MFA Wealth Advisors

PITTSBURGH, PAfiles as MFA WEALTH ADVISORS, LLC

$586m in 98 US stocks at the end of 30 June 2026. The top 10 are 54.4% of the money. It changed about 14.7% of the portfolio this quarter.

Value

$586m

Stocks

Top 10 share

54.4%

Turnover

14.7%

What changed this quarter

New

Bought for the first time this quarter.

American Centy ETF TRAVLV
2.8% of the fund
Spdr Series TrustXBI
2.5% of the fund
Spdr Series TrustSPIB
1.4% of the fund
CRH PublicCRH
0.8% of the fund
Micron TechnologyMU
0.7% of the fund
RTXRTX
0.6% of the fund
Ishares TRIWS
0.3% of the fund
CrowdStrike HoldingsCRWD
<0.1% of the fund
CorningGLW
<0.1% of the fund
Cisco SystemsCSCO
<0.1% of the fund
Lam ResearchLRCX
<0.1% of the fund
Qnity ElectronicsQ
<0.1% of the fund
Philip Morris InternationalPM
<0.1% of the fund
StrykerSYK
<0.1% of the fund
AbbVieABBV
<0.1% of the fund
Lamb Weston HoldingsLW
<0.1% of the fund
MerckMRK
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRIGIB
9.2% of the fund
+15%
Vanguard Index FDSVOO
8.4% of the fund
+5%
Spdr Series TrustFLRN
4.9% of the fund
+16%
Schwab Strategic TRSCHX
4.0% of the fund
+4%
Fidelity Covington TrustFENI
2.8% of the fund
+8%
American ExpressAXP
2.0% of the fund
+15%
Franklin Templeton ETF TRFLMI
1.8% of the fund
+201%
Vanguard Scottsdale FDSVCIT
1.7% of the fund
+22%
Meta PlatformsMETA
1.1% of the fund
+1748%
Vanguard Index FDSVO
1.0% of the fund
+8%
Constellation EnergyCEG
1.0% of the fund
+21%
MicrosoftMSFT
1.0% of the fund
+15%
BoeingBA
0.8% of the fund
+15%
Global X FDSCOPX
0.7% of the fund
+245%
Proshares TRBITO
0.7% of the fund
+63%
TeslaTSLA
0.6% of the fund
+8%
Coca-ColaKO
0.6% of the fund
+8%
Duke EnergyDUK
0.5% of the fund
+17%
Ishares TRIEI
0.4% of the fund
+20%
Ishares TRIEF
0.4% of the fund
+21%
Federated HermesFHI
0.3% of the fund
+8%
Vanguard World FDVGT
0.2% of the fund
+3%
NewmontNEM
0.2% of the fund
+140%
J M SmuckerSJM
0.1% of the fund
+9%
SyscoSYY
0.1% of the fund
+17%

Cut

Sold some of their stake.

Vanguard BD Index FDSBIV
7.9% of the fund
-2%
Schwab Strategic TRFNDF
7.8% of the fund
-4%
American Centy ETF TRAVEM
3.3% of the fund
-3%
Global X FDSPAVE
3.3% of the fund
-2%
American Centy ETF TRAVUV
2.8% of the fund
-4%
Vaneck ETF TrustSMH
2.6% of the fund
-32%
Ishares TRIXC
2.6% of the fund
-4%
NvidiaNVDA
1.7% of the fund
-6%
AppleAAPL
1.6% of the fund
-4%
Goldman Sachs GroupGS
1.6% of the fund
-5%
Ishares TRIJJ
1.4% of the fund
-3%
Palo Alto NetworksPANW
1.4% of the fund
-6%
AlphabetGOOGL
1.0% of the fund
-23%
Advanced Micro DevicesAMD
0.6% of the fund
-23%
KLAKLAC
0.3% of the fund
-8%
Ishares TRIUSV
0.3% of the fund
-90%
Ishares Gold TRIAU
0.3% of the fund
-82%
Amazon.comAMZN
0.2% of the fund
-11%
Berkshire HathawayBRK-B
0.1% of the fund
-6%
Schwab Strategic TRSCHD
0.1% of the fund
-12%
Erie IndemnityERIE
0.1% of the fund
-4%
Invesco QQQ TRQQQ
0.1% of the fund
-51%
Select Sector Spdr TRXLV
0.1% of the fund
-95%
Ishares TRIGSB
<0.1% of the fund
-8%
Chemical & Mining CO of ChileSQM
<0.1% of the fund
-4%

Sold out

Sold their entire stake.

