Mfa Wealth Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 14, 2026), Mfa Wealth Advisors, LLC reported 84 stock positions worth $473.2 million. Its top holding was Vanguard Intermediate-Term B (BIV) at 9.4% of the portfolio, followed by iShares 5-10Y Inv Grade (IGIB, 9.1%) and Schwab Fndmn Intl LRG Co. ETF (FNDF, 8.6%). Compared with Q3 2025, it opened 2 new positions, sold out of 8, added to 34 and reduced 37. The biggest buy was iShares 5-10Y Inv Grade (IGIB, shares +8%) and the biggest sale Invesco QQQ Trust Series 1 (QQQ, shares −39%).
- Most Recent 13F
- Q2 2026
- Location
- PITTSBURGH, PA
- CIK
- 0001688184
- Portfolio Value
- $473.2M (Q4 2025)
- SEC Filing
- 0001688184-26-000001 ↗ filed Jan 14, 2026
Holdings Value
Holdings 84 stocks · $473.2M
| BIV Vanguard Intermediate-Term B | 9.43% | 572,740 | $44.6M | Add +3.5% |
| IGIB iShares 5-10Y Inv Grade Corp. | 9.08% | 797,304 | $43.0M | Add +7.9% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 8.57% | 896,932 | $40.6M | Add +0.7% |
| VOO Vanguard S&P 500 ETF | 8.10% | 61,089 | $38.3M | Add +4.4% |
| FLRN SS SPDR BB Ig Float RT ETF | 4.76% | 732,753 | $22.5M | Add +6.5% |
| SCHX Schwab US Large-Cap ETF | 3.99% | 702,149 | $18.9M | Add +4.3% |
| PAVE Global X US Infrastructure | 3.24% | 320,636 | $15.3M | Add +2.8% |
| IUSV iShares Core S&P U.S. Value | 3.23% | 149,236 | $15.3M | Add +6.6% |
| AVEM Avantis Emerging Markets Eq | 3.14% | 192,951 | $14.9M | Add +3.9% |
| AVUV Avantis US Small Cap Value | 2.94% | 136,391 | $13.9M | Add +1.1% |
| FENI Fidelity Enhanced Intl ETF | 2.76% | 357,135 | $13.1M | Add +2.6% |
| SMH Vaneck Semiconductor ETF | 2.70% | 35,531 | $12.8M | Reduce -2.3% |
| IXC iShares Global Energy ETF | 2.69% | 303,969 | $12.7M | Add +5.2% |
| IAU iShares Gold Trust | 2.40% | 139,884 | $11.4M | Add +2.5% |
| XLV SS Health Care Select Sector | 2.28% | 69,732 | $10.8M | Add +3.7% |
| AXP American Express Co. | 2.22% | 28,432 | $10.5M | Add +3.1% |
| NVDA Nvidia Corp. | 1.99% | 50,611 | $9.4M | Add +0.0% |
| AAPL Apple Inc. | 1.89% | 32,879 | $8.9M | Reduce -1.2% |
| GS Goldman Sachs Group Inc. | 1.69% | 9,070 | $8.0M | Add +3.1% |
| CEG Constellation Energy | 1.46% | 19,573 | $6.9M | Add +0.7% |
| GOOGL Alphabet Inc. Class A | 1.39% | 21,069 | $6.6M | Reduce -0.9% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.38% | 49,543 | $6.5M | Add +5.6% |
| MSFT Microsoft Corp. | 1.21% | 11,859 | $5.7M | Add +3.5% |
| XOM Exxon Mobil Corp. | 1.09% | 42,757 | $5.1M | Add +4.8% |
| QQQ Invesco QQQ Trust Series 1 | 1.02% | 7,820 | $4.8M | Reduce -38.8% |
| XSMO Invesco S&P Smallcap Momentu | 0.99% | 65,072 | $4.7M | Add +2.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.98% | 15,984 | $4.6M | Add +5.3% |
| PANW Palo Alto Networks Inc. | 0.85% | 21,846 | $4.0M | Add +5.2% |
| BA The Boeing Co. | 0.85% | 18,455 | $4.0M | Add +6.2% |
| TSLA Tesla Inc. | 0.74% | 7,757 | $3.5M | Reduce -0.9% |
