MFA WEALTH ADVISORS, LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in MFA WEALTH ADVISORS, LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | BIV | VANGUARD BD INDEX FDS | 9.34% | 47.454 M $ | 614849 | 2024/03/31 | -400.917 K $ | -0.90 % |
| 2026/03/31 | IGIB | ISHARES TR | 9.29% | 47.226 M $ | 887369 | 2024/12/31 | -526.220 K $ | -1.22 % |
| 2026/03/31 | FNDF | SCHWAB STRATEGIC TR | 8.69% | 44.181 M $ | 902933 | 2021/03/31 | 3.337 M $ | 8.23 % |
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 8.02% | 40.753 M $ | 68200 | 2025/03/31 | -1.807 M $ | -4.72 % |
| 2026/03/31 | FLRN | SPDR SERIES TRUST | 4.85% | 24.631 M $ | 800221 | 2022/03/31 | 36.637 K $ | 0.16 % |
| 2026/03/31 | SCHX | SCHWAB STRATEGIC TR | 3.90% | 19.795 M $ | 772020 | 2025/09/30 | -891.729 K $ | -4.72 % |
| 2026/03/31 | IXC | ISHARES TR | 3.59% | 18.235 M $ | 316532 | 2020/06/30 | 4.766 M $ | 37.40 % |
| 2026/03/31 | PAVE | GLOBAL X FDS | 3.36% | 17.066 M $ | 335872 | 2021/03/31 | 968.320 K $ | 6.32 % |
| 2026/03/31 | AVEM | AMERICAN CENTY ETF TR | 3.28% | 16.652 M $ | 206652 | 2025/09/30 | 686.905 K $ | 4.62 % |
| 2026/03/31 | IUSV | ISHARES TR | 3.21% | 16.318 M $ | 159592 | 2023/03/31 | -43.278 K $ | -0.28 % |
| 2026/03/31 | AVUV | AMERICAN CENTY ETF TR | 3.01% | 15.314 M $ | 138630 | 2021/09/30 | 1.158 M $ | 8.33 % |
| 2026/03/31 | FENI | FIDELITY COVINGTON TRUST | 2.78% | 14.147 M $ | 380286 | 2025/03/31 | 221.423 K $ | 1.69 % |
| 2026/03/31 | SMH | VANECK ETF TRUST | 2.61% | 13.259 M $ | 34583 | 2024/03/31 | 826.806 K $ | 6.46 % |
| 2026/03/31 | IAU | ISHARES GOLD TR | 2.24% | 11.379 M $ | 129077 | 2024/06/30 | 977.789 K $ | 8.61 % |
| 2026/03/31 | XLV | SELECT SECTOR SPDR TR | 2.14% | 10.880 M $ | 74208 | 2022/03/31 | -571.105 K $ | -5.29 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 1.83% | 9.275 M $ | 53182 | 2023/03/31 | -612.393 K $ | -6.49 % |
| 2026/03/31 | AXP | AMERICAN EXPRESS CO | 1.82% | 9.249 M $ | 30577 | 2024/06/30 | -1.918 M $ | -18.24 % |
| 2026/03/31 | AAPL | APPLE INC | 1.69% | 8.603 M $ | 33897 | 2017/12/31 | -594.123 K $ | -6.65 % |
| 2026/03/31 | VCIT | VANGUARD SCOTTSDALE FDS | 1.64% | 8.317 M $ | 100503 | 2025/12/31 | -8.168 K $ | -1.19 % |
| 2026/03/31 | GS | GOLDMAN SACHS GROUP INC | 1.58% | 8.019 M $ | 9479 | 2022/06/30 | -299.400 K $ | -3.76 % |
| 2026/03/31 | IJJ | ISHARES TR | 1.48% | 7.522 M $ | 56771 | 2025/03/31 | 45.084 K $ | 0.69 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 1.46% | 7.444 M $ | 43874 | 2020/03/31 | 2.109 M $ | 40.98 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 1.20% | 6.101 M $ | 21216 | 2024/06/30 | -535.995 K $ | -8.13 % |
| 2026/03/31 | CEG | CONSTELLATION ENERGY CORP | 1.08% | 5.511 M $ | 19733 | 2024/06/30 | -1.449 M $ | -20.95 % |
| 2026/03/31 | XSMO | INVESCO EXCHANGE TRADED FD T | 1.03% | 5.256 M $ | 69137 | 2025/03/31 | 260.938 K $ | 5.57 % |
| 2026/03/31 | VO | VANGUARD INDEX FDS | 0.97% | 4.916 M $ | 17119 | 2023/12/31 | -48.591 K $ | -1.05 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 0.97% | 4.916 M $ | 13281 | 2018/09/30 | -1.345 M $ | -23.46 % |
| 2026/03/31 | PANW | PALO ALTO NETWORKS INC | 0.79% | 4.025 M $ | 25109 | 2025/09/30 | -521.682 K $ | -12.96 % |
| 2026/03/31 | BA | BOEING CO | 0.77% | 3.926 M $ | 19727 | 2023/12/31 | -333.850 K $ | -8.33 % |
