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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 4 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SYY SYSCO CORP Consumer Defensive 8,678.0 $725K 0.12% NEW $83.58 +0.6%
62 TJX TJX COS INC NEW Consumer Cyclical 4,621.0 $700K 0.12% NEW $151.50 -7.3%
63 MGK VANGUARD WORLD FD 7,862.0 $691K 0.12% NEW $87.91 +1.2%
64 QQQ INVESCO QQQ TR Financial Services 902.0 $664K 0.11% NEW $736.40 -3.1%
65 SPG SIMON PPTY GROUP INC NEW Real Estate 2,919.0 $653K 0.11% NEW $223.65 -2.4%
66 XLV SELECT SECTOR SPDR TR 3,968.0 $630K 0.11% NEW $158.65 +10.1%
67 IGSB ISHARES TR 10,730.0 $562K 0.10% NEW $52.41 -0.6%
68 NEE NEXTERA ENERGY INC Utilities 6,323.0 $555K 0.10% NEW $87.77 -4.7%
69 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 7,188.0 $532K 0.09% NEW $74.04 +10.7%
70 QCOM QUALCOMM INC Technology 2,714.0 $502K 0.09% NEW $184.79 -13.0%
71 GNTX GENTEX CORP Consumer Cyclical 19,153.0 $484K 0.08% NEW $25.27 -6.5%
72 NOW SERVICENOW INC Technology 4,281.0 $425K 0.07% NEW $99.28 +29.4%
73 CRWD CROWDSTRIKE HLDGS INC Technology 556.0 $424K 0.07% NEW $190.79 +0.6%
74 PLD PROLOGIS INC. Real Estate 3,102.0 $420K 0.07% NEW $135.47 +4.7%
75 VEEV VEEVA SYS INC Healthcare 2,347.0 $417K 0.07% NEW $177.47 +39.7%
76 LLY ELI LILLY & CO Healthcare 332.0 $398K 0.07% NEW $1199.43 +4.6%
77 QCOM CALL QUALCOMM INC Technology 2,000.0 $370K 0.06% NEW $184.79 -13.0%
78 GLW CORNING INC Technology 1,437.0 $367K 0.06% NEW $255.51 -41.4%
79 ASML ASML HLDG NV Technology 164.0 $326K 0.06% NEW $1989.44 -11.3%
80 VRT VERTIV HOLDINGS CO Industrials 891.0 $298K 0.05% NEW $334.87 -21.8%
Page 4 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%