MFA WEALTH ADVISORS, LLC MGK holdings history
VNGRD MRGSTR MG CP GR ETF-UI · CUSIP 921910816 · CIK 1688184
As of 2026-06-30, MFA WEALTH ADVISORS, LLC reported 7.86K MGK (shares), valued at $691.17K, or 0.12% of its reported non-derivative portfolio. Filed 2026-07-13.
Verify history & sources →Shares increased 400.13%; reported value increased 19.63%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.12% | 7,862 | SEC filing ↗Filed Jul 13, 2026 |
| Q1 2026 | 0.11% | 1,572 | SEC filing ↗Filed Apr 21, 2026 |
| Q4 2025 | 0.14% | 1,645 | SEC filing ↗Filed Jan 14, 2026 |
| Q3 2025 | 0.14% | 1,645 | SEC filing ↗Filed Oct 20, 2025 |
| Q2 2025 | 0.14% | 1,646 | SEC filing ↗Filed Jul 14, 2025 |
| Q1 2025 | 0.26% | 3,359 | SEC filing ↗Filed Apr 21, 2025 |
| Q4 2024 | 0.31% | 3,555 | SEC filing ↗Filed Jan 29, 2025 |
| Q3 2024 | 0.42% | 5,953 | SEC filing ↗Filed Oct 22, 2024 |
| Q2 2024 | 6.96% | 101,364 | SEC filing ↗Filed Jul 22, 2024 |
| Q1 2024 | 7.69% | 102,076 | SEC filing ↗Filed Apr 24, 2024 |
| Q4 2023 | 7.70% | 105,565 | SEC filing ↗Filed Feb 14, 2024 |
| Q3 2023 | 7.55% | 107,208 | SEC filing ↗Filed Nov 13, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 7.55% | 107,208 | $24.33M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 13, 2023 |
| Q4 2023 | 7.70% | 105,565 | $27.40M | Shares decreased 1.53%; reported value increased 12.62%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 7.69% | 102,076 | $29.26M | Shares decreased 3.31%; reported value increased 6.79%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2024 |
| Q2 2024 | 6.96% | 101,364 | $31.85M | Shares decreased 0.70%; reported value increased 8.87%, and weight changed -0.73 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2024 |
| Q3 2024 | 0.42% | 5,953 | $1.92M | Shares decreased 94.13%; reported value decreased 93.98%, and weight changed -6.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2024 |
| Q4 2024 | 0.31% | 3,555 | $1.22M | Shares decreased 40.28%; reported value decreased 36.30%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2025 |
| Q1 2025 | 0.26% | 3,359 | $1.04M | Shares decreased 5.51%; reported value decreased 15.01%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2025 |
| Q2 2025 | 0.14% | 1,646 | $602.88K | Shares decreased 51.00%; reported value decreased 41.90%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 14, 2025 |
| Q3 2025 | 0.14% | 1,645 | $662.16K | Shares decreased 0.06%; reported value increased 9.83%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 20, 2025 |
| Q4 2025 | 0.14% | 1,645 | $679.20K | Shares unchanged; reported value increased 2.57%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2026 |
| Q1 2026 | 0.11% | 1,572 | $577.78K | Shares decreased 4.44%; reported value decreased 14.93%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2026 |
| Q2 2026 | 0.12% | 7,862 | $691.17K | Shares increased 400.13%; reported value increased 19.63%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 13, 2026 |
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