ExxonMobil HoldingsXOM
-100%
CopartCPRT
-100%
PayPal HoldingsPYPL
-100%
Invesco Exchange Traded FD TXMHQ
-100%
WalmartWMT
-100%
WestlakeWLK
-100%
Ishares TRTLT
-100%

Holdings

Ishares TRIGIB
Share
9.2%
Value
$54m
Shares
1,018,889
+15%
Vanguard Index FDSVOO
Share
8.4%
Value
$49m
Shares
71,323
+5%
Vanguard BD Index FDSBIV
Share
7.9%
Value
$46m
Shares
600,446
-2%
Schwab Strategic TRFNDF
Share
7.8%
Value
$46m
Shares
864,797
-4%
Spdr Series TrustFLRN
Share
4.9%
Value
$29m
Shares
930,045
+16%
Schwab Strategic TRSCHX
Share
4.0%
Value
$24m
Shares
806,137
+4%
American Centy ETF TRAVEM
Share
3.3%
Value
$19m
Shares
201,153
-3%
Global X FDSPAVE
Share
3.3%
Value
$19m
Shares
327,596
-2%
American Centy ETF TRAVLV
Share
2.8%
Value
$17m
Shares
182,168
New
American Centy ETF TRAVUV
Share
2.8%
Value
$17m
Shares
133,052
-4%
Fidelity Covington TrustFENI
Share
2.8%
Value
$16m
Shares
409,529
+8%
Vaneck ETF TrustSMH
Share
2.6%
Value
$15m
Shares
23,356
-32%
Ishares TRIXC
Share
2.6%
Value
$15m
Shares
304,539
-4%
Spdr Series TrustXBI
Share
2.5%
Value
$15m
Shares
91,997
New
American ExpressAXP
Share
2.0%
Value
$12m
Shares
35,055
+15%
Franklin Templeton ETF TRFLMI
Share
1.8%
Value
$11m
Shares
426,562
+201%
Vanguard Scottsdale FDSVCIT
Share
1.7%
Value
$10m
Shares
122,932
+22%
NvidiaNVDA
Share
1.7%
Value
$10m
Shares
49,750
-6%
AppleAAPL
Share
1.6%
Value
$9m
Shares
32,606
-4%
Goldman Sachs GroupGS
Share
1.6%
Value
$9m
Shares
9,006
-5%
Spdr Series TrustSPIB
Share
1.4%
Value
$8m
Shares
245,408
New
Ishares TRIJJ
Share
1.4%
Value
$8m
Shares
54,925
-3%
Palo Alto NetworksPANW
Share
1.4%
Value
$8m
Shares
23,601
-6%
Invesco Exchange Traded FD TXSMO
Share
1.1%
Value
$7m
Shares
69,658
Held
Meta PlatformsMETA
Share
1.1%
Value
$6m
Shares
11,108
+1748%
Vanguard Index FDSVO
Share
1.0%
Value
$6m
Shares
73,861
+8%
Constellation EnergyCEG
Share
1.0%
Value
$6m
Shares
23,820
+21%
AlphabetGOOGL
Share
1.0%
Value
$6m
Shares
16,379
-23%
MicrosoftMSFT
Share
1.0%
Value
$6m
Shares
15,300
+15%
BoeingBA
Share
0.8%
Value
$5m
Shares
22,631
+15%
CRH PublicCRH
Share
0.8%
Value
$5m
Shares
42,782
New
Micron TechnologyMU
Share
0.7%
Value
$4m
Shares
3,786
New
Global X FDSCOPX
Share
0.7%
Value
$4m
Shares
53,897
+245%
Proshares TRBITO
Share
0.7%
Value
$4m
Shares
511,882
+63%
Ishares TRITA
Share
0.6%
Value
$4m
Shares
15,251
