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MCF Advisors LLC

SEC CIK
0001602905
Latest filing
Aug 12, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 11, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
1,133
+167 vs. Q3 2025
Portfolio value
$1.81B
+$177.8M (+10.9%) vs. Q3 2025
Filed
Feb 11, 2026
SEC
Holdings of MCF Advisors LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard S&P 500 ETF922908363ETF458,913$287.8M15.9%−13,392−2.8%Reduced–
iShares Tr46435G326CORE MSCI INTL1,603,120$132.2M7.3%+49,980+3.2%Added–
iShares U.S. Treasury Bond ETF46429B267ETF4,231,614$97.4M5.4%−45,568−1.1%Reduced–
SPYSPDR S&P 500 ETF TrustETF141,670$96.8M5.3%−2,023−1.4%ReducedHistory
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF2,997,561$90.5M5.0%+109,000+3.8%Added–
iShares Core MSCI Emerging Markets ETF46434G103ETF1,185,863$79.7M4.4%−4,586−0.4%Reduced–
iShares Core S&P Mid-Cap ETF464287507ETF1,014,946$67.0M3.7%+18,077+1.8%Added–
Schwab Strategic Tr808524862SHT TM US TRES2,711,604$66.1M3.7%+110,355+4.2%Added–
iShares Flexible Income Active ETF092528603ETF1,119,755$59.1M3.3%+33,891+3.1%Added–
Vanguard Morningstar Value ETF922908744ETF264,969$50.6M2.8%+7,194+2.8%Added–
iShares Core S&P 500 ETF464287200ETF69,498$47.6M2.6%+2,130+3.2%Added–
iShares Core S&P Small Cap ETF464287804ETF337,069$40.5M2.2%+9,627+2.9%Added–
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF763,100$39.5M2.2%−6,637−0.9%Reduced–
iShares Core MSCI Eafe ETF46432F842ETF390,072$34.9M1.9%−9,788−2.4%Reduced–
AAPLApple Inc.Stock90,130$24.5M1.4%+5,899+7.0%AddedHistory
Abrdn ETFs003261104BBRG ALL COMD K11,146,127$22.4M1.2%+153,290+15.4%Added–
Schwab U.S. Large-Cap ETF808524201ETF765,007$20.6M1.1%−16,842−2.2%Reduced–
MSFTMicrosoft CorpStock37,016$17.9M1.0%+3,755+11.3%AddedHistory
American Centy ETF Tr025072885US EQT ETF143,153$16.0M0.9%+143,153New–
Vanguard Morningstar Growth ETF922908736ETF30,042$14.7M0.8%+55+0.2%Added–
NVDANVIDIA CorpStock78,118$14.6M0.8%+10,208+15.0%AddedHistory
iShares MSCI Eafe ETF464287465ETF140,982$13.5M0.7%−8,470−5.7%Reduced–
MDYSPDR S&P Midcap 400 ETF TrustETF21,143$12.8M0.7%−82−0.4%ReducedHistory
iShares Russell 2000 ETF464287655ETF46,059$11.3M0.6%−1,562−3.3%Reduced–
iShares Core MSCI Total International Stock ETF46432F834ETF121,689$10.3M0.6%+120,869+14,740.1%Added–
GOOGLAlphabet Inc.Stock29,247$9.15M0.5%+8,227+39.1%AddedHistory
VanEck Morningstar Wide Moat ETF92189F643ETF85,275$8.83M0.5%+85,194+105,177.8%Added–
iShares Ibonds Dec 2029 Term Corporate ETF46436E205ETF370,975$8.68M0.5%−12,634−3.3%Reduced–
Schwab US Dividend Equity ETF808524797ETF313,299$8.59M0.5%+279,941+839.2%Added–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF91,055$8.32M0.5%+13,282+17.1%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF139,035$7.47M0.4%+39,306+39.4%Added–
