MFA WEALTH ADVISORS, LLC

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

Import this data to Google Sheets with:

=jivedata("mfa-wealth-advisors-llc-0001688184-filer","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $508.2M88 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$1.5M	0.3%	7,453 SH	New
ALPHABET INC	CAP STK CL A	$6.1M	1.2%Prev: 1.2%	21,216 SH	Increased-9,004 SH
ALPHABET INC	CAP STK CL C	$843K	0.2%Prev: 0.1%	2,940 SH	Increased-20 SH
AMAZON COM INC	COM	$1.2M	0.2%Prev: 0.2%	5,738 SH	Increased+1,617 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$16.7M	3.3%	206,652 SH	New
AMERICAN CENTY ETF TR	US SML CP VALU	$15.3M	3.0%Prev: 3.8%	138,630 SH	Increased-36,860 SH
AMERICAN EXPRESS CO	COM	$9.2M	1.8%Prev: 1.9%	30,577 SH	Increased+2,745 SH
APPLE INC	COM	$8.6M	1.7%Prev: 2.0%	33,897 SH	Increased-2,216 SH
ASML HLDG NV	N Y REGISTRY SHS	$217K	0.0%	164 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$893K	0.2%Prev: 0.2%	1,864 SH	Decreased+53 SH
BOEING CO	COM	$3.9M	0.8%Prev: 0.9%	19,727 SH	Increased-994 SH
BROADCOM INC	COM	$799K	0.2%Prev: 0.1%	2,581 SH	Increased-600 SH
CLEVELAND-CLIFFS INC NEW	COM	$397K	0.1%	47,022 SH	New
COCA COLA CO	COM	$3.0M	0.6%Prev: 0.6%	39,038 SH	Increased+4,631 SH
CONSTELLATION ENERGY CORP	COM	$5.5M	1.1%Prev: 0.9%	19,733 SH	Increased+1,556 SH
COPART INC	COM	$2.2M	0.4%Prev: 0.9%	64,928 SH	Decreased+86 SH
DEERE & CO	COM	$274K	0.1%	486 SH	New
DUKE ENERGY CORP NEW	COM NEW	$2.8M	0.5%Prev: 0.6%	21,057 SH	Increased+1,903 SH
ELI LILLY & CO	COM	$286K	0.1%Prev: 0.1%	311 SH	Decreased-55 SH
ERIE INDTY CO	CL A	$893K	0.2%Prev: 0.4%	3,555 SH	Decreased-532 SH
EXXON MOBIL CORP	COM	$7.4M	1.5%Prev: 1.2%	43,874 SH	Increased+2,898 SH
FEDERATED HERMES INC	CL B	$1.5M	0.3%Prev: 0.2%	25,950 SH	Increased+2,400 SH
FIDELITY COVINGTON TRUST	ENHANCED INTL	$14.1M	2.8%Prev: 0.5%	380,286 SH	Increased+308,408 SH
FRANKLIN TEMPLETON ETF TR	FRANKLIN DYN MUN	$3.5M	0.7%	141,553 SH	New
GENERAC HLDGS INC	COM	$260K	0.1%Prev: 0.5%	1,329 SH	Decreased-13,664 SH
GENTEX CORP	COM	$363K	0.1%Prev: 0.1%	16,622 SH	Decreased-2,914 SH
GLOBAL X FDS	GLOBAL X COPPER	$1.2M	0.2%	15,620 SH	New
GLOBAL X FDS	US INFR DEV ETF	$17.1M	3.4%Prev: 3.0%	335,872 SH	Increased+13,940 SH
GOLDMAN SACHS GROUP INC	COM	$8.0M	1.6%Prev: 0.5%	9,479 SH	Increased+5,829 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$330K	0.1%Prev: 1.6%	3,195 SH	Decreased-66,867 SH
INVESCO EXCHANGE TRADED FD T	S&P SMLCP MOMENT	$5.3M	1.0%Prev: 0.2%	69,137 SH	Increased+53,567 SH
INVESCO QQQ TR	UNIT SER 1	$1.1M	0.2%Prev: 1.8%	1,829 SH	Decreased-13,451 SH
ISHARES GOLD TR	ISHARES NEW	$11.4M	2.2%Prev: 2.3%	129,077 SH	Increased-28,804 SH
ISHARES TR	20 YR TR BD ETF	$258K	0.1%	2,971 SH	New
ISHARES TR	3 7 YR TREAS BD	$2.0M	0.4%	17,192 SH	New
ISHARES TR	7-10 YR TRSY BD	$1.9M	0.4%	20,114 SH	New
ISHARES TR	CORE S&P US VLU	$16.3M	3.2%Prev: 3.3%	159,592 SH	Increased+16,938 SH
ISHARES TR	GLOBAL ENERG ETF	$18.2M	3.6%Prev: 2.9%	316,532 SH	Increased+35,980 SH
ISHARES TR	ISHS 1-5YR INVS	$610K	0.1%Prev: 2.5%	11,614 SH	Decreased-178,992 SH
ISHARES TR	ISHS 5-10YR INVT	$47.2M	9.3%Prev: 7.7%	887,369 SH	Increased+295,059 SH
ISHARES TR	RUS 1000 GRW ETF	$694K	0.1%Prev: 0.1%	1,627 SH	Increased+27 SH
ISHARES TR	S&P MC 400VL ETF	$7.5M	1.5%Prev: 0.2%	56,771 SH	Increased+48,870 SH
ISHARES TR	US AER DEF ETF	$3.4M	0.7%Prev: 0.6%	15,552 SH	Increased-521 SH
KLA CORP	COM NEW	$979K	0.2%Prev: 0.2%	665 SH	Increased-247 SH
LOCKHEED MARTIN CORP	COM	$3.3M	0.6%Prev: 0.5%	5,461 SH	Increased+686 SH
META PLATFORMS INC	CL A	$344K	0.1%Prev: 0.1%	601 SH	Increased+194 SH
MICROSOFT CORP	COM	$4.9M	1.0%Prev: 0.3%	13,281 SH	Increased+10,396 SH
