MBA Advisors LLC

CIK 0001848704 • 6 13F filings • Apr 29, 2025 – Jul 28, 2026

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Filer information

Filed by: MBA Advisors LLC, Partner, CCO
Address: 295 N. KERRWOOD DRIVE, SUITE 102, HERMITAGE, PA, 16148
Phone: 724-977-6275
AUM: $248.1M

AUM over time

$297.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $248.1M138 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$436K	0.2%Prev: 0.2%	2,725 SH	Increased+2 SH
ABBOTT LABS	COM	$396K	0.2%Prev: 0.2%	3,164 SH	Decreased+5 SH
ABBVIE INC	COM	$1.2M	0.5%Prev: 0.5%	5,128 SH	Decreased-92 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$786K	0.3%	2,928 SH	New
ADVANCED MICRO DEVICES INC	COM	$278K	0.1%Prev: 0.1%	1,300 SH	Increased+40 SH
ALPHABET INC	CAP STK CL A	$2.9M	1.2%Prev: 0.9%	9,262 SH	Increased+216 SH
ALPHABET INC	CAP STK CL C	$471K	0.2%Prev: 0.2%	1,501 SH	Increased-5 SH
ALPS ETF TR	ALERIAN MLP	$1.2M	0.5%Prev: 0.5%	26,355 SH	Increased+697 SH
ALTRIA GROUP INC	COM	$749K	0.3%Prev: 0.4%	12,993 SH	Decreased-227 SH
AMAZON COM INC	COM	$1.6M	0.6%Prev: 0.6%	6,745 SH	Increased+653 SH
AMERICAN EXPRESS CO	COM	$220K	0.1%	596 SH	New
AMGEN INC	COM	$972K	0.4%Prev: 0.4%	2,969 SH	Increased-29 SH
APPLE INC	COM	$4.5M	1.8%Prev: 1.8%	16,398 SH	Increased-98 SH
ARK ETF TR	BLOCKCHAIN & FIN	$374K	0.2%	7,860 SH	New
ASML HOLDING N V	N Y REGISTRY SHS	$1.3M	0.5%Prev: 0.5%	1,172 SH	Increased-4 SH
AT&T INC	COM	$402K	0.2%Prev: 0.2%	16,172 SH	Decreased-525 SH
BANK AMERICA CORP	COM	$533K	0.2%Prev: 0.2%	9,691 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$967K	0.4%Prev: 0.4%	1,924 SH	Increased+224 SH
BLACKROCK ETF TRUST II	SHORT DURATION H	$1.0M	0.4%	45,179 SH	New
BLOCK INC	CL A	$207K	0.1%Prev: 0.2%	3,179 SH	Decreased-3,111 SH
BOEING CO	COM	$224K	0.1%Prev: 0.1%	1,033 SH	Increased
BRISTOL-MYERS SQUIBB CO	COM	$325K	0.1%Prev: 0.1%	6,018 SH	Increased-1,073 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$388K	0.2%Prev: 0.1%	6,850 SH	Increased+531 SH
CATERPILLAR INC	COM	$468K	0.2%Prev: 0.2%	817 SH	Increased
CHEVRON CORP NEW	COM	$771K	0.3%Prev: 0.3%	5,057 SH	Decreased+4 SH
CINCINNATI FINL CORP	COM	$330K	0.1%Prev: 0.1%	2,020 SH	Increased
CISCO SYS INC	COM	$800K	0.3%Prev: 0.3%	10,388 SH	Increased-214 SH
COCA COLA CO	COM	$721K	0.3%Prev: 0.3%	10,307 SH	Increased-6 SH
CONSOLIDATED EDISON INC	COM	$239K	0.1%Prev: 0.1%	2,404 SH	Decreased
CROWDSTRIKE HLDGS INC	CL A	$271K	0.1%Prev: 0.2%	578 SH	Decreased-384 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$6.0M	2.4%Prev: 2.0%	183,757 SH	Increased+36,617 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$6.6M	2.7%Prev: 2.5%	94,481 SH	Increased+9,256 SH
DOVER CORP	COM	$202K	0.1%	1,034 SH	New
DUKE ENERGY CORP NEW	COM NEW	$636K	0.3%Prev: 0.3%	5,428 SH	Decreased
ELI LILLY & CO	COM	$610K	0.2%Prev: 0.2%	568 SH	Increased+33 SH
EMBRAER S.A.	SPONSORED ADS	$555K	0.2%Prev: 0.2%	8,618 SH	Increased-534 SH
