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: $426.3M88 positionsView on SEC.gov

			% of Portfolio
ALBEMARLE CORP	COM	$1.3M	0.3%	20,593 SH	New
ALPHABET INC	CAP STK CL A	$3.8M	0.9%Prev: 1.2%	21,666 SH	Decreased+450 SH
ALPHABET INC	CAP STK CL C	$522K	0.1%Prev: 0.2%	2,940 SH	Decreased
AMAZON COM INC	COM	$1.3M	0.3%Prev: 0.2%	5,929 SH	Increased+191 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$12.3M	2.9%Prev: 3.0%	134,686 SH	Decreased-3,944 SH
AMERICAN EXPRESS CO	COM	$8.4M	2.0%Prev: 1.8%	26,407 SH	Decreased-4,170 SH
APPLE INC	COM	$6.9M	1.6%Prev: 1.7%	33,580 SH	Decreased-317 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$861K	0.2%Prev: 0.2%	1,772 SH	Decreased-92 SH
BOEING CO	COM	$3.4M	0.8%Prev: 0.8%	16,275 SH	Decreased-3,452 SH
BROADCOM INC	COM	$877K	0.2%Prev: 0.2%	3,181 SH	Increased+600 SH
CLEVELAND-CLIFFS INC NEW	COM	$193K	0.0%Prev: 0.1%	25,354 SH	Decreased-21,668 SH
COCA COLA CO	COM	$2.2M	0.5%Prev: 0.6%	31,107 SH	Decreased-7,931 SH
CONSTELLATION ENERGY CORP	COM	$6.4M	1.5%Prev: 1.1%	19,976 SH	Increased+243 SH
COPART INC	COM	$2.9M	0.7%Prev: 0.4%	59,183 SH	Increased-5,745 SH
CROWDSTRIKE HLDGS INC	CL A	$5.6M	1.3%	10,958 SH	New
DOORDASH INC	CL A	$216K	0.1%	875 SH	New
DUKE ENERGY CORP NEW	COM NEW	$2.0M	0.5%Prev: 0.5%	17,318 SH	Decreased-3,739 SH
DUPONT DE NEMOURS INC	COM	$206K	0.0%	3,008 SH	New
ELI LILLY & CO	COM	$227K	0.1%Prev: 0.1%	291 SH	Decreased-20 SH
ERIE INDTY CO	CL A	$1.4M	0.3%Prev: 0.2%	4,067 SH	Increased+512 SH
EXXON MOBIL CORP	COM	$4.2M	1.0%Prev: 1.5%	38,864 SH	Decreased-5,010 SH
FEDERATED HERMES INC	CL B	$1.2M	0.3%Prev: 0.3%	25,950 SH	Decreased
FIDELITY COVINGTON TRUST	ENHANCED INTL	$11.0M	2.6%Prev: 2.8%	331,662 SH	Decreased-48,624 SH
GENERAC HLDGS INC	COM	$428K	0.1%Prev: 0.1%	2,991 SH	Increased+1,662 SH
GENTEX CORP	COM	$475K	0.1%Prev: 0.1%	21,595 SH	Increased+4,973 SH
GLOBAL X FDS	LITHIUM BTRY ETF	$233K	0.1%	6,064 SH	New
GLOBAL X FDS	US INFR DEV ETF	$13.6M	3.2%Prev: 3.4%	312,263 SH	Decreased-23,609 SH
GOLDMAN SACHS GROUP INC	COM	$6.1M	1.4%Prev: 1.6%	8,553 SH	Decreased-926 SH
HERBALIFE LTD	COM SHS	$561K	0.1%	65,064 SH	New
INVESCO EXCH TRADED FD TR II	VAR RATE PFD	$544K	0.1%	22,241 SH	New
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$2.9M	0.7%Prev: 0.1%	29,098 SH	Increased+25,903 SH
INVESCO EXCHANGE TRADED FD T	S&P SMLCP MOMENT	$4.3M	1.0%Prev: 1.0%	62,739 SH	Decreased-6,398 SH
