Mfa Wealth Advisors, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 29, 2025), Mfa Wealth Advisors, LLC reported 75 stock positions worth $390.7 million. Its top holding was Vanguard Intermediate-Term B (BIV) at 10.5% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 10.3%) and Schwab Fndmn Intl LRG Co. ETF (FNDF, 8.7%). Compared with Q3 2024, it opened 1 new position, sold out of 435, added to 44 and reduced 18. The biggest buy was a new position in iShares 5-10Y Inv Grade (IGIB) and the biggest sale an exit from Schwa Prime Adv Money FD-Inv (SWVXX).

Most Recent 13F
Q2 2026
Location
PITTSBURGH, PA
CIK
0001688184
Portfolio Value
$390.7M (Q4 2024)
SEC Filing
0001688184-25-000001 ↗ filed Jan 29, 2025

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $380.4M Q1 2024 Q2 2024: $456.8M Q2 2024 Q3 2024: $456.5M Q3 2024 Q4 2024: $390.7M $390.7M Q4 2024 Q1 2025: $404.0M Q1 2025 Q2 2025: $426.3M Q2 2025 Q3 2025: $457.9M Q3 2025 Q4 2025: $473.2M Q4 2025 Q1 2026: $508.2M Q1 2026 Q2 2026: $586.3M Q2 2026

Holdings 75 stocks · $390.7M
BIV Vanguard Intermediate-Term B 10.49% 548,621 $41.0M Add +17.6%
SCHD Schwab US DVD Equity ETF 10.33% 1,478,079 $40.4M Add +19.7%
FNDF Schwab Fndmn Intl LRG Co. ETF 8.67% 1,020,134 $33.9M Add +12.1%
FLRN SS SPDR BB Ig Float RT ETF 5.38% 683,921 $21.0M Add +9.4%
IGSB iShares 1-5Y Inv Grade Corp. 5.09% 384,340 $19.9M Add +7.5%
AVUV Avantis US Small Cap Value 4.54% 183,618 $17.7M Add +9.1%
MGV Vngrd Mrgstr MG CP VL ETF-Ui 3.95% 123,446 $15.4M Add +18.8%
IGIB iShares 5-10Y Inv Grade Corp. 3.82% 289,612 $14.9M New
PAVE Global X US Infrastructure 3.31% 320,127 $12.9M Add +6.3%
IUSV iShares Core S&P U.S. Value 3.28% 138,499 $12.8M Add +8.7%
DGS Wisdomtree Em Small Cap 3.22% 256,952 $12.6M Add +11.1%
IXC iShares Global Energy ETF 2.58% 264,551 $10.1M Add +12.4%
AAPL Apple Inc. 2.21% 34,433 $8.6M Add +5.0%
AXP American Express Co. 2.16% 28,473 $8.5M Add +15.9%
XLV SS Health Care Select Sector 2.13% 60,619 $8.3M Add +12.2%
IAU iShares Gold Trust 2.12% 167,155 $8.3M Add +10.5%
SMH Vaneck Semiconductor ETF 2.10% 33,853 $8.2M Add +18.3%
QQQ Invesco QQQ Trust Series 1 1.94% 14,796 $7.6M Reduce -5.5%
XMHQ Invesco S&P Midcap Qual ETF 1.66% 65,703 $6.5M Add +5.6%
BSCQ Invesco Bulletshares 2026 CB 1.45% 290,864 $5.7M Reduce -70.7%
PULS Pgim Ultra Short Bond ETF 1.25% 98,526 $4.9M Add +4.6%
CRWD CrowdStrike Holdings Inc. Class A 1.19% 13,569 $4.6M Add +4.7%
BITO Proshares Bitcoin ETF-Usd 1.18% 202,541 $4.6M Add +14.2%
NVDA Nvidia Corp. 1.16% 33,783 $4.5M Add +11.8%
XOM Exxon Mobil Corp. 1.15% 41,705 $4.5M Add +5.1%
GNRC Generac Holdings Inc. 1.07% 26,911 $4.2M Add +16.6%
GOOGL Alphabet Inc. Class A 1.02% 21,096 $4.0M Add +16.1%
CPRT Copart Inc. 0.92% 62,347 $3.6M Add +10.4%
TSLA Tesla Inc. 0.91% 8,764 $3.5M Add +5.5%
BA The Boeing Co. 0.90% 19,840 $3.5M Add +23.8%
