McMahon Financial Advisors
Latest statistics and disclosures from Mfa Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IGIB, VOO, BIV, FNDF, FLRN, and represent 38.10% of Mfa Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVLV (+$17M), XBI (+$15M), SPIB (+$8.2M), FLMI (+$7.2M), IGIB (+$7.0M), META (+$5.9M), CRH, VO, MU, FLRN.
- Started 17 new stock positions in SYK, PM, MU, CRH, CRWD, SPIB, MRK, XBI, GLW, LRCX. AVLV, CSCO, IWS, LW, RTX, Q, ABBV.
- Reduced shares in these 10 stocks: IUSV (-$16M), XLV (-$11M), IAU (-$8.0M), , SMH (-$7.4M), LMT, CPRT, FNDF, GOOGL, BIV.
- Sold out of its positions in CPRT, XOM, XMHQ, TLT, PYPL, WMT, WLK.
- Mfa Wealth Advisors was a net buyer of stock by $38M.
- Mfa Wealth Advisors has $587M in assets under management (AUM), dropping by 15.44%.
- Central Index Key (CIK): 0001688184
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Portfolio Holdings for Mfa Wealth Advisors
Mfa Wealth Advisors holds 98 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 9.2 | $54M | +14% | 1.0M | 53.17 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 8.3 | $49M | +4% | 71k | 686.81 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 7.8 | $46M | -2% | 600k | 76.70 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 7.8 | $46M | -4% | 865k | 52.76 |
|
| Spdr Series Trust St Str Rate Etf (FLRN) | 4.9 | $29M | +16% | 930k | 30.85 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 4.0 | $24M | +4% | 806k | 29.43 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 3.3 | $19M | -2% | 201k | 96.49 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 3.3 | $19M | -2% | 328k | 58.92 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 2.8 | $17M | NEW | 182k | 91.21 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.8 | $17M | -4% | 133k | 124.76 |
|
| Fidelity Covington Trust Enhanced Intl (FENI) | 2.8 | $16M | +7% | 410k | 40.13 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 2.6 | $15M | -32% | 23k | 655.88 |
|
| Ishares Tr Global Energ Etf (IXC) | 2.6 | $15M | -3% | 305k | 49.13 |
|
| Spdr Series Trust St Str Sp Biot (XBI) | 2.5 | $15M | NEW | 92k | 158.25 |
|
| American Express Company (AXP) | 2.0 | $12M | +14% | 35k | 338.25 |
|
| Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) | 1.8 | $11M | +201% | 427k | 25.17 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.7 | $10M | +22% | 123k | 82.65 |
|
| NVIDIA Corporation (NVDA) | 1.7 | $10M | -6% | 50k | 200.09 |
|
| Apple (AAPL) | 1.6 | $9.4M | -3% | 33k | 289.36 |
|
| Goldman Sachs (GS) | 1.6 | $9.1M | -4% | 9.0k | 1011.34 |
|
| Spdr Series Trust St Inter Bd Etf (SPIB) | 1.4 | $8.2M | NEW | 245k | 33.46 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 1.4 | $8.1M | -3% | 55k | 147.73 |
|
| Palo Alto Networks (PANW) | 1.4 | $8.0M | -6% | 24k | 341.02 |
|
| Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 1.1 | $6.5M | 70k | 93.63 |
|
|
| Meta Platforms Cl A (META) | 1.1 | $6.3M | +1748% | 11k | 563.29 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.0 | $6.0M | +331% | 74k | 80.57 |
|
| Constellation Energy (CEG) | 1.0 | $5.9M | +20% | 24k | 248.37 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $5.9M | -22% | 16k | 357.36 |
|
| Microsoft Corporation (MSFT) | 1.0 | $5.7M | +15% | 15k | 373.02 |
|
| Boeing Company (BA) | 0.8 | $4.9M | +14% | 23k | 216.47 |
|
| CRH Ord (CRH) | 0.8 | $4.6M | NEW | 43k | 107.00 |
|
| Micron Technology (MU) | 0.7 | $4.4M | NEW | 3.8k | 1154.29 |
|
| Global X Fds Global X Copper (COPX) | 0.7 | $4.1M | +245% | 54k | 76.97 |
|
| Proshares Tr Bitcoin Etf (BITO) | 0.7 | $4.1M | +62% | 512k | 7.98 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.6 | $3.7M | 15k | 242.42 |
|
|
| Tesla Motors (TSLA) | 0.6 | $3.5M | +7% | 8.3k | 420.60 |
|
| Coca-Cola Company (KO) | 0.6 | $3.4M | +7% | 42k | 81.27 |
|
| Advanced Micro Devices (AMD) | 0.6 | $3.3M | -23% | 5.7k | 580.91 |
|
| Raytheon Technologies Corp (RTX) | 0.6 | $3.3M | NEW | 17k | 189.73 |
|
| Duke Energy Corp Com New (DUK) | 0.5 | $3.1M | +17% | 25k | 126.58 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.4 | $2.4M | +20% | 21k | 117.45 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $2.3M | +21% | 24k | 94.57 |
|
