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Filers›Pension Fund›MFA WEALTH ADVISORS, LLC
DOSSIER · 13F-HR · Q1 2026

MFA WEALTH ADVISORS, LLC

MFA WEALTH's pension fund based in Chicago, IL — $508M in tracked AUM across 88 positions as of Q1 2026.

MW
MFA WEALTH·Chicago, IL·Pension Fund
CIK 0001688184 · last filed Mar 31, 2026
Total AUM
$508M
▼ 17.3%
vs prior
Holdings
88
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
Top sector
Tech
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

MFA WEALTH ADVISORS, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BIV
VANGUARD BD INDEX FDS
$47M615K9.3%
02
IGIB
ISHARES TR
$47M887K9.3%
03
FNDF
SCHWAB STRATEGIC TR
$44M903K8.7%
04
VOO
VANGUARD INDEX FDS
$41M68K8.0%
05
FLRN
SPDR SERIES TRUST
$25M800K4.8%
06
SCHX
SCHWAB STRATEGIC TR
$20M772K3.9%
07
IXC
ISHARES TR
$18M317K3.6%
08
PAVE
GLOBAL X FDS
$17M336K3.4%
09
AVEM
AMERICAN CENTY ETF TR
$17M207K3.3%
10
IUSV
ISHARES TR
$16M160K3.2%

Filing history

Filing history loading…
AI Agent · grounded in MFA
haiku-4-5 · 88 positions indexed
Sector mix
  • Tech5%
  • Financials8%
  • Cons. Disc.26%
  • Communications8%
  • Energy48%
  • Other5%
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