Mfa Wealth Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 13, 2026), Mfa Wealth Advisors, LLC reported 98 stock positions worth $586.3 million. Its top holding was iShares 5-10Y Inv Grade (IGIB) at 9.2% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 8.4%) and Vanguard Intermediate-Term B (BIV, 7.9%). Compared with Q1 2026, it opened 17 new positions, sold out of 7, added to 34 and reduced 36. The biggest buy was a new position in Avantis US Large Cap Value (AVLV) and the biggest sale iShares Core S&P U.S. Value (IUSV, shares −90%).
- Most Recent 13F
- Q2 2026
- Location
- PITTSBURGH, PA
- CIK
- 0001688184
- Portfolio Value
- $586.3M (Q2 2026)
- SEC Filing
- 0001688184-26-000004 ↗ filed Jul 13, 2026
Holdings Value
Holdings 98 stocks · $586.3M
| IGIB iShares 5-10Y Inv Grade Corp. | 9.24% | 1,018,889 | $54.2M | Add +14.8% |
| VOO Vanguard S&P 500 ETF | 8.35% | 71,323 | $49.0M | Add +4.6% |
| BIV Vanguard Intermediate-Term B | 7.85% | 600,446 | $46.1M | Reduce -2.3% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 7.78% | 864,797 | $45.6M | Reduce -4.2% |
| FLRN SS SPDR BB Ig Float RT ETF | 4.89% | 930,045 | $28.7M | Add +16.2% |
| SCHX Schwab US Large-Cap ETF | 4.05% | 806,137 | $23.7M | Add +4.4% |
| AVEM Avantis Emerging Markets Eq | 3.31% | 201,153 | $19.4M | Reduce -2.7% |
| PAVE Global X US Infrastructure | 3.29% | 327,596 | $19.3M | Reduce -2.5% |
| AVLV Avantis US Large Cap Value | 2.83% | 182,168 | $16.6M | New |
| AVUV Avantis US Small Cap Value | 2.83% | 133,052 | $16.6M | Reduce -4.0% |
| FENI Fidelity Enhanced Intl ETF | 2.80% | 409,529 | $16.4M | Add +7.7% |
| SMH Vaneck Semiconductor ETF | 2.61% | 23,356 | $15.3M | Reduce -32.5% |
| IXC iShares Global Energy ETF | 2.55% | 304,539 | $15.0M | Reduce -3.8% |
| XBI SS SPDR S&P Biotech ETF | 2.48% | 91,997 | $14.6M | New |
| AXP American Express Co. | 2.02% | 35,055 | $11.9M | Add +14.6% |
| FLMI Franklin Dynamic Municipal B | 1.83% | 426,562 | $10.7M | Add +201.3% |
| VCIT Vanguard Int-Term Corporate | 1.73% | 122,932 | $10.2M | Add +22.3% |
| NVDA Nvidia Corp. | 1.70% | 49,750 | $10.0M | Reduce -6.5% |
| AAPL Apple Inc. | 1.61% | 32,606 | $9.4M | Reduce -3.8% |
| GS Goldman Sachs Group Inc. | 1.55% | 9,006 | $9.1M | Reduce -5.0% |
| SPIB SS SPDR P Int C Corp. ETF | 1.40% | 245,408 | $8.2M | New |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.38% | 54,925 | $8.1M | Reduce -3.3% |
| PANW Palo Alto Networks Inc. | 1.37% | 23,601 | $8.0M | Reduce -6.0% |
| XSMO Invesco S&P Smallcap Momentu | 1.11% | 69,658 | $6.5M | Add +0.8% |
| META Meta Platforms Inc. Class A | 1.07% | 11,108 | $6.3M | Add +1748.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.01% | 73,861 | $6.0M | Add +7.9% |
| CEG Constellation Energy | 1.01% | 23,820 | $5.9M | Add +20.7% |
