MFA WEALTH ADVISORS, LLC

CIK

1688184

Location

PITTSBURGH, PA

Portfolio Value

Small $113,537,128

Diversification

Diversified

Filing Date

Global Rank

#5,424 / 8,605 ▲ 138 · as of Mar 2026

Top Industry

Semiconductors 12.3%

3Y Alpha vs SPY

-0.8%

Period ended 3 months ago

Filed Apr 21, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+71.5%

SPY

+76.5%

Annualised alpha

-1.2%

Max drawdown

−18.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

52 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.0%

+0.3 pts

Top 5

41.0%

−0.4 pts

Top 10

65.6%

−0.7 pts

HHI

524

Diversified−10

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.0%	$31,774,520	12
Financial Services	19.2%	$21,823,427	8
Unclassified	11.0%	$12,435,090	2
Industrials	8.9%	$10,139,068	6
Utilities	7.8%	$8,835,789	3
Energy	6.8%	$7,766,822	2
Communication Services	5.7%	$6,444,722	2
Consumer Cyclical	4.5%	$5,157,204	4
Consumer Defensive	3.9%	$4,420,264	4
Healthcare	1.7%	$1,945,373	3
Basic Materials	1.6%	$1,855,213	4
Real Estate	0.8%	$939,636	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CPRT	Copart Inc	+19,576	64,928	$2,155,609
PYPL	PayPal Holdings, Inc.	+4,981	17,784	$804,370
PANW	Palo Alto Networks Inc	+3,263	25,109	$4,025,474
KO	Coca Cola Co	+3,071	39,038	$2,968,839
NVDA	Nvidia Corp	+2,571	53,182	$9,274,940
AXP	American Express Co	+2,145	30,577	$9,248,930
NEM	NEWMONT Corp /DE/	+1,960	5,296	$573,292
DUK	Duke Energy CORP	+1,851	21,057	$2,757,203
MSFT	Microsoft Corp	+1,422	13,281	$4,916,227
BA	Boeing Co	+1,272	19,727	$3,926,264
XOM	Exxon Mobil Corp	+1,117	43,874	$7,443,662
AAPL	Apple Inc.	+1,018	33,897	$8,602,719
AMD	Advanced Micro Devices Inc	+1,005	7,453	$1,516,163
CLF	Cleveland-Cliffs Inc.	+961	47,022	$397,335
GNTX	Gentex Corp	+807	16,622	$363,190
GS	Goldman Sachs Group Inc	+409	9,479	$8,019,139
SYY	Sysco Corp	+275	7,400	$527,842
NOW	ServiceNow, Inc.	+258	2,593	$271,098
VEEV	Veeva Systems Inc	+167	1,386	$243,464
CEG	Constellation Energy Corp	+160	19,733	$5,510,440
NEE	Nextera Energy Inc	+158	6,117	$568,146
GOOGL	Alphabet Inc.	+147	21,216	$6,100,872
LMT	Lockheed Martin Corp	+146	5,461	$3,300,573
ORCL	Oracle Corp	+122	1,954	$287,452
BRK-B	Berkshire Hathaway Inc	+112	1,864	$893,228
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−10,807	129,077	$11,379,428
QQQ	Invesco Qqq Trust, Series 1	−5,991	1,829	$1,055,662
ERIE	Erie Indemnity Co	−122	3,555	$893,407
QCOM	Qualcomm Inc/De	−69	2,714	$349,508
TSLA	Tesla, Inc.	−61	7,696	$2,860,988
META	Meta Platforms, Inc.	−35	601	$343,850
V	Visa Inc.	−27	702	$212,172
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
SJM	J M SMUCKER Co	6,627	$639,107
PNFP	Pinnacle Financial Partners, Inc.	3,257	$280,557
WLK	Westlake Corp	2,382	$278,265
DE	Deere & Co	486	$273,763
GNRC	Generac Holdings Inc.	1,329	$259,593
VRT	Vertiv Holdings Co	891	$223,266
ASML	Asml Holding NV	164	$216,616
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
HLF	Herbalife Ltd.	45,080	$581,081
GPN	Global Payments Inc	3,122	$241,642
MCK	Mckesson Corp	244	$200,150
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