AMZNAmazon Com IncStock32,005$7.39M0.4%+7,249+29.3%AddedHistory
JPMJPMorgan Chase & CoStock21,559$6.95M0.4%+8,617+66.6%AddedHistory
Fidelity Merrimack STR Tr316188309TOTAL BD ETF143,907$6.66M0.4%+143,577+43,508.2%Added–
iShares Ibonds Dec 2028 Term Corporate ETF46435U515ETF242,983$6.19M0.3%−35,949−12.9%Reduced–
iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9ETF241,513$5.86M0.3%−33,529−12.2%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF17,310$5.80M0.3%+5,735+49.5%Added–
PGProcter & Gamble CoStock40,207$5.76M0.3%+4,111+11.4%AddedHistory
AVGOBroadcom Inc.Stock16,262$5.63M0.3%+624+4.0%AddedHistory
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF229,106$5.55M0.3%−77,093−25.2%Reduced–
VVisa Inc.Stock15,757$5.53M0.3%+2,248+16.6%AddedHistory
iShares Tr46428951110+ YR INVST GRD107,958$5.45M0.3%+17,126+18.9%Added–
Vanguard Dividend Appreciation ETF921908844ETF24,440$5.37M0.3%+23,786+3,637.0%Added–
BRK.BBerkshire Hathaway IncStock10,561$5.31M0.3%+4,755+81.9%AddedHistory
Vanguard Whitehall FDS921946810INTL DVD ETF55,745$5.10M0.3%+55,345+13,836.3%Added–
Invesco QQQ Trust Series I46090E103ETF8,018$4.93M0.3%+178+2.3%Added–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS83,129$4.88M0.3%+83,129New–
METAMeta Platforms, Inc.Stock6,642$4.38M0.2%+1,430+27.4%AddedHistory
WSBCWesbanco IncCOM124,895$4.20M0.2%−1,653−1.3%ReducedHistory
Gmo ETF Trust90139K100US QUALITY ETF105,026$4.04M0.2%+105,026New–
MCOMoodys CorpStock7,890$4.03M0.2%+213+2.8%AddedHistory
JNJJohnson & JohnsonStock18,969$3.93M0.2%+3,309+21.1%AddedHistory
iShares Ibonds Dec 2030 Term Corporate ETF46436E726ETF169,984$3.75M0.2%+2,129+1.3%Added–
GOOGAlphabet Inc.Stock11,675$3.66M0.2%+4,985+74.5%AddedHistory
Dimensional U.S. Small Cap ETF25434V500ETF50,232$3.50M0.2%+50,232New–
AMGNAmgen IncStock10,468$3.43M0.2%+3,424+48.6%AddedHistory
ORCLOracle CorpStock17,539$3.42M0.2%+9,457+117.0%AddedHistory
American Centy ETF Tr025072703INTL EQT ETF40,908$3.37M0.2%+40,908New–
Vanguard Morningstar Mid-Cap ETF922908629ETF11,448$3.32M0.2%+11,143+3,653.4%Added–
iShares Ibonds Dec 2031 Term Corporate ETF46436E486ETF152,429$3.22M0.2%+2,134+1.4%Added–
FITBFifth Third BancorpCOM67,765$3.19M0.2%−933−1.4%ReducedHistory
BABoeing CoStock14,503$3.15M0.2%+8,401+137.7%AddedHistory
BACBank of America CorpStock55,764$3.07M0.2%+25,301+83.1%AddedHistory
HDHome Depot, Inc.Stock8,872$3.05M0.2%−66−0.7%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock5,204$3.02M0.2%+2,123+68.9%AddedHistory
LLYEli Lilly & CoStock2,765$2.97M0.2%+270+10.8%AddedHistory
Vanguard Short-Term Bond ETF921937827ETF37,072$2.92M0.2%+37,072New–
PIMCO Active Bond Exchange-Traded Fund72201R775ETF30,713$2.87M0.2%+30,713New–
ABBVAbbVie Inc.Stock12,399$2.83M0.2%+1,576+14.6%AddedHistory
SPDR Series Trust78468R606ST PORT HIGH ETF119,148$2.82M0.2%+509+0.4%Added–
XOMExxonMobil Holdings CorpCOM23,132$2.78M0.2%+2,659+13.0%AddedHistory
