Sponsored

The Analysis of MFA WEALTH ADVISORS, LLC's Holdings & P&L

Currently, MFA WEALTH ADVISORS, LLC holds 88 types of securities in its portfolio with a total value $508.2M. In the most recent quarter, they have increased their positions in VCIT (+92.3K shares, valued at $7.6M), IGIB (+90.1K shares, valued at $4.8M), N/A (+7.1K shares, valued at $4.2M); decreased their positions in N/A (-6.0K shares, valued at $3.5M), PULS (-44.0K shares, valued at $2.2M), XMHQ (-13.5K shares, valued at $1.4M); initiated new positions in FLMI (+141.6K shares, valued at $3.5M), COPX (+15.6K shares, valued at $1.2M), SJM (+6.6K shares, valued at $639.1K).

1M P&L

+13.3M+2.79%

3M P&L

-7.3M-1.47%

HY P&L

+24.8M+5.33%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A353.1M

79.7%

2Semiconductors11.7M

2.6%

3Credit Services10.3M

2.3%

Top Industries by Stock Count

1N/A34 stocks

43.6%

2Semiconductors4 stocks

5.1%

3Credit Services3 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BIV VANGUARD BD INDEX FDS614.8K shares7.35%2026-03-312026-04-21

IGIB ISHARES TR887.4K shares11.30%2026-03-312026-04-21

FNDF SCHWAB STRATEGIC TR902.9K shares0.67%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS68.2K shares11.64%2026-03-312026-04-21

FLRN SPDR SERIES TRUST800.2K shares9.21%2026-03-312026-04-21

SCHX SCHWAB STRATEGIC TR772.0K shares9.95%2026-03-312026-04-21

IXC ISHARES TR316.5K shares4.13%2026-03-312026-04-21

PAVE GLOBAL X FDS335.9K shares4.75%2026-03-312026-04-21

Sponsored

AVEM AMERICAN CENTY ETF TR206.7K shares7.10%2026-03-312026-04-21

IUSV ISHARES TR159.6K shares6.94%2026-03-312026-04-21

AVUV AMERICAN CENTY ETF TR138.6K shares1.64%2026-03-312026-04-21

FENI FIDELITY COVINGTON TRUST380.3K shares6.48%2026-03-312026-04-21

SMH VANECK ETF TRUST34.6K shares-2.67%2026-03-312026-04-21

ISHARES GOLD TR ISHARES GOLD TR129.1K shares-7.73%2026-03-312026-04-21

XLV SELECT SECTOR SPDR TR74.2K shares6.42%2026-03-312026-04-21

NVDA NVIDIA CORPORATION53.2K shares5.08%2026-03-312026-04-21

Sponsored

AXP AMERICAN EXPRESS CO30.6K shares7.54%2026-03-312026-04-21

AAPL APPLE INC33.9K shares3.10%2026-03-312026-04-21

VCIT VANGUARD SCOTTSDALE FDS100.5K shares1130.45%2026-03-312026-04-21

GS GOLDMAN SACHS GROUP INC9.5K shares4.51%2026-03-312026-04-21

IJJ ISHARES TR56.8K shares14.59%2026-03-312026-04-21

XOM EXXON MOBIL CORP43.9K shares2.61%2026-03-312026-04-21

ALPHABET INC ALPHABET INC21.2K shares0.70%2026-03-312026-04-21

CEG CONSTELLATION ENERGY CORP19.7K shares0.82%2026-03-312026-04-21

Sponsored

XSMO INVESCO EXCHANGE TRADED FD T69.1K shares6.25%2026-03-312026-04-21

VO VANGUARD INDEX FDS17.1K shares7.10%2026-03-312026-04-21

MSFT MICROSOFT CORP13.3K shares11.99%2026-03-312026-04-21

PANW PALO ALTO NETWORKS INC25.1K shares14.94%2026-03-312026-04-21

BA BOEING CO19.7K shares6.89%2026-03-312026-04-21

FLMI FRANKLIN TEMPLETON ETF TR141.6K sharesnew addition2026-03-312026-04-21

ITA ISHARES TR15.6K shares1.88%2026-03-312026-04-21

LMT LOCKHEED MARTIN CORP5.5K shares2.75%2026-03-312026-04-21

Sponsored

KO COCA COLA CO39.0K shares8.54%2026-03-312026-04-21

BITO PROSHARES TR314.8K shares33.85%2026-03-312026-04-21

TSLA TESLA INC7.7K shares-0.79%2026-03-312026-04-21

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW21.1K shares9.64%2026-03-312026-04-21