ITA iShares U.S. Aerospace & Def 0.61% 16,275 $2.4M Add +7.6%
KO The Coca-Cola Co. 0.55% 34,368 $2.1M Add +9.2%
LMT Lockheed Martin Corp. 0.52% 4,177 $2.0M Add +9.4%
DUK Duke Energy Corp. 0.52% 18,715 $2.0M Add +9.6%
ERIE Erie Indemnity Company Class A 0.44% 4,202 $1.7M Reduce -2.2%
VTRS Viatris Inc. 0.33% 104,801 $1.3M Add +27.4%
NULG Nuveen ESG LRG-Cap GRW ETF 0.32% 14,585 $1.3M No change
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.32% 24,635 $1.2M Reduce -52.8%
USRT iShares Core US REIT ETF 0.32% 21,604 $1.2M Reduce -2.1%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.31% 3,555 $1.2M Reduce -40.3%
ALB Albemarle Corp. 0.31% 14,087 $1.2M Add +21.9%
VGT Vanguard Info Tech ETF 0.29% 1,797 $1.1M Add +12.4%
MSFT Microsoft Corp. 0.28% 2,600 $1.1M Reduce -2.8%
FHI Federated Hermes Inc. 0.25% 23,550 $968K No change
AMZN Amazon.com Inc. 0.24% 4,311 $946K Add +5.1%
NOW ServiceNow Inc. 0.23% 853 $904K Reduce -8.0%
BRK.B Berkshire Hathaway Inc. Class B 0.21% 1,771 $803K Reduce -0.1%
IWF iShares Russell 1000 Growth 0.16% 1,600 $643K No change
GOOG Alphabet Inc. Class C 0.14% 2,960 $564K No change
AVGO Broadcom Inc. 0.14% 2,430 $563K No change
VRP Invesco Variable Rate Prefer 0.14% 23,198 $561K Add +1.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.14% 4,644 $561K Reduce -2.2%
VEEV Veeva Systems Inc. Class A 0.14% 2,607 $548K Reduce -9.3%
NVO Novo-Nordisk A/S-Spons ADR 0.13% 6,099 $525K Add +737.8%
RJF Raymond James Financial Inc. 0.13% 3,278 $509K Reduce -19.1%
ACN Accenture PLC Class A 0.13% 1,435 $505K Add +284.7%
V Visa Inc. Class A 0.12% 1,541 $487K Reduce -21.6%
VGSH Vanguard Short-Term Treasury 0.12% 7,771 $452K Add +83.3%
TSM Taiwan Semiconductor-SP ADR 0.12% 2,289 $452K Reduce -25.1%
QCOM Qualcomm Inc. 0.11% 2,733 $420K No change
SNV Synovus Financial Corp. 0.11% 8,165 $418K Reduce -21.4%
SYY Sysco Corp. 0.09% 4,727 $361K Add +8.5%
LPLA LPL Financial Holdings Inc. 0.09% 1,052 $343K Reduce -8.4%
KLAC KLA Corp. 0.08% 493 $311K Add +98.8%
ORCL Oracle Corp. 0.08% 1,800 $300K No change
LLY Eli Lilly & Co. 0.07% 366 $283K Add +7.0%
HLF Herbalife Ltd. 0.07% 41,315 $276K Add +17.9%
CEG Constellation Energy 0.06% 1,110 $248K Add +14.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.06% 932 $246K No change
SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE 0.06% 6,765 $246K Reduce -3.4%
FDX FedEx Corp. 0.06% 862 $243K No change
META Meta Platforms Inc. Class A 0.06% 407 $238K No change
SYK Stryker Corp. 0.06% 656 $236K Reduce -14.6%
DD Dupont DE Nemours Inc. 0.06% 3,008 $229K No change
PNC PNC Financial Services Group 0.05% 1,082 $209K No change

Portfolio Sells Q3 2024 → Q4 2024
SWVXX Schwa Prime Adv Money FD-Inv Sold out 0.00% −6.91
SNAXX Schwa Prime Adv Money FD-Ult Sold out 0.00% −3.27
BSCQ Invesco Bulletshares 2026 CB Reduce -70.7% 1.45% −2.81
EIRRX Eaton Vance S/D Infl PR-I Sold out 0.00% −2.06
