MFA WEALTH ADVISORS, LLC
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 SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Technology | 28.0% | $31,774,520 |
| Financial Services | 19.2% | $21,823,427 |
| Unclassified | 11.0% | $12,435,090 |
| Industrials | 8.9% | $10,139,068 |
| Utilities | 7.8% | $8,835,789 |
| Energy | 6.8% | $7,766,822 |
| Communication Services | 5.7% | $6,444,722 |
| Consumer Cyclical | 4.5% | $5,157,204 |
| Consumer Defensive | 3.9% | $4,420,264 |
| Healthcare | 1.7% | $1,945,373 |
| Basic Materials | 1.6% | $1,855,213 |
| Real Estate | 0.8% | $939,636 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
12 positions ·
$31,774,520 total
· Technology 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 53,182 | $9,274,940 | 29.19% | |
| AAPL |
Apple Inc.
Technology
|
Added | 33,897 | $8,602,719 | 27.07% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 13,281 | $4,916,227 | 15.47% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 25,109 | $4,025,474 | 12.67% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 7,453 | $1,516,163 | 4.77% | |
| KLAC |
Kla Corp
Technology
|
Added | 665 | $979,152 | 3.08% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,581 | $798,845 | 2.51% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 1,587 | $536,326 | 1.69% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 2,714 | $349,508 | 1.10% | |
| ORCL |
Oracle Corp
Technology
|
Added | 1,954 | $287,452 | 0.90% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 2,593 | $271,098 | 0.85% | |
| ASML |
Asml Holding NV
Technology
|
NEW | 164 | $216,616 | 0.68% |