| ITA iShares U.S. Aerospace & Def | 0.69% | 15,265 | $3.3M | Add +4.6% |
| BITO Proshares Bitcoin ETF-Usd | 0.60% | 235,157 | $2.9M | Add +14.6% |
| PULS Pgim Ultra Short Bond ETF | 0.60% | 57,395 | $2.8M | Reduce -40.5% |
| LMT Lockheed Martin Corp. | 0.54% | 5,315 | $2.6M | Add +8.3% |
| KO The Coca-Cola Co. | 0.53% | 35,967 | $2.5M | Add +9.9% |
| DUK Duke Energy Corp. | 0.48% | 19,206 | $2.3M | Add +7.9% |
| IEI iShares 3-7 Year Treasury Bo | 0.42% | 16,495 | $2.0M | Reduce -10.5% |
| IEF iShares 7-10 Year Treasury B | 0.39% | 19,221 | $1.8M | Reduce -10.7% |
| CPRT Copart Inc. | 0.38% | 45,352 | $1.8M | Add +29.3% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.36% | 16,648 | $1.7M | Reduce -37.8% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.30% | 14,585 | $1.4M | No change |
| AMD Advanced Micro Devices | 0.29% | 6,448 | $1.4M | Add +7.1% |
| FHI Federated Hermes Inc. | 0.29% | 25,950 | $1.4M | No change |
| AMZN Amazon.com Inc. | 0.28% | 5,729 | $1.3M | Reduce -1.9% |
| VTRS Viatris Inc. | 0.28% | 104,801 | $1.3M | No change |
| ERIE Erie Indemnity Company Class A | 0.22% | 3,677 | $1.1M | Reduce -6.0% |
| VGT Vanguard Info Tech ETF | 0.21% | 1,322 | $996K | No change |
| GOOG Alphabet Inc. Class C | 0.20% | 2,940 | $923K | No change |
| AVGO Broadcom Inc. | 0.19% | 2,580 | $893K | Reduce -18.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 1,752 | $881K | Reduce -2.2% |
| SCHD Schwab US DVD Equity ETF | 0.18% | 31,504 | $864K | Reduce -8.0% |
| DGS Wisdomtree Em Small Cap | 0.18% | 14,763 | $845K | Reduce -27.3% |
| KLAC KLA Corp. | 0.17% | 656 | $797K | Reduce -14.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.16% | 14,569 | $770K | Reduce -10.6% |
| IWF iShares Russell 1000 Growth | 0.16% | 1,627 | $770K | Add +1.7% |
| PYPL PayPal Holdings Inc. | 0.16% | 12,803 | $747K | Reduce -37.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.15% | 4,621 | $710K | No change |
| USRT iShares Core US REIT ETF | 0.15% | 12,421 | $708K | Reduce -36.7% |
| VCIT Vanguard Int-Term Corporate | 0.14% | 8,168 | $684K | New |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.14% | 1,645 | $679K | No change |
| CLF Cleveland-Cliffs Inc. | 0.13% | 46,061 | $612K | Reduce -3.1% |
| HLF Herbalife Ltd. | 0.12% | 45,080 | $581K | Reduce -15.6% |
| SPG Simon Property Group Inc. | 0.11% | 2,898 | $536K | No change |
| SYY Sysco Corp. | 0.11% | 7,125 | $525K | Reduce -12.8% |
| SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE | 0.11% | 7,455 | $513K | Reduce -17.0% |
| NEE Nextera Energy Inc. | 0.10% | 5,959 | $478K | Reduce -15.9% |
| QCOM Qualcomm Inc. | 0.10% | 2,783 | $476K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.10% | 1,546 | $470K | Reduce -17.9% |
| META Meta Platforms Inc. Class A | 0.09% | 636 | $420K | Reduce -2.9% |
| PLD Prologis Inc. | 0.08% | 2,911 | $372K | Reduce -15.9% |
| GNTX Gentex Corp. | 0.08% | 15,815 | $368K | Reduce -14.7% |
| NOW ServiceNow Inc. | 0.08% | 2,335 | $358K | Reduce -43.7% |
