McMahon Financial Advisors
Latest statistics and disclosures from Mfa Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BIV, IGIB, FNDF, VOO, FLRN, and represent 38.99% of Mfa Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$35M), SCHX (+$18M), AVEM (+$14M), PANW, IGIB, BIV, AMD, FLRN, FENI, IJJ.
- Started 7 new stock positions in AVEM, AMD, FDX, GPN, VTV, SCHX, PANW.
- Reduced shares in these 10 stocks: SCHD (-$34M), MGV (-$17M), EEM (-$12M), CRWD, IGSB, ALB, CPRT, DGS, QQQ, .
- Sold out of its positions in ALB, LIT, EEM, LPLA, MGV.
- Mfa Wealth Advisors was a net buyer of stock by $8.3M.
- Mfa Wealth Advisors has $458M in assets under management (AUM), dropping by 7.42%.
- Central Index Key (CIK): 0001688184
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Portfolio Holdings for Mfa Wealth Advisors
Mfa Wealth Advisors holds 90 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Bd Index Fds Intermed Term (BIV) | 9.4 | $43M | +2% | 554k | 78.09 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 8.7 | $40M | +7% | 739k | 54.09 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 8.4 | $38M | 891k | 42.96 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 7.8 | $36M | +2949% | 59k | 612.38 |
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| Spdr Series Trust Bloomberg Invt (FLRN) | 4.6 | $21M | +3% | 688k | 30.86 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 3.9 | $18M | NEW | 673k | 26.34 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 3.2 | $15M | 312k | 47.63 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 3.1 | $14M | 140k | 99.95 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 3.0 | $14M | NEW | 186k | 75.11 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.9 | $13M | 135k | 99.53 |
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| Fidelity Covington Trust Enhanced Intl (FENI) | 2.7 | $12M | +4% | 348k | 35.28 |
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| Ishares Tr Global Energ Etf (IXC) | 2.6 | $12M | +2% | 289k | 41.75 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 2.6 | $12M | 36k | 326.36 |
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| Ishares Gold Tr Ishares New (IAU) | 2.2 | $9.9M | +2% | 137k | 72.77 |
|
| NVIDIA Corporation (NVDA) | 2.1 | $9.4M | 51k | 186.58 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 2.0 | $9.4M | +4% | 67k | 139.17 |
|
| American Express Company (AXP) | 2.0 | $9.2M | +4% | 28k | 332.16 |
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| Apple (AAPL) | 1.9 | $8.5M | 33k | 254.63 |
|
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.7 | $7.7M | -5% | 13k | 600.37 |
|
| Goldman Sachs (GS) | 1.5 | $7.0M | +2% | 8.8k | 796.38 |
|
| Constellation Energy (CEG) | 1.4 | $6.4M | -2% | 19k | 329.07 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 1.3 | $6.1M | +9% | 47k | 129.72 |
|
| Microsoft Corporation (MSFT) | 1.3 | $5.9M | +4% | 12k | 517.97 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $5.2M | 21k | 243.10 |
|
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 1.1 | $4.8M | 97k | 49.83 |
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| Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 1.0 | $4.7M | 64k | 73.57 |
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| Exxon Mobil Corporation (XOM) | 1.0 | $4.6M | +4% | 41k | 112.75 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.0 | $4.5M | +6% | 15k | 293.74 |
|
| Palo Alto Networks (PANW) | 0.9 | $4.2M | NEW | 21k | 203.62 |
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| Proshares Tr Bitcoin Etf (BITO) | 0.9 | $4.0M | +3% | 205k | 19.68 |
|
| Boeing Company (BA) | 0.8 | $3.7M | +6% | 17k | 215.83 |
|
| Tesla Motors (TSLA) | 0.8 | $3.5M | 7.8k | 444.72 |
|
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| Ishares Tr Us Aer Def Etf (ITA) | 0.7 | $3.1M | -2% | 15k | 209.26 |
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| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.6 | $2.8M | -8% | 27k | 104.96 |
|
| Lockheed Martin Corporation (LMT) | 0.5 | $2.5M | +4% | 4.9k | 499.22 |
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| Duke Energy Corp Com New (DUK) | 0.5 | $2.2M | +2% | 18k | 123.75 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.5 | $2.2M | +8% | 18k | 119.51 |
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| Coca-Cola Company (KO) | 0.5 | $2.2M | +5% | 33k | 66.32 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.5 | $2.1M | +9% | 22k | 96.46 |
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| Copart (CPRT) | 0.3 | $1.6M | -40% | 35k | 44.97 |
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| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.3 | $1.5M | 15k | 99.45 |
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| Paypal Holdings (PYPL) | 0.3 | $1.4M | +25% | 21k | 67.06 |
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| Federated Hermes CL B (FHI) | 0.3 | $1.3M | 26k | 51.93 |
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| Amazon (AMZN) | 0.3 | $1.3M | 5.8k | 219.57 |
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| Erie Indty Cl A (ERIE) | 0.3 | $1.2M | -3% | 3.9k | 318.16 |
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| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.3 | $1.2M | -37% | 20k | 57.10 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.3 | $1.2M | 20k | 58.72 |
|
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| Broadcom (AVGO) | 0.2 | $1.0M | 3.2k | 329.91 |