WMTWalmart Inc.Stock24,556$2.74M0.2%+4,124+20.2%AddedHistory
iShares Ibonds Dec 2032 Term Corporate ETF46436E312ETF106,498$2.72M0.2%+1,454+1.4%Added–
iShares Russell Mid-Cap Growth ETF464287481ETF19,642$2.69M0.1%−12−0.1%Reduced–
TSLATesla, Inc.Stock5,963$2.68M0.1%+1,213+25.5%AddedHistory
iShares Tr464288414NATIONAL MUN ETF24,241$2.60M0.1%+540+2.3%Added–
GEGeneral Electric CoStock8,341$2.57M0.1%+5,420+185.6%AddedHistory
NEENextera Energy IncStock31,705$2.55M0.1%+5,704+21.9%AddedHistory
CMICummins IncStock4,855$2.48M0.1%+4,131+570.6%AddedHistory
AXPAmerican Express CoStock6,358$2.35M0.1%+3,125+96.7%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF36,271$2.27M0.1%+34,618+2,094.3%Added–
CSCOCisco Systems, Inc.Stock29,406$2.27M0.1%+1,533+5.5%AddedHistory
RTXRTX CorpStock12,243$2.25M0.1%+1,678+15.9%AddedHistory
KOCoca Cola CoStock31,279$2.19M0.1%+14,067+81.7%AddedHistory
CATCaterpillar IncStock3,738$2.14M0.1%+2,435+186.9%AddedHistory
CINFCincinnati Financial CorpCOM12,951$2.13M0.1%+30.0%AddedHistory
Vanguard Malvern FDS922020748CORE BD ETF26,275$2.05M0.1%+26,275New–
MRKMerck & Co., Inc.Stock19,236$2.04M0.1%+3,435+21.7%AddedHistory
iShares Ibonds Dec 2033 Term Corporate ETF46436E130ETF76,699$2.00M0.1%+1,028+1.4%Added–
UNPUnion Pacific CorpStock8,660$2.00M0.1%+3,614+71.6%AddedHistory
Schwab U.S. Mid-Cap ETF808524508ETF64,050$1.93M0.1%−606−0.9%Reduced–
CVXChevron CorpStock12,428$1.89M0.1%+1,049+9.2%AddedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF25,560$1.88M0.1%+25,560New–
HLMNHillman Solutions Corp.COM212,838$1.84M0.1%−7,500−3.4%ReducedHistory
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF41,315$1.83M0.1%−186−0.4%Reduced–
Vanguard High Dividend Yield Index ETF921946406ETF12,725$1.83M0.1%+787+6.6%Added–
GILDGilead Sciences, Inc.Stock14,663$1.80M0.1%+5,695+63.5%AddedHistory
MVISMicrovision, Inc.COM NEW2,090,419$1.73M0.1%+182,512+9.6%AddedHistory
iShares Core High Dividend ETF46429B663ETF13,533$1.65M0.1%+328+2.5%Added–
IAUiShares Gold TrustETF20,045$1.63M0.1%+19,174+2,201.4%AddedHistory

Sold out since Q3 2025 (65)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of MCF Advisors LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF632,038$15.9M1.0%–
SPRSpirit AeroSystems Holdings, Inc.COM CL A41,228$1.59M0.1%History
iShares Ibonds 2025 Term High Yield & Income ETF46435U168ETF34,140$792.7K<0.1%–
BRK.ABerkshire Hathaway IncCL A1$754.2K<0.1%History
Exchange Traded Concepts Tru301505624BITWISE CRYPTO25,720$644.8K<0.1%–
Global X FDS37954Y293GLB X MLP ENRG I2,156$135.2K<0.1%–
KKellanovaStock939$77.0K<0.1%History
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR902$56.7K<0.1%–
BlackRock ETF Trust09290C103ISHARES US EQUIT909$53.8K<0.1%–
WESWestern Midstream Partners, LPCOM UNIT LP INT1,300$51.1K<0.1%History
