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Portfolio (Quarterly) Guide ↗

MFA WEALTH ADVISORS, LLC

· CIK 0001688184
13F Portfolio $587M AUM 99 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 99 New
Page 2 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPIB SPDR SERIES TRUST 245,408.0 $8.2M 1.40% NEW $33.46 -1.1%
22 IJJ ISHARES TR 54,925.0 $8.1M 1.38% NEW $147.73 +0.9%
23 PANW PALO ALTO NETWORKS INC Technology 23,601.0 $8.0M 1.37% NEW $341.02 +4.9%
24 XSMO INVESCO EXCHANGE TRADED FD T 69,658.0 $6.5M 1.11% NEW $93.63 -8.1%
25 META META PLATFORMS INC Communication Services 11,108.0 $6.3M 1.07% NEW $563.29 -2.4%
26 VO VANGUARD INDEX FDS 73,861.0 $6.0M 1.01% NEW $80.57 +3.0%
27 CEG CONSTELLATION ENERGY CORP Utilities 23,820.0 $5.9M 1.01% NEW $248.37 +9.9%
28 GOOGL ALPHABET INC Communication Services 16,379.0 $5.9M 1.00% NEW $357.36 -3.5%
29 MSFT MICROSOFT CORP Technology 15,300.0 $5.7M 0.97% NEW $373.02 +29.5%
30 BA BOEING CO Industrials 22,631.0 $4.9M 0.83% NEW $216.47 -1.0%
31 CRH PLC 42,782.0 $4.6M 0.78% NEW $107.00
32 MU MICRON TECHNOLOGY INC Technology 3,786.0 $4.4M 0.74% NEW $1154.29 -16.2%
33 COPX GLOBAL X FDS 53,897.0 $4.1M 0.71% NEW $76.97 +22.9%
34 BITO PROSHARES TR 511,882.0 $4.1M 0.70% NEW $7.98 +30.5%
35 ITA ISHARES TR 15,251.0 $3.7M 0.63% NEW $242.42 -2.1%
36 TSLA TESLA INC Consumer Cyclical 8,282.0 $3.5M 0.59% NEW $420.60 -13.7%
37 KO COCA COLA CO Consumer Defensive 42,106.0 $3.4M 0.58% NEW $81.27 +12.1%
38 AMD ADVANCED MICRO DEVICES INC Technology 5,723.0 $3.3M 0.57% NEW $580.91 -18.5%
39 RTX RTX CORPORATION Industrials 17,185.0 $3.3M 0.56% NEW $189.73 +10.6%
40 DUK DUKE ENERGY CORP NEW Utilities 24,678.0 $3.1M 0.53% NEW $126.58 -5.3%
Page 2 of 5  ·  99 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.6%
Financial Services 20.3%
Communication Services 10.1%
Utilities 8.0%
Industrials 7.6%
Consumer Cyclical 4.9%
Consumer Defensive 4.5%
Healthcare 2.6%
Basic Materials 1.6%
Real Estate 0.9%