| GOOGL Alphabet Inc. Class A | 1.00% | 16,379 | $5.9M | Reduce -22.8% |
| MSFT Microsoft Corp. | 0.97% | 15,300 | $5.7M | Add +15.2% |
| BA The Boeing Co. | 0.84% | 22,631 | $4.9M | Add +14.7% |
| CRH CRH PLC | 0.78% | 42,782 | $4.6M | New |
| MU Micron Technology Inc. | 0.75% | 3,786 | $4.4M | New |
| COPX Global X Copper Miners ETF | 0.71% | 53,897 | $4.1M | Add +245.1% |
| BITO Proshares Bitcoin ETF-Usd | 0.70% | 511,882 | $4.1M | Add +62.6% |
| ITA iShares U.S. Aerospace & Def | 0.63% | 15,251 | $3.7M | Reduce -1.9% |
| TSLA Tesla Inc. | 0.59% | 8,282 | $3.5M | Add +7.6% |
| KO The Coca-Cola Co. | 0.58% | 42,106 | $3.4M | Add +7.9% |
| AMD Advanced Micro Devices | 0.57% | 5,723 | $3.3M | Reduce -23.2% |
| RTX RTX Corp. | 0.56% | 17,185 | $3.3M | New |
| DUK Duke Energy Corp. | 0.53% | 24,678 | $3.1M | Add +17.2% |
| IEI iShares 3-7 Year Treasury Bo | 0.41% | 20,701 | $2.4M | Add +20.4% |
| IEF iShares 7-10 Year Treasury B | 0.39% | 24,343 | $2.3M | Add +21.0% |
| KLAC KLA Corp. | 0.32% | 6,142 | $1.9M | Reduce -7.6% |
| IUSV iShares Core S&P U.S. Value | 0.31% | 16,244 | $1.8M | Reduce -89.8% |
| IAU iShares Gold Trust | 0.30% | 23,128 | $1.7M | Reduce -82.1% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.29% | 14,585 | $1.7M | No change |
| VTRS Viatris Inc. | 0.28% | 104,801 | $1.7M | No change |
| IWS iShares Russell Mid-Cap Valu | 0.28% | 9,882 | $1.6M | New |
| FHI Federated Hermes Inc. | 0.26% | 27,950 | $1.5M | Add +7.7% |
| VGT Vanguard Info Tech ETF | 0.22% | 10,578 | $1.3M | Add +2.7% |
| AMZN Amazon.com Inc. | 0.21% | 5,102 | $1.2M | Reduce -11.1% |
| NEM Newmont Corp. | 0.20% | 12,731 | $1.2M | Add +140.4% |
| GOOG Alphabet Inc. Class C | 0.18% | 2,940 | $1.0M | No change |
| AVGO Broadcom Inc. | 0.17% | 2,587 | $977K | Add +0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.15% | 1,750 | $876K | Reduce -6.1% |
| SCHD Schwab US DVD Equity ETF | 0.15% | 27,175 | $862K | Reduce -12.2% |
| ERIE Erie Indemnity Company Class A | 0.14% | 3,417 | $819K | Reduce -3.9% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.14% | 7,212 | $811K | Add +8.8% |
| IWF iShares Russell 1000 Growth | 0.14% | 6,508 | $808K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.13% | 1,578 | $754K | Reduce -0.6% |
| SYY Sysco Corp. | 0.12% | 8,678 | $725K | Add +17.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.12% | 4,621 | $700K | No change |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.12% | 7,862 | $691K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.11% | 902 | $664K | Reduce -50.7% |
| SPG Simon Property Group Inc. | 0.11% | 2,919 | $653K | Add +0.2% |
| XLV SS Health Care Select Sector | 0.11% | 3,968 | $630K | Reduce -94.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.10% | 10,730 | $562K | Reduce -7.6% |
