Loading…
CIK 0001688184 • 6 13F filings • Apr 21, 2025 – Jul 13, 2026
Import this data to Google Sheets with:
=jivedata("mfa-wealth-advisors-llc-0001688184-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $210K | 0.0% | 833 SH | New |
| ADVANCED MICRO DEVICES INC | COM | $3.3M | 0.6% | 5,723 SH | New |
| ALPHABET INC | CAP STK CL A | $5.9M | 1.0%Prev: 0.9% | 16,379 SH | Increased-5,287 SH |
| ALPHABET INC | CAP STK CL C | $1.0M | 0.2%Prev: 0.1% | 2,940 SH | Increased |
| AMAZON COM INC | COM | $1.2M | 0.2%Prev: 0.3% | 5,102 SH | Decreased-827 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $19.4M | 3.3% | 201,153 SH | New |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $16.6M | 2.8% | 182,168 SH | New |
| AMERICAN CENTY ETF TR | US SML CP VALU | $16.6M | 2.8%Prev: 2.9% | 133,052 SH | Increased-1,634 SH |
| AMERICAN EXPRESS CO | COM | $11.9M | 2.0%Prev: 2.0% | 35,055 SH | Increased+8,648 SH |
| APPLE INC | COM | $9.4M | 1.6%Prev: 1.6% | 32,606 SH | Increased-974 SH |
| ASML HLDG NV | N Y REGISTRY SHS | $326K | 0.1% | 164 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $876K | 0.1%Prev: 0.2% | 1,750 SH | Increased-22 SH |
| BOEING CO | COM | $4.9M | 0.8%Prev: 0.8% | 22,631 SH | Increased+6,356 SH |
| BROADCOM INC | COM | $977K | 0.2%Prev: 0.2% | 2,587 SH | Increased-594 SH |
| CISCO SYS INC | COM | $285K | 0.0% | 2,424 SH | New |
| CLEVELAND-CLIFFS INC NEW | COM | $256K | 0.0%Prev: 0.0% | 27,307 SH | Increased+1,953 SH |
| COCA COLA CO | COM | $3.4M | 0.6%Prev: 0.5% | 42,106 SH | Increased+10,999 SH |
| CONSTELLATION ENERGY CORP | COM | $5.9M | 1.0%Prev: 1.5% | 23,820 SH | Decreased+3,844 SH |
| CORNING INC | COM | $367K | 0.1% | 1,437 SH | New |
| CRH PLC | ORD | $4.6M | 0.8% | 42,782 SH | New |
| CROWDSTRIKE HLDGS INC | CL A | $424K | 0.1%Prev: 1.3% | 556 SH | Decreased-10,402 SH |
| DEERE & CO | COM | $244K | 0.0% | 385 SH | New |
| DUKE ENERGY CORP NEW | COM NEW | $3.1M | 0.5%Prev: 0.5% | 24,678 SH | Increased+7,360 SH |
| ELI LILLY & CO | COM | $398K | 0.1%Prev: 0.1% | 332 SH | Increased+41 SH |
| ERIE INDTY CO | CL A | $819K | 0.1%Prev: 0.3% | 3,417 SH | Decreased-650 SH |
| FEDERATED HERMES INC | CL B | $1.5M | 0.3%Prev: 0.3% | 27,950 SH | Increased+2,000 SH |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | $16.4M | 2.8%Prev: 2.6% | 409,529 SH | Increased+77,867 SH |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN DYN MUN | $10.7M | 1.8% | 426,562 SH | New |
| GENERAC HLDGS INC | COM | $221K | 0.0%Prev: 0.1% | 755 SH | Decreased-2,236 SH |
| GENTEX CORP | COM | $484K | 0.1%Prev: 0.1% | 19,153 SH | Increased-2,442 SH |
| GLOBAL X FDS | GLOBAL X COPPER | $4.1M | 0.7% | 53,897 SH | New |
| GLOBAL X FDS | US INFR DEV ETF | $19.3M | 3.3%Prev: 3.2% | 327,596 SH | Increased+15,333 SH |
