MFA WEALTH ADVISORS, LLC

CIK

1688184

Location

PITTSBURGH, PA

Portfolio Value

Small $127,811,958

Diversification

Diversified

Filing Date

Global Rank

#5,405 / 8,517 ▼ 528

Top Industry

Semiconductors 16.1%

3Y Alpha vs SPY

+4.6%

Period ended 46 days ago

Filed Jul 13, 2026 · 33d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+96.7%

SPY

+75.3%

Annualised alpha

+4.7%

Max drawdown

−13.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

60 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.3%

−20.0 pts

Top 5

37.9%

−15.1 pts

Top 10

60.3%

−13.0 pts

HHI

465

Diversified−651

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	37.2%	$47,604,911	18
Financial Services	19.3%	$24,693,086	7
Communication Services	9.5%	$12,110,388	2
Utilities	7.5%	$9,594,883	3
Industrials	7.1%	$9,123,271	6
Basic Materials	5.1%	$6,555,360	4
Consumer Cyclical	4.6%	$5,883,496	4
Consumer Defensive	4.2%	$5,383,460	5
Healthcare	2.4%	$3,105,856	6
Unclassified	1.9%	$2,410,627	2
Real Estate	0.8%	$1,073,061	2
Energy	0.2%	$273,559	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
META	Meta Platforms, Inc.	+10,507	11,108	$6,257,025
NEM	NEWMONT Corp /DE/	+7,435	12,731	$1,189,075
KLAC	Kla Corp	+5,477	6,142	$1,853,102
AXP	American Express Co	+4,478	35,055	$11,857,353
CEG	Constellation Energy Corp	+4,087	23,820	$5,916,173
DUK	Duke Energy CORP	+3,621	24,678	$3,123,741
KO	Coca Cola Co	+3,068	42,106	$3,421,954
BA	Boeing Co	+2,904	22,631	$4,898,932
GNTX	Gentex Corp	+2,531	19,153	$483,996
MSFT	Microsoft Corp	+2,019	15,300	$5,707,206
QCOM	Qualcomm Inc/De	+2,000	4,714	$871,100
FHI	Federated Hermes, Inc.	+2,000	27,950	$1,543,399
NOW	ServiceNow, Inc.	+1,688	4,281	$425,017
SYY	Sysco Corp	+1,278	8,678	$725,307
VEEV	Veeva Systems Inc	+961	2,347	$416,522
TSLA	Tesla, Inc.	+586	8,282	$3,483,409
SJM	J M SMUCKER Co	+585	7,212	$811,350
NEE	Nextera Energy Inc	+206	6,323	$554,969
PLD	Prologis, Inc.	+104	3,102	$420,227
LLY	ELI LILLY & Co	+21	332	$398,210
SPG	Simon Property Group Inc.	+6	2,919	$652,834
AVGO	Broadcom Inc.	+6	2,587	$977,239
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−105,949	23,128	$1,746,395
CLF	Cleveland-Cliffs Inc.	−19,715	27,307	$256,412
GOOGL	Alphabet Inc.	−7,777	16,379	$5,853,363
LMT	Lockheed Martin Corp	−5,068	393	$200,217
NVDA	Nvidia Corp	−3,432	49,750	$9,954,477
AMD	Advanced Micro Devices Inc	−1,730	5,723	$3,324,547
PANW	Palo Alto Networks Inc	−1,508	23,601	$8,048,413
AAPL	Apple Inc.	−1,291	32,606	$9,434,872
QQQ	Invesco Qqq Trust, Series 1	−927	902	$664,232
PNFP	Pinnacle Financial Partners, Inc.	−671	2,586	$260,875
AMZN	Amazon Com Inc	−636	5,102	$1,216,010
GNRC	Generac Holdings Inc.	−574	755	$221,071
GS	Goldman Sachs Group Inc	−473	9,006	$9,108,398
SQM	Chemical & Mining Co Of Chile Inc	−303	7,188	$532,199
ERIE	Erie Indemnity Co	−138	3,417	$819,225
BRK-B	Berkshire Hathaway Inc	−114	1,750	$875,682
DE	Deere & Co	−101	385	$244,217
V	Visa Inc.	−37	665	$228,154
TTE	TotalEnergies SE	−34	3,518	$273,559
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−9	1,578	$753,605
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
CRH	Crh Public Ltd Co	42,782	$4,577,674
MU	Micron Technology Inc	3,786	$4,370,141
RTX	RTX Corp	17,185	$3,260,510
GLW	Corning Inc /Ny	1,437	$367,052
CSCO	Cisco Systems, Inc.	2,424	$284,723
LRCX	Lam Research Corp	621	$269,097
Q	Qnity Electronics, Inc.	1,504	$245,618
PM	Philip Morris International Inc.	1,234	$223,242
SYK	Stryker Corp	687	$216,295
ABBV	AbbVie Inc.	833	$209,616
LW	Lamb Weston Holdings, Inc.	4,669	$201,607
MRK	Merck & Co., Inc.	1,564	$200,974
CRWD	CrowdStrike Holdings, Inc.	556	$106,076
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
BIV	Vanguard Intermediate-Term Bond ETF	614,849	$47,454,045
XOM	ExxonMobil Holdings Corp	43,874	$7,443,662
CPRT	Copart Inc	64,928	$2,155,609
PYPL	PayPal Holdings, Inc.	17,784	$804,370
DGS	WisdomTree Emerging Markets SmallCap Dividend Fund	6,389	$383,978
WMT	Walmart Inc.	2,289	$284,476
WLK	Westlake Corp	2,382	$278,265
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

