Mfa Wealth Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 14, 2025), Mfa Wealth Advisors, LLC reported 88 stock positions worth $426.3 million. Its top holding was Vanguard Intermediate-Term B (BIV) at 9.8% of the portfolio, followed by iShares 5-10Y Inv Grade (IGIB, 8.6%) and Schwab Fndmn Intl LRG Co. ETF (FNDF, 8.3%). Compared with Q1 2025, it opened 7 new positions, sold out of 7, added to 31 and reduced 43. The biggest buy was a new position in iShares MSCI Emerging Market (EEM) and the biggest sale Wisdomtree Em Small Cap (DGS, shares −88%).
- Most Recent 13F
- Q2 2026
- Location
- PITTSBURGH, PA
- CIK
- 0001688184
- Portfolio Value
- $426.3M (Q2 2025)
- SEC Filing
- 0002051613-25-000006 ↗ filed Jul 14, 2025
Holdings Value
Holdings 88 stocks · $426.3M
| BIV Vanguard Intermediate-Term B | 9.76% | 537,925 | $41.6M | Reduce -4.5% |
| IGIB iShares 5-10Y Inv Grade Corp. | 8.60% | 688,072 | $36.7M | Add +16.2% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 8.34% | 888,264 | $35.5M | Reduce -14.6% |
| SCHD Schwab US DVD Equity ETF | 7.90% | 1,270,714 | $33.7M | Reduce -14.3% |
| FLRN SS SPDR BB Ig Float RT ETF | 4.80% | 664,241 | $20.5M | Reduce -4.1% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 3.87% | 125,779 | $16.5M | Add +0.2% |
| PAVE Global X US Infrastructure | 3.19% | 312,263 | $13.6M | Reduce -3.0% |
| IUSV iShares Core S&P U.S. Value | 3.07% | 138,340 | $13.1M | Reduce -3.0% |
| AVUV Avantis US Small Cap Value | 2.88% | 134,686 | $12.3M | Reduce -23.3% |
| EEM iShares MSCI Emerging Market | 2.69% | 238,002 | $11.5M | New |
| IXC iShares Global Energy ETF | 2.59% | 281,064 | $11.0M | Add +0.2% |
| FENI Fidelity Enhanced Intl ETF | 2.59% | 331,662 | $11.0M | Add +361.4% |
| SMH Vaneck Semiconductor ETF | 2.40% | 36,632 | $10.2M | Add +85.2% |
| XLV SS Health Care Select Sector | 2.03% | 64,306 | $8.7M | Add +0.5% |
| AXP American Express Co. | 1.98% | 26,407 | $8.4M | Reduce -5.1% |
| IAU iShares Gold Trust | 1.96% | 133,809 | $8.3M | Reduce -15.3% |
| NVDA Nvidia Corp. | 1.88% | 50,704 | $8.0M | Add +23.5% |
| QQQ Invesco QQQ Trust Series 1 | 1.75% | 13,507 | $7.5M | Reduce -11.6% |
| AAPL Apple Inc. | 1.62% | 33,580 | $6.9M | Reduce -7.0% |
| CEG Constellation Energy | 1.51% | 19,976 | $6.4M | Add +9.9% |
| GS Goldman Sachs Group Inc. | 1.42% | 8,553 | $6.1M | Add +134.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.31% | 10,958 | $5.6M | Reduce -9.0% |
| MSFT Microsoft Corp. | 1.29% | 11,016 | $5.5M | Add +281.8% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.25% | 42,965 | $5.3M | Add +443.8% |
| PULS Pgim Ultra Short Bond ETF | 1.11% | 95,452 | $4.7M | Reduce -4.5% |
| XSMO Invesco S&P Smallcap Momentu | 1.00% | 62,739 | $4.3M | Add +302.9% |
| BITO Proshares Bitcoin ETF-Usd | 1.00% | 197,779 | $4.3M | Reduce -3.0% |
| XOM Exxon Mobil Corp. | 0.98% | 38,864 | $4.2M | Reduce -5.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.93% | 14,205 | $4.0M | Add +1246.5% |
| GOOGL Alphabet Inc. Class A | 0.90% | 21,666 | $3.8M | Reduce -28.3% |
| BA The Boeing Co. | 0.80% | 16,275 | $3.4M | Reduce -21.5% |