| ORCL Oracle Corp. | 0.08% | 1,832 | $357K | Add +0.6% |
| NEM Newmont Corp. | 0.07% | 3,336 | $333K | Reduce -14.6% |
| LLY Eli Lilly & Co. | 0.07% | 306 | $329K | No change |
| SNV Synovus Financial Corp. | 0.07% | 6,421 | $321K | Reduce -13.8% |
| VRP Invesco Variable Rate Prefer | 0.06% | 12,521 | $305K | Reduce -42.7% |
| VEEV Veeva Systems Inc. Class A | 0.06% | 1,219 | $272K | Reduce -54.3% |
| V Visa Inc. Class A | 0.05% | 729 | $256K | Reduce -7.6% |
| WMT Walmart Inc. | 0.05% | 2,289 | $255K | Reduce -10.9% |
| GPN Global Payments Inc. | 0.05% | 3,122 | $242K | Reduce -6.1% |
| TTE Totalenergies SE | 0.05% | 3,552 | $232K | Reduce -18.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.04% | 1,100 | $210K | No change |
| MCK McKesson Corp. | 0.04% | 244 | $200K | New |
Portfolio Sells Q3 2025 → Q4 2025
| QQQ Invesco QQQ Trust Series 1 | Reduce -38.8% | 1.02% | −0.66 |
| PULS Pgim Ultra Short Bond ETF | Reduce -40.5% | 0.60% | −0.45 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -37.8% | 0.36% | −0.25 |
| PYPL PayPal Holdings Inc. | Reduce -37.5% | 0.16% | −0.14 |
| VEEV Veeva Systems Inc. Class A | Reduce -54.3% | 0.06% | −0.12 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.12 |
| USRT iShares Core US REIT ETF | Reduce -36.7% | 0.15% | −0.10 |
| NOW ServiceNow Inc. | Reduce -43.7% | 0.08% | −0.09 |
| DGS Wisdomtree Em Small Cap | Reduce -27.3% | 0.18% | −0.07 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -10.5% | 0.42% | −0.06 |
| IEF iShares 7-10 Year Treasury B | Reduce -10.7% | 0.39% | −0.06 |
| GNRC Generac Holdings Inc. | Sold out | 0.00% | −0.06 |
| LW Lamb Weston Holdings Inc. | Sold out | 0.00% | −0.06 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.05 |
| VRP Invesco Variable Rate Prefer | Reduce -42.7% | 0.06% | −0.05 |
| DASH DoorDash Inc. Class A | Sold out | 0.00% | −0.05 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.05 |
| WLK Westlake Corp. | Sold out | 0.00% | −0.05 |
| ERIE Erie Indemnity Company Class A | Reduce -6.0% | 0.22% | −0.05 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.04 |
| AVGO Broadcom Inc. | Reduce -18.9% | 0.19% | −0.04 |
| GNTX Gentex Corp. | Reduce -14.7% | 0.08% | −0.04 |
| SYY Sysco Corp. | Reduce -12.8% | 0.11% | −0.04 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -10.6% | 0.16% | −0.03 |
| TSLA Tesla Inc. | Reduce -0.9% | 0.74% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -8.0% | 0.18% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -2.9% | 0.09% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -15.9% | 0.10% | −0.02 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -17.9% | 0.10% | −0.02 |
| KLAC KLA Corp. | Reduce -14.7% | 0.17% | −0.01 |
| SNV Synovus Financial Corp. | Reduce -13.8% | 0.07% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.2% | 0.19% | −0.01 |
| GPN Global Payments Inc. | Reduce -6.1% | 0.05% | −0.01 |