FHMIX FH Conserv Muni Microsh-Is Sold out 0.00% −1.88
FHCOX Fed HRM Conser Microshrt-Is Sold out 0.00% −1.54
SNOXX Schwab Trsry Obl MNY-Inv Sold out 0.00% −0.94
FGADX Franklin Gold & Prec MTL-Adv Sold out 0.00% −0.74
JMST JPM Ultra-Short Muni Income Reduce -52.8% 0.32% −0.26
OANIX Oakmark International-Inst Sold out 0.00% −0.15
MGK Vngrd Mrgstr MG CP GR ETF-Ui Reduce -40.3% 0.31% −0.11
SPG Simon Property Group Inc. Sold out 0.00% −0.11
FULIX Fed Herm Ultra SHRT BND-Inst Sold out 0.00% −0.09
BALANCED POOL Sold out 0.00% −0.08
PLD Prologis Inc. Sold out 0.00% −0.08
DFSVX Dfa US SM Cap Val Port-Inst Sold out 0.00% −0.08
SWPPX Schwab S&P 500 Index-Sel Sold out 0.00% −0.07
PDGIX T Rowe PR Dividend Grow-I Sold out 0.00% −0.07
ERIE Erie Indemnity Company Class A Reduce -2.2% 0.44% −0.06
WLK Westlake Corp. Sold out 0.00% −0.06
NEM Newmont Corp. Sold out 0.00% −0.06
IFF Intl Flavors & Fragrances Sold out 0.00% −0.05
SPTS SS SPDR P St Term TSY ETF Sold out 0.00% −0.05
FCNTX Fidelity Contrafund Sold out 0.00% −0.05
MRK Merck & Co. Inc. Sold out 0.00% −0.04
TRRLX T Rowe PR Rtrmnt 2060-Inv Sold out 0.00% −0.04
VTV Vanguard Mrngstr Val ETF-Aui Sold out 0.00% −0.04
ANSS Ansys Inc. Sold out 0.00% −0.04
OGLYX Invesco Global Fund-Y Sold out 0.00% −0.04
TRRNX T Rowe PR Rtrmnt 2055-Inv Sold out 0.00% −0.04
EEM iShares MSCI Emerging Market Sold out 0.00% −0.04
ABBV Abbvie Inc. Sold out 0.00% −0.04
JCAPX Janus Henderson Forty-I Sold out 0.00% −0.04
PG The Procter & Gamble Co. Sold out 0.00% −0.04
GLW Corning Inc. Sold out 0.00% −0.03
HUM Humana Inc. Sold out 0.00% −0.03
IUSB Ishr CR Unvrse Usd BD ETF-Ui Sold out 0.00% −0.03
ASML ASML Holding NV-NY Reg SHS Sold out 0.00% −0.03
ADM Archer-Daniels-Midland Co. Sold out 0.00% −0.03
NEE Nextera Energy Inc. Sold out 0.00% −0.03
SOXX iShares Semiconductor ETF Sold out 0.00% −0.03
PRK Park National Corp. Sold out 0.00% −0.03
CSCO Cisco Systems Inc. Sold out 0.00% −0.03
GNTX Gentex Corp. Sold out 0.00% −0.03
AABB Asia Broadband Inc. Sold out 0.00% −0.03
NUEM Nuveen ESG Emerging Markets Sold out 0.00% −0.03
TRRHX T Rowe PR Rtrmnt 2025-Inv Sold out 0.00% −0.03
OC Owens Corning Sold out 0.00% −0.03
CTVA Corteva Inc. Sold out 0.00% −0.03
UNH Unitedhealth Group Inc. Sold out 0.00% −0.03

Portfolio Buys Q3 2024 → Q4 2024
IGIB iShares 5-10Y Inv Grade Corp. New 3.82% +3.82
SCHD Schwab US DVD Equity ETF Add +19.7% 10.33% +2.71
BIV Vanguard Intermediate-Term B Add +17.6% 10.49% +2.49
FNDF Schwab Fndmn Intl LRG Co. ETF Add +12.1% 8.67% +1.22
FLRN SS SPDR BB Ig Float RT ETF Add +9.4% 5.38% +1.15
MGV Vngrd Mrgstr MG CP VL ETF-Ui Add +18.8% 3.95% +1.02
AVUV Avantis US Small Cap Value Add +9.1% 4.54% +1.00
IGSB iShares 1-5Y Inv Grade Corp. Add +7.5% 5.09% +0.96
AXP American Express Co. Add +15.9% 2.16% +0.70
IUSV iShares Core S&P U.S. Value Add +8.7% 3.28% +0.62
PAVE Global X US Infrastructure Add +6.3% 3.31% +0.60