EMERSON ELEC CO	COM	$513K	0.2%Prev: 0.2%	3,862 SH	Increased
EOG RES INC	COM	$271K	0.1%Prev: 0.1%	2,579 SH	Decreased-72 SH
ETFS GOLD TR	PHYSCL GOLD SHS	$204K	0.1%	4,970 SH	New
EVEREST GROUP LTD	COM	$249K	0.1%Prev: 0.1%	733 SH	Decreased-203 SH
EXXON MOBIL CORP	COM	$1.5M	0.6%Prev: 0.6%	12,724 SH	Increased+23 SH
F N B CORP	COM	$684K	0.3%Prev: 0.3%	39,972 SH	Increased-908 SH
GE AEROSPACE	COM NEW	$1.2M	0.5%Prev: 0.5%	3,885 SH	Increased
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$296K	0.1%Prev: 0.1%	3,608 SH	Increased
GE VERNOVA INC	COM	$356K	0.1%Prev: 0.3%	544 SH	Decreased-416 SH
GENERAL DYNAMICS CORP	COM	$818K	0.3%Prev: 0.4%	2,430 SH	Decreased-43 SH
HOME DEPOT INC	COM	$575K	0.2%Prev: 0.3%	1,672 SH	Decreased-28 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.6M	0.6%Prev: 0.7%	5,333 SH	Increased-64 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$298K	0.1%Prev: 0.1%	6,360 SH	Increased-100 SH
INVESCO QQQ TR	UNIT SER 1	$376K	0.2%	611 SH	New
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$270K	0.1%Prev: 0.1%	5,443 SH	Increased+1,419 SH
ISHARES GOLD TR	ISHARES NEW	$10.0M	4.0%Prev: 3.7%	122,956 SH	Increased+2,578 SH
ISHARES INC	CORE MSCI EMKT	$494K	0.2%Prev: 0.2%	7,353 SH	Increased-3 SH
ISHARES INC	MSCI JAPAN ETF	$400K	0.2%	4,957 SH	New
ISHARES TR	1 3 YR TREAS BD	$9.3M	3.8%Prev: 3.7%	112,345 SH	Increased+7,122 SH
ISHARES TR	20 YR TR BD ETF	$1.9M	0.8%Prev: 0.9%	21,533 SH	Decreased-885 SH
ISHARES TR	CORE MSCI EAFE	$520K	0.2%Prev: 0.2%	5,814 SH	Increased+55 SH
ISHARES TR	CORE MSCI INTL	$7.5M	3.0%Prev: 3.0%	90,990 SH	Increased+2,110 SH
ISHARES TR	CORE S&P MCP ETF	$1.1M	0.4%Prev: 0.5%	16,881 SH	Increased
ISHARES TR	CORE S&P TTL STK	$5.8M	2.3%Prev: 2.4%	38,913 SH	Increased-140 SH
ISHARES TR	CORE S&P500 ETF	$1.8M	0.7%Prev: 0.7%	2,575 SH	Increased+16 SH
ISHARES TR	DOW JONES US ETF	$304K	0.1%Prev: 0.1%	1,832 SH	Increased+316 SH
ISHARES TR	GLOBAL ENERG ETF	$242K	0.1%Prev: 0.1%	5,781 SH	Increased
ISHARES TR	MSCI EAFE ETF	$778K	0.3%Prev: 0.3%	8,100 SH	Increased
ISHARES TR	MSCI INDIA ETF	$450K	0.2%Prev: 0.2%	8,325 SH	Increased-41 SH
ISHARES TR	MSCI INTL QUALTY	$12.6M	5.1%Prev: 5.0%	276,992 SH	Increased+10,217 SH
ISHARES TR	MSCI USA QLT FCT	$273K	0.1%Prev: 0.1%	1,373 SH	Decreased-71 SH
ISHARES TR	RUS MID CAP ETF	$1.4M	0.6%Prev: 0.6%	14,648 SH	Decreased
ISHARES TR	RUSSELL 2000 ETF	$328K	0.1%Prev: 0.1%	1,332 SH	Decreased-100 SH
ISHARES TR	S&P 500 GRWT ETF	$2.4M	1.0%Prev: 1.0%	19,335 SH	Decreased-432 SH
ISHARES TR	S&P 500 VAL ETF	$932K	0.4%Prev: 0.4%	4,397 SH	Increased+91 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$246K	0.1%Prev: 0.1%	2,650 SH	Decreased-194 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$292K	0.1%Prev: 0.1%	4,066 SH	Increased
