M | 4.85% | 800.22K shares | 4.76% → 4.85%+0.09 pp +67.47K (+9.21%) | Added | ↗▾ |
| 06 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $19.79M | 3.90% | 772.02K shares | 3.99% → 3.90%-0.09 pp +69.87K (+9.95%) | Added | ↗▾ |
| 07 | IXCISHARES GLOBAL ENERGY ETFGLOBAL ENERG ETF View history and evidence | $18.24M | 3.59% | 316.53K shares | 2.69% → 3.59%+0.90 pp +12.56K (+4.13%) | Added | ↗▾ |
| 08 | PAVEGLOBAL X US INFRASTRUCTUREUS INFR DEV ETF View history and evidence | $17.07M | 3.36% | 335.87K shares | 3.24% → 3.36%+0.12 pp +15.24K (+4.75%) | Added | ↗▾ |
| 09 | AVEMAVANTIS EMERGING MARKETS EQAVANTIS EMGMKT View history and evidence | $16.65M | 3.28% | 206.65K shares | 3.14% → 3.28%+0.14 pp +13.70K (+7.10%) | Added | ↗▾ |
| 10 | IUSVISHARES CORE S&P U.S. VALUECORE S&P US VLU View history and evidence | $16.32M | 3.21% | 159.59K shares | 3.23% → 3.21%-0.02 pp +10.36K (+6.94%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| USRT ISHARES CORE US REIT ETF | Non-derivative | -12,421 | -$707.50K | SEC filing ↗ | SEC filing ↗ |
| HLF HERBALIFE LTD | Non-derivative | -45,080 | -$581.08K | SEC filing ↗ | SEC filing ↗ |
| 87161C501 SYNOVUS FINANCIAL CORP | Non-derivative | -6,421 | -$321.37K | SEC filing ↗ | SEC filing ↗ |
3 / 6 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 2026-03-31
Data loaded 2026-09-23 · First reported 2026-04-21
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 508197895
}Research all 88 reported holdings.
This page includes 30 of 88 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 88 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1688184","quarter":"2026Q1","page_size":100}
get_institutional_manager_history
{"cik":"1688184","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.