| Kla Corp Com New (KLAC) | 0.3 | $1.9M | +823% | 6.1k | 301.71 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.3 | $1.8M | -89% | 16k | 110.15 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $1.7M | -82% | 23k | 75.51 |
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.3 | $1.7M | 15k | 117.06 |
|
|
| Viatris (VTRS) | 0.3 | $1.7M | 105k | 15.88 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.3 | $1.6M | NEW | 9.9k | 164.60 |
|
| Federated Hermes CL B (FHI) | 0.3 | $1.5M | +7% | 28k | 55.22 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $1.3M | +721% | 11k | 119.52 |
|
| Amazon (AMZN) | 0.2 | $1.2M | -11% | 5.1k | 238.34 |
|
| Newmont Mining Corporation (NEM) | 0.2 | $1.2M | +140% | 13k | 93.40 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.0M | 2.9k | 353.33 |
|
|
| Broadcom (AVGO) | 0.2 | $977k | 2.6k | 377.75 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $876k | -6% | 1.8k | 500.39 |
|
| Qualcomm (QCOM) | 0.1 | $871k | +73% | 4.7k | 184.79 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $862k | -12% | 27k | 31.71 |
|
| Erie Indty Cl A (ERIE) | 0.1 | $819k | -3% | 3.4k | 239.75 |
|
| Smucker J M Com New (SJM) | 0.1 | $811k | +8% | 7.2k | 112.50 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $808k | +300% | 6.5k | 124.17 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $754k | 1.6k | 477.57 |
|
|
| SYSCO Corporation (SYY) | 0.1 | $725k | +17% | 8.7k | 83.58 |
|
| TJX Companies (TJX) | 0.1 | $700k | 4.6k | 151.50 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $691k | +400% | 7.9k | 87.91 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $664k | -50% | 902.00 | 736.40 |
|
| Simon Property (SPG) | 0.1 | $653k | 2.9k | 223.65 |
|
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.1 | $630k | -94% | 4.0k | 158.65 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $562k | -7% | 11k | 52.41 |
|
| Nextera Energy (NEE) | 0.1 | $555k | +3% | 6.3k | 87.77 |
|
| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.1 | $532k | -4% | 7.2k | 74.04 |
|
| Gentex Corporation (GNTX) | 0.1 | $484k | +15% | 19k | 25.27 |
|
| Servicenow (NOW) | 0.1 | $425k | +65% | 4.3k | 99.28 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $424k | NEW | 556.00 | 763.14 |
|
| Prologis (PLD) | 0.1 | $420k | +3% | 3.1k | 135.47 |
|
| Veeva Sys Cl A Com (VEEV) | 0.1 | $417k | +69% | 2.3k | 177.47 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $398k | +6% | 332.00 | 1199.43 |
|
| Corning Incorporated (GLW) | 0.1 | $367k | NEW | 1.4k | 255.51 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $326k | 164.00 | 1989.44 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $298k | 891.00 | 334.87 |
|
|
| Oracle Corporation (ORCL) | 0.0 | $286k | 2.0k | 146.55 |
|
|
| Cisco Systems (CSCO) | 0.0 | $285k | NEW | 2.4k | 117.48 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.0 | $279k | -57% | 5.6k | 49.55 |
|
| Totalenergies Se Act (TTE) | 0.0 | $274k | 3.5k | 77.76 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $269k | NEW | 621.00 | 433.33 |
|
| Pinnacle Finl Partners (PNFP) | 0.0 | $261k | -20% | 2.6k | 100.88 |
|
| Cleveland-cliffs (CLF) | 0.0 | $256k | -41% | 27k | 9.39 |
|
| Qnity Electronics Common Stock (Q) | 0.0 | $246k | NEW | 1.5k | 163.31 |
|
| Deere & Company (DE) | 0.0 | $244k | -20% | 385.00 | 634.33 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $240k | 1.1k | 217.93 |
|
|
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.0 | $240k | -42% | 3.7k | 64.71 |
|
| Visa Com Cl A (V) | 0.0 | $228k | -5% | 665.00 | 343.00 |
|
| Philip Morris International (PM) | 0.0 | $223k | NEW | 1.2k | 180.91 |
|
| Generac Holdings (GNRC) | 0.0 | $221k | -43% | 755.00 | 292.81 |
|
| Stryker Corporation (SYK) | 0.0 | $216k | NEW | 687.00 | 314.84 |
|
| Abbvie (ABBV) | 0.0 | $210k | NEW | 833.00 | 251.61 |
|
| Lamb Weston Hldgs (LW) | 0.0 | $202k | NEW | 4.7k | 43.18 |
|
| Merck & Co (MRK) | 0.0 | $201k | NEW | 1.6k | 128.50 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $200k | -92% | 393.00 | 509.06 |
|
Past Filings by Mfa Wealth Advisors
SEC 13F filings are viewable for Mfa Wealth Advisors going back to 2017
- 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
- Mfa Wealth Advisors 2022 Q3 filed Nov. 22, 2022