Mfa Wealth Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 20, 2025), Mfa Wealth Advisors, LLC reported 90 stock positions worth $457.9 million. Its top holding was Vanguard Intermediate-Term B (BIV) at 9.4% of the portfolio, followed by iShares 5-10Y Inv Grade (IGIB, 8.7%) and Schwab Fndmn Intl LRG Co. ETF (FNDF, 8.4%). Compared with Q2 2025, it opened 7 new positions, sold out of 5, added to 39 and reduced 33. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +2950%) and the biggest sale Schwab US DVD Equity ETF (SCHD, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- PITTSBURGH, PA
- CIK
- 0001688184
- Portfolio Value
- $457.9M (Q3 2025)
- SEC Filing
- 0001688184-25-000007 ↗ filed Oct 20, 2025
Holdings Value
Holdings 90 stocks · $457.9M
| BIV Vanguard Intermediate-Term B | 9.44% | 553,608 | $43.2M | Add +2.9% |
| IGIB iShares 5-10Y Inv Grade Corp. | 8.73% | 738,989 | $40.0M | Add +7.4% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 8.36% | 890,965 | $38.3M | Add +0.3% |
| VOO Vanguard S&P 500 ETF | 7.82% | 58,491 | $35.8M | Add +2949.6% |
| FLRN SS SPDR BB Ig Float RT ETF | 4.64% | 688,031 | $21.2M | Add +3.6% |
| SCHX Schwab US Large-Cap ETF | 3.87% | 673,406 | $17.7M | New |
| PAVE Global X US Infrastructure | 3.25% | 312,029 | $14.9M | Reduce -0.1% |
| IUSV iShares Core S&P U.S. Value | 3.06% | 140,045 | $14.0M | Add +1.2% |
| AVEM Avantis Emerging Markets Eq | 3.05% | 185,758 | $14.0M | New |
| AVUV Avantis US Small Cap Value | 2.93% | 134,964 | $13.4M | Add +0.2% |
| FENI Fidelity Enhanced Intl ETF | 2.68% | 348,069 | $12.3M | Add +5.0% |
| IXC iShares Global Energy ETF | 2.64% | 289,005 | $12.1M | Add +2.8% |
| SMH Vaneck Semiconductor ETF | 2.59% | 36,363 | $11.9M | Reduce -0.7% |
| IAU iShares Gold Trust | 2.17% | 136,534 | $9.9M | Add +2.0% |
| NVDA Nvidia Corp. | 2.06% | 50,605 | $9.4M | Reduce -0.2% |
| XLV SS Health Care Select Sector | 2.04% | 67,237 | $9.4M | Add +4.6% |
| AXP American Express Co. | 2.00% | 27,568 | $9.2M | Add +4.4% |
| AAPL Apple Inc. | 1.85% | 33,273 | $8.5M | Reduce -0.9% |
| QQQ Invesco QQQ Trust Series 1 | 1.68% | 12,785 | $7.7M | Reduce -5.3% |
| GS Goldman Sachs Group Inc. | 1.53% | 8,793 | $7.0M | Add +2.8% |
| CEG Constellation Energy | 1.40% | 19,433 | $6.4M | Reduce -2.7% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.33% | 46,899 | $6.1M | Add +9.2% |
| MSFT Microsoft Corp. | 1.30% | 11,459 | $5.9M | Add +4.0% |
| GOOGL Alphabet Inc. Class A | 1.13% | 21,258 | $5.2M | Reduce -1.9% |
| PULS Pgim Ultra Short Bond ETF | 1.05% | 96,509 | $4.8M | Add +1.1% |
| XSMO Invesco S&P Smallcap Momentu | 1.02% | 63,580 | $4.7M | Add +1.3% |
| XOM Exxon Mobil Corp. | 1.00% | 40,790 | $4.6M | Add +5.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.97% | 15,174 | $4.5M | Add +6.8% |
| PANW Palo Alto Networks Inc. | 0.92% | 20,760 | $4.2M | New |
| BITO Proshares Bitcoin ETF-Usd | 0.88% | 205,251 | $4.0M | Add +3.8% |
| BA The Boeing Co. | 0.82% | 17,373 | $3.7M | Add +6.8% |
| TSLA Tesla Inc. | 0.76% | 7,831 | $3.5M | Reduce -1.6% |
