MFA WEALTH ADVISORS, LLC

CIK 0001688184 • 6 13F filings • Apr 21, 2025 – Jul 13, 2026

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Filer information

Filed by: MFA WEALTH ADVISORS, LLC, Chief Compliance Officer
Address: 650 WASHINGTON ROAD, SUITE 8000, PITTSBURGH, PA, 15228
Phone: 720-923-1548
AUM: $473.2M

AUM over time

$588.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $473.2M84 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$1.4M	0.3%Prev: 0.6%	6,448 SH	Decreased+1,003 SH
ALPHABET INC	CAP STK CL A	$6.6M	1.4%Prev: 1.0%	21,069 SH	Increased+4,347 SH
ALPHABET INC	CAP STK CL C	$923K	0.2%Prev: 0.2%	2,940 SH	Decreased-93 SH
AMAZON COM INC	COM	$1.3M	0.3%Prev: 0.2%	5,729 SH	Increased+667 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$14.9M	3.1%Prev: 3.2%	192,951 SH	Decreased-8,613 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$13.9M	2.9%Prev: 2.6%	136,391 SH	Decreased+4,924 SH
AMERICAN EXPRESS CO	COM	$10.5M	2.2%Prev: 1.8%	28,432 SH	Decreased-6,440 SH
APPLE INC	COM	$8.9M	1.9%Prev: 1.8%	32,879 SH	Decreased+923 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$881K	0.2%Prev: 0.1%	1,752 SH	Increased+98 SH
BOEING CO	COM	$4.0M	0.8%Prev: 0.7%	18,455 SH	Decreased-4,669 SH
BROADCOM INC	COM	$893K	0.2%Prev: 0.2%	2,580 SH	Decreased-27 SH
CLEVELAND-CLIFFS INC NEW	COM	$612K	0.1%Prev: 0.0%	46,061 SH	Increased+19,865 SH
COCA COLA CO	COM	$2.5M	0.5%Prev: 0.6%	35,967 SH	Decreased-5,415 SH
CONSTELLATION ENERGY CORP	COM	$6.9M	1.5%Prev: 1.1%	19,573 SH	Increased-4,794 SH
COPART INC	COM	$1.8M	0.4%	45,352 SH	New
DUKE ENERGY CORP NEW	COM NEW	$2.3M	0.5%Prev: 0.5%	19,206 SH	Decreased-5,667 SH
ELI LILLY & CO	COM	$329K	0.1%Prev: 0.1%	306 SH	Decreased-16 SH
ERIE INDTY CO	CL A	$1.1M	0.2%Prev: 0.1%	3,677 SH	Increased+468 SH
EXXON MOBIL CORP	COM	$5.1M	1.1%	42,757 SH	New
FEDERATED HERMES INC	CL B	$1.4M	0.3%Prev: 0.3%	25,950 SH	Decreased-2,000 SH
FIDELITY COVINGTON TRUST	ENHANCED INTL	$13.1M	2.8%Prev: 2.8%	357,135 SH	Decreased-49,659 SH
GENTEX CORP	COM	$368K	0.1%Prev: 0.1%	15,815 SH	Decreased-8,972 SH
GLOBAL PMTS INC	COM	$242K	0.1%Prev: 0.1%	3,122 SH	Decreased-1,052 SH
GLOBAL X FDS	US INFR DEV ETF	$15.3M	3.2%Prev: 2.9%	320,636 SH	Decreased-9,593 SH
GOLDMAN SACHS GROUP INC	COM	$8.0M	1.7%Prev: 1.4%	9,070 SH	Decreased+193 SH
HERBALIFE LTD	COM SHS	$581K	0.1%	45,080 SH	New
INVESCO EXCH TRADED FD TR II	VAR RATE PFD	$305K	0.1%	12,521 SH	New