| GOLDMAN SACHS GROUP INC | COM | $9.1M | 1.6%Prev: 1.4% | 9,006 SH | Increased+453 SH |
| INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | $6.5M | 1.1%Prev: 1.0% | 69,658 SH | Increased+6,919 SH |
| INVESCO QQQ TR | UNIT SER 1 | $664K | 0.1%Prev: 1.7% | 902 SH | Decreased-12,605 SH |
| ISHARES GOLD TR | ISHARES NEW | $1.7M | 0.3%Prev: 2.0% | 23,128 SH | Decreased-110,681 SH |
| ISHARES TR | 3 7 YR TREAS BD | $2.4M | 0.4%Prev: 0.5% | 20,701 SH | Increased+3,713 SH |
| ISHARES TR | 7-10 YR TRSY BD | $2.3M | 0.4%Prev: 0.4% | 24,343 SH | Increased+4,708 SH |
| ISHARES TR | CORE S&P US VLU | $1.8M | 0.3%Prev: 3.1% | 16,244 SH | Decreased-122,096 SH |
| ISHARES TR | GLOBAL ENERG ETF | $15.0M | 2.6%Prev: 2.6% | 304,539 SH | Increased+23,475 SH |
| ISHARES TR | ISHS 1-5YR INVS | $562K | 0.1%Prev: 0.6% | 10,730 SH | Decreased-37,407 SH |
| ISHARES TR | ISHS 5-10YR INVT | $54.2M | 9.2%Prev: 8.6% | 1,018,889 SH | Increased+330,817 SH |
| ISHARES TR | RUS 1000 GRW ETF | $808K | 0.1%Prev: 0.2% | 6,508 SH | Increased+4,889 SH |
| ISHARES TR | RUS MDCP VAL ETF | $1.6M | 0.3% | 9,882 SH | New |
| ISHARES TR | S&P MC 400VL ETF | $8.1M | 1.4%Prev: 1.2% | 54,925 SH | Increased+11,960 SH |
| ISHARES TR | US AER DEF ETF | $3.7M | 0.6%Prev: 0.7% | 15,251 SH | Increased+346 SH |
| KLA CORP | COM NEW | $1.9M | 0.3%Prev: 0.2% | 6,142 SH | Increased+5,250 SH |
| LAM RESEARCH CORP | COM NEW | $269K | 0.0% | 621 SH | New |
| LAMB WESTON HLDGS INC | COM | $202K | 0.0%Prev: 0.1% | 4,669 SH | Decreased+154 SH |
| LOCKHEED MARTIN CORP | COM | $200K | 0.0%Prev: 0.5% | 393 SH | Decreased-4,308 SH |
| MERCK & CO INC | COM | $201K | 0.0% | 1,564 SH | New |
| META PLATFORMS INC | CL A | $6.3M | 1.1%Prev: 0.1% | 11,108 SH | Increased+10,463 SH |
| MICRON TECHNOLOGY INC | COM | $4.4M | 0.7% | 3,786 SH | New |
| MICROSOFT CORP | COM | $5.7M | 1.0%Prev: 1.3% | 15,300 SH | Increased+4,284 SH |
| NEWMONT CORP | COM | $1.2M | 0.2%Prev: 0.1% | 12,731 SH | Increased+8,119 SH |
| NEXTERA ENERGY INC | COM | $555K | 0.1%Prev: 0.1% | 6,323 SH | Increased-393 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $1.7M | 0.3%Prev: 0.3% | 14,585 SH | Increased |
| NVIDIA CORPORATION | COM | $10.0M | 1.7%Prev: 1.9% | 49,750 SH | Increased-954 SH |
| ORACLE CORP | COM | $286K | 0.0%Prev: 0.1% | 1,954 SH | Decreased+153 SH |
| PALO ALTO NETWORKS INC | COM | $8.0M | 1.4% | 23,601 SH | New |
| PGIM ETF TR | PGIM ULTRA SH BD | $279K | 0.0%Prev: 1.1% | 5,624 SH | Decreased-89,828 SH |
| PHILIP MORRIS INTL INC | COM | $223K | 0.0% | 1,234 SH | New |
| PINNACLE FINL PARTNERS INC | COM | $261K | 0.0% | 2,586 SH | New |
| PROLOGIS INC. | COM | $420K | 0.1%Prev: 0.1% | 3,102 SH | Increased-372 SH |
| PROSHARES TR | BITCOIN ETF | $4.1M | 0.7%Prev: 1.0% | 511,882 SH | Decreased+314,103 SH |
| QNITY ELECTRONICS INC | COMMON STOCK | $246K | 0.0% | 1,504 SH | New |