| 2026/03/31 | FLMI | FRANKLIN TEMPLETON ETF TR | 0.69% | 3.509 M $ | 141553 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | ITA | ISHARES TR | 0.67% | 3.402 M $ | 15552 | 2022/12/31 | 61.975 K $ | 1.89 % |
| 2026/03/31 | LMT | LOCKHEED MARTIN CORP | 0.65% | 3.301 M $ | 5461 | 2021/09/30 | 641.626 K $ | 24.96 % |
| 2026/03/31 | KO | COCA COLA CO | 0.58% | 2.969 M $ | 39038 | 2021/09/30 | 220.837 K $ | 8.78 % |
| 2026/03/31 | BITO | PROSHARES TR | 0.58% | 2.930 M $ | 314761 | 2021/12/31 | -670.197 K $ | -23.44 % |
| 2026/03/31 | TSLA | TESLA INC | 0.56% | 2.861 M $ | 7696 | 2020/06/30 | -604.813 K $ | -17.34 % |
| 2026/03/31 | DUK | DUKE ENERGY CORP NEW | 0.54% | 2.757 M $ | 21057 | 2021/09/30 | 263.698 K $ | 11.71 % |
| 2026/03/31 | CPRT | COPART INC | 0.42% | 2.156 M $ | 64928 | 2023/06/30 | -269.844 K $ | -15.20 % |
| 2026/03/31 | IEI | ISHARES TR | 0.40% | 2.039 M $ | 17192 | 2025/06/30 | -12.371 K $ | -0.63 % |
| 2026/03/31 | IEF | ISHARES TR | 0.38% | 1.920 M $ | 20114 | 2025/06/30 | -13.839 K $ | -0.75 % |
| 2026/03/31 | AMD | ADVANCED MICRO DEVICES INC | 0.30% | 1.516 M $ | 7453 | 2025/09/30 | -69.187 K $ | -5.01 % |
| 2026/03/31 | FHI | FEDERATED HERMES INC | 0.29% | 1.472 M $ | 25950 | 2017/12/31 | 120.408 K $ | 8.91 % |
| 2026/03/31 | VTRS | VIATRIS INC | 0.28% | 1.416 M $ | 104801 | 2020/12/31 | 111.089 K $ | 8.51 % |
| 2026/03/31 | NULG | NUSHARES ETF TR | 0.26% | 1.326 M $ | 14585 | 2023/06/30 | -100.053 K $ | -7.01 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 0.24% | 1.195 M $ | 5738 | 2017/12/31 | -129.188 K $ | -9.77 % |
| 2026/03/31 | COPX | GLOBAL X FDS | 0.23% | 1.193 M $ | 15620 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 0.21% | 1.056 M $ | 1829 | 2021/03/31 | -290.356 K $ | -6.04 % |
| 2026/03/31 | KLAC | KLA CORP | 0.19% | 979.153 K $ | 665 | 2022/06/30 | 168.808 K $ | 21.18 % |
| 2026/03/31 | SCHD | SCHWAB STRATEGIC TR | 0.19% | 949.039 K $ | 30933 | 2019/03/31 | 102.388 K $ | 11.85 % |
| 2026/03/31 | VGT | VANGUARD WORLD FD | 0.18% | 897.966 K $ | 1287 | 2022/12/31 | -881.192 K $ | -88.43 % |
| 2026/03/31 | ERIE | ERIE INDTY CO | 0.18% | 893.407 K $ | 3555 | 2017/12/31 | -129.945 K $ | -12.33 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.18% | 893.229 K $ | 1864 | 2017/12/31 | -41.084 K $ | -4.67 % |
| 2026/03/31 | GOOG | ALPHABET INC | 0.17% | 843.368 K $ | 2940 | 2023/12/31 | -79.203 K $ | -8.59 % |
| 2026/03/31 | PYPL | PAYPAL HLDGS INC | 0.16% | 804.355 K $ | 17784 | 2025/06/30 | -168.359 K $ | -22.52 % |
| 2026/03/31 | AVGO | BROADCOM INC | 0.16% | 798.845 K $ | 2581 | 2023/06/30 | -94.402 K $ | -10.57 % |
| 2026/03/31 | TJX | TJX COS INC NEW | 0.15% | 737.974 K $ | 4621 | 2022/06/30 | 28.141 K $ | 3.96 % |
| 2026/03/31 | IWF | ISHARES TR | 0.14% | 693.753 K $ | 1627 | 2023/12/31 | -76.306 K $ | -9.91 % |
| 2026/03/31 | PULS | PGIM ETF TR | 0.13% | 661.221 K $ | 13358 | 2022/03/31 | -5.165 K $ | -0.18 % |
| 2026/03/31 | SJM | SMUCKER J M CO | 0.13% | 639.108 K $ | 6627 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IGSB | ISHARES TR | 0.12% | 610.432 K $ | 11614 | 2021/06/30 | -4.662 K $ | -0.61 % |
| 2026/03/31 | SQM | SOCIEDAD QUIMICA Y MINERA DE | 0.12% | 606.322 K $ | 7491 | 2022/09/30 | 90.503 K $ | 17.65 % |
| 2026/03/31 | MGK | VANGUARD WORLD FD | 0.11% | 577.783 K $ | 1572 | 2023/06/30 | -558.115 K $ | -82.17 % |
| 2026/03/31 | NEM | NEWMONT CORP | 0.11% | 573.292 K $ | 5296 | 2023/03/31 | 28.022 K $ | 8.41 % |