| CPRT Copart Inc. | 0.68% | 59,183 | $2.9M | Reduce -8.7% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.67% | 29,098 | $2.9M | Reduce -58.5% |
| ITA iShares U.S. Aerospace & Def | 0.66% | 14,905 | $2.8M | Reduce -7.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.60% | 48,137 | $2.5M | Reduce -74.8% |
| TSLA Tesla Inc. | 0.59% | 7,954 | $2.5M | Reduce -4.6% |
| KO The Coca-Cola Co. | 0.52% | 31,107 | $2.2M | Reduce -9.6% |
| LMT Lockheed Martin Corp. | 0.51% | 4,701 | $2.2M | Reduce -1.6% |
| DUK Duke Energy Corp. | 0.48% | 17,318 | $2.0M | Reduce -9.6% |
| IEI iShares 3-7 Year Treasury Bo | 0.47% | 16,988 | $2.0M | New |
| IEF iShares 7-10 Year Treasury B | 0.44% | 19,635 | $1.9M | New |
| DGS Wisdomtree Em Small Cap | 0.42% | 32,336 | $1.8M | Reduce -88.2% |
| ERIE Erie Indemnity Company Class A | 0.33% | 4,067 | $1.4M | Reduce -0.5% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.32% | 14,585 | $1.4M | No change |
| AMZN Amazon.com Inc. | 0.31% | 5,929 | $1.3M | Add +43.9% |
| ALB Albemarle Corp. | 0.30% | 20,593 | $1.3M | Add +30.7% |
| PYPL PayPal Holdings Inc. | 0.28% | 16,347 | $1.2M | New |
| FHI Federated Hermes Inc. | 0.27% | 25,950 | $1.2M | Add +10.2% |
| USRT iShares Core US REIT ETF | 0.26% | 19,380 | $1.1M | Reduce -9.7% |
| VOO Vanguard S&P 500 ETF | 0.26% | 1,918 | $1.1M | Add +56.4% |
| VTRS Viatris Inc. | 0.22% | 104,801 | $936K | No change |
| AVGO Broadcom Inc. | 0.21% | 3,181 | $877K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 1,772 | $861K | Reduce -2.1% |
| VGT Vanguard Info Tech ETF | 0.20% | 1,256 | $833K | Reduce -22.3% |
| NOW ServiceNow Inc. | 0.19% | 808 | $831K | Reduce -5.8% |
| VEEV Veeva Systems Inc. Class A | 0.19% | 2,809 | $809K | Reduce -1.9% |
| KLAC KLA Corp. | 0.19% | 892 | $799K | Reduce -2.2% |
| IWF iShares Russell 1000 Growth | 0.16% | 1,619 | $687K | Add +1.2% |
| SYY Sysco Corp. | 0.15% | 8,517 | $645K | Add +2.7% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.14% | 1,646 | $603K | Reduce -51.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.13% | 4,621 | $571K | Reduce -0.5% |
| HLF Herbalife Ltd. | 0.13% | 65,064 | $561K | Add +7.2% |
| VRP Invesco Variable Rate Prefer | 0.13% | 22,241 | $544K | Reduce -6.2% |
| GOOG Alphabet Inc. Class C | 0.12% | 2,940 | $522K | Reduce -0.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.12% | 2,233 | $506K | Add +1.6% |
| META Meta Platforms Inc. Class A | 0.11% | 645 | $476K | Add +58.5% |
| GNTX Gentex Corp. | 0.11% | 21,595 | $475K | Add +10.5% |
| NEE Nextera Energy Inc. | 0.11% | 6,716 | $466K | Add +9.9% |
| SPG Simon Property Group Inc. | 0.11% | 2,898 | $466K | No change |
| QCOM Qualcomm Inc. | 0.10% | 2,783 | $443K | Reduce -1.8% |
| GNRC Generac Holdings Inc. | 0.10% | 2,991 | $428K | Reduce -80.0% |
| SNV Synovus Financial Corp. | 0.10% | 8,066 | $417K | Add +4.2% |
| ORCL Oracle Corp. | 0.09% | 1,801 | $394K | No change |
| SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE | 0.09% | 10,415 | $367K | Add +16.9% |
| PLD Prologis Inc. | 0.09% | 3,474 | $365K | Add +7.7% |
| LPLA LPL Financial Holdings Inc. | 0.09% | 969 | $363K | No change |
