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CIK 0001688184 • 6 13F filings • Apr 21, 2025 – Jul 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $208K | 0.1% | 995 SH | |
| ACCENTURE PLC IRELAND | SHS CLASS A | $282K | 0.1% | 904 SH | |
| ALBEMARLE CORP | COM | $1.1M | 0.3% | 15,757 SH | |
| ALPHABET INC | CAP STK CL A | $4.7M | 1.2% | 30,220 SH | |
| ALPHABET INC | CAP STK CL C | $462K | 0.1% | 2,960 SH | |
| AMAZON COM INC | COM | $784K | 0.2% | 4,121 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $15.3M | 3.8% | 175,490 SH | |
| AMERICAN EXPRESS CO | COM | $7.5M | 1.9% | 27,832 SH | |
| APPLE INC | COM | $8.0M | 2.0% | 36,113 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $965K | 0.2% | 1,811 SH | |
| BOEING CO | COM | $3.5M | 0.9% | 20,721 SH | |
| BROADCOM INC | COM | $533K | 0.1% | 3,181 SH | |
| COCA COLA CO | COM | $2.5M | 0.6% | 34,407 SH | |
| CONSTELLATION ENERGY CORP | COM | $3.7M | 0.9% | 18,177 SH | |
| COPART INC | COM | $3.7M | 0.9% | 64,842 SH | |
| CROWDSTRIKE HLDGS INC | CL A | $4.2M | 1.1% | 12,039 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $2.3M | 0.6% | 19,154 SH | |
| DUPONT DE NEMOURS INC | COM | $225K | 0.1% | 3,008 SH | |
| ELI LILLY & CO | COM | $302K | 0.1% | 366 SH | |
| ERIE INDTY CO | CL A | $1.7M | 0.4% | 4,087 SH | |
| EXXON MOBIL CORP | COM | $4.9M | 1.2% | 40,976 SH | |
| FEDERATED HERMES INC | CL B | $960K | 0.2% | 23,550 SH | |
| FEDEX CORP | COM | $210K | 0.1% | 862 SH | |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | $2.1M | 0.5% | 71,878 SH | |
| GENERAC HLDGS INC | COM | $1.9M | 0.5% | 14,993 SH | |
| GENTEX CORP | COM | $455K | 0.1% | 19,536 SH | |
| GLOBAL X FDS | LITHIUM BTRY ETF | $211K | 0.1% | 5,428 SH | |
| GLOBAL X FDS | US INFR DEV ETF | $12.1M | 3.0% | 321,932 SH | |
| GOLDMAN SACHS GROUP INC | COM | $2.0M | 0.5% | 3,650 SH | |
| HERBALIFE LTD | COM SHS | $524K | 0.1% | 60,669 SH | |
| INVESCO EXCH TRADED FD TR II | VAR RATE PFD | $575K | 0.1% | 23,721 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | $6.4M | 1.6% | 70,062 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | $977K | 0.2% | 15,570 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $7.2M | 1.8% | 15,280 SH | |
| ISHARES GOLD TR | ISHARES NEW | $9.3M | 2.3% | 157,881 SH | |
| ISHARES TR | CORE S&P US VLU | $13.2M | 3.3% | 142,654 SH | |
| ISHARES TR | CRE U S REIT ETF | $1.2M | 0.3% | 21,463 SH | |
| ISHARES TR | GLOBAL ENERG ETF | $11.8M | 2.9% | 280,552 SH | |
| ISHARES TR | ISHS 1-5YR INVS | $10.0M | 2.5% | 190,606 SH | |
| ISHARES TR | ISHS 5-10YR INVT | $31.1M | 7.7% | 592,310 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $578K | 0.1% | 1,600 SH | |
| ISHARES TR | S&P MC 400VL ETF | $946K | 0.2% | 7,901 SH | |
| ISHARES TR | US AER DEF ETF | $2.5M | 0.6% | 16,073 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $1.6M | 0.4% | 31,366 SH | |
| KLA CORP | COM NEW | $620K | 0.2% | 912 SH | |
| LAMB WESTON HLDGS INC | COM | $222K | 0.1% | 4,159 SH | |