| ITA iShares U.S. Aerospace & Def | 0.67% | 14,599 | $3.1M | Reduce -2.0% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.61% | 26,759 | $2.8M | Reduce -8.0% |
| LMT Lockheed Martin Corp. | 0.54% | 4,909 | $2.5M | Add +4.4% |
| DUK Duke Energy Corp. | 0.48% | 17,795 | $2.2M | Add +2.8% |
| IEI iShares 3-7 Year Treasury Bo | 0.48% | 18,421 | $2.2M | Add +8.4% |
| KO The Coca-Cola Co. | 0.47% | 32,735 | $2.2M | Add +5.2% |
| IEF iShares 7-10 Year Treasury B | 0.45% | 21,513 | $2.1M | Add +9.6% |
| CPRT Copart Inc. | 0.34% | 35,088 | $1.6M | Reduce -40.7% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.32% | 14,585 | $1.5M | No change |
| PYPL PayPal Holdings Inc. | 0.30% | 20,481 | $1.4M | Add +25.3% |
| FHI Federated Hermes Inc. | 0.29% | 25,950 | $1.3M | No change |
| AMZN Amazon.com Inc. | 0.28% | 5,839 | $1.3M | Reduce -1.5% |
| ERIE Erie Indemnity Company Class A | 0.27% | 3,911 | $1.2M | Reduce -3.8% |
| DGS Wisdomtree Em Small Cap | 0.25% | 20,317 | $1.2M | Reduce -37.2% |
| USRT iShares Core US REIT ETF | 0.25% | 19,625 | $1.2M | Add +1.3% |
| AVGO Broadcom Inc. | 0.23% | 3,181 | $1.0M | No change |
| VTRS Viatris Inc. | 0.23% | 104,801 | $1.0M | No change |
| VGT Vanguard Info Tech ETF | 0.22% | 1,322 | $987K | Add +5.3% |
| AMD Advanced Micro Devices | 0.21% | 6,022 | $974K | New |
| SCHD Schwab US DVD Equity ETF | 0.20% | 34,226 | $934K | Reduce -97.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 1,792 | $901K | Add +1.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.19% | 16,288 | $864K | Reduce -66.2% |
| KLAC KLA Corp. | 0.18% | 769 | $829K | Reduce -13.8% |
| VEEV Veeva Systems Inc. Class A | 0.17% | 2,670 | $795K | Reduce -5.0% |
| NOW ServiceNow Inc. | 0.17% | 830 | $764K | Add +2.7% |
| IWF iShares Russell 1000 Growth | 0.16% | 1,600 | $749K | Reduce -1.2% |
| GOOG Alphabet Inc. Class C | 0.16% | 2,940 | $716K | No change |
| SYY Sysco Corp. | 0.15% | 8,173 | $673K | Reduce -4.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.15% | 4,621 | $668K | No change |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.14% | 1,645 | $662K | Reduce -0.1% |
| CLF Cleveland-Cliffs Inc. | 0.13% | 47,533 | $580K | Add +87.5% |
| SPG Simon Property Group Inc. | 0.12% | 2,898 | $544K | No change |
| VRP Invesco Variable Rate Prefer | 0.12% | 21,839 | $539K | Reduce -1.8% |
| NEE Nextera Energy Inc. | 0.12% | 7,082 | $535K | Add +5.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.12% | 1,084 | $532K | Reduce -90.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.11% | 1,884 | $526K | Reduce -15.6% |
| GNTX Gentex Corp. | 0.11% | 18,536 | $525K | Reduce -14.2% |
| ORCL Oracle Corp. | 0.11% | 1,822 | $512K | Add +1.2% |
| META Meta Platforms Inc. Class A | 0.10% | 655 | $481K | Add +1.6% |
| QCOM Qualcomm Inc. | 0.10% | 2,783 | $463K | No change |
| HLF Herbalife Ltd. | 0.10% | 53,380 | $451K | Reduce -18.0% |
| PLD Prologis Inc. | 0.09% | 3,460 | $396K | Reduce -0.4% |
| SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE | 0.08% | 8,986 | $386K | Reduce -13.7% |
| SNV Synovus Financial Corp. | 0.08% | 7,451 | $366K | Reduce -7.6% |