| SYK Stryker Corp. | 0.06% | 682 | $270K | Reduce -1.3% |
| NEM Newmont Corp. | 0.06% | 4,612 | $269K | Reduce -6.5% |
| TTE Totalenergies SE -Spon ADR | 0.06% | 4,171 | $256K | Add +21.4% |
| V Visa Inc. Class A | 0.06% | 714 | $254K | Reduce -39.3% |
| WMT Walmart Inc. | 0.06% | 2,570 | $251K | New |
| LW Lamb Weston Holdings Inc. | 0.05% | 4,515 | $234K | Add +8.6% |
| LIT Global X Lithium & Battery T | 0.05% | 6,064 | $233K | Add +11.7% |
| LLY Eli Lilly & Co. | 0.05% | 291 | $227K | Reduce -20.5% |
| WLK Westlake Corp. | 0.05% | 2,886 | $219K | Add +32.9% |
| DASH DoorDash Inc. Class A | 0.05% | 875 | $216K | New |
| DD Dupont DE Nemours Inc. | 0.05% | 3,008 | $206K | No change |
| CLF Cleveland-Cliffs Inc. | 0.05% | 25,354 | $193K | New |
Portfolio Sells Q1 2025 → Q2 2025
| DGS Wisdomtree Em Small Cap | Reduce -88.2% | 0.42% | −2.85 |
| SCHD Schwab US DVD Equity ETF | Reduce -14.3% | 7.90% | −2.37 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -74.8% | 0.60% | −1.88 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -14.6% | 8.34% | −0.97 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -58.5% | 0.67% | −0.92 |
| BIV Vanguard Intermediate-Term B | Reduce -4.5% | 9.76% | −0.91 |
| AVUV Avantis US Small Cap Value | Reduce -23.3% | 2.88% | −0.91 |
| FLRN SS SPDR BB Ig Float RT ETF | Reduce -4.1% | 4.80% | −0.48 |
| JMST JPM Ultra-Short Muni Income | Sold out | 0.00% | −0.39 |
| GNRC Generac Holdings Inc. | Reduce -80.0% | 0.10% | −0.37 |
| AAPL Apple Inc. | Reduce -7.0% | 1.62% | −0.37 |
| IAU iShares Gold Trust | Reduce -15.3% | 1.96% | −0.35 |
| GOOGL Alphabet Inc. Class A | Reduce -28.3% | 0.90% | −0.26 |
| CPRT Copart Inc. | Reduce -8.7% | 0.68% | −0.23 |
| XOM Exxon Mobil Corp. | Reduce -5.2% | 0.98% | −0.22 |
| IUSV iShares Core S&P U.S. Value | Reduce -3.0% | 3.07% | −0.19 |
| PULS Pgim Ultra Short Bond ETF | Reduce -4.5% | 1.11% | −0.12 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -51.0% | 0.14% | −0.12 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −0.11 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.11 |
| DUK Duke Energy Corp. | Reduce -9.6% | 0.48% | −0.10 |
| KO The Coca-Cola Co. | Reduce -9.6% | 0.52% | −0.09 |
| ERIE Erie Indemnity Company Class A | Reduce -0.5% | 0.33% | −0.09 |
| BA The Boeing Co. | Reduce -21.5% | 0.80% | −0.07 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.07 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.05 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.05 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −0.05 |
| USRT iShares Core US REIT ETF | Reduce -9.7% | 0.26% | −0.05 |
| V Visa Inc. Class A | Reduce -39.3% | 0.06% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.1% | 0.20% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -11.6% | 1.75% | −0.03 |
| VGT Vanguard Info Tech ETF | Reduce -22.3% | 0.20% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -20.5% | 0.05% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -1.6% | 0.51% | −0.02 |
| VRP Invesco Variable Rate Prefer | Reduce -6.2% | 0.13% | −0.01 |
| TJX TJX Companies Inc. | Reduce -0.5% | 0.13% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -1.8% | 0.10% | −0.00 |