| NEE Nextera Energy Inc. | 0.09% | 6,323 | $555K | Add +3.4% |
| SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE | 0.09% | 7,188 | $532K | Reduce -4.0% |
| QCOM Qualcomm Inc. | 0.09% | 2,714 | $502K | No change |
| GNTX Gentex Corp. | 0.08% | 19,153 | $484K | Add +15.2% |
| NOW ServiceNow Inc. | 0.07% | 4,281 | $425K | Add +65.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.07% | 556 | $424K | New |
| PLD Prologis Inc. | 0.07% | 3,102 | $420K | Add +3.5% |
| VEEV Veeva Systems Inc. Class A | 0.07% | 2,347 | $417K | Add +69.3% |
| LLY Eli Lilly & Co. | 0.07% | 332 | $398K | Add +6.8% |
| GLW Corning Inc. | 0.06% | 1,437 | $367K | New |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.06% | 164 | $326K | No change |
| VRT Vertiv Holdings Co. Class A | 0.05% | 891 | $298K | No change |
| ORCL Oracle Corp. | 0.05% | 1,954 | $286K | No change |
| CSCO Cisco Systems Inc. | 0.05% | 2,424 | $285K | New |
| PULS Pgim Ultra Short Bond ETF | 0.05% | 5,624 | $279K | Reduce -57.9% |
| TTE Totalenergies SE | 0.05% | 3,518 | $274K | Reduce -1.0% |
| LRCX Lam Research Corp. | 0.05% | 621 | $269K | New |
| PNFP Pinnacle Financial Partners | 0.04% | 2,586 | $261K | Reduce -20.6% |
| CLF Cleveland-Cliffs Inc. | 0.04% | 27,307 | $256K | Reduce -41.9% |
| Q Qnity Electronics Inc. | 0.04% | 1,504 | $246K | New |
| DE Deere & Co. | 0.04% | 385 | $244K | Reduce -20.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.04% | 1,100 | $240K | No change |
| DGS Wisdomtree Em Small Cap | 0.04% | 3,703 | $240K | Reduce -42.0% |
| V Visa Inc. Class A | 0.04% | 665 | $228K | Reduce -5.3% |
| PM Philip Morris International | 0.04% | 1,234 | $223K | New |
| GNRC Generac Holdings Inc. | 0.04% | 755 | $221K | Reduce -43.2% |
| SYK Stryker Corp. | 0.04% | 687 | $216K | New |
| ABBV Abbvie Inc. | 0.04% | 833 | $210K | New |
| LW Lamb Weston Holdings Inc. | 0.03% | 4,669 | $202K | New |
| MRK Merck & Co. Inc. | 0.03% | 1,564 | $201K | New |
| LMT Lockheed Martin Corp. | 0.03% | 393 | $200K | Reduce -92.8% |
Options reported separately and not counted above: QCOM calls ($370K).
Portfolio Sells Q1 2026 → Q2 2026
| IUSV iShares Core S&P U.S. Value | Reduce -89.8% | 0.31% | −2.91 |
| XLV SS Health Care Select Sector | Reduce -94.7% | 0.11% | −2.03 |
| IAU iShares Gold Trust | Reduce -82.1% | 0.30% | −1.94 |
| BIV Vanguard Intermediate-Term B | Reduce -2.3% | 7.85% | −1.48 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −1.46 |
| IXC iShares Global Energy ETF | Reduce -3.8% | 2.55% | −1.04 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -4.2% | 7.78% | −0.91 |
| LMT Lockheed Martin Corp. | Reduce -92.8% | 0.03% | −0.62 |
| CPRT Copart Inc. | Sold out | 0.00% | −0.42 |
| GOOGL Alphabet Inc. Class A | Reduce -22.8% | 1.00% | −0.20 |