| NEM Newmont Corp. | 0.07% | 3,904 | $329K | Reduce -15.3% |
| GPN Global Payments Inc. | 0.06% | 3,326 | $276K | New |
| V Visa Inc. Class A | 0.06% | 789 | $269K | Add +10.5% |
| GNRC Generac Holdings Inc. | 0.06% | 1,600 | $268K | Reduce -46.5% |
| WMT Walmart Inc. | 0.06% | 2,570 | $265K | No change |
| LW Lamb Weston Holdings Inc. | 0.06% | 4,505 | $262K | Reduce -0.2% |
| TTE Totalenergies SE -Spon ADR | 0.06% | 4,343 | $259K | Add +4.1% |
| SYK Stryker Corp. | 0.05% | 677 | $250K | Reduce -0.7% |
| DASH DoorDash Inc. Class A | 0.05% | 875 | $238K | No change |
| DD Dupont DE Nemours Inc. | 0.05% | 3,008 | $234K | No change |
| LLY Eli Lilly & Co. | 0.05% | 306 | $233K | Add +5.2% |
| WLK Westlake Corp. | 0.05% | 2,916 | $225K | Add +1.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.04% | 1,100 | $205K | New |
| FDX FedEx Corp. | 0.04% | 862 | $203K | New |
Portfolio Sells Q2 2025 → Q3 2025
| SCHD Schwab US DVD Equity ETF | Reduce -97.3% | 0.20% | −7.70 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Sold out | 0.00% | −3.87 |
| EEM iShares MSCI Emerging Market | Sold out | 0.00% | −2.69 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -90.1% | 0.12% | −1.19 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -66.2% | 0.19% | −0.41 |
| CPRT Copart Inc. | Reduce -40.7% | 0.34% | −0.34 |
| ALB Albemarle Corp. | Sold out | 0.00% | −0.30 |
| DGS Wisdomtree Em Small Cap | Reduce -37.2% | 0.25% | −0.17 |
| CEG Constellation Energy | Reduce -2.7% | 1.40% | −0.12 |
| LPLA LPL Financial Holdings Inc. | Sold out | 0.00% | −0.09 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -5.3% | 1.68% | −0.07 |
| ERIE Erie Indemnity Company Class A | Reduce -3.8% | 0.27% | −0.06 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -8.0% | 0.61% | −0.06 |
| LIT Global X Lithium & Battery T | Sold out | 0.00% | −0.05 |
| GNRC Generac Holdings Inc. | Reduce -46.5% | 0.06% | −0.04 |
| HLF Herbalife Ltd. | Reduce -18.0% | 0.10% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -1.5% | 0.28% | −0.03 |
| SNV Synovus Financial Corp. | Reduce -7.6% | 0.08% | −0.02 |
| VEEV Veeva Systems Inc. Class A | Reduce -5.0% | 0.17% | −0.02 |
| VRP Invesco Variable Rate Prefer | Reduce -1.8% | 0.12% | −0.01 |
| SYK Stryker Corp. | Reduce -0.7% | 0.05% | −0.01 |
| KLAC KLA Corp. | Reduce -13.8% | 0.18% | −0.01 |
| SYY Sysco Corp. | Reduce -4.0% | 0.15% | −0.00 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -15.6% | 0.11% | −0.00 |
| SQM Quimica Y Minera Chil-SP ADR | Reduce -13.7% | 0.08% | −0.00 |
| PLD Prologis Inc. | Reduce -0.4% | 0.09% | +0.00 |
| LW Lamb Weston Holdings Inc. | Reduce -0.2% | 0.06% | +0.00 |
| IWF iShares Russell 1000 Growth | Reduce -1.2% | 0.16% | +0.00 |
| GNTX Gentex Corp. | Reduce -14.2% | 0.11% | +0.00 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -0.1% | 0.14% | +0.00 |
| ITA iShares U.S. Aerospace & Def | Reduce -2.0% | 0.67% | +0.01 |
| NEM Newmont Corp. | Reduce -15.3% | 0.07% | +0.01 |
| PAVE Global X US Infrastructure | Reduce -0.1% | 3.25% | +0.05 |
| TSLA Tesla Inc. | Reduce -1.6% | 0.76% | +0.17 |