52 positions · $113,537,128 total · as of Mar 31, 2026

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

Showing 1–50 of 52 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IAU	Ishares Gold Trust	Reduced	129,077	-10,807	$11,379,428	+0.2%	10.02%
NVDA	Nvidia Corp Technology	Added	53,182	+2,571	$9,274,940	−1.7%	8.17%
AXP	American Express Co Financial Services	Added	30,577	+2,145	$9,248,930	−12.1%	8.15%
AAPL	Apple Inc. Technology	Added	33,897	+1,018	$8,602,719	−3.8%	7.58%
GS	Goldman Sachs Group Inc Financial Services	Added	9,479	+409	$8,019,139	+0.6%	7.06%
XOM	Exxon Mobil Corp Energy	Added	43,874	+1,117	$7,443,662	+44.7%	6.56%
GOOGL	Alphabet Inc. Communication Services	Added	21,216	+147	$6,100,872	−7.5%	5.37%
CEG	Constellation Energy Corp Utilities	Added	19,733	+160	$5,510,440	−20.3%	4.85%
MSFT	Microsoft Corp Technology	Added	13,281	+1,422	$4,916,227	−14.3%	4.33%
PANW	Palo Alto Networks Inc Technology	Added	25,109	+3,263	$4,025,474	+0.0%	3.55%
BA	Boeing Co Industrials	Added	19,727	+1,272	$3,926,264	−2.0%	3.46%
LMT	Lockheed Martin Corp Industrials	Added	5,461	+146	$3,300,573	+28.4%	2.91%
KO	Coca Cola Co Consumer Defensive	Added	39,038	+3,071	$2,968,839	+18.1%	2.61%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	7,696	-61	$2,860,988	−18.0%	2.52%
DUK	Duke Energy CORP Utilities	Added	21,057	+1,851	$2,757,203	+22.5%	2.43%
CPRT	Copart Inc Industrials	Added	64,928	+19,576	$2,155,609	+21.4%	1.90%
AMD	Advanced Micro Devices Inc Technology	Added	7,453	+1,005	$1,516,163	+9.8%	1.34%
FHI	Federated Hermes, Inc. Financial Services	Held	25,950	0	$1,471,624	+8.9%	1.30%
VTRS	Viatris Inc Healthcare	Held	104,801	0	$1,415,861	+8.5%	1.25%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,738	+9	$1,195,053	−9.6%	1.05%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,829	-5,991	$1,055,662	−78.0%	0.93%
KLAC	Kla Corp Technology	Added	665	+9	$979,152	+22.8%	0.86%
ERIE	Erie Indemnity Co Financial Services	Reduced	3,555	-122	$893,407	−15.2%	0.79%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,864	+112	$893,228	+1.4%	0.79%
PYPL	PayPal Holdings, Inc. Financial Services	Added	17,784	+4,981	$804,370	+7.6%	0.71%
AVGO	Broadcom Inc. Technology	Added	2,581	+1	$798,845	−10.5%	0.70%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Held	4,621	0	$737,973	+4.0%	0.65%
SJM	J M SMUCKER Co Consumer Defensive	NEW	6,627	NEW	$639,107	NEW	0.56%
SQM	Chemical & Mining Co Of Chile Inc Basic Materials	Added	7,491	+36	$606,321	+18.2%	0.53%
NEM	NEWMONT Corp /DE/ Basic Materials	Added	5,296	+1,960	$573,292	+72.1%	0.50%
NEE	Nextera Energy Inc Utilities	Added	6,117	+158	$568,146	+18.8%	0.50%
SPG	Simon Property Group Inc. Real Estate	Added	2,913	+15	$543,361	+1.3%	0.48%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,587	+41	$536,326	+14.2%	0.47%
SYY	Sysco Corp Consumer Defensive	Added	7,400	+275	$527,842	+0.5%	0.46%
CLF	Cleveland-Cliffs Inc. Basic Materials	Added	47,022	+961	$397,335	−35.0%	0.35%
PLD	Prologis, Inc. Real Estate	Added	2,998	+87	$396,275	+6.6%	0.35%
GNTX	Gentex Corp Consumer Cyclical	Added	16,622	+807	$363,190	−1.3%	0.32%
QCOM	Qualcomm Inc/De Technology	Reduced	2,714	-69	$349,508	−26.6%	0.31%
META	Meta Platforms, Inc. Communication Services	Reduced	601	-35	$343,850	−18.1%	0.30%
TTE	TotalEnergies SE Energy	Held	3,552	0	$323,160	+39.1%	0.28%
ORCL	Oracle Corp Technology	Added	1,954	+122	$287,452	−19.5%	0.25%
LLY	ELI LILLY & Co Healthcare	Added	311	+5	$286,048	−13.0%	0.25%
WMT	Walmart Inc. Consumer Defensive	Held	2,289	0	$284,476	+11.6%	0.25%
PNFP	Pinnacle Financial Partners, Inc. Financial Services	NEW	3,257	NEW	$280,557	NEW	0.25%
WLK	Westlake Corp Basic Materials	NEW	2,382	NEW	$278,265	NEW	0.25%
DE	Deere & Co Industrials	NEW	486	NEW	$273,763	NEW	0.24%
NOW	ServiceNow, Inc. Technology	Added	2,593	+258	$271,098	−24.2%	0.24%
GNRC	Generac Holdings Inc. Industrials	NEW	1,329	NEW	$259,593	NEW	0.23%
VEEV	Veeva Systems Inc Healthcare	Added	1,386	+167	$243,464	−10.5%	0.21%
VRT	Vertiv Holdings Co Industrials	NEW	891	NEW	$223,266	NEW	0.20%