| PLD Prologis Inc. | Reduce -15.9% | 0.08% | −0.01 |
| TTE Totalenergies SE | Reduce -18.2% | 0.05% | −0.01 |
| V Visa Inc. Class A | Reduce -7.6% | 0.05% | −0.00 |
| WMT Walmart Inc. | Reduce -10.9% | 0.05% | −0.00 |
| NEM Newmont Corp. | Reduce -14.6% | 0.07% | −0.00 |
| AMZN Amazon.com Inc. | Reduce -1.9% | 0.28% | −0.00 |
| CLF Cleveland-Cliffs Inc. | Reduce -3.1% | 0.13% | +0.00 |
| SQM Quimica Y Minera Chil-SP ADR | Reduce -17.0% | 0.11% | +0.02 |
| HLF Herbalife Ltd. | Reduce -15.6% | 0.12% | +0.02 |
| AAPL Apple Inc. | Reduce -1.2% | 1.89% | +0.04 |
| SMH Vaneck Semiconductor ETF | Reduce -2.3% | 2.70% | +0.11 |
| GOOGL Alphabet Inc. Class A | Reduce -0.9% | 1.39% | +0.27 |
Portfolio Buys Q3 2025 → Q4 2025
| IGIB iShares 5-10Y Inv Grade Corp. | Add +7.9% | 9.08% | +0.35 |
| VOO Vanguard S&P 500 ETF | Add +4.4% | 8.10% | +0.27 |
| XLV SS Health Care Select Sector | Add +3.7% | 2.28% | +0.24 |
| IAU iShares Gold Trust | Add +2.5% | 2.40% | +0.23 |
| AXP American Express Co. | Add +3.1% | 2.22% | +0.22 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +0.7% | 8.57% | +0.21 |
| IUSV iShares Core S&P U.S. Value | Add +6.6% | 3.23% | +0.18 |
| GS Goldman Sachs Group Inc. | Add +3.1% | 1.69% | +0.16 |
| VCIT Vanguard Int-Term Corporate | New | 0.14% | +0.14 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +6.5% | 4.76% | +0.12 |
| SCHX Schwab US Large-Cap ETF | Add +4.3% | 3.99% | +0.12 |
| AVEM Avantis Emerging Markets Eq | Add +3.9% | 3.14% | +0.09 |
| XOM Exxon Mobil Corp. | Add +4.8% | 1.09% | +0.08 |
| FENI Fidelity Enhanced Intl ETF | Add +2.6% | 2.76% | +0.08 |
| AMD Advanced Micro Devices | Add +7.1% | 0.29% | +0.08 |
| CEG Constellation Energy | Add +0.7% | 1.46% | +0.06 |
| IXC iShares Global Energy ETF | Add +5.2% | 2.69% | +0.06 |
| KO The Coca-Cola Co. | Add +9.9% | 0.53% | +0.06 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +5.6% | 1.38% | +0.05 |
| MCK McKesson Corp. | New | 0.04% | +0.04 |
| CPRT Copart Inc. | Add +29.3% | 0.38% | +0.03 |
| BA The Boeing Co. | Add +6.2% | 0.85% | +0.03 |
| ITA iShares U.S. Aerospace & Def | Add +4.6% | 0.69% | +0.03 |
| LMT Lockheed Martin Corp. | Add +8.3% | 0.54% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +5.3% | 0.98% | +0.01 |
| AVUV Avantis US Small Cap Value | Add +1.1% | 2.94% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +1.7% | 0.16% | −0.00 |
| DUK Duke Energy Corp. | Add +7.9% | 0.48% | −0.01 |
| PAVE Global X US Infrastructure | Add +2.8% | 3.24% | −0.01 |
| BIV Vanguard Intermediate-Term B | Add +3.5% | 9.43% | −0.01 |
| XSMO Invesco S&P Smallcap Momentu | Add +2.4% | 0.99% | −0.03 |
| ORCL Oracle Corp. | Add +0.6% | 0.08% | −0.04 |
| NVDA Nvidia Corp. | Add +0.0% | 1.99% | −0.07 |
| PANW Palo Alto Networks Inc. | Add +5.2% | 0.85% | −0.07 |
| MSFT Microsoft Corp. | Add +3.5% | 1.21% | −0.08 |
| BITO Proshares Bitcoin ETF-Usd | Add +14.6% | 0.60% | −0.28 |
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 |