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$8.6M	3.4%Prev: 3.3%	149,423 SH	Increased+12,390 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$1.4M	0.6%Prev: 0.5%	24,290 SH	Increased+2,624 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$4.2M	1.7%Prev: 1.5%	82,421 SH	Increased+12,182 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$8.4M	3.4%Prev: 3.5%	133,284 SH	Increased+3,994 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$4.9M	2.0%Prev: 1.5%	95,921 SH	Increased+27,571 SH
JOHNSON & JOHNSON	COM	$1.3M	0.5%Prev: 0.5%	6,123 SH	Increased-5 SH
JPMORGAN CHASE & CO.	COM	$2.5M	1.0%Prev: 1.1%	7,895 SH	Increased+26 SH
LOCKHEED MARTIN CORP	COM	$265K	0.1%Prev: 0.1%	548 SH	Decreased+1 SH
MARATHON PETE CORP	COM	$1.0M	0.4%Prev: 0.5%	6,371 SH	Decreased
MCDONALDS CORP	COM	$1.1M	0.4%Prev: 0.5%	3,625 SH	Increased+21 SH
MEDTRONIC PLC	SHS	$393K	0.2%Prev: 0.2%	4,095 SH	Decreased-454 SH
MERCK & CO INC	COM	$1.2M	0.5%Prev: 0.4%	10,958 SH	Increased+1,165 SH
META PLATFORMS INC	CL A	$1.2M	0.5%Prev: 0.6%	1,838 SH	Decreased+16 SH
MICROSOFT CORP	COM	$3.1M	1.2%Prev: 1.4%	6,375 SH	Decreased+36 SH
MORGAN STANLEY ETF TRUST	EATON VANCE SHRT	$1.0M	0.4%Prev: 0.3%	20,300 SH	Increased+5,705 SH
NATIONAL FUEL GAS CO	COM	$692K	0.3%Prev: 0.3%	8,637 SH	Decreased
NUVEEN AMT FREE MUN CR INC F	COM	$350K	0.1%Prev: 0.1%	27,659 SH	Increased-1 SH
NVIDIA CORPORATION	COM	$2.0M	0.8%Prev: 0.8%	10,819 SH	Increased+192 SH
ORACLE CORP	COM	$342K	0.1%Prev: 0.2%	1,755 SH	Decreased-5 SH
PALO ALTO NETWORKS INC	COM	$430K	0.2%Prev: 0.2%	2,334 SH	Decreased-34 SH
PARKER-HANNIFIN CORP	COM	$301K	0.1%Prev: 0.1%	342 SH	Increased
PEPSICO INC	COM	$972K	0.4%Prev: 0.4%	6,771 SH	Increased+150 SH
PFIZER INC	COM	$543K	0.2%Prev: 0.2%	21,798 SH	Increased+2,151 SH
PHILIP MORRIS INTL INC	COM	$816K	0.3%Prev: 0.3%	5,087 SH	Increased+557 SH
PROCTER AND GAMBLE CO	COM	$982K	0.4%Prev: 0.4%	6,851 SH	Decreased+29 SH
PROSHARES TR	S&P 500 DV ARIST	$1.3M	0.5%Prev: 0.6%	12,572 SH	Increased-7 SH
QUALCOMM INC	COM	$503K	0.2%Prev: 0.2%	2,943 SH	Increased+3 SH
REALTY INCOME CORP	COM	$340K	0.1%Prev: 0.1%	6,024 SH	Increased+801 SH
RTX CORPORATION	COM	$773K	0.3%Prev: 0.3%	4,215 SH	Increased+20 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$4.9M	2.0%Prev: 2.0%	186,252 SH	Increased+2,835 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$8.9M	3.6%Prev: 3.6%	325,460 SH	Increased+14,740 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$10.6M	4.3%Prev: 4.3%	324,776 SH	Increased+6,755 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$10.7M	4.3%Prev: 4.5%	398,945 SH	Increased+3,166 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$2.3M	0.9%Prev: 1.0%	76,105 SH	Decreased-1,250 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$539K	0.2%	6,938 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$252K	0.1%	5,628 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$3.4M	1.4%	21,948 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$720K	0.3%	4,641 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$289K	0.1%	6,769 SH	New