CPRT COPART INC64.9K shares43.16%2026-03-312026-04-21

IEI ISHARES TR17.2K shares4.23%2026-03-312026-04-21

IEF ISHARES TR20.1K shares4.65%2026-03-312026-04-21

AMD ADVANCED MICRO DEVICES INC7.5K shares15.59%2026-03-312026-04-21

Sponsored

FHI FEDERATED HERMES INC25.9K shares0.00%2026-03-312026-04-21

VTRS VIATRIS INC104.8K shares0.00%2026-03-312026-04-21

NULG NUSHARES ETF TR14.6K shares0.00%2026-03-312026-04-21

AMZN AMAZON COM INC5.7K shares0.16%2026-03-312026-04-21

COPX GLOBAL X FDS15.6K sharesnew addition2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR1.8K shares-76.61%2026-03-312026-04-21

KLAC KLA CORP665 shares1.37%2026-03-312026-04-21

SCHD SCHWAB STRATEGIC TR30.9K shares-1.81%2026-03-312026-04-21

Sponsored

VGT VANGUARD WORLD FD1.3K shares-2.65%2026-03-312026-04-21

ERIE ERIE INDTY CO3.6K shares-3.32%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.9K shares6.39%2026-03-312026-04-21

ALPHABET INC ALPHABET INC2.9K shares0.00%2026-03-312026-04-21

PYPL PAYPAL HLDGS INC17.8K shares38.90%2026-03-312026-04-21

BROADCOM INC BROADCOM INC2.6K shares0.04%2026-03-312026-04-21

TJX TJX COS INC NEW4.6K shares0.00%2026-03-312026-04-21

IWF ISHARES TR1.6K shares0.00%2026-03-312026-04-21

Sponsored

PULS PGIM ETF TR13.4K shares-76.73%2026-03-312026-04-21

SJM SMUCKER J M CO6.6K sharesnew addition2026-03-312026-04-21

IGSB ISHARES TR11.6K shares-20.28%2026-03-312026-04-21

SQM SOCIEDAD QUIMICA Y MINERA DE7.5K shares0.48%2026-03-312026-04-21

MGK VANGUARD WORLD FD1.6K shares-4.44%2026-03-312026-04-21

NEM NEWMONT CORP5.3K shares58.75%2026-03-312026-04-21

NEE NEXTERA ENERGY INC6.1K shares2.65%2026-03-312026-04-21

SPG SIMON PPTY GROUP INC NEW2.9K shares0.52%2026-03-312026-04-21

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC1.6K shares2.65%2026-03-312026-04-21

SYY SYSCO CORP7.4K shares3.86%2026-03-312026-04-21

CLF CLEVELAND-CLIFFS INC NEW47.0K shares2.09%2026-03-312026-04-21

PLD PROLOGIS INC.3.0K shares2.99%2026-03-312026-04-21

DGS WISDOMTREE TR6.4K shares-56.72%2026-03-312026-04-21

GNTX GENTEX CORP16.6K shares5.10%2026-03-312026-04-21

QCOM QUALCOMM INC2.7K shares-2.48%2026-03-312026-04-21

META META PLATFORMS INC601 shares-5.50%2026-03-312026-04-21

Sponsored

XMHQ INVESCO EXCHANGE TRADED FD T3.2K shares-80.81%2026-03-312026-04-21

TOTALENERGIES SE TOTALENERGIES SE3.6K shares0.00%2026-03-312026-04-21

ORCL ORACLE CORP2.0K shares6.66%2026-03-312026-04-21

LLY ELI LILLY & CO311 shares1.63%2026-03-312026-04-21

WMT WALMART INC2.3K shares0.00%2026-03-312026-04-21

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC3.3K sharesnew addition2026-03-312026-04-21