MPLXMPLX LPCOM UNIT REP LTD1,000$50.0K<0.1%History
WTRGEssential Utilities, Inc.COM753$30.1K<0.1%History
METCBRamaco Resources, Inc.COM CL B1,631$27.5K<0.1%History
iShares Tr46434V803HDG MSCI EAFE669$26.5K<0.1%–
Schwab Strategic Tr808524649MUN BD ETF956$24.5K<0.1%–
BlackRock ETF Trust09290C806ISHA US THEM ETF616$23.3K<0.1%–
BlackRock ETF Trust09290C848ISHARES INTL DIV689$19.3K<0.1%–
AVPTAvePoint, Inc.COM CL A1,248$18.7K<0.1%History
First Tr Exchange-Traded FD33734H106SHS365$16.9K<0.1%–
iShares MSCI USA Momentum Factor ETF46432F396ETF57$14.6K<0.1%–
ELFe.l.f. Beauty, Inc.COM79$10.5K<0.1%History
TOLToll Brothers, Inc.COM75$10.4K<0.1%History
PRCHPorch Group, Inc.COM617$10.4K<0.1%History
AMSCAmerican Superconductor CorpStock164$9.74K<0.1%History
CZRCaesars Entertainment, Inc.COM353$9.54K<0.1%History
BENFranklin Templeton IncCOM366$8.58K<0.1%History
FISFidelity National Information Services, Inc.Stock118$7.78K<0.1%History
ULUnilever PLCSPON ADR NEW128$7.59K<0.1%History
BLNDBlend Labs, Inc.CL A2,048$7.48K<0.1%History
DANDANA IncCOM360$7.21K<0.1%History
Direxion Shs ETF Tr25459Y694DLY FIN BULL NEW40$7.12K<0.1%–
WALWestern Alliance BancorporationCOM79$6.85K<0.1%History
QTWOQ2 Holdings, Inc.COM92$6.66K<0.1%History
ALKTAlkami Technology, Inc.Stock265$6.58K<0.1%History
TTANServiceTitan, Inc.SHS CL A63$6.35K<0.1%History
KVYOKlaviyo, Inc.COM SER A205$5.68K<0.1%History
TWFGTWFG, Inc.COM CL A183$5.02K<0.1%History
MELIMercadolibre IncCOM2$4.67K<0.1%History
KRUSKura Sushi USA, Inc.CL A COM66$3.92K<0.1%History
MGRMMonogram Technologies Inc.COM652$3.83K<0.1%History
AMCRAmcor plcORD455$3.72K<0.1%History
Yieldmax MSTR Option Income Strategy ETF88634T493ETF266$3.71K<0.1%–
KNXKnight-Swift Transportation Holdings Inc.CL A91$3.60K<0.1%History
RMDResmed IncCOM12$3.29K<0.1%History
LHLabcorp Holdings Inc.Stock11$3.16K<0.1%History
INTAIntapp, Inc.COM76$3.11K<0.1%History
AMPXAmprius Technologies, Inc.COMMON STOCK292$3.07K<0.1%History
VanEck ETF Trust92189H300JP MRGAN EM LOC117$2.98K<0.1%–
HBIHanesbrands Inc.COM428$2.82K<0.1%History
iShares Tr464288521CRE U S REIT ETF47$2.76K<0.1%–
AVBAvalonbay Communities IncCOM14$2.71K<0.1%History
BHPBHP Group LtdADR44$2.45K<0.1%History
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS100$2.02K<0.1%History
RIOTRiot Platforms, Inc.COM50$952<0.1%History
NEUENeueHealth, Inc.COM NEW125$834<0.1%History
LAZRQLuminar Technologies, Inc.COM NEW CL A266$509<0.1%History
Schwab Strategic Tr808524631HIGH YIELD BD ET12$321<0.1%–
DBX ETF Tr233051432XTRACK USD HIGH7$260<0.1%–
WDSWoodside Energy Group LtdADR15$226<0.1%History
WKHSWorkhorse Group Inc.COM NEW197$217<0.1%History
M-Tron Indus55380K125EQUITY WRT88$154<0.1%–
GNRCGenerac Holdings Inc.Stock1$152<0.1%History
DDD3D Systems CorpCOM NEW50$145<0.1%History
EBSEmergent BioSolutions Inc.COM10$89<0.1%History
SNDRSchneider National, Inc.CL B1$22<0.1%History