SIMPLIFY EXCHANGE TRADED FUN	HIGH YIELD ETF	$252K	0.1%	11,312 SH	New
SPDR GOLD TR	GOLD SHS	$1.5M	0.6%Prev: 0.6%	3,733 SH	Increased+84 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$873K	0.4%Prev: 0.9%	18,648 SH	Decreased-23,960 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.3M	0.5%Prev: 0.4%	1,935 SH	Increased+370 SH
SPDR SERIES TRUST	STATE STREET SPD	$3.1M	1.2%	33,759 SH	New
STANDARD LITHIUM LTD	COM	$156K	0.1%Prev: 0.1%	34,800 SH	Increased-2,000 SH
T-MOBILE US INC	COM	$325K	0.1%Prev: 0.2%	1,600 SH	Decreased
TESLA INC	COM	$590K	0.2%Prev: 0.2%	1,312 SH	Increased+65 SH
TORTOISE ENERGY INFRA CORP	COM	$216K	0.1%Prev: 0.1%	5,280 SH	Decreased+180 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$15.8M	6.4%Prev: 6.4%	202,325 SH	Increased+10,866 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.5M	0.6%Prev: 0.6%	20,272 SH	Decreased-131 SH
VANGUARD INDEX FDS	GROWTH ETF	$208K	0.1%Prev: 0.1%	426 SH	Increased
VANGUARD INDEX FDS	LARGE CAP ETF	$253K	0.1%Prev: 0.1%	805 SH	Increased+1 SH
VANGUARD INDEX FDS	SMALL CP ETF	$311K	0.1%Prev: 0.1%	1,207 SH	Increased+3 SH
VANGUARD INDEX FDS	VALUE ETF	$200K	0.1%	1,048 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.8M	0.7%Prev: 0.7%	24,509 SH	Increased+2,162 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$549K	0.2%Prev: 0.2%	10,219 SH	Decreased+2 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$1.6M	0.7%Prev: 0.4%	27,942 SH	Increased+13,376 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$256K	0.1%Prev: 0.1%	4,095 SH	Increased+4 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.1M	0.5%Prev: 0.5%	7,907 SH	Increased-20 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$2.0M	0.8%Prev: 0.7%	21,957 SH	Increased+1,422 SH
VERIZON COMMUNICATIONS INC	COM	$830K	0.3%Prev: 0.4%	20,372 SH	Decreased-778 SH
WALMART INC	COM	$585K	0.2%Prev: 0.2%	5,247 SH	Increased+79 SH
WASTE MGMT INC DEL	COM	$396K	0.2%Prev: 0.2%	1,802 SH	Decreased-11 SH
WISDOMTREE TR	EMER MKT HIGH FD	$1.3M	0.5%Prev: 0.5%	27,350 SH	Increased+2,248 SH
WISDOMTREE TR	US QTLY DIV GRT	$10.0M	4.0%Prev: 4.1%	111,540 SH	Increased+2,383 SH

Sold (vs prior filing)

ALIBABA GROUP HLDG LTD — $210K
ARK ETF TR — $434K
DELL TECHNOLOGIES INC — $213K
DOMINION ENERGY INC — $217K
ISHARES INC — $394K
ISHARES TR — $232K
ISHARES TR — $255K
NETFLIX INC — $227K
NUVEEN AMT FREE QLTY MUN INC — $228K
PALANTIR TECHNOLOGIES INC — $209K
PAYPAL HLDGS INC — $285K
RUMBLE INC — $101K
SELECT SECTOR SPDR TR — $250K
SELECT SECTOR SPDR TR — $722K
SELECT SECTOR SPDR TR — $543K
SELECT SECTOR SPDR TR — $2.2M
SELECT SECTOR SPDR TR — $295K
SIRIUSXM HOLDINGS INC — $233K
SOUTHERN CO — $211K
SPDR SERIES TRUST — $3.8M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 21, 2026	Q4 2025	13F-HR	0001848704-26-000001	$248.1M	View
Oct 28, 2025	Q3 2025	13F-HR	0001848704-25-000002	$234.1M	View
Jul 28, 2026	Q2 2026