Mfa Wealth Advisors
Mfa Wealth Advisors reported 93 stocks worth $589M in its 13F filing for Q3 2026, filed Oct 7, 2026. Its largest holdings are IGIB (8.8%), VOO (8.4%) and FNDF (7.8%). Compared with Q2 2026, the fund opened new positions in SCHM, VERA and GPN, added to IGIB, SPIB and FLRN, trimmed VOO, FNDF and IXC and sold out of IJJ, VO and XLV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IGIB Ishares TR | $51.5M | 8.8% | 1M | +3,811 (+0%) | 8 of 8 | |
| 2 |  VOO Vanguard S&P 500 ETF | $49.4M | 8.4% | 70K | −875 (−1%) | 7 of 8 | |
| 3 |  FNDF Schwab Fundamental International Equity ETF | $46.1M | 7.8% | 857K | −8,048 (−1%) | 8 of 8 | |
| 4 |  SPIB Spdr Series Trust | $45.9M | 7.8% | 1.4M | +1.2M (+480%) | 2 of 8 | |
| 5 |  FLRN Spdr Series Trust | $29M | 4.9% | 941K | +11K (+1%) | 8 of 8 | |
| 6 |  SCHX Schwab US Large Cap ETF | $24.3M | 4.1% | 809K | +2,800 (+0%) | 5 of 8 | |
| 7 |  AVEM American Centy ETF TR | $19M | 3.2% | 202K | +411 (+0%) | 5 of 8 | |
| 8 |  PAVE Global X Fds | $17.3M | 2.9% | 330K | +2,633 (+1%) | 8 of 8 | |
| 9 |  AVLV American Centy ETF TR | $17.2M | 2.9% | 190K | +8,261 (+5%) | 2 of 8 | |
| 10 |  IXC Ishares Global Energy ETF | $17.2M | 2.9% | 302K | −2,566 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 IJJ Ishares TR | $8.1M | 55K |
 VO Vanguard Index Fds | $6M | 74K |
 XLV State Street | $630K | 3,968 |
 GLW Corning Inc | $367K | 1,437 |
 ORCL Oracle Corp | $286K | 1,954 |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 7, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Mfa Wealth Advisors 13F FAQ
What does Mfa Wealth Advisors own?
Mfa Wealth Advisors reported 93 stocks worth $589M in its 13F filing for Q3 2026, filed Oct 7, 2026. Its largest holdings are IGIB (8.8%), VOO (8.4%) and FNDF (7.8%). The table above lists every position in the filing (the top 10 without an account).
What did Mfa Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 42 added to, 41 trimmed and 10 sold out. New positions include SCHM, VERA and GPN. It sold all of IJJ, VO and XLV.
When will Mfa Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Mfa Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $589M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.