McMahon Financial Advisors
Latest statistics and disclosures from Mfa Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IGIB, VOO, FNDF, SPIB, FLRN, and represent 37.68% of Mfa Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPIB (+$38M), IWS (+$7.8M), COPX (+$6.5M), SCHM (+$5.4M), NEM, AVLV, V, CRWD, MU, VERA.
- Started 5 new stock positions in GPN, SCHM, VERA, GSUI, BALL.
- Reduced shares in these 10 stocks: BIV (-$37M), IJJ (-$8.1M), VO (-$6.0M), IUSV, PANW, , VOO, IAU, FNDF, QCOM.
- Sold out of its positions in ABBV, GLW, GNRC, IJJ, LMT, MRK, ORCL, Q, XLV, VO.
- Mfa Wealth Advisors was a net buyer of stock by $6.0M.
- Mfa Wealth Advisors has $589M in assets under management (AUM), dropping by 0.36%.
- Central Index Key (CIK): 0001688184
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Portfolio Holdings for Mfa Wealth Advisors
Mfa Wealth Advisors holds 93 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 8.7 | $52M | 1.0M | 50.35 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 8.4 | $49M | 70k | 700.86 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 7.8 | $46M | 857k | 53.75 |
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| Spdr Series Trust St Inter Bd Etf (SPIB) | 7.8 | $46M | +479% | 1.4M | 32.28 |
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| Spdr Series Trust St Str Rate Etf (FLRN) | 4.9 | $29M | 941k | 30.84 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 4.1 | $24M | 809k | 30.00 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 3.2 | $19M | 202k | 94.02 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 2.9 | $17M | 330k | 52.50 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 2.9 | $17M | +4% | 190k | 90.44 |
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| Ishares Tr Global Energ Etf (IXC) | 2.9 | $17M | 302k | 56.97 |
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| Fidelity Covington Trust Enhanced Intl (FENI) | 2.8 | $16M | 407k | 39.91 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.6 | $16M | 132k | 117.77 |
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| Spdr Series Trust St Str Sp Biot (XBI) | 2.4 | $14M | -2% | 90k | 157.68 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 2.4 | $14M | 23k | 608.99 |
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| NVIDIA Corporation (NVDA) | 1.9 | $11M | 50k | 228.38 |
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| Global X Fds Global X Copper (COPX) | 1.9 | $11M | +142% | 131k | 84.70 |
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| Apple (AAPL) | 1.8 | $11M | 32k | 333.02 |
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| American Express Company (AXP) | 1.8 | $11M | 35k | 304.10 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.7 | $10M | +3% | 127k | 78.31 |
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| Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) | 1.7 | $9.9M | 423k | 23.32 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 1.6 | $9.4M | +493% | 59k | 160.74 |
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| Palo Alto Networks (PANW) | 1.4 | $8.2M | -12% | 21k | 397.31 |
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| Meta Platforms Cl A (META) | 1.4 | $8.0M | 11k | 725.18 |
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| Goldman Sachs (GS) | 1.4 | $8.0M | 8.9k | 900.35 |
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| Microsoft Corporation (MSFT) | 1.3 | $7.6M | -2% | 15k | 512.89 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 1.1 | $6.7M | -84% | 93k | 72.86 |
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| Constellation Energy (CEG) | 1.1 | $6.2M | +2% | 24k | 254.02 |
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| Proshares Tr Bitcoin Etf (BITO) | 1.0 | $6.0M | +5% | 540k | 11.20 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $5.8M | +2% | 17k | 344.07 |
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| Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 1.0 | $5.7M | 70k | 81.58 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.9 | $5.4M | NEW | 159k | 34.02 |
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| Micron Technology (MU) | 0.8 | $4.7M | +16% | 4.4k | 1065.11 |
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| Boeing Company (BA) | 0.7 | $4.3M | +2% | 23k | 186.05 |
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| CRH Ord (CRH) | 0.7 | $4.0M | +11% | 48k | 82.80 |
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| Coca-Cola Company (KO) | 0.6 | $3.6M | 41k | 86.08 |
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| Newmont Mining Corporation (NEM) | 0.6 | $3.3M | +127% | 29k | 115.34 |
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| Advanced Micro Devices (AMD) | 0.6 | $3.3M | -4% | 5.4k | 611.76 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $3.2M | 17k | 185.65 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.5 | $3.1M | 15k | 207.18 |
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| Tesla Motors (TSLA) | 0.5 | $3.0M | +2% | 8.5k | 354.81 |
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| Duke Energy Corp Com New (DUK) | 0.5 | $2.8M | 25k | 114.01 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.4 | $2.4M | 21k | 113.44 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $2.2M | 25k | 89.31 |
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| Viatris (VTRS) | 0.3 | $1.9M | 105k | 17.72 |
