Mfa Wealth Advisors, LLC
Mfa Wealth Advisors, LLC reported 99 holdings worth US$587M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 13, 2026
Mfa Wealth Advisors, LLC reported 99 holdings worth US$587M as of Jun 30, 2026. Largest: American Express Company, Nvidia Corporation and Apple Inc. Filed Jul 13, 2026 (Form 13F).
- Holdings
- 99
- Value as reported
- US$587M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| American Express Company | 35,055 | US$11.9M | 2.0% |
| Nvidia Corporation | 49,750 | US$9.95M | 1.7% |
| Apple Inc | 32,606 | US$9.43M | 1.6% |
| Goldman Sachs Group, Inc. (the) | 9,006 | US$9.11M | 1.6% |
| Palo Alto Networks, Inc. | 23,601 | US$8.05M | 1.4% |
| Alphabet Inc (google) Class C | 19,286 | US$6.89M | 1.2% |
| Meta Platforms, Inc. | 11,108 | US$6.26M | 1.1% |
| Constellation Energy Corporation | 23,820 | US$5.92M | 1.0% |
| Microsoft Corp. | 15,300 | US$5.71M | 0.97% |
| Boeing Company (the) | 22,631 | US$4.9M | 0.84% |
| Micron Technology, Inc. | 3,786 | US$4.37M | 0.74% |
| Tesla, Inc. | 8,282 | US$3.48M | 0.59% |
| Coca-cola Company (the) | 42,106 | US$3.42M | 0.58% |
| Advanced Micro Devices Inc | 5,723 | US$3.32M | 0.57% |
| Rtx Corporation | 17,185 | US$3.26M | 0.56% |
| Duke Energy Corporation (holding Company) | 24,678 | US$3.12M | 0.53% |
| Kla Corporation | 6,142 | US$1.85M | 0.32% |
| Viatris Inc. | 105K | US$1.66M | 0.28% |
| Federated Hermes, Inc. | 27,950 | US$1.54M | 0.26% |
| Amazon.com, Inc. | 5,102 | US$1.22M | 0.21% |
| Newmont Corporation | 12,731 | US$1.19M | 0.20% |
| Broadcom Inc. | 2,587 | US$977K | 0.17% |
| Berkshire Hathaway Inc. | 1,750 | US$876K | 0.15% |
| Erie Indemnity Company | 3,417 | US$819K | 0.14% |
| The J.m. Smucker Company | 7,212 | US$811K | 0.14% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,578 | US$754K | 0.13% |
| Sysco Corporation | 8,678 | US$725K | 0.12% |
| Tjx Companies, Inc. (the) | 4,621 | US$700K | 0.12% |
| Simon Property Group, Inc. | 2,919 | US$653K | 0.11% |
| Nextera Energy, Inc. | 6,323 | US$555K | 0.09% |
| Sociedad Quimica Y Minera De Chile Sa Pfd Series A | 7,188 | US$532K | 0.09% |
| Qualcomm Incorporated | 2,714 | US$502K | 0.09% |
| Gentex Corporation | 19,153 | US$484K | 0.08% |
| Servicenow, Inc. | 4,281 | US$425K | 0.07% |
| Crowdstrike Holdings, Inc. | 556 | US$424K | 0.07% |
| Prologis, Inc. | 3,102 | US$420K | 0.07% |
| Veeva Systems Inc. | 2,347 | US$417K | 0.07% |
| Eli Lilly And Company | 332 | US$398K | 0.07% |
| Corning Incorporated | 1,437 | US$367K | 0.06% |
| Asml Holding Nv | 164 | US$326K | 0.06% |
| Vertiv Holdings, Llc | 891 | US$298K | 0.05% |
| Oracle Corporation | 1,954 | US$286K | 0.05% |
| Cisco Systems, Inc. | 2,424 | US$285K | 0.05% |
| Lam Research Corporation | 621 | US$269K | 0.05% |
| Pinnacle Financial Partners, Inc. | 2,586 | US$261K | 0.04% |
| Cleveland-cliffs Inc. | 27,307 | US$256K | 0.04% |
| Qnity Electronics, Inc. | 1,504 | US$246K | 0.04% |
| Deere & Company | 385 | US$244K | 0.04% |
| Visa Inc. | 665 | US$228K | 0.04% |
| Philip Morris International Inc | 1,234 | US$223K | 0.04% |
| Generac Holdings Inc. | 755 | US$221K | 0.04% |
| Stryker Corporation | 687 | US$216K | 0.04% |
| Abbvie Inc. | 833 | US$210K | 0.04% |
| Lamb Weston Holdings, Inc. | 4,669 | US$202K | 0.03% |
| Merck & Company, Inc. | 1,564 | US$201K | 0.03% |
| Lockheed Martin Corporation | 393 | US$200K | 0.03% |
| Walmart Inc. | 0 | US$0 | 0.00% |
| Westlake Corporation | 0 | US$0 | 0.00% |
| Copart, Inc. | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Paypal Holdings, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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