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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 5 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ORCL ORACLE CORP Technology 1,954.0 $286K 0.05% NEW $146.55 -0.1%
82 CSCO CISCO SYS INC Technology 2,424.0 $285K 0.05% NEW $117.48 -5.5%
83 PULS PGIM ETF TR 5,624.0 $279K 0.05% NEW $49.55 +0.2%
84 TOTALENERGIES SE 3,518.0 $274K 0.05% NEW $77.76
85 LRCX LAM RESEARCH CORP Technology 621.0 $269K 0.05% NEW $433.33 -27.5%
86 PINNACLE FINL PARTNERS INC 2,586.0 $261K 0.04% NEW $100.88
87 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 27,307.0 $256K 0.04% NEW $9.39 +20.0%
88 Q QNITY ELECTRONICS INC Technology 1,504.0 $246K 0.04% NEW $163.31 -21.1%
89 DE DEERE & CO Industrials 385.0 $244K 0.04% NEW $634.33 +2.1%
90 VTV VANGUARD INDEX FDS 1,100.0 $240K 0.04% NEW $217.93 +3.9%
91 DGS WISDOMTREE TR 3,703.0 $240K 0.04% NEW $64.71 -2.1%
92 V VISA INC Financial Services 665.0 $228K 0.04% NEW $343.00 +8.2%
93 PM PHILIP MORRIS INTL INC Consumer Defensive 1,234.0 $223K 0.04% NEW $180.91 +4.0%
94 GNRC GENERAC HLDGS INC Industrials 755.0 $221K 0.04% NEW $292.81 -29.7%
95 SYK STRYKER CORPORATION Healthcare 687.0 $216K 0.04% NEW $314.84 +4.6%
96 ABBV ABBVIE INC Healthcare 833.0 $210K 0.04% NEW $251.61 +5.3%
97 LW LAMB WESTON HLDGS INC Consumer Defensive 4,669.0 $202K 0.03% NEW $43.18 +24.3%
98 MRK MERCK & CO INC Healthcare 1,564.0 $201K 0.03% NEW $128.50 +18.7%
99 LMT LOCKHEED MARTIN CORP Industrials 393.0 $200K 0.03% NEW $509.06 +10.7%
Page 5 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%