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$1.7M	0.4%	16,648 SH	New
INVESCO EXCHANGE TRADED FD T	S&P SMLCP MOMENT	$4.7M	1.0%Prev: 1.0%	65,072 SH	Decreased-5,283 SH
INVESCO QQQ TR	UNIT SER 1	$4.8M	1.0%Prev: 0.1%	7,820 SH	Increased+6,972 SH
ISHARES GOLD TR	ISHARES NEW	$11.4M	2.4%Prev: 0.2%	139,884 SH	Increased+123,595 SH
ISHARES TR	3 7 YR TREAS BD	$2.0M	0.4%Prev: 0.4%	16,495 SH	Decreased-4,357 SH
ISHARES TR	7-10 YR TRSY BD	$1.8M	0.4%Prev: 0.4%	19,221 SH	Decreased-5,600 SH
ISHARES TR	CORE S&P US VLU	$15.3M	3.2%Prev: 0.1%	149,236 SH	Increased+145,796 SH
ISHARES TR	CRE U S REIT ETF	$708K	0.1%	12,421 SH	New
ISHARES TR	GLOBAL ENERG ETF	$12.7M	2.7%Prev: 2.9%	303,969 SH	Decreased+1,996 SH
ISHARES TR	ISHS 1-5YR INVS	$770K	0.2%Prev: 0.1%	14,569 SH	Increased+4,803 SH
ISHARES TR	ISHS 5-10YR INVT	$43.0M	9.1%Prev: 8.7%	797,304 SH	Decreased-225,396 SH
ISHARES TR	RUS 1000 GRW ETF	$770K	0.2%Prev: 0.1%	1,627 SH	Decreased-4,881 SH
ISHARES TR	S&P MC 400VL ETF	$6.5M	1.4%	49,543 SH	New
ISHARES TR	US AER DEF ETF	$3.3M	0.7%Prev: 0.5%	15,265 SH	Increased+203 SH
KLA CORP	COM NEW	$797K	0.2%Prev: 0.2%	656 SH	Decreased-4,228 SH
LOCKHEED MARTIN CORP	COM	$2.6M	0.5%	5,315 SH	New
MCKESSON CORP	COM	$200K	0.0%	244 SH	New
META PLATFORMS INC	CL A	$420K	0.1%Prev: 1.4%	636 SH	Decreased-10,398 SH
MICROSOFT CORP	COM	$5.7M	1.2%Prev: 1.3%	11,859 SH	Decreased-3,046 SH
NEWMONT CORP	COM	$333K	0.1%Prev: 0.6%	3,336 SH	Decreased-25,669 SH
NEXTERA ENERGY INC	COM	$478K	0.1%Prev: 0.1%	5,959 SH	Decreased-717 SH
NUSHARES ETF TR	NUVEEN ESG LRGCP	$1.4M	0.3%Prev: 0.3%	14,585 SH	Decreased
NVIDIA CORPORATION	COM	$9.4M	2.0%Prev: 1.9%	50,611 SH	Decreased+782 SH
ORACLE CORP	COM	$357K	0.1%	1,832 SH	New
PALO ALTO NETWORKS INC	COM	$4.0M	0.9%Prev: 1.4%	21,846 SH	Decreased+1,214 SH
PAYPAL HLDGS INC	COM	$747K	0.2%	12,803 SH	New
PGIM ETF TR	PGIM ULTRA SH BD	$2.8M	0.6%Prev: 0.0%	57,395 SH	Increased+51,737 SH
PROLOGIS INC.	COM	$372K	0.1%Prev: 0.1%	2,911 SH	Decreased-364 SH
PROSHARES TR	BITCOIN ETF	$2.9M	0.6%Prev: 1.0%	235,157 SH	Decreased-304,455 SH
QUALCOMM INC	COM	$476K	0.1%Prev: 0.1%	2,783 SH	Decreased+65 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$40.6M	8.6%Prev: 7.8%	896,932 SH	Decreased+40,183 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$864K	0.2%Prev: 0.1%	31,504 SH	Decreased+4,405 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$18.9M	4.0%Prev: 4.1%	702,149 SH	Decreased-106,788 SH
SELECT SECTOR SPDR TR	STATE STREET HEA	$10.8M	2.3%	69,732 SH	New