INVESCO QQQ TR	UNIT SER 1	$7.5M	1.7%Prev: 0.2%	13,507 SH	Increased+11,678 SH
ISHARES GOLD TR	ISHARES NEW	$8.3M	2.0%Prev: 2.2%	133,809 SH	Decreased+4,732 SH
ISHARES TR	3 7 YR TREAS BD	$2.0M	0.5%Prev: 0.4%	16,988 SH	Decreased-204 SH
ISHARES TR	7-10 YR TRSY BD	$1.9M	0.4%Prev: 0.4%	19,635 SH	Decreased-479 SH
ISHARES TR	CORE S&P US VLU	$13.1M	3.1%Prev: 3.2%	138,340 SH	Decreased-21,252 SH
ISHARES TR	CRE U S REIT ETF	$1.1M	0.3%	19,380 SH	New
ISHARES TR	GLOBAL ENERG ETF	$11.0M	2.6%Prev: 3.6%	281,064 SH	Decreased-35,468 SH
ISHARES TR	ISHS 1-5YR INVS	$2.5M	0.6%Prev: 0.1%	48,137 SH	Increased+36,523 SH
ISHARES TR	ISHS 5-10YR INVT	$36.7M	8.6%Prev: 9.3%	688,072 SH	Decreased-199,297 SH
ISHARES TR	MSCI EMG MKT ETF	$11.5M	2.7%	238,002 SH	New
ISHARES TR	RUS 1000 GRW ETF	$687K	0.2%Prev: 0.1%	1,619 SH	Decreased-8 SH
ISHARES TR	S&P MC 400VL ETF	$5.3M	1.2%Prev: 1.5%	42,965 SH	Decreased-13,806 SH
ISHARES TR	US AER DEF ETF	$2.8M	0.7%Prev: 0.7%	14,905 SH	Decreased-647 SH
KLA CORP	COM NEW	$799K	0.2%Prev: 0.2%	892 SH	Decreased+227 SH
LAMB WESTON HLDGS INC	COM	$234K	0.1%	4,515 SH	New
LOCKHEED MARTIN CORP	COM	$2.2M	0.5%Prev: 0.6%	4,701 SH	Decreased-760 SH
LPL FINL HLDGS INC	COM	$363K	0.1%	969 SH	New
META PLATFORMS INC	CL A	$476K	0.1%Prev: 0.1%	645 SH	Increased+44 SH
MICROSOFT CORP	COM	$5.5M	1.3%Prev: 1.0%	11,016 SH	Increased-2,265 SH
NEWMONT CORP	COM	$269K	0.1%Prev: 0.1%	4,612 SH	Decreased-684 SH
NEXTERA ENERGY INC	COM	$466K	0.1%Prev: 0.1%	6,716 SH	Decreased+599 SH
NUSHARES ETF TR	NUVEEN ESG LRGCP	$1.4M	0.3%Prev: 0.3%	14,585 SH	Increased
NVIDIA CORPORATION	COM	$8.0M	1.9%Prev: 1.8%	50,704 SH	Decreased-2,478 SH
ORACLE CORP	COM	$394K	0.1%Prev: 0.1%	1,801 SH	Increased-153 SH
PAYPAL HLDGS INC	COM	$1.2M	0.3%Prev: 0.2%	16,347 SH	Increased-1,437 SH
PGIM ETF TR	PGIM ULTRA SH BD	$4.7M	1.1%Prev: 0.1%	95,452 SH	Increased+82,094 SH
PROLOGIS INC.	COM	$365K	0.1%Prev: 0.1%	3,474 SH	Decreased+476 SH
PROSHARES TR	BITCOIN ETF	$4.3M	1.0%Prev: 0.6%	197,779 SH	Increased-116,982 SH
QUALCOMM INC	COM	$443K	0.1%Prev: 0.1%	2,783 SH	Increased+69 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$35.5M	8.3%Prev: 8.7%	888,264 SH	Decreased-14,669 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$33.7M	7.9%Prev: 0.2%	1,270,714 SH	Increased+1,239,781 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$8.7M	2.0%	64,306 SH	New
