MFA WEALTH ADVISORS, LLC

CIK

1688184

Location

PITTSBURGH, PA

Portfolio Value

Micro $1,855,213

Diversification

Diversified

Filing Date

Global Rank

#5,418 / 8,586 ▲ 144

Top Industry

Semiconductors 12.3%

3Y Alpha vs SPY

-1.1%

Period ended 3 months ago

Filed Apr 21, 2026 · 56d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+73.7%

SPY

+78.1%

Annualised alpha

-1.0%

Max drawdown

−19.1%

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

4 positions · $1,855,213 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SQM	Chemical & Mining Co Of Chile Inc Basic Materials	Added	7,491	+36	$606,321	+18.2%	32.68%
NEM	NEWMONT Corp /DE/ Basic Materials	Added	5,296	+1,960	$573,292	+72.1%	30.90%
CLF	Cleveland-Cliffs Inc. Basic Materials	Added	47,022	+961	$397,335	−35.0%	21.42%
WLK	Westlake Corp Basic Materials	NEW	2,382	NEW	$278,265	NEW	15.00%