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 39.93% of Mfa Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IGIB, VOO, BIV, FLRN, IUSV, SCHX, VCIT, IXC, AVEM, PAVE.
- Started 3 new stock positions in MCK, VCIT, TTFNF.
- Reduced shares in these 10 stocks: QQQ, PULS, XMHQ, CRWD, PYPL, USRT, VEEV, DGS, SMH, GNRC.
- Sold out of its positions in CRWD, DASH, DD, FDX, GNRC, LW, SYK, TTE, WLK.
- Mfa Wealth Advisors was a net buyer of stock by $4.8M.
- Mfa Wealth Advisors has $473M in assets under management (AUM), dropping by 3.33%.
- Central Index Key (CIK): 0001688184
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Portfolio Holdings for Mfa Wealth Advisors
Mfa Wealth Advisors holds 84 positions in its portfolio as reported in the December 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 | $45M | +3% | 573k | 77.88 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 9.1 | $43M | +7% | 797k | 53.88 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 8.6 | $41M | 897k | 45.21 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 8.1 | $38M | +4% | 61k | 627.13 |
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| Spdr Series Trust State Street Spd (FLRN) | 4.8 | $23M | +6% | 733k | 30.73 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 4.0 | $19M | +4% | 702k | 26.91 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 3.2 | $15M | +2% | 321k | 47.79 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 3.2 | $15M | +6% | 149k | 102.54 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 3.1 | $15M | +3% | 193k | 77.02 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.9 | $14M | 136k | 101.98 |
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| Fidelity Covington Trust Enhanced Intl (FENI) | 2.8 | $13M | +2% | 357k | 36.58 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 2.7 | $13M | -2% | 36k | 360.13 |
|
| Ishares Tr Global Energ Etf (IXC) | 2.7 | $13M | +5% | 304k | 41.93 |
|
| Ishares Gold Tr Ishares New (IAU) | 2.4 | $11M | +2% | 140k | 81.17 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 2.3 | $11M | +3% | 70k | 154.80 |
|
| American Express Company (AXP) | 2.2 | $11M | +3% | 28k | 369.95 |
|
| NVIDIA Corporation (NVDA) | 2.0 | $9.4M | 51k | 186.50 |
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| Apple (AAPL) | 1.9 | $8.9M | 33k | 271.86 |
|
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| Goldman Sachs (GS) | 1.7 | $8.0M | +3% | 9.1k | 879.04 |
|
| Constellation Energy (CEG) | 1.5 | $6.9M | 20k | 353.27 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $6.6M | 21k | 313.01 |
|
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 1.4 | $6.5M | +5% | 50k | 131.59 |
|
| Microsoft Corporation (MSFT) | 1.2 | $5.7M | +3% | 12k | 483.64 |
|
| Exxon Mobil Corporation (XOM) | 1.1 | $5.1M | +4% | 43k | 120.34 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $4.8M | -38% | 7.8k | 614.31 |
|
| Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 1.0 | $4.7M | +2% | 65k | 72.01 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.0 | $4.6M | +5% | 16k | 290.23 |
|
| Palo Alto Networks (PANW) | 0.9 | $4.0M | +5% | 22k | 184.20 |
|
| Boeing Company (BA) | 0.8 | $4.0M | +6% | 19k | 217.12 |
|
| Tesla Motors (TSLA) | 0.7 | $3.5M | 7.8k | 449.72 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.7 | $3.3M | +4% | 15k | 214.69 |
|
| Proshares Tr Bitcoin Etf (BITO) | 0.6 | $2.9M | +14% | 235k | 12.16 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.6 | $2.8M | -40% | 57k | 49.59 |
|
| Lockheed Martin Corporation (LMT) | 0.5 | $2.6M | +8% | 5.3k | 483.70 |
|
| Coca-Cola Company (KO) | 0.5 | $2.5M | +9% | 36k | 69.91 |
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| Duke Energy Corp Com New (DUK) | 0.5 | $2.3M | +7% | 19k | 117.21 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.4 | $2.0M | -10% | 17k | 119.35 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $1.8M | -10% | 19k | 96.16 |
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| Copart (CPRT) | 0.4 | $1.8M | +29% | 45k | 39.15 |
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| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.4 | $1.7M | -37% | 17k | 102.42 |
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| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.3 | $1.4M | 15k | 97.80 |
|
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| Advanced Micro Devices (AMD) | 0.3 | $1.4M | +7% | 6.4k | 214.16 |
