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 40.19% of Mfa Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VCIT (+$7.6M), IGIB, VOO, FLMI, BIV, FLRN, SCHX, COPX, AVEM, IUSV.
- Started 10 new stock positions in SJM, GNRC, ASML, VRT, COPX, DE, PNFP, FLMI, TLT, WLK.
- Reduced shares in these 10 stocks: QQQ, PULS, XMHQ, IAU, USRT, , DGS, SMH, SNV, VRP.
- Sold out of its positions in GPN, VRP, USRT, MCK, SNV, HLF.
- Mfa Wealth Advisors was a net buyer of stock by $33M.
- Mfa Wealth Advisors has $508M in assets under management (AUM), dropping by 7.41%.
- Central Index Key (CIK): 0001688184
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Portfolio Holdings for Mfa Wealth Advisors
Mfa Wealth Advisors holds 88 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Bd Index Fds Intermed Term (BIV) | 9.3 | $48M | +7% | 615k | 77.18 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 9.3 | $47M | +11% | 887k | 53.22 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 8.7 | $44M | 903k | 48.93 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 8.0 | $41M | +11% | 68k | 597.55 |
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| Spdr Series Trust State Street Spd (FLRN) | 4.8 | $25M | +9% | 800k | 30.78 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 3.9 | $20M | +9% | 772k | 25.64 |
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| Ishares Tr Global Energ Etf (IXC) | 3.6 | $18M | +4% | 317k | 57.61 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 3.4 | $17M | +4% | 336k | 50.81 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 3.3 | $17M | +7% | 207k | 80.58 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 3.2 | $16M | +6% | 160k | 102.25 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 3.0 | $15M | 139k | 110.47 |
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| Fidelity Covington Trust Enhanced Intl (FENI) | 2.8 | $14M | +6% | 380k | 37.20 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 2.6 | $13M | -2% | 35k | 383.40 |
|
| Ishares Gold Tr Ishares New (IAU) | 2.2 | $11M | -7% | 129k | 88.16 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 2.1 | $11M | +6% | 74k | 146.61 |
|
| NVIDIA Corporation (NVDA) | 1.8 | $9.3M | +5% | 53k | 174.40 |
|
| American Express Company (AXP) | 1.8 | $9.2M | +7% | 31k | 302.48 |
|
| Apple (AAPL) | 1.7 | $8.6M | +3% | 34k | 253.79 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.6 | $8.3M | +1130% | 101k | 82.75 |
|
| Goldman Sachs (GS) | 1.6 | $8.0M | +4% | 9.5k | 845.96 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 1.5 | $7.5M | +14% | 57k | 132.50 |
|
| Exxon Mobil Corporation (XOM) | 1.5 | $7.4M | +2% | 44k | 169.66 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $6.1M | 21k | 287.55 |
|
|
| Constellation Energy (CEG) | 1.1 | $5.5M | 20k | 279.25 |
|
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| Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 1.0 | $5.3M | +6% | 69k | 76.02 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.0 | $4.9M | +7% | 17k | 287.19 |
|
| Microsoft Corporation (MSFT) | 1.0 | $4.9M | +11% | 13k | 370.16 |
|
| Palo Alto Networks (PANW) | 0.8 | $4.0M | +14% | 25k | 160.32 |
|
| Boeing Company (BA) | 0.8 | $3.9M | +6% | 20k | 199.03 |
|
| Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) | 0.7 | $3.5M | NEW | 142k | 24.79 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.7 | $3.4M | 16k | 218.75 |
|
|
| Lockheed Martin Corporation (LMT) | 0.6 | $3.3M | +2% | 5.5k | 604.44 |
|
| Coca-Cola Company (KO) | 0.6 | $3.0M | +8% | 39k | 76.05 |
|
| Proshares Tr Bitcoin Etf (BITO) | 0.6 | $2.9M | +33% | 315k | 9.31 |
|
| Tesla Motors (TSLA) | 0.6 | $2.9M | 7.7k | 371.75 |
|
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| Duke Energy Corp Com New (DUK) | 0.5 | $2.8M | +9% | 21k | 130.94 |
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| Copart (CPRT) | 0.4 | $2.2M | +43% | 65k | 33.20 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.4 | $2.0M | +4% | 17k | 118.60 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $1.9M | +4% | 20k | 95.44 |
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| Advanced Micro Devices (AMD) | 0.3 | $1.5M | +15% | 7.5k | 203.43 |
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| Federated Hermes CL B (FHI) | 0.3 | $1.5M | 26k | 56.71 |
|
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| Viatris (VTRS) | 0.3 | $1.4M | 105k | 13.51 |
|
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| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.3 | $1.3M | 15k | 90.94 |
|
|
| Amazon (AMZN) | 0.2 | $1.2M | 5.7k | 208.27 |
|
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| Global X Fds Global X Copper (COPX) | 0.2 | $1.2M | NEW | 16k | 76.35 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.1M | -76% | 1.8k | 577.18 |