| AVUV Avantis US Small Cap Value | Reduce -4.0% | 2.83% | −0.18 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.16 |
| NVDA Nvidia Corp. | Reduce -6.5% | 1.70% | −0.13 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -3.3% | 1.38% | −0.10 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -50.7% | 0.11% | −0.09 |
| AAPL Apple Inc. | Reduce -3.8% | 1.61% | −0.08 |
| PULS Pgim Ultra Short Bond ETF | Reduce -57.9% | 0.05% | −0.08 |
| PAVE Global X US Infrastructure | Reduce -2.5% | 3.29% | −0.07 |
| XMHQ Invesco S&P Midcap Qual ETF | Sold out | 0.00% | −0.07 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.06 |
| WLK Westlake Corp. | Sold out | 0.00% | −0.05 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.05 |
| SCHD Schwab US DVD Equity ETF | Reduce -12.2% | 0.15% | −0.04 |
| ITA iShares U.S. Aerospace & Def | Reduce -1.9% | 0.63% | −0.04 |
| ERIE Erie Indemnity Company Class A | Reduce -3.9% | 0.14% | −0.04 |
| DGS Wisdomtree Em Small Cap | Reduce -42.0% | 0.04% | −0.03 |
| CLF Cleveland-Cliffs Inc. | Reduce -41.9% | 0.04% | −0.03 |
| SQM Quimica Y Minera Chil-SP ADR | Reduce -4.0% | 0.09% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -11.1% | 0.21% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -6.1% | 0.15% | −0.03 |
| GS Goldman Sachs Group Inc. | Reduce -5.0% | 1.55% | −0.02 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -7.6% | 0.10% | −0.02 |
| TTE Totalenergies SE | Reduce -1.0% | 0.05% | −0.02 |
| GNRC Generac Holdings Inc. | Reduce -43.2% | 0.04% | −0.01 |
| DE Deere & Co. | Reduce -20.8% | 0.04% | −0.01 |
| PNFP Pinnacle Financial Partners | Reduce -20.6% | 0.04% | −0.01 |
| V Visa Inc. Class A | Reduce -5.3% | 0.04% | −0.00 |
| SMH Vaneck Semiconductor ETF | Reduce -32.5% | 2.61% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.6% | 0.13% | +0.02 |
| AVEM Avantis Emerging Markets Eq | Reduce -2.7% | 3.31% | +0.03 |
| KLAC KLA Corp. | Reduce -7.6% | 0.32% | +0.12 |
| AMD Advanced Micro Devices | Reduce -23.2% | 0.57% | +0.27 |
| PANW Palo Alto Networks Inc. | Reduce -6.0% | 1.37% | +0.58 |
Portfolio Buys Q1 2026 → Q2 2026
| AVLV Avantis US Large Cap Value | New | 2.83% | +2.83 |
| XBI SS SPDR S&P Biotech ETF | New | 2.48% | +2.48 |
| SPIB SS SPDR P Int C Corp. ETF | New | 1.40% | +1.40 |
| FLMI Franklin Dynamic Municipal B | Add +201.3% | 1.83% | +1.14 |
| META Meta Platforms Inc. Class A | Add +1748.3% | 1.07% | +1.00 |
| CRH CRH PLC | New | 0.78% | +0.78 |
| MU Micron Technology Inc. | New | 0.75% | +0.75 |
| RTX RTX Corp. | New | 0.56% | +0.56 |
| COPX Global X Copper Miners ETF | Add +245.1% | 0.71% | +0.47 |
| VOO Vanguard S&P 500 ETF | Add +4.6% | 8.35% | +0.34 |
| IWS iShares Russell Mid-Cap Valu | New | 0.28% | +0.28 |
| AXP American Express Co. | Add +14.6% | 2.02% | +0.20 |
| SCHX Schwab US Large-Cap ETF | Add +4.4% | 4.05% | +0.15 |