SMH Vaneck Semiconductor ETF Add +18.3% 2.10% +0.56
AAPL Apple Inc. Add +5.0% 2.21% +0.53
IXC iShares Global Energy ETF Add +12.4% 2.58% +0.50
DGS Wisdomtree Em Small Cap Add +11.1% 3.22% +0.50
IAU iShares Gold Trust Add +10.5% 2.12% +0.47
BITO Proshares Bitcoin ETF-Usd Add +14.2% 1.18% +0.43
TSLA Tesla Inc. Add +5.5% 0.91% +0.43
CRWD CrowdStrike Holdings Inc. Class A Add +4.7% 1.19% +0.39
BA The Boeing Co. Add +23.8% 0.90% +0.36
GOOGL Alphabet Inc. Class A Add +16.1% 1.02% +0.36
NVDA Nvidia Corp. Add +11.8% 1.16% +0.36
XLV SS Health Care Select Sector Add +12.2% 2.13% +0.31
CPRT Copart Inc. Add +10.4% 0.92% +0.27
GNRC Generac Holdings Inc. Add +16.6% 1.07% +0.26
XMHQ Invesco S&P Midcap Qual ETF Add +5.6% 1.66% +0.26
PULS Pgim Ultra Short Bond ETF Add +4.6% 1.25% +0.22
XOM Exxon Mobil Corp. Add +5.1% 1.15% +0.13
VTRS Viatris Inc. Add +27.4% 0.33% +0.12
NVO Novo-Nordisk A/S-Spons ADR Add +737.8% 0.13% +0.12
ITA iShares U.S. Aerospace & Def Add +7.6% 0.61% +0.11
ACN Accenture PLC Class A Add +284.7% 0.13% +0.10
DUK Duke Energy Corp. Add +9.6% 0.52% +0.08
VGT Vanguard Info Tech ETF Add +12.4% 0.29% +0.08
AMZN Amazon.com Inc. Add +5.1% 0.24% +0.07
ALB Albemarle Corp. Add +21.9% 0.31% +0.07
VGSH Vanguard Short-Term Treasury Add +83.3% 0.12% +0.06
KO The Coca-Cola Co. Add +9.2% 0.55% +0.05
KLAC KLA Corp. Add +98.8% 0.08% +0.04
LMT Lockheed Martin Corp. Add +9.4% 0.52% +0.03
VRP Invesco Variable Rate Prefer Add +1.0% 0.14% +0.02
SYY Sysco Corp. Add +8.5% 0.09% +0.02
HLF Herbalife Ltd. Add +17.9% 0.07% +0.02
CEG Constellation Energy Add +14.2% 0.06% +0.01
LLY Eli Lilly & Co. Add +7.0% 0.07% +0.01

Notes & Other Activity Q3 2024 → Q4 2024
US TREASURY N/B (T 3.875 01/15/26) COM Sold out 400,000 $400Kbefore exit
US TREASURY N/B (T 1.125 01/15/25) FIX Sold out 400,000 $396Kbefore exit
MORGAN STANLEY (MS 7.125 PERP E) PFD Sold out 2,500 $63Kbefore exit
VOO Vanguard S&P 500 ETF S&P 500 ETF SHS Sold out 0 $240before exit
DKS Dick's Sporting Goods Inc. COM Sold out 0 $47before exit
SPMD SS SPDR P S&P 400 Midcap ETF ST STR P400MID Sold out 0 $23before exit
AYWWF Ayr Wellness Canada-29 *W EXP 02/07/202 Sold out 21 $21before exit
OHI Omega Healthcare Investors COM Sold out 0 $13before exit
BUG Global X Cybersecurity ETF CYBRSCURTY ETF Sold out 0 $4before exit
VNOM Viper Energy Inc. CL A Sold out 0 $0before exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 98$586.3MIGIB, VOO, BIV, FNDF, FLRN
Q1 2026 88$508.2MBIV, IGIB, FNDF, VOO, FLRN
Q4 2025 84$473.2MBIV, IGIB, FNDF, VOO, FLRN
Q3 2025 90$457.9MBIV, IGIB, FNDF, VOO, FLRN
Q2 2025 88$426.3MBIV, IGIB, FNDF, SCHD, FLRN
Q1 2025 88$404.0MBIV, SCHD, FNDF, IGIB, FLRN
Q4 2024 75$390.7MBIV, SCHD, FNDF, FLRN, IGSB
Q3 2024 509$456.5MBIV, SCHD, FNDF, SWVXX, BSCQ
Q2 2024 525$456.8MBSCQ, FNDF, MGK, SWVXX, FLRN
Q1 2024 86$380.4MFNDF, BSCQ, MGK, FLRN, IGSB