McMahon Financial Advisors

Mfa Wealth Advisors as of March 31, 2026

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 615k 77.18
Ishares Tr Ishs 5-10yr Invt (IGIB) 9.3 $47M 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 68k 597.55
Spdr Series Trust State Street Spd (FLRN) 4.8 $25M 800k 30.78
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.9 $20M 772k 25.64
Ishares Tr Global Energ Etf (IXC) 3.6 $18M 317k 57.61
Global X Fds Us Infr Dev Etf (PAVE) 3.4 $17M 336k 50.81
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.3 $17M 207k 80.58
Ishares Tr Core S&p Us Vlu (IUSV) 3.2 $16M 160k 102.25
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.0 $15M 139k 110.47
Fidelity Covington Trust Enhanced Intl (FENI) 2.8 $14M 380k 37.20
Vaneck Etf Trust Semiconductr Etf (SMH) 2.6 $13M 35k 383.40
Ishares Gold Tr Ishares New (IAU) 2.2 $11M 129k 88.16
Select Sector Spdr Tr State Street Hea (XLV) 2.1 $11M 74k 146.61
NVIDIA Corporation (NVDA) 1.8 $9.3M 53k 174.40
American Express Company (AXP) 1.8 $9.2M 31k 302.48
Apple (AAPL) 1.7 $8.6M 34k 253.79
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.6 $8.3M 101k 82.75
Goldman Sachs (GS) 1.6 $8.0M 9.5k 845.96
Ishares Tr S&p Mc 400vl Etf (IJJ) 1.5 $7.5M 57k 132.50
Exxon Mobil Corporation (XOM) 1.5 $7.4M 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
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 1.0 $5.3M 69k 76.02
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $4.9M 17k 287.19
Microsoft Corporation (MSFT) 1.0 $4.9M 13k 370.16
Palo Alto Networks (PANW) 0.8 $4.0M 25k 160.32
Boeing Company (BA) 0.8 $3.9M 20k 199.03
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.7 $3.5M 142k 24.79
Ishares Tr Us Aer Def Etf (ITA) 0.7 $3.4M 16k 218.75
Lockheed Martin Corporation (LMT) 0.6 $3.3M 5.5k 604.44
Coca-Cola Company (KO) 0.6 $3.0M 39k 76.05
Proshares Tr Bitcoin Etf (BITO) 0.6 $2.9M 315k 9.31
Tesla Motors (TSLA) 0.6 $2.9M 7.7k 371.75
Duke Energy Corp Com New (DUK) 0.5 $2.8M 21k 130.94
Copart (CPRT) 0.4 $2.2M 65k 33.20
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.4 $2.0M 17k 118.60
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.4 $1.9M 20k 95.44
Advanced Micro Devices (AMD) 0.3 $1.5M 7.5k 203.43
Federated Hermes CL B (FHI) 0.3 $1.5M 26k 56.71
Viatris (VTRS) 0.3 $1.4M 105k 13.51
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.3 $1.3M 15k 90.94
Amazon (AMZN) 0.2 $1.2M 5.7k 208.27
Global X Fds Global X Copper (COPX) 0.2 $1.2M 16k 76.35
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.1M 1.8k 577.18
Kla Corp Com New (KLAC) 0.2 $979k 665.00 1472.41
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $949k 31k 30.68
Vanguard World Inf Tech Etf (VGT) 0.2 $898k 1.3k 697.72
Erie Indty Cl A (ERIE) 0.2 $893k 3.6k 251.31
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $893k 1.9k 479.20
Alphabet Cap Stk Cl C (GOOG) 0.2 $843k 2.9k 286.86
Paypal Holdings (PYPL) 0.2 $804k 18k 45.23
Broadcom (AVGO) 0.2 $799k 2.6k 309.51
TJX Companies (TJX) 0.1 $738k 4.6k 159.70
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $694k 1.6k 426.40
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.1 $661k 13k 49.50
Smucker J M Com New (SJM) 0.1 $639k 6.6k 96.44
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $610k 12k 52.56
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) 0.1 $606k 7.5k 80.94
Vanguard World Mega Grwth Ind (MGK) 0.1 $578k 1.6k 367.55
Newmont Mining Corporation (NEM) 0.1 $573k 5.3k 108.25
Nextera Energy (NEE) 0.1 $568k 6.1k 92.88
Simon Property (SPG) 0.1 $543k 2.9k 186.53
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $536k 1.6k 337.95
SYSCO Corporation (SYY) 0.1 $528k 7.4k 71.33
Cleveland-cliffs (CLF) 0.1 $397k 47k 8.45
Prologis (PLD) 0.1 $396k 3.0k 132.18
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.1 $384k 6.4k 60.10
Gentex Corporation (GNTX) 0.1 $363k 17k 21.85
Qualcomm (QCOM) 0.1 $350k 2.7k 128.78
Meta Platforms Cl A (META) 0.1 $344k 601.00 572.13
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.1 $330k 3.2k 103.37
Totalenergies Se Act (TTE) 0.1 $323k 3.6k 90.98
Oracle Corporation (ORCL) 0.1 $288k 2.0k 147.11
Eli Lilly & Co. (LLY) 0.1 $286k 311.00 919.77
Wal-Mart Stores (WMT) 0.1 $285k 2.3k 124.28
Pinnacle Finl Partners (PNFP) 0.1 $281k 3.3k 86.14
Westlake Chemical Corporation (WLK) 0.1 $278k 2.4k 116.82
Deere & Company (DE) 0.1 $274k 486.00 563.30
Servicenow (NOW) 0.1 $271k 2.6k 104.55
Generac Holdings (GNRC) 0.1 $260k 1.3k 195.33
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $258k 3.0k 86.69
Veeva Sys Cl A Com (VEEV) 0.0 $244k 1.4k 175.66
Vertiv Holdings Com Cl A (VRT) 0.0 $223k 891.00 250.62
Asml Hldg Nv N Y Registry Shs (ASML) 0.0 $217k 164.00 1320.83
Vanguard Index Fds Value Etf (VTV) 0.0 $216k 1.1k 196.20
Visa Com Cl A (V) 0.0 $212k 702.00 302.24