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| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.3 | $1.7M | 15k | 113.69 |
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| Federated Hermes CL B (FHI) | 0.3 | $1.6M | 28k | 56.37 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $1.3M | -29% | 16k | 78.10 |
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| Amazon (AMZN) | 0.2 | $1.3M | 5.1k | 249.15 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $1.2M | -6% | 9.9k | 125.67 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.0M | +3% | 3.0k | 340.74 |
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| Visa Com Cl A (V) | 0.2 | $983k | +311% | 2.7k | 359.33 |
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| Kla Corp Com New (KLAC) | 0.2 | $952k | -20% | 4.9k | 194.93 |
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| Broadcom (AVGO) | 0.2 | $916k | 2.6k | 351.17 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $882k | 27k | 32.53 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $839k | +470% | 3.2k | 264.77 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $824k | -5% | 1.7k | 497.95 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $815k | 6.5k | 125.26 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $792k | +18% | 2.8k | 285.45 |
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| SYSCO Corporation (SYY) | 0.1 | $765k | +13% | 9.8k | 77.96 |
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| Servicenow (NOW) | 0.1 | $763k | +32% | 5.7k | 134.01 |
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| Erie Indty Cl A (ERIE) | 0.1 | $703k | -6% | 3.2k | 219.15 |
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| Smucker J M Com New (SJM) | 0.1 | $641k | -25% | 5.4k | 118.91 |
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| Vera Therapeutics Cl A (VERA) | 0.1 | $631k | NEW | 20k | 32.29 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $627k | -12% | 1.4k | 456.32 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $627k | -5% | 848.00 | 739.77 |
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| Vanguard World Mrngstr Mega Cap (MGK) | 0.1 | $626k | -14% | 6.8k | 92.65 |
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| TJX Companies (TJX) | 0.1 | $602k | 4.5k | 132.31 |
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| Simon Property (SPG) | 0.1 | $547k | -6% | 2.7k | 200.76 |
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| Gentex Corporation (GNTX) | 0.1 | $539k | +29% | 25k | 21.74 |
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| Nextera Energy (NEE) | 0.1 | $506k | +5% | 6.7k | 75.74 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $500k | -8% | 9.8k | 51.23 |
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| Qualcomm (QCOM) | 0.1 | $500k | -42% | 2.7k | 184.04 |
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| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.1 | $432k | -7% | 6.7k | 64.87 |
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| Prologis (PLD) | 0.1 | $425k | +5% | 3.3k | 129.84 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $379k | -78% | 3.4k | 110.29 |
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| Eli Lilly & Co. (LLY) | 0.1 | $373k | -3% | 322.00 | 1157.08 |
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| Global Payments (GPN) | 0.1 | $341k | NEW | 4.2k | 81.67 |
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| Pinnacle Finl Partners (PNFP) | 0.1 | $313k | +29% | 3.3k | 93.61 |
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| Cleveland-cliffs (CLF) | 0.0 | $288k | -4% | 26k | 11.01 |
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| Totalenergies Se Act (TTE) | 0.0 | $287k | -4% | 3.4k | 85.50 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.0 | $280k | 5.7k | 49.46 |
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| Stryker Corporation (SYK) | 0.0 | $267k | +41% | 971.00 | 275.39 |
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| Deere & Company (DE) | 0.0 | $259k | 386.00 | 671.55 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $257k | -13% | 142.00 | 1811.67 |
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| Lamb Weston Hldgs (LW) | 0.0 | $247k | +27% | 5.9k | 41.69 |
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| Ball Corporation (BALL) | 0.0 | $243k | NEW | 4.3k | 56.03 |
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| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.0 | $238k | 1.1k | 216.08 |
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| Philip Morris International (PM) | 0.0 | $231k | 1.2k | 190.82 |
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| Grayscale Sui Staking Etf Com Sh Ben Int (GSUI) | 0.0 | $223k | NEW | 13k | 16.62 |
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| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.0 | $221k | -5% | 3.5k | 63.18 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $216k | 893.00 | 241.34 |
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| Cisco Systems (CSCO) | 0.0 | $211k | -19% | 2.0k | 107.65 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $206k | 626.00 | 328.51 |
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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 2026 Q3 filed Oct. 7, 2026
- Mfa Wealth Advisors 2026 Q2 filed July 13, 2026
- Mfa Wealth Advisors 2026 Q1 filed April 21, 2026
- 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