NEWMONT CORP	COM	$573K	0.1%Prev: 0.1%	5,296 SH	Increased+365 SH
NEXTERA ENERGY INC	COM	$568K	0.1%Prev: 0.1%	6,117 SH	Increased+8 SH
NUSHARES ETF TR	NUVEEN ESG LRGCP	$1.3M	0.3%Prev: 0.3%	14,585 SH	Increased
NVIDIA CORPORATION	COM	$9.3M	1.8%Prev: 1.1%	53,182 SH	Increased+12,123 SH
ORACLE CORP	COM	$287K	0.1%Prev: 0.1%	1,954 SH	Increased+153 SH
PALO ALTO NETWORKS INC	COM	$4.0M	0.8%	25,109 SH	New
PAYPAL HLDGS INC	COM	$804K	0.2%	17,784 SH	New
PGIM ETF TR	PGIM ULTRA SH BD	$661K	0.1%Prev: 1.2%	13,358 SH	Decreased-86,557 SH
PINNACLE FINL PARTNERS INC	COM	$281K	0.1%	3,257 SH	New
PROLOGIS INC.	COM	$396K	0.1%Prev: 0.1%	2,998 SH	Increased-227 SH
PROSHARES TR	BITCOIN ETF	$2.9M	0.6%Prev: 0.9%	314,761 SH	Decreased+110,834 SH
QUALCOMM INC	COM	$350K	0.1%Prev: 0.1%	2,714 SH	Decreased-119 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$44.2M	8.7%Prev: 9.3%	902,933 SH	Increased-137,639 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$949K	0.2%Prev: 10.3%	30,933 SH	Decreased-1,452,510 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$19.8M	3.9%	772,020 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$10.9M	2.1%	74,208 SH	New
SERVICENOW INC	COM	$271K	0.1%Prev: 0.2%	2,593 SH	Decreased+1,735 SH
SIMON PPTY GROUP INC NEW	COM	$543K	0.1%Prev: 0.1%	2,913 SH	Increased+15 SH
SMUCKER J M CO	COM NEW	$639K	0.1%	6,627 SH	New
SOCIEDAD QUIMICA Y MINERA DE	SPON ADR SER B	$606K	0.1%Prev: 0.1%	7,491 SH	Increased-1,417 SH
SPDR SERIES TRUST	STATE STREET SPD	$24.6M	4.8%	800,221 SH	New
SYSCO CORP	COM	$528K	0.1%Prev: 0.2%	7,400 SH	Decreased-892 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$536K	0.1%	1,587 SH	New
TESLA INC	COM	$2.9M	0.6%Prev: 0.5%	7,696 SH	Increased-642 SH
TJX COS INC NEW	COM	$738K	0.1%Prev: 0.1%	4,621 SH	Increased-23 SH
TOTALENERGIES SE	ACT	$323K	0.1%	3,552 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$13.3M	2.6%Prev: 1.0%	34,583 SH	Increased+14,799 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$47.5M	9.3%Prev: 10.7%	614,849 SH	Increased+51,808 SH
VANGUARD INDEX FDS	MID CAP ETF	$4.9M	1.0%Prev: 0.1%	17,119 SH	Increased+16,064 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$40.8M	8.0%Prev: 0.2%	68,200 SH	Increased+66,974 SH
VANGUARD INDEX FDS	VALUE ETF	$216K	0.0%	1,100 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$8.3M	1.6%	100,503 SH	New
VANGUARD WORLD FD	INF TECH ETF	$898K	0.2%Prev: 0.2%	1,287 SH	Increased-330 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$578K	0.1%Prev: 0.3%	1,572 SH	Decreased-1,787 SH
VEEVA SYS INC	CL A COM	$243K	0.0%Prev: 0.2%	1,386 SH	Decreased-1,479 SH
VERTIV HOLDINGS CO	COM CL A	$223K	0.0%	891 SH	New
VIATRIS INC	COM	$1.4M	0.3%Prev: 0.2%	104,801 SH	Increased
VISA INC	COM CL A	$212K	0.0%Prev: 0.1%	702 SH	Decreased-475 SH
WALMART INC	COM	$284K	0.1%	2,289 SH	New
WESTLAKE CORPORATION	COM	$278K	0.1%Prev: 0.1%	2,382 SH	Increased+211 SH
WISDOMTREE TR	EMG MKTS SMCAP	$384K	0.1%Prev: 3.3%	6,389 SH	Decreased-266,921 SH

Sold (vs prior filing)

ABBVIE INC — $208K
ACCENTURE PLC IRELAND — $282K
ALBEMARLE CORP — $1.1M
CROWDSTRIKE HLDGS INC — $4.2M
DUPONT DE NEMOURS INC — $225K
FEDEX CORP — $210K
GLOBAL X FDS — $211K
HERBALIFE LTD — $524K
INVESCO EXCH TRADED FD TR II — $575K
ISHARES TR — $1.2M
J P MORGAN EXCHANGE TRADED F — $1.6M
LAMB WESTON HLDGS INC — $222K
LPL FINL HLDGS INC — $317K
NOVO-NORDISK A S — $447K
PNC FINL SVCS GROUP INC — $204K
SELECT SECTOR SPDR TR — $9.3M
SPDR SER TR — $21.4M
STRYKER CORPORATION — $257K
SYNOVUS FINL CORP — $362K
TAIWAN SEMICONDUCTOR MFG LTD — $365K
… and 3 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