Institutional Manager · CIK 0001688184
MFA Wealth Advisors, LLC
PITTSBURGH, PA · File #028-18562
Latest AUM
$473.2M
Positions
84
Top-10 Concentration
58.5%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202584 pos · $473.2M
- 13F HOLDINGS REPORTQ/E Sep 202590 pos · $457.9M
- 13F HOLDINGS REPORTQ/E Jun 202588 pos · $426.3M
- 13F HOLDINGS REPORTQ/E Mar 202588 pos · $404.0M
- 13F HOLDINGS REPORTQ/E Dec 202475 pos · $390.7M
- 13F HOLDINGS REPORTQ/E Sep 2024519 pos · $457.4M
- 13F HOLDINGS REPORTQ/E Jun 2024586 pos · $457.7M
- 13F HOLDINGS REPORTQ/E Mar 202486 pos · $380.4M
- 13F HOLDINGS REPORTQ/E Dec 202374 pos · $322.0M
- 13F HOLDINGS REPORTQ/E Sep 202377 pos · $317.7M
- 13F HOLDINGS REPORTQ/E Jun 202370 pos · $303.7M
- 13F HOLDINGS REPORTQ/E Mar 202362 pos · $276.2M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 921937819 | 572,740 | $44.6M | 9.77% |
| 2 | ISHARES TR | 464288638 | 797,304 | $43.0M | 9.41% |
| 3 | SCHWAB STRATEGIC TR | 808524755 | 896,932 | $40.6M | 8.88% |
| 4 | VANGUARD INDEX FDS | 922908363 | 61,089 | $38.3M | 8.39% |
| 5 | SPDR SERIES TRUST | 78468R200 | 732,753 | $22.5M | 4.93% |
| 6 | SCHWAB STRATEGIC TR | 808524201 | 702,149 | $18.9M | 4.14% |
| 7 | GLOBAL X FDS | 37954Y673 | 320,636 | $15.3M | 3.36% |
| 8 | ISHARES TR | 464287663 | 149,236 | $15.3M | 3.35% |
| 9 | AMERICAN CENTY ETF TR | 025072604 | 192,951 | $14.9M | 3.25% |
| 10 | AMERICAN CENTY ETF TR | 025072877 | 136,391 | $13.9M | 3.05% |
| 11 | FIDELITY COVINGTON TRUST | 31609A404 | 357,135 | $13.1M | 2.86% |
| 12 | VANECK ETF TRUST | 92189F676 | 35,531 | $12.8M | 2.80% |
| 13 | ISHARES TR | 464287341 | 303,969 | $12.7M | 2.79% |
| 14 | ISHARES GOLD TR | IAU | 139,884 | $11.4M | 2.49% |
| 15 | SELECT SECTOR SPDR TR | 81369Y209 | 69,732 | $10.8M | 2.36% |
| 16 | AMERICAN EXPRESS CO | AXP | 28,432 | $10.5M | 2.30% |
| 17 | NVIDIA CORPORATION | NVDA | 50,611 | $9.4M | 2.07% |
| 18 | APPLE INC | AAPL | 32,879 | $8.9M | 1.96% |
| 19 | GOLDMAN SACHS GROUP INC | GSCE | 9,070 | $8.0M | 1.75% |
| 20 | CONSTELLATION ENERGY CORP | CEG | 19,573 | $6.9M | 1.51% |