| 2026/03/31 | NEE | NEXTERA ENERGY INC | 0.11% | 568.147 K $ | 6117 | 2024/06/30 | 75.083 K $ | 15.70 % |
| 2026/03/31 | SPG | SIMON PPTY GROUP INC NEW | 0.11% | 543.362 K $ | 2913 | 2023/12/31 | 4.115 K $ | 0.77 % |
| 2026/03/31 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 0.11% | 536.327 K $ | 1587 | 2023/03/31 | 52.656 K $ | 11.21 % |
| 2026/03/31 | SYY | SYSCO CORP | 0.10% | 527.842 K $ | 7400 | 2022/09/30 | -16.814 K $ | -3.20 % |
| 2026/03/31 | CLF | CLEVELAND-CLIFFS INC NEW | 0.08% | 397.336 K $ | 47022 | 2025/06/30 | -222.474 K $ | -36.37 % |
| 2026/03/31 | PLD | PROLOGIS INC. | 0.08% | 396.276 K $ | 2998 | 2022/12/31 | 13.157 K $ | 3.54 % |
| 2026/03/31 | DGS | WISDOMTREE TR | 0.08% | 383.969 K $ | 6389 | 2023/03/31 | 42.222 K $ | 5.00 % |
| 2026/03/31 | GNTX | GENTEX CORP | 0.07% | 363.191 K $ | 16622 | 2024/03/31 | -22.457 K $ | -6.10 % |
| 2026/03/31 | QCOM | QUALCOMM INC | 0.07% | 349.509 K $ | 2714 | 2023/12/31 | -117.637 K $ | -24.71 % |
| 2026/03/31 | META | META PLATFORMS INC | 0.07% | 343.850 K $ | 601 | 2024/06/30 | -55.942 K $ | -13.33 % |
| 2026/03/31 | XMHQ | INVESCO EXCHANGE TRADED FD T | 0.07% | 330.267 K $ | 3195 | 2024/03/31 | 15.815 K $ | 0.93 % |
| 2026/03/31 | TOTB.DE | TOTALENERGIES SE | 0.06% | 323.161 K $ | 3552 | 2025/12/31 | 86.704 K $ | 37.31 % |
| 2026/03/31 | ORCL | ORACLE CORP | 0.06% | 287.453 K $ | 1954 | 2024/03/31 | -87.569 K $ | -24.52 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 0.06% | 286.048 K $ | 311 | 2024/03/31 | -47.402 K $ | -14.41 % |
| 2026/03/31 | WMT | WALMART INC | 0.06% | 284.477 K $ | 2289 | 2025/06/30 | 29.459 K $ | 11.55 % |
| 2026/03/31 | PNFP | PINNACLE FINL PARTNERS INC | 0.06% | 280.558 K $ | 3257 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | WLK | WESTLAKE CORPORATION | 0.05% | 278.265 K $ | 2382 | 2023/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DE | DEERE & CO | 0.05% | 273.764 K $ | 486 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | NOW | SERVICENOW INC | 0.05% | 271.098 K $ | 2593 | 2022/06/30 | -113.574 K $ | -31.75 % |
| 2026/03/31 | GNRC | GENERAC HLDGS INC | 0.05% | 259.594 K $ | 1329 | 2022/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | TLT | ISHARES TR | 0.05% | 257.556 K $ | 2971 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VEEV | VEEVA SYS INC | 0.05% | 243.465 K $ | 1386 | 2022/06/30 | -57.987 K $ | -21.31 % |
| 2026/03/31 | VRT | VERTIV HOLDINGS CO | 0.04% | 223.298 K $ | 891 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | ASML | ASML HLDG NV | 0.04% | 216.616 K $ | 164 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VTV | VANGUARD INDEX FDS | 0.04% | 215.820 K $ | 1100 | 2025/09/30 | 5.730 K $ | 2.73 % |
| 2026/03/31 | V | VISA INC | 0.04% | 212.172 K $ | 702 | 2024/03/31 | -35.334 K $ | -13.82 % |
| 2026/03/31 | VRP | INVESCO EXCH TRADED FD TR II | 0.00% | 0.000 $ | 0 | 2022/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | USRT | ISHARES TR | 0.00% | 0.000 $ | 0 | 2023/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | SNV | SYNOVUS FINL CORP | 0.00% | 0.000 $ | 0 | 2022/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | GPN | GLOBAL PMTS INC | 0.00% | 0.000 $ | 0 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | MCK | MCKESSON CORP | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | HLF | HERBALIFE LTD | 0.00% | 0.000 $ | 0 | 2022/09/30 | 0.000 $ | 0.00 % |