WLK WESTLAKE CORPORATION2.4K sharesnew addition2026-03-312026-04-21

DE DEERE & CO486 sharesnew addition2026-03-312026-04-21

Sponsored

NOW SERVICENOW INC2.6K shares11.05%2026-03-312026-04-21

GNRC GENERAC HLDGS INC1.3K sharesnew addition2026-03-312026-04-21

TLT ISHARES TR3.0K sharesnew addition2026-03-312026-04-21

VEEV VEEVA SYS INC1.4K shares13.70%2026-03-312026-04-21

VRT VERTIV HOLDINGS CO891 sharesnew addition2026-03-312026-04-21

ASML ASML HLDG NV164 sharesnew addition2026-03-312026-04-21

VTV VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-04-21

V VISA INC702 shares-3.70%2026-03-312026-04-21

Sponsored

BIV

VANGUARD BD INDEX FDS

7.35%

Shares614.8K

Event2026-03-31

Filed2026-04-21

IGIB

ISHARES TR

11.30%

Shares887.4K

Event2026-03-31

Filed2026-04-21

FNDF

SCHWAB STRATEGIC TR

0.67%

Shares902.9K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

11.64%

Shares68.2K

Event2026-03-31

Filed2026-04-21

FLRN

SPDR SERIES TRUST

9.21%

Shares800.2K

Event2026-03-31

Filed2026-04-21

SCHX

SCHWAB STRATEGIC TR

9.95%

Shares772.0K

Event2026-03-31

Filed2026-04-21

IXC

ISHARES TR

4.13%

Shares316.5K

Event2026-03-31

Filed2026-04-21

PAVE

GLOBAL X FDS

4.75%

Shares335.9K

Event2026-03-31

Filed2026-04-21

AVEM

AMERICAN CENTY ETF TR

7.10%

Shares206.7K

Event2026-03-31

Filed2026-04-21

IUSV

ISHARES TR

6.94%

Shares159.6K

Event2026-03-31

Filed2026-04-21

AVUV

AMERICAN CENTY ETF TR

1.64%

Shares138.6K

Event2026-03-31

Filed2026-04-21

FENI

FIDELITY COVINGTON TRUST

6.48%

Shares380.3K

Event2026-03-31

Filed2026-04-21

SMH

VANECK ETF TRUST

-2.67%

Shares34.6K

Event2026-03-31

Filed2026-04-21

ISHARES GOLD TR

-7.73%

Shares129.1K

Event2026-03-31

Filed2026-04-21

XLV

SELECT SECTOR SPDR TR

6.42%

Shares74.2K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

5.08%

Shares53.2K

Event2026-03-31

Filed2026-04-21

AXP

AMERICAN EXPRESS CO

7.54%

Shares30.6K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

3.10%

Shares33.9K

Event2026-03-31

Filed2026-04-21

VCIT

VANGUARD SCOTTSDALE FDS

1130.45%

Shares100.5K

Event2026-03-31

Filed2026-04-21

GOLDMAN SACHS GROUP INC

4.51%

Shares9.5K

Event2026-03-31

Filed2026-04-21

IJJ

ISHARES TR

14.59%

Shares56.8K

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

2.61%

Shares43.9K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

0.70%

Shares21.2K

Event2026-03-31

Filed2026-04-21

CEG

CONSTELLATION ENERGY CORP

0.82%

Shares19.7K

Event2026-03-31

Filed2026-04-21

XSMO

INVESCO EXCHANGE TRADED FD T

6.25%

Shares69.1K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

7.10%

Shares17.1K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

11.99%

Shares13.3K

Event2026-03-31

Filed2026-04-21

PANW

PALO ALTO NETWORKS INC

14.94%

Shares25.1K

Event2026-03-31

Filed2026-04-21

BOEING CO

6.89%

Shares19.7K

Event2026-03-31

Filed2026-04-21

FLMI

FRANKLIN TEMPLETON ETF TR

New

Shares141.6K

Event2026-03-31

Filed2026-04-21

ITA

ISHARES TR

1.88%

Shares15.6K