| QUALCOMM INC | COM | $871K | 0.1%Prev: 0.1% | 4,714 SH | Increased+1,931 SH |
| RTX CORPORATION | COM | $3.3M | 0.6% | 17,185 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $45.6M | 7.8%Prev: 8.3% | 864,797 SH | Increased-23,467 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $862K | 0.1%Prev: 7.9% | 27,175 SH | Decreased-1,243,539 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $23.7M | 4.0% | 806,137 SH | New |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | $630K | 0.1% | 3,968 SH | New |
| SERVICENOW INC | COM | $425K | 0.1%Prev: 0.2% | 4,281 SH | Decreased+3,473 SH |
| SIMON PPTY GROUP INC NEW | COM | $653K | 0.1%Prev: 0.1% | 2,919 SH | Increased+21 SH |
| SMUCKER J M CO | COM NEW | $811K | 0.1% | 7,212 SH | New |
| SOCIEDAD QUIMICA Y MINERA DE | SPON ADR SER B | $532K | 0.1%Prev: 0.1% | 7,188 SH | Increased-3,227 SH |
| SPDR SERIES TRUST | ST INTER BD ETF | $8.2M | 1.4% | 245,408 SH | New |
| SPDR SERIES TRUST | ST STR RATE ETF | $28.7M | 4.9% | 930,045 SH | New |
| SPDR SERIES TRUST | ST STR SP BIOT | $14.6M | 2.5% | 91,997 SH | New |
| STRYKER CORPORATION | COM | $216K | 0.0%Prev: 0.1% | 687 SH | Decreased+5 SH |
| SYSCO CORP | COM | $725K | 0.1%Prev: 0.2% | 8,678 SH | Increased+161 SH |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $754K | 0.1% | 1,578 SH | New |
| TESLA INC | COM | $3.5M | 0.6%Prev: 0.6% | 8,282 SH | Increased+328 SH |
| TJX COS INC NEW | COM | $700K | 0.1%Prev: 0.1% | 4,621 SH | Increased |
| TOTALENERGIES SE | ACT | $274K | 0.0% | 3,518 SH | New |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $15.3M | 2.6%Prev: 2.4% | 23,356 SH | Increased-13,276 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $46.1M | 7.8%Prev: 9.8% | 600,446 SH | Increased+62,521 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $6.0M | 1.0%Prev: 0.9% | 73,861 SH | Increased+59,656 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $49.0M | 8.3%Prev: 0.3% | 71,323 SH | Increased+69,405 SH |
| VANGUARD INDEX FDS | VALUE ETF | $240K | 0.0% | 1,100 SH | New |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $10.2M | 1.7% | 122,932 SH | New |
| VANGUARD WORLD FD | INF TECH ETF | $1.3M | 0.2%Prev: 0.2% | 10,578 SH | Increased+9,322 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $691K | 0.1%Prev: 0.1% | 7,862 SH | Increased+6,216 SH |
| VEEVA SYS INC | CL A COM | $417K | 0.1%Prev: 0.2% | 2,347 SH | Decreased-462 SH |
| VERTIV HOLDINGS CO | COM CL A | $298K | 0.1% | 891 SH | New |
| VIATRIS INC | COM | $1.7M | 0.3%Prev: 0.2% | 104,801 SH | Increased |
| VISA INC | COM CL A | $228K | 0.0%Prev: 0.1% | 665 SH | Decreased-49 SH |
| WISDOMTREE TR | EMG MKTS SMCAP | $240K | 0.0%Prev: 0.4% | 3,703 SH | Decreased-28,633 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 |