Mfa Wealth Advisors Q2 2026 Portfolio Activity: Significant Purchases and Sales Observed

As of June 30th, 2026, Mfa Wealth Advisors, a prominent financial advisory firm, has shown activity in its portfolio. The total number of holdings appears to have increased slightly from the previous period, with 86 changes observed across various positions.

Several notable purchases were identified during this quarter:

• AVLV: This fund experienced a substantial increase in shares held by Mfa Wealth Advisors. The change percentage was an impressive 100%, indicating either the initiation of this position or a significant expansion.
• XBI: A considerable purchase occurred in XBI, which tracks the SPDR Series Trust exposure to the healthcare sector. The change percentage was 100%, suggesting this might be a new strategic addition.
• FLMI: Franklin Templeton ETF TR (FLMI) saw significant buying activity, with Mfa Wealth Advisors increasing their stake by 201.34%. This indicates a strong interest in this fund during the quarter.
• SPIB: SPDR Series Trust (SPIB) was also added or significantly increased, with Mfa Wealth Advisors boosting their position by 100%.

Concurrently, the firm made notable adjustments to other positions:

• META: Mentioned in the significant buy list but not detailed here. Mfa Wealth Advisors likely increased their allocation to this holding.

In terms of sales or reductions during Q2 2026, based on available data:

• IUSV: This IShares TR fund experienced a drastic reduction in shares held by Mfa Wealth Advisors. The change percentage was an alarming -89.82%, indicating nearly complete divestment.
• IAU: Gold exposure via IAU saw a significant reduction, with Mfa Wealth Advisors cutting their position by -82.08%. This suggests a strategic shift away from gold assets.
• QQQ: Mentioned in the sell list but not detailed here. Mfa Wealth Advisors likely reduced their allocation to this holding.
• PULS: Also mentioned in the sell list but lacking specific details, indicating a reduction action was taken on this position.

Additionally, sales were observed in:

• XLV: Select Sector SPDR Trust (XLV) allocation decreased by -94.65%.