SERVICENOW INC	COM	$358K	0.1%Prev: 0.1%	2,335 SH	Decreased-3,358 SH
SIMON PPTY GROUP INC NEW	COM	$536K	0.1%Prev: 0.1%	2,898 SH	Decreased+176 SH
SOCIEDAD QUIMICA Y MINERA DE	SPON ADR SER B	$513K	0.1%Prev: 0.1%	7,455 SH	Increased+801 SH
SPDR SERIES TRUST	STATE STREET SPD	$22.5M	4.8%	732,753 SH	New
SYNOVUS FINL CORP	COM NEW	$321K	0.1%	6,421 SH	New
SYSCO CORP	COM	$525K	0.1%Prev: 0.1%	7,125 SH	Decreased-2,692 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$470K	0.1%	1,546 SH	New
TESLA INC	COM	$3.5M	0.7%Prev: 0.5%	7,757 SH	Increased-735 SH
TJX COS INC NEW	COM	$710K	0.2%Prev: 0.1%	4,621 SH	Increased+74 SH
TOTALENERGIES SE	ACT	$232K	0.0%Prev: 0.0%	3,552 SH	Decreased+195 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$12.8M	2.7%Prev: 2.4%	35,531 SH	Decreased+12,525 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$44.6M	9.4%Prev: 1.1%	572,740 SH	Increased+480,179 SH
VANGUARD INDEX FDS	MID CAP ETF	$4.6M	1.0%	15,984 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$38.3M	8.1%Prev: 8.4%	61,089 SH	Decreased-9,359 SH
VANGUARD INDEX FDS	VALUE ETF	$210K	0.0%	1,100 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$684K	0.1%Prev: 1.7%	8,168 SH	Decreased-119,151 SH
VANGUARD WORLD FD	INF TECH ETF	$996K	0.2%Prev: 0.2%	1,322 SH	Decreased-8,610 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$679K	0.1%	1,645 SH	New
VEEVA SYS INC	CL A COM	$272K	0.1%Prev: 0.1%	1,219 SH	Decreased-1,554 SH
VIATRIS INC	COM	$1.3M	0.3%Prev: 0.3%	104,801 SH	Decreased
VISA INC	COM CL A	$256K	0.1%Prev: 0.2%	729 SH	Decreased-2,006 SH
WALMART INC	COM	$255K	0.1%	2,289 SH	New
WISDOMTREE TR	EMG MKTS SMCAP	$845K	0.2%Prev: 0.0%	14,763 SH	Increased+11,261 SH

Sold (vs prior filing)

AMERICAN CENTY ETF TR — $17.2M
ASML HLDG NV — $257K
BALL CORP — $243K
CISCO SYS INC — $211K
CRH PLC — $4.0M
CROWDSTRIKE HLDGS INC — $839K
DEERE & CO — $259K
FRANKLIN TEMPLETON ETF TR — $9.9M
GLOBAL X FDS — $11.1M
GRAYSCALE SUI STAKING ETF — $223K
ISHARES TR — $9.4M
LAM RESEARCH CORP — $206K
LAMB WESTON HLDGS INC — $247K
MICRON TECHNOLOGY INC — $4.7M
PHILIP MORRIS INTL INC — $231K
PINNACLE FINL PARTNERS INC — $313K
RTX CORPORATION — $3.2M
SCHWAB STRATEGIC TR — $5.4M
SMUCKER J M CO — $641K
SPDR SERIES TRUST — $45.9M
… and 8 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 14, 2026	Q4 2025	13F-HR	0001688184-26-000001	$473.2M	View
Oct 7, 2026	Q3 2026	13F-HR	0001688184-26-000006	$588.8M	View
Oct 20, 2025	Q3 2025