60 tracked positions · $127,811,958 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 60 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AXP	American Express Co Financial Services	Added	35,055	+4,478	$11,857,353	+28.2%	9.28%
NVDA	Nvidia Corp Technology	Reduced	49,750	-3,432	$9,954,477	+7.3%	7.79%
AAPL	Apple Inc. Technology	Reduced	32,606	-1,291	$9,434,872	+9.7%	7.38%
GS	Goldman Sachs Group Inc Financial Services	Reduced	9,006	-473	$9,108,398	+13.6%	7.13%
PANW	Palo Alto Networks Inc Technology	Reduced	23,601	-1,508	$8,048,413	+99.9%	6.30%
META	Meta Platforms, Inc. Communication Services	Added	11,108	+10,507	$6,257,025	+1719.7%	4.90%
CEG	Constellation Energy Corp Utilities	Added	23,820	+4,087	$5,916,173	+7.4%	4.63%
GOOGL	Alphabet Inc. Communication Services	Reduced	16,379	-7,777	$5,853,363	−15.7%	4.58%
MSFT	Microsoft Corp Technology	Added	15,300	+2,019	$5,707,206	+16.1%	4.47%
BA	Boeing Co Industrials	Added	22,631	+2,904	$4,898,932	+24.8%	3.83%
CRH	Crh Public Ltd Co Basic Materials	NEW	42,782	NEW	$4,577,674	NEW	3.58%
MU	Micron Technology Inc Technology	NEW	3,786	NEW	$4,370,141	NEW	3.42%
TSLA	Tesla, Inc. Consumer Cyclical	Added	8,282	+586	$3,483,409	+21.8%	2.73%
KO	Coca Cola Co Consumer Defensive	Added	42,106	+3,068	$3,421,954	+15.3%	2.68%
AMD	Advanced Micro Devices Inc Technology	Reduced	5,723	-1,730	$3,324,547	+119.3%	2.60%
RTX	RTX Corp Industrials	NEW	17,185	NEW	$3,260,510	NEW	2.55%
DUK	Duke Energy CORP Utilities	Added	24,678	+3,621	$3,123,741	+13.3%	2.44%
KLAC	Kla Corp Technology	Added	6,142	+5,477	$1,853,102	+89.3%	1.45%
IAU	Ishares Gold Trust	Reduced	23,128	-105,949	$1,746,395	−84.7%	1.37%
VTRS	Viatris Inc Healthcare	Held	104,801	0	$1,664,239	+17.5%	1.30%
FHI	Federated Hermes, Inc. Financial Services	Added	27,950	+2,000	$1,543,399	+4.9%	1.21%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	5,102	-636	$1,216,010	+1.8%	0.95%
NEM	NEWMONT Corp /DE/ Basic Materials	Added	12,731	+7,435	$1,189,075	+107.4%	0.93%
AVGO	Broadcom Inc. Technology	Added	2,587	+6	$977,239	+22.3%	0.76%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,750	-114	$875,682	−2.0%	0.69%
QCOM	Qualcomm Inc/De CALL + SHARES Technology	Added	4,714	+2,000	$871,100	+149.2%	0.68%
ERIE	Erie Indemnity Co Financial Services	Reduced	3,417	-138	$819,225	−8.3%	0.64%
SJM	J M SMUCKER Co Consumer Defensive	Added	7,212	+585	$811,350	+27.0%	0.63%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,578	-9	$753,605	+40.5%	0.59%
SYY	Sysco Corp Consumer Defensive	Added	8,678	+1,278	$725,307	+37.4%	0.57%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Held	4,621	0	$700,081	−5.1%	0.55%
QQQ	Invesco Qqq Trust, Series 1	Reduced	902	-927	$664,232	−37.1%	0.52%
SPG	Simon Property Group Inc. Real Estate	Added	2,919	+6	$652,834	+20.1%	0.51%
NEE	Nextera Energy Inc Utilities	Added	6,323	+206	$554,969	−2.3%	0.43%
SQM	Chemical & Mining Co Of Chile Inc Basic Materials	Reduced	7,188	-303	$532,199	−12.2%	0.42%
GNTX	Gentex Corp Consumer Cyclical	Added	19,153	+2,531	$483,996	+33.3%	0.38%
NOW	ServiceNow, Inc. Technology	Added	4,281	+1,688	$425,017	+56.8%	0.33%
PLD	Prologis, Inc. Real Estate	Added	3,102	+104	$420,227	+6.0%	0.33%
VEEV	Veeva Systems Inc Healthcare	Added	2,347	+961	$416,522	+71.1%	0.33%
LLY	ELI LILLY & Co Healthcare	Added	332	+21	$398,210	+39.2%	0.31%
GLW	Corning Inc /Ny Technology	NEW	1,437	NEW	$367,052	NEW	0.29%
ASML	Asml Holding NV Technology	Held	164	0	$326,268	+50.6%	0.26%
VRT	Vertiv Holdings Co Industrials	Held	891	0	$298,324	+33.6%	0.23%
ORCL	Oracle Corp Technology	Held	1,954	0	$286,358	−0.4%	0.22%
CSCO	Cisco Systems, Inc. Technology	NEW	2,424	NEW	$284,723	NEW	0.22%
TTE	TotalEnergies SE Energy	Reduced	3,518	-34	$273,559	−15.3%	0.21%
LRCX	Lam Research Corp Technology	NEW	621	NEW	$269,097	NEW	0.21%
PNFP	Pinnacle Financial Partners, Inc. Financial Services	Reduced	2,586	-671	$260,875	−7.0%	0.20%
CLF	Cleveland-Cliffs Inc. Basic Materials	Reduced	27,307	-19,715	$256,412	−35.5%	0.20%
Q	Qnity Electronics, Inc. Technology	NEW	1,504	NEW	$245,618	NEW	0.19%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.