SERVICENOW INC	COM	$831K	0.2%Prev: 0.1%	808 SH	Increased-1,785 SH
SIMON PPTY GROUP INC NEW	COM	$466K	0.1%Prev: 0.1%	2,898 SH	Decreased-15 SH
SOCIEDAD QUIMICA Y MINERA DE	SPON ADR SER B	$367K	0.1%Prev: 0.1%	10,415 SH	Decreased+2,924 SH
SPDR SERIES TRUST	BLOOMBERG INVT	$20.5M	4.8%	664,241 SH	New
STRYKER CORPORATION	COM	$270K	0.1%	682 SH	New
SYNOVUS FINL CORP	COM NEW	$417K	0.1%	8,066 SH	New
SYSCO CORP	COM	$645K	0.2%Prev: 0.1%	8,517 SH	Increased+1,117 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$506K	0.1%	2,233 SH	New
TESLA INC	COM	$2.5M	0.6%Prev: 0.6%	7,954 SH	Decreased+258 SH
TJX COS INC NEW	COM	$571K	0.1%Prev: 0.1%	4,621 SH	Decreased
TOTALENERGIES SE	SPONSORED ADS	$256K	0.1%	4,171 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$10.2M	2.4%Prev: 2.6%	36,632 SH	Decreased+2,049 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$41.6M	9.8%Prev: 9.3%	537,925 SH	Decreased-76,924 SH
VANGUARD INDEX FDS	MID CAP ETF	$4.0M	0.9%Prev: 1.0%	14,205 SH	Decreased-2,914 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.1M	0.3%Prev: 8.0%	1,918 SH	Decreased-66,282 SH
VANGUARD WORLD FD	INF TECH ETF	$833K	0.2%Prev: 0.2%	1,256 SH	Decreased-31 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$16.5M	3.9%	125,779 SH	New
VANGUARD WORLD FD	MEGA GRWTH IND	$603K	0.1%Prev: 0.1%	1,646 SH	Increased+74 SH
VEEVA SYS INC	CL A COM	$809K	0.2%Prev: 0.0%	2,809 SH	Increased+1,423 SH
VIATRIS INC	COM	$936K	0.2%Prev: 0.3%	104,801 SH	Decreased
VISA INC	COM CL A	$254K	0.1%Prev: 0.0%	714 SH	Increased+12 SH
WALMART INC	COM	$251K	0.1%Prev: 0.1%	2,570 SH	Decreased+281 SH
WESTLAKE CORPORATION	COM	$219K	0.1%Prev: 0.1%	2,886 SH	Decreased+504 SH
WISDOMTREE TR	EMG MKTS SMCAP	$1.8M	0.4%Prev: 0.1%	32,336 SH	Increased+25,947 SH

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $1.5M
AMERICAN CENTY ETF TR — $16.7M
ASML HLDG NV — $217K
DEERE & CO — $274K
FRANKLIN TEMPLETON ETF TR — $3.5M
GLOBAL X FDS — $1.2M
ISHARES TR — $258K
PALO ALTO NETWORKS INC — $4.0M
PINNACLE FINL PARTNERS INC — $281K
SCHWAB STRATEGIC TR — $19.8M
SELECT SECTOR SPDR TR — $10.9M
SMUCKER J M CO — $639K
SPDR SERIES TRUST — $24.6M
TAIWAN SEMICONDUCTOR MANUFAC — $536K
TOTALENERGIES SE — $323K
VANGUARD INDEX FDS — $216K
VANGUARD SCOTTSDALE FDS — $8.3M
VERTIV HOLDINGS CO — $223K

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