|
| Federated Hermes CL B (FHI) | 0.3 | $1.4M | 26k | 52.07 |
|
|
| Amazon (AMZN) | 0.3 | $1.3M | 5.7k | 230.82 |
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| Viatris (VTRS) | 0.3 | $1.3M | 105k | 12.45 |
|
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| Erie Indty Cl A (ERIE) | 0.2 | $1.1M | -5% | 3.7k | 286.65 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $997k | 1.3k | 753.78 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $923k | 2.9k | 313.80 |
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| Broadcom (AVGO) | 0.2 | $893k | -18% | 2.6k | 346.10 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $881k | -2% | 1.8k | 502.65 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $864k | -7% | 32k | 27.43 |
|
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.2 | $845k | -27% | 15k | 57.24 |
|
| Kla Corp Com New (KLAC) | 0.2 | $797k | -14% | 656.00 | 1215.08 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $770k | -10% | 15k | 52.88 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $770k | 1.6k | 473.30 |
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| Paypal Holdings (PYPL) | 0.2 | $748k | -37% | 13k | 58.38 |
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| TJX Companies (TJX) | 0.2 | $710k | 4.6k | 153.61 |
|
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $708k | -36% | 12k | 56.96 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $684k | NEW | 8.2k | 83.75 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $679k | 1.6k | 412.88 |
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| Cleveland-cliffs (CLF) | 0.1 | $612k | -3% | 46k | 13.28 |
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| Herbalife Com Shs (HLF) | 0.1 | $581k | -15% | 45k | 12.89 |
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| Simon Property (SPG) | 0.1 | $536k | 2.9k | 185.11 |
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| SYSCO Corporation (SYY) | 0.1 | $525k | -12% | 7.1k | 73.69 |
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| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.1 | $513k | -17% | 7.5k | 68.80 |
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| Nextera Energy (NEE) | 0.1 | $478k | -15% | 6.0k | 80.28 |
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| Qualcomm (QCOM) | 0.1 | $476k | 2.8k | 171.05 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $470k | -17% | 1.5k | 303.89 |
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| Meta Platforms Cl A (META) | 0.1 | $420k | -2% | 636.00 | 660.09 |
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| Prologis (PLD) | 0.1 | $372k | -15% | 2.9k | 127.66 |
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| Gentex Corporation (GNTX) | 0.1 | $368k | -14% | 16k | 23.27 |
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| Servicenow (NOW) | 0.1 | $358k | +181% | 2.3k | 153.19 |
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| Oracle Corporation (ORCL) | 0.1 | $357k | 1.8k | 194.91 |
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| Newmont Mining Corporation (NEM) | 0.1 | $333k | -14% | 3.3k | 99.85 |
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| Eli Lilly & Co. (LLY) | 0.1 | $329k | 306.00 | 1074.68 |
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| Synovus Finl Corp Com New (SNV) | 0.1 | $321k | -13% | 6.4k | 50.05 |
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| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.1 | $305k | -42% | 13k | 24.33 |
|
| Veeva Sys Cl A Com (VEEV) | 0.1 | $272k | -54% | 1.2k | 223.23 |
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| Visa Com Cl A (V) | 0.1 | $256k | -7% | 729.00 | 350.71 |
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| Wal-Mart Stores (WMT) | 0.1 | $255k | -10% | 2.3k | 111.41 |
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| Global Payments (GPN) | 0.1 | $242k | -6% | 3.1k | 77.40 |
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| Totalenergies Se Act (TTFNF) | 0.0 | $232k | NEW | 3.6k | 65.42 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $210k | 1.1k | 190.99 |
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| McKesson Corporation (MCK) | 0.0 | $200k | NEW | 244.00 | 820.29 |
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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 Q4 filed Jan. 14, 2026
- 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