MFA WEALTH ADVISORS, LLC - Portfolio overview

MFA WEALTH ADVISORS, LLC has 99 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. BIV - VANGUARD BD INDEX FDS, 9.26%
  2. IGIB - ISHARES TR, 9.21%
  3. FNDF - SCHWAB STRATEGIC TR, 8.62%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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