| NVDA Nvidia Corp. | Reduce -0.2% | 2.06% | +0.18 |
| SMH Vaneck Semiconductor ETF | Reduce -0.7% | 2.59% | +0.20 |
| GOOGL Alphabet Inc. Class A | Reduce -1.9% | 1.13% | +0.23 |
| AAPL Apple Inc. | Reduce -0.9% | 1.85% | +0.23 |
Portfolio Buys Q2 2025 → Q3 2025
| VOO Vanguard S&P 500 ETF | Add +2949.6% | 7.82% | +7.57 |
| SCHX Schwab US Large-Cap ETF | New | 3.87% | +3.87 |
| AVEM Avantis Emerging Markets Eq | New | 3.05% | +3.05 |
| PANW Palo Alto Networks Inc. | New | 0.92% | +0.92 |
| AMD Advanced Micro Devices | New | 0.21% | +0.21 |
| IAU iShares Gold Trust | Add +2.0% | 2.17% | +0.21 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +7.4% | 8.73% | +0.13 |
| GS Goldman Sachs Group Inc. | Add +2.8% | 1.53% | +0.11 |
| FENI Fidelity Enhanced Intl ETF | Add +5.0% | 2.68% | +0.09 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +9.2% | 1.33% | +0.08 |
| CLF Cleveland-Cliffs Inc. | Add +87.5% | 0.13% | +0.08 |
| GPN Global Payments Inc. | New | 0.06% | +0.06 |
| AVUV Avantis US Small Cap Value | Add +0.2% | 2.93% | +0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.04% | +0.04 |
| IXC iShares Global Energy ETF | Add +2.8% | 2.64% | +0.04 |
| FDX FedEx Corp. | New | 0.04% | +0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +6.8% | 0.97% | +0.04 |
| LMT Lockheed Martin Corp. | Add +4.4% | 0.54% | +0.02 |
| AXP American Express Co. | Add +4.4% | 2.00% | +0.02 |
| XOM Exxon Mobil Corp. | Add +5.0% | 1.00% | +0.02 |
| XSMO Invesco S&P Smallcap Momentu | Add +1.3% | 1.02% | +0.02 |
| VGT Vanguard Info Tech ETF | Add +5.3% | 0.22% | +0.02 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +0.3% | 8.36% | +0.02 |
| ORCL Oracle Corp. | Add +1.2% | 0.11% | +0.02 |
| BA The Boeing Co. | Add +6.8% | 0.82% | +0.02 |
| PYPL PayPal Holdings Inc. | Add +25.3% | 0.30% | +0.01 |
| IEF iShares 7-10 Year Treasury B | Add +9.6% | 0.45% | +0.01 |
| MSFT Microsoft Corp. | Add +4.0% | 1.30% | +0.01 |
| XLV SS Health Care Select Sector | Add +4.6% | 2.04% | +0.01 |
| NEE Nextera Energy Inc. | Add +5.5% | 0.12% | +0.01 |
| IEI iShares 3-7 Year Treasury Bo | Add +8.4% | 0.48% | +0.01 |
| DUK Duke Energy Corp. | Add +2.8% | 0.48% | +0.00 |
| V Visa Inc. Class A | Add +10.5% | 0.06% | −0.00 |
| LLY Eli Lilly & Co. | Add +5.2% | 0.05% | −0.00 |
| WLK Westlake Corp. | Add +1.0% | 0.05% | −0.00 |
| TTE Totalenergies SE -Spon ADR | Add +4.1% | 0.06% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.1% | 0.20% | −0.01 |
| USRT iShares Core US REIT ETF | Add +1.3% | 0.25% | −0.01 |
| META Meta Platforms Inc. Class A | Add +1.6% | 0.10% | −0.01 |
| IUSV iShares Core S&P U.S. Value | Add +1.2% | 3.06% | −0.01 |
| NOW ServiceNow Inc. | Add +2.7% | 0.17% | −0.03 |
| KO The Coca-Cola Co. | Add +5.2% | 0.47% | −0.04 |
| PULS Pgim Ultra Short Bond ETF | Add +1.1% | 1.05% | −0.06 |
| BITO Proshares Bitcoin ETF-Usd | Add +3.8% | 0.88% | −0.12 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +3.6% | 4.64% | −0.17 |
| BIV Vanguard Intermediate-Term B | Add +2.9% | 9.44% | −0.32 |
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 |