MFA WEALTH ADVISORS, LLC - Portfolio Stock Holdings
MFA WEALTH ADVISORS, LLC disclosed 105 stock positions in a recent SEC 13F filing. $585,996,086 of stock holdings were filed, with the largest holdings including IGIB, VOO, and BIV. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $605,357,769 and has 13 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
105Est. Stock Holding Value:
$585,996,086Top Stock Holdings By Sector
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Portfolio Stock Holdings - MFA WEALTH ADVISORS, LLC
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Portfolio Options Holdings - MFA WEALTH ADVISORS, LLC
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