MFA WEALTH ADVISORS, LLC
•CIK: 1688184•Filing: Q4 2025
MFA WEALTH ADVISORS, LLC manages $473M across a diversified portfolio of 84 positions. The fund exhibits significant concentration in select holdings, notably BIV ($44.6M) and IGIB ($43.0M). Top allocations also include FNDF ($40.6M) and VOO ($38.3M), suggesting a core strategy focused on established market leaders and sector-specific growth plays. This positioning indicates a tactical approach balancing large-cap exposure with targeted, high-conviction investments.
Total AUM
$473.2M
QoQ Performance
+3.3%
Positions
67
Top 10 Concentration
56.5%
Latest Filing
Q4 2025
Top Holdings Allocation
BIV
IGIB
FNDF
VOO
BIV9.4%
IGIB9.1%
FNDF8.6%
VOO8.1%
FLRN4.8%
SCHX4.0%
PAVE3.2%
IUSV3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other75.4%
ETF8.1%
Technology7.4%
Financial4.1%
Industrial1.4%
Energy1.1%
Consumer1.1%
Utilities0.6%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW3 new positions
↑35 increased
↓35 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023