| SYK Stryker Corp. | Reduce -1.3% | 0.06% | −0.00 |
| NEM Newmont Corp. | Reduce -6.5% | 0.06% | +0.00 |
| GOOG Alphabet Inc. Class C | Reduce -0.7% | 0.12% | +0.01 |
| VEEV Veeva Systems Inc. Class A | Reduce -1.9% | 0.19% | +0.03 |
| NOW ServiceNow Inc. | Reduce -5.8% | 0.19% | +0.03 |
| KLAC KLA Corp. | Reduce -2.2% | 0.19% | +0.03 |
| ITA iShares U.S. Aerospace & Def | Reduce -7.3% | 0.66% | +0.05 |
| TSLA Tesla Inc. | Reduce -4.6% | 0.59% | +0.06 |
| BITO Proshares Bitcoin ETF-Usd | Reduce -3.0% | 1.00% | +0.07 |
| AXP American Express Co. | Reduce -5.1% | 1.98% | +0.12 |
| PAVE Global X US Infrastructure | Reduce -3.0% | 3.19% | +0.19 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -9.0% | 1.31% | +0.26 |
Portfolio Buys Q1 2025 → Q2 2025
| EEM iShares MSCI Emerging Market | New | 2.69% | +2.69 |
| FENI Fidelity Enhanced Intl ETF | Add +361.4% | 2.59% | +2.06 |
| SMH Vaneck Semiconductor ETF | Add +85.2% | 2.40% | +1.36 |
| MSFT Microsoft Corp. | Add +281.8% | 1.29% | +1.02 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +443.8% | 1.25% | +1.01 |
| GS Goldman Sachs Group Inc. | Add +134.3% | 1.42% | +0.93 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +16.2% | 8.60% | +0.90 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1246.5% | 0.93% | +0.86 |
| NVDA Nvidia Corp. | Add +23.5% | 1.88% | +0.78 |
| XSMO Invesco S&P Smallcap Momentu | Add +302.9% | 1.00% | +0.76 |
| CEG Constellation Energy | Add +9.9% | 1.51% | +0.61 |
| IEI iShares 3-7 Year Treasury Bo | New | 0.47% | +0.47 |
| IEF iShares 7-10 Year Treasury B | New | 0.44% | +0.44 |
| PYPL PayPal Holdings Inc. | New | 0.28% | +0.28 |
| AMZN Amazon.com Inc. | Add +43.9% | 0.31% | +0.11 |
| VOO Vanguard S&P 500 ETF | Add +56.4% | 0.26% | +0.10 |
| WMT Walmart Inc. | New | 0.06% | +0.06 |
| META Meta Platforms Inc. Class A | Add +58.5% | 0.11% | +0.05 |
| DASH DoorDash Inc. Class A | New | 0.05% | +0.05 |
| CLF Cleveland-Cliffs Inc. | New | 0.05% | +0.05 |
| FHI Federated Hermes Inc. | Add +10.2% | 0.27% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.6% | 0.12% | +0.03 |
| ALB Albemarle Corp. | Add +30.7% | 0.30% | +0.02 |
| IWF iShares Russell 1000 Growth | Add +1.2% | 0.16% | +0.02 |
| SNV Synovus Financial Corp. | Add +4.2% | 0.10% | +0.01 |
| TTE Totalenergies SE -Spon ADR | Add +21.4% | 0.06% | +0.01 |
| LIT Global X Lithium & Battery T | Add +11.7% | 0.05% | +0.00 |
| NEE Nextera Energy Inc. | Add +9.9% | 0.11% | +0.00 |
| HLF Herbalife Ltd. | Add +7.2% | 0.13% | +0.00 |
| LW Lamb Weston Holdings Inc. | Add +8.6% | 0.05% | 0.00 |
| GNTX Gentex Corp. | Add +10.5% | 0.11% | −0.00 |
| SQM Quimica Y Minera Chil-SP ADR | Add +16.9% | 0.09% | −0.00 |
| WLK Westlake Corp. | Add +32.9% | 0.05% | −0.00 |
| SYY Sysco Corp. | Add +2.7% | 0.15% | −0.00 |
| PLD Prologis Inc. | Add +7.7% | 0.09% | −0.00 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +0.2% | 3.87% | −0.13 |
| XLV SS Health Care Select Sector | Add +0.5% | 2.03% | −0.28 |
| IXC iShares Global Energy ETF | Add +0.2% | 2.59% | −0.33 |
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 |