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Dave Reichert

Mfa Wealth Advisors, Llc

Assets Managed
$586.683M
Holdings
98
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
15.45%(2Q avg: 11.43%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Mfa Wealth Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 98 positions.

Assets under management

The assets under management (AUM) of Mfa Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 586.683M in assets, with a quarterly growth rate of 15.45% and a 2-quarter average growth rate of 11.43%. The portfolio is managed by Dave Reichert, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IGIB
Ishares 5-10y Inv Grade Corp
Recent Activity
Increased 14.83%
9.24%
$54.174M
1.019M shares@ $53.18 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 4.58%
8.35%
$48.985M
71,323 shares@ $686.81 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Decreased -2.34%
7.85%
$46.054M
600,446 shares@ $76.7 avg price
FNDF
Schwab Fndmn Intl Lrg Co Etf
Recent Activity
Decreased -4.22%
7.78%
$45.627M
864,797 shares@ $52.77 avg price
FLRN
Spdr Bloomberg Investment Gr
Recent Activity
Increased 16.23%
4.9%
$28.692M
930,045 shares@ $30.85 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 4.42%
4.05%
$23.725M
806,137 shares@ $29.44 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Decreased -2.66%
3.31%
$19.409M
201,153 shares@ $96.49 avg price
PAVE
Global X Us Infrastructure
Recent Activity
Decreased -2.46%
3.3%
$19.302M
327,596 shares@ $58.92 avg price
AVLV
Avantis Us Large Cap Value
Recent Activity
New Position
2.84%
$16.616M
182,168 shares@ $91.21 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Decreased -4.02%
2.83%
$16.6M
133,052 shares@ $124.76 avg price

1-10 of 98