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MFA WEALTH ADVISORS, LLC - Portfolio Stock Holdings

MFA WEALTH ADVISORS, LLC disclosed 103 stock positions in a recent SEC 13F filing. $588,767,452 of stock holdings were filed, with the largest holdings including IGIB, VOO, and FNDF. This filing represented positions held on Sept. 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:

Sept. 30, 2026

No. of Stocks:

103

Est. Stock Holding Value:

$588,767,452

Top Stock Holdings By Sector

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Portfolio Stock Holdings - MFA WEALTH ADVISORS, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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