Event2026-03-31

Filed2026-04-21

LMT

LOCKHEED MARTIN CORP

2.75%

Shares5.5K

Event2026-03-31

Filed2026-04-21

COCA COLA CO

8.54%

Shares39.0K

Event2026-03-31

Filed2026-04-21

BITO

PROSHARES TR

33.85%

Shares314.8K

Event2026-03-31

Filed2026-04-21

TSLA

TESLA INC

-0.79%

Shares7.7K

Event2026-03-31

Filed2026-04-21

DUKE ENERGY CORP NEW

9.64%

Shares21.1K

Event2026-03-31

Filed2026-04-21

CPRT

COPART INC

43.16%

Shares64.9K

Event2026-03-31

Filed2026-04-21

IEI

ISHARES TR

4.23%

Shares17.2K

Event2026-03-31

Filed2026-04-21

IEF

ISHARES TR

4.65%

Shares20.1K

Event2026-03-31

Filed2026-04-21

AMD

ADVANCED MICRO DEVICES INC

15.59%

Shares7.5K

Event2026-03-31

Filed2026-04-21

FHI

FEDERATED HERMES INC

0.00%

Shares25.9K

Event2026-03-31

Filed2026-04-21

VTRS

VIATRIS INC

0.00%

Shares104.8K

Event2026-03-31

Filed2026-04-21

NULG

NUSHARES ETF TR

0.00%

Shares14.6K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

0.16%

Shares5.7K

Event2026-03-31

Filed2026-04-21

COPX

GLOBAL X FDS

New

Shares15.6K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

-76.61%

Shares1.8K

Event2026-03-31

Filed2026-04-21

KLAC

KLA CORP

1.37%

Shares665

Event2026-03-31

Filed2026-04-21

SCHD

SCHWAB STRATEGIC TR

-1.81%

Shares30.9K

Event2026-03-31

Filed2026-04-21

VGT

VANGUARD WORLD FD

-2.65%

Shares1.3K

Event2026-03-31

Filed2026-04-21

ERIE

ERIE INDTY CO

-3.32%

Shares3.6K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

6.39%

Shares1.9K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-21

PYPL

PAYPAL HLDGS INC

38.90%

Shares17.8K

Event2026-03-31

Filed2026-04-21

BROADCOM INC

0.04%

Shares2.6K

Event2026-03-31

Filed2026-04-21

TJX

TJX COS INC NEW

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-21

IWF

ISHARES TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-21

PULS

PGIM ETF TR

-76.73%

Shares13.4K

Event2026-03-31

Filed2026-04-21

SJM

SMUCKER J M CO

New

Shares6.6K

Event2026-03-31

Filed2026-04-21

IGSB

ISHARES TR

-20.28%

Shares11.6K

Event2026-03-31

Filed2026-04-21

SQM

SOCIEDAD QUIMICA Y MINERA DE

0.48%

Shares7.5K

Event2026-03-31

Filed2026-04-21

MGK

VANGUARD WORLD FD

-4.44%

Shares1.6K

Event2026-03-31

Filed2026-04-21

NEM

NEWMONT CORP

58.75%

Shares5.3K

Event2026-03-31

Filed2026-04-21

NEE

NEXTERA ENERGY INC

2.65%

Shares6.1K

Event2026-03-31

Filed2026-04-21

SPG

SIMON PPTY GROUP INC NEW

0.52%

Shares2.9K

Event2026-03-31

Filed2026-04-21

TSM

TAIWAN SEMICONDUCTOR MANUFAC

2.65%

Shares1.6K

Event2026-03-31

Filed2026-04-21

SYY

SYSCO CORP

3.86%

Shares7.4K

Event2026-03-31

Filed2026-04-21

CLF

CLEVELAND-CLIFFS INC NEW

2.09%

Shares47.0K

Event2026-03-31

Filed2026-04-21

PLD

PROLOGIS INC.

2.99%

Shares3.0K

Event2026-03-31

Filed2026-04-21

DGS

WISDOMTREE TR

-56.72%

Shares6.4K

Event2026-03-31

Filed2026-04-21

GNTX

GENTEX CORP

5.10%

Shares16.6K

Event2026-03-31

Filed2026-04-21

QCOM

QUALCOMM INC

-2.48%

Shares2.7K

Event2026-03-31

Filed2026-04-21