| LOCKHEED MARTIN CORP | COM | $2.1M | 0.5% | 4,775 SH | |
| LPL FINL HLDGS INC | COM | $317K | 0.1% | 969 SH | |
| META PLATFORMS INC | CL A | $235K | 0.1% | 407 SH | |
| MICROSOFT CORP | COM | $1.1M | 0.3% | 2,885 SH | |
| NEWMONT CORP | COM | $238K | 0.1% | 4,931 SH | |
| NEXTERA ENERGY INC | COM | $433K | 0.1% | 6,109 SH | |
| NOVO-NORDISK A S | ADR | $447K | 0.1% | 6,441 SH | |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $1.1M | 0.3% | 14,585 SH | |
| NVIDIA CORPORATION | COM | $4.5M | 1.1% | 41,059 SH | |
| ORACLE CORP | COM | $252K | 0.1% | 1,801 SH | |
| PGIM ETF TR | PGIM ULTRA SH BD | $5.0M | 1.2% | 99,915 SH | |
| PNC FINL SVCS GROUP INC | COM | $204K | 0.1% | 1,160 SH | |
| PROLOGIS INC. | COM | $361K | 0.1% | 3,225 SH | |
| PROSHARES TR | BITCOIN ETF | $3.7M | 0.9% | 203,927 SH | |
| QUALCOMM INC | COM | $435K | 0.1% | 2,833 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $37.6M | 9.3% | 1,040,572 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $41.5M | 10.3% | 1,483,443 SH | |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $9.3M | 2.3% | 63,994 SH | |
| SERVICENOW INC | COM | $683K | 0.2% | 858 SH | |
| SIMON PPTY GROUP INC NEW | COM | $481K | 0.1% | 2,898 SH | |
| SOCIEDAD QUIMICA Y MINERA DE | SPON ADR SER B | $354K | 0.1% | 8,908 SH | |
| SPDR SER TR | BLOOMBERG INVT | $21.4M | 5.3% | 692,736 SH | |
| STRYKER CORPORATION | COM | $257K | 0.1% | 691 SH | |
| SYNOVUS FINL CORP | COM NEW | $362K | 0.1% | 7,740 SH | |
| SYSCO CORP | COM | $622K | 0.2% | 8,292 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $365K | 0.1% | 2,199 SH | |
| TESLA INC | COM | $2.2M | 0.5% | 8,338 SH | |
| TJX COS INC NEW | COM | $566K | 0.1% | 4,644 SH | |
| TOTALENERGIES SE | SPONSORED ADS | $222K | 0.1% | 3,436 SH | |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $4.2M | 1.0% | 19,784 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $43.1M | 10.7% | 563,041 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $273K | 0.1% | 1,055 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $630K | 0.2% | 1,226 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $456K | 0.1% | 7,771 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $877K | 0.2% | 1,617 SH | |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $16.2M | 4.0% | 125,550 SH | |
| VANGUARD WORLD FD | MEGA GRWTH IND | $1.0M | 0.3% | 3,359 SH | |
| VEEVA SYS INC | CL A COM | $664K | 0.2% | 2,865 SH | |
| VIATRIS INC | COM | $913K | 0.2% | 104,801 SH | |
| VISA INC | COM CL A | $412K | 0.1% | 1,177 SH | |
| WESTLAKE CORPORATION | COM | $217K | 0.1% | 2,171 SH | |
| WISDOMTREE TR | EMG MKTS SMCAP | $13.2M | 3.3% | 273,310 SH |
| 13F-HR |
| 0001688184-25-000007 |
| $457.9M |
| View |
| Jul 13, 2026 | Q2 2026 | 13F-HR | 0001688184-26-000004 | $586.7M | View |
| Jul 14, 2025 | Q2 2025 | 13F-HR | 0002051613-25-000006 | $426.3M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001688184-26-000003 | $508.2M | View |
| Apr 21, 2025 | Q1 2025 | 13F-HR | 0001688184-25-000003 | $404.0M | View |