| BITO Proshares Bitcoin ETF-Usd | Add +62.6% | 0.70% | +0.12 |
| VCIT Vanguard Int-Term Corporate | Add +22.3% | 1.73% | +0.10 |
| NEM Newmont Corp. | Add +140.4% | 0.20% | +0.09 |
| XSMO Invesco S&P Smallcap Momentu | Add +0.8% | 1.11% | +0.08 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.07% | +0.07 |
| BA The Boeing Co. | Add +14.7% | 0.84% | +0.06 |
| GLW Corning Inc. | New | 0.06% | +0.06 |
| CSCO Cisco Systems Inc. | New | 0.05% | +0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +7.9% | 1.01% | +0.05 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +16.2% | 4.89% | +0.05 |
| LRCX Lam Research Corp. | New | 0.05% | +0.05 |
| Q Qnity Electronics Inc. | New | 0.04% | +0.04 |
| VGT Vanguard Info Tech ETF | Add +2.7% | 0.22% | +0.04 |
| PM Philip Morris International | New | 0.04% | +0.04 |
| SYK Stryker Corp. | New | 0.04% | +0.04 |
| ABBV Abbvie Inc. | New | 0.04% | +0.04 |
| LW Lamb Weston Holdings Inc. | New | 0.03% | +0.03 |
| MRK Merck & Co. Inc. | New | 0.03% | +0.03 |
| TSLA Tesla Inc. | Add +7.6% | 0.59% | +0.03 |
| VEEV Veeva Systems Inc. Class A | Add +69.3% | 0.07% | +0.02 |
| SYY Sysco Corp. | Add +17.3% | 0.12% | +0.02 |
| FENI Fidelity Enhanced Intl ETF | Add +7.7% | 2.80% | +0.02 |
| NOW ServiceNow Inc. | Add +65.1% | 0.07% | +0.02 |
| IEF iShares 7-10 Year Treasury B | Add +21.0% | 0.39% | +0.01 |
| IEI iShares 3-7 Year Treasury Bo | Add +20.4% | 0.41% | +0.01 |
| SJM The JM Smucker Co. | Add +8.8% | 0.14% | +0.01 |
| LLY Eli Lilly & Co. | Add +6.8% | 0.07% | +0.01 |
| GNTX Gentex Corp. | Add +15.2% | 0.08% | +0.01 |
| AVGO Broadcom Inc. | Add +0.2% | 0.17% | +0.01 |
| MSFT Microsoft Corp. | Add +15.2% | 0.97% | +0.01 |
| SPG Simon Property Group Inc. | Add +0.2% | 0.11% | +0.00 |
| KO The Coca-Cola Co. | Add +7.9% | 0.58% | −0.00 |
| PLD Prologis Inc. | Add +3.5% | 0.07% | −0.01 |
| DUK Duke Energy Corp. | Add +17.2% | 0.53% | −0.01 |
| NEE Nextera Energy Inc. | Add +3.4% | 0.09% | −0.02 |
| FHI Federated Hermes Inc. | Add +7.7% | 0.26% | −0.03 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +14.8% | 9.24% | −0.05 |
Options Activity Q1 2026 → Q2 2026
| QCOM Qualcomm Inc. | call | New | 2,000 | $370K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 98 | $586.3M | IGIB, VOO, BIV, FNDF, FLRN |
| Q1 2026 | 88 | $508.2M | BIV, IGIB, FNDF, VOO, FLRN |
| Q4 2025 | 84 | $473.2M | BIV, IGIB, FNDF, VOO, FLRN |
| Q3 2025 | 90 | $457.9M | BIV, IGIB, FNDF, VOO, FLRN |
| Q2 2025 | 88 | $426.3M | BIV, IGIB, FNDF, SCHD, FLRN |
| Q1 2025 | 88 | $404.0M | BIV, SCHD, FNDF, IGIB, FLRN |
| Q4 2024 | 75 | $390.7M | BIV, SCHD, FNDF, FLRN, IGSB |
| Q3 2024 | 509 | $456.5M | BIV, SCHD, FNDF, SWVXX, BSCQ |
| Q2 2024 | 525 | $456.8M | BSCQ, FNDF, MGK, SWVXX, FLRN |
| Q1 2024 | 86 | $380.4M | FNDF, BSCQ, MGK, FLRN, IGSB |