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| Viatris (VTRS) | 0.2 | $1.0M | 105k | 9.90 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $987k | +5% | 1.3k | 746.63 |
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| Advanced Micro Devices (AMD) | 0.2 | $974k | NEW | 6.0k | 161.79 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $934k | -97% | 34k | 27.30 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $901k | 1.8k | 502.74 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $864k | -66% | 16k | 53.03 |
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| Kla Corp Com New (KLAC) | 0.2 | $829k | -13% | 769.00 | 1078.60 |
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| Veeva Sys Cl A Com (VEEV) | 0.2 | $795k | -4% | 2.7k | 297.91 |
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| Servicenow (NOW) | 0.2 | $764k | +2% | 830.00 | 920.28 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $750k | 1.6k | 468.41 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $716k | 2.9k | 243.55 |
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| SYSCO Corporation (SYY) | 0.1 | $673k | -4% | 8.2k | 82.34 |
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| TJX Companies (TJX) | 0.1 | $668k | 4.6k | 144.54 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $662k | 1.6k | 402.53 |
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| Cleveland-cliffs (CLF) | 0.1 | $580k | +87% | 48k | 12.20 |
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| Simon Property (SPG) | 0.1 | $544k | 2.9k | 187.67 |
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| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.1 | $539k | 22k | 24.70 |
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| Nextera Energy (NEE) | 0.1 | $535k | +5% | 7.1k | 75.49 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $532k | -90% | 1.1k | 490.38 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $526k | -15% | 1.9k | 279.29 |
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| Gentex Corporation (GNTX) | 0.1 | $525k | -14% | 19k | 28.30 |
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| Oracle Corporation (ORCL) | 0.1 | $512k | 1.8k | 281.24 |
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| Meta Platforms Cl A (META) | 0.1 | $481k | 655.00 | 734.38 |
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| Qualcomm (QCOM) | 0.1 | $463k | 2.8k | 166.36 |
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| Herbalife Com Shs (HLF) | 0.1 | $451k | -17% | 53k | 8.44 |
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| Prologis (PLD) | 0.1 | $396k | 3.5k | 114.52 |
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| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.1 | $386k | -13% | 9.0k | 42.98 |
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| Synovus Finl Corp Com New (SNV) | 0.1 | $366k | -7% | 7.5k | 49.08 |
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| Newmont Mining Corporation (NEM) | 0.1 | $329k | -15% | 3.9k | 84.31 |
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| Global Payments (GPN) | 0.1 | $276k | NEW | 3.3k | 83.08 |
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| Visa Com Cl A (V) | 0.1 | $269k | +10% | 789.00 | 341.38 |
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| Generac Holdings (GNRC) | 0.1 | $268k | -46% | 1.6k | 167.40 |
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| Wal-Mart Stores (WMT) | 0.1 | $265k | 2.6k | 103.06 |
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| Lamb Weston Hldgs (LW) | 0.1 | $262k | 4.5k | 58.08 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $259k | +4% | 4.3k | 59.69 |
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| Stryker Corporation (SYK) | 0.1 | $250k | 677.00 | 369.67 |
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| Doordash Cl A (DASH) | 0.1 | $238k | 875.00 | 271.99 |
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| Dupont De Nemours (DD) | 0.1 | $234k | 3.0k | 77.90 |
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| Eli Lilly & Co. (LLY) | 0.1 | $234k | +5% | 306.00 | 763.00 |
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| Westlake Chemical Corporation (WLK) | 0.0 | $225k | 2.9k | 77.06 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $205k | NEW | 1.1k | 186.49 |
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| FedEx Corporation (FDX) | 0.0 | $203k | NEW | 862.00 | 235.81 |
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Past Filings by Mfa Wealth Advisors
SEC 13F filings are viewable for Mfa Wealth Advisors going back to 2017
- Mfa Wealth Advisors 2025 Q3 filed Oct. 20, 2025
- Mfa Wealth Advisors 2025 Q2 filed July 14, 2025
- Mfa Wealth Advisors 2025 Q1 filed April 21, 2025
- Mfa Wealth Advisors 2024 Q4 filed Jan. 29, 2025
- Mfa Wealth Advisors 2024 Q3 filed Oct. 22, 2024
- Mfa Wealth Advisors 2024 Q2 filed July 22, 2024
- Mfa Wealth Advisors 2024 Q1 filed April 24, 2024
- Mfa Wealth Advisors 2023 Q4 filed Feb. 14, 2024
- Mfa Wealth Advisors 2023 Q3 filed Nov. 13, 2023
- Mfa Wealth Advisors 2023 Q2 filed Aug. 10, 2023
- Mfa Wealth Advisors 2023 Q1 filed May 15, 2023
- Mfa Wealth Advisors 2022 Q4 filed Feb. 6, 2023
- Mfa Wealth Advisors 2022 Q3 filed Nov. 22, 2022
- Mfa Wealth Advisors 2022 Q2 filed Aug. 10, 2022
- Mfa Wealth Advisors 2022 Q1 filed May 16, 2022
- Mfa Wealth Advisors 2021 Q4 filed Feb. 14, 2022