|
| Kla Corp Com New (KLAC) | 0.2 | $979k | 665.00 | 1472.41 |
|
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $949k | 31k | 30.68 |
|
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $898k | -2% | 1.3k | 697.72 |
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| Erie Indty Cl A (ERIE) | 0.2 | $893k | -3% | 3.6k | 251.31 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $893k | +6% | 1.9k | 479.20 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $843k | 2.9k | 286.86 |
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| Paypal Holdings (PYPL) | 0.2 | $804k | +38% | 18k | 45.23 |
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| Broadcom (AVGO) | 0.2 | $799k | 2.6k | 309.51 |
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| TJX Companies (TJX) | 0.1 | $738k | 4.6k | 159.70 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $694k | 1.6k | 426.40 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $661k | -76% | 13k | 49.50 |
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| Smucker J M Com New (SJM) | 0.1 | $639k | NEW | 6.6k | 96.44 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $610k | -20% | 12k | 52.56 |
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| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.1 | $606k | 7.5k | 80.94 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $578k | -4% | 1.6k | 367.55 |
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| Newmont Mining Corporation (NEM) | 0.1 | $573k | +58% | 5.3k | 108.25 |
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| Nextera Energy (NEE) | 0.1 | $568k | +2% | 6.1k | 92.88 |
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| Simon Property (SPG) | 0.1 | $543k | 2.9k | 186.53 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $536k | +2% | 1.6k | 337.95 |
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| SYSCO Corporation (SYY) | 0.1 | $528k | +3% | 7.4k | 71.33 |
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| Cleveland-cliffs (CLF) | 0.1 | $397k | +2% | 47k | 8.45 |
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| Prologis (PLD) | 0.1 | $396k | +2% | 3.0k | 132.18 |
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| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.1 | $384k | -56% | 6.4k | 60.10 |
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| Gentex Corporation (GNTX) | 0.1 | $363k | +5% | 17k | 21.85 |
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| Qualcomm (QCOM) | 0.1 | $350k | -2% | 2.7k | 128.78 |
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| Meta Platforms Cl A (META) | 0.1 | $344k | -5% | 601.00 | 572.13 |
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| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.1 | $330k | -80% | 3.2k | 103.37 |
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| Totalenergies Se Act (TTE) | 0.1 | $323k | 3.6k | 90.98 |
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| Oracle Corporation (ORCL) | 0.1 | $288k | +6% | 2.0k | 147.11 |
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| Eli Lilly & Co. (LLY) | 0.1 | $286k | 311.00 | 919.77 |
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| Wal-Mart Stores (WMT) | 0.1 | $285k | 2.3k | 124.28 |
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| Pinnacle Finl Partners (PNFP) | 0.1 | $281k | NEW | 3.3k | 86.14 |
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| Westlake Chemical Corporation (WLK) | 0.1 | $278k | NEW | 2.4k | 116.82 |
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| Deere & Company (DE) | 0.1 | $274k | NEW | 486.00 | 563.30 |
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| Servicenow (NOW) | 0.1 | $271k | +11% | 2.6k | 104.55 |
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| Generac Holdings (GNRC) | 0.1 | $260k | NEW | 1.3k | 195.33 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $258k | NEW | 3.0k | 86.69 |
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| Veeva Sys Cl A Com (VEEV) | 0.0 | $244k | +13% | 1.4k | 175.66 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $223k | NEW | 891.00 | 250.62 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $217k | NEW | 164.00 | 1320.83 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $216k | 1.1k | 196.20 |
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| Visa Com Cl A (V) | 0.0 | $212k | -3% | 702.00 | 302.24 |
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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 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
- Mfa Wealth Advisors 2022 Q3 filed Nov. 22, 2022
- Mfa Wealth Advisors 2022 Q2 filed Aug. 10, 2022