Held
TeslaTSLA
Share
0.6%
Value
$3m
Shares
8,282
+8%
Coca-ColaKO
Share
0.6%
Value
$3m
Shares
42,106
+8%
Advanced Micro DevicesAMD
Share
0.6%
Value
$3m
Shares
5,723
-23%
RTXRTX
Share
0.6%
Value
$3m
Shares
17,185
New
Duke EnergyDUK
Share
0.5%
Value
$3m
Shares
24,678
+17%
Ishares TRIEI
Share
0.4%
Value
$2m
Shares
20,701
+20%
Ishares TRIEF
Share
0.4%
Value
$2m
Shares
24,343
+21%
KLAKLAC
Share
0.3%
Value
$2m
Shares
6,142
-8%
Ishares TRIUSV
Share
0.3%
Value
$2m
Shares
16,244
-90%
Ishares Gold TRIAU
Share
0.3%
Value
$2m
Shares
23,128
-82%
Nushares ETF TRNULG
Share
0.3%
Value
$2m
Shares
14,585
Held
ViatrisVTRS
Share
0.3%
Value
$2m
Shares
104,801
Held
Ishares TRIWS
Share
0.3%
Value
$2m
Shares
9,882
New
Federated HermesFHI
Share
0.3%
Value
$2m
Shares
27,950
+8%
Vanguard World FDVGT
Share
0.2%
Value
$1m
Shares
10,578
+3%
Amazon.comAMZN
Share
0.2%
Value
$1m
Shares
5,102
-11%
NewmontNEM
Share
0.2%
Value
$1m
Shares
12,731
+140%
AlphabetGOOG
Share
0.2%
Value
$1m
Shares
2,940
Held
BroadcomAVGO
Share
0.2%
Value
$977,239
Shares
2,587
Held
Berkshire HathawayBRK-B
Share
0.1%
Value
$875,683
Shares
1,750
-6%
Schwab Strategic TRSCHD
Share
0.1%
Value
$861,734
Shares
27,175
-12%
Erie IndemnityERIE
Share
0.1%
Value
$819,226
Shares
3,417
-4%
J M SmuckerSJM
Share
0.1%
Value
$811,350
Shares
7,212
+9%
Ishares TRIWF
Share
0.1%
Value
$808,098
Shares
6,508
Held
Taiwan Semiconductor ManufacturingTSM
Share
0.1%
Value
$753,605
Shares
1,578
Held
SyscoSYY
Share
0.1%
Value
$725,307
Shares
8,678
+17%
TJX CompaniesTJX
Share
0.1%
Value
$700,082
Shares
4,621
Held
Vanguard World FDMGK
Share
0.1%
Value
$691,173
Shares
7,862
Held
Invesco QQQ TRQQQ
Share
0.1%
Value
$664,233
Shares
902
-51%
Simon Property GroupSPG
Share
0.1%
Value
$652,834
Shares
2,919
Held
Select Sector Spdr TRXLV
Share
0.1%
Value
$629,533
Shares
3,968
-95%
Ishares TRIGSB
Share
<0.1%
Value
$562,359
Shares
10,730
-8%
NextEra EnergyNEE
Share
<0.1%
Value
$554,970
Shares
6,323
+3%
Chemical & Mining CO of ChileSQM
Share
<0.1%
Value
$532,200
Shares
7,188
-4%
QualcommQCOM
Share
<0.1%
Value
$501,520
Shares
2,714
Held
GentexGNTX
Share
<0.1%
Value
$483,996
Shares
19,153
+15%
ServiceNowNOW
Share
<0.1%
Value
$425,018
Shares
4,281
+65%
CrowdStrike HoldingsCRWD
Share
<0.1%
Value
$424,306
Shares
556
New
PrologisPLD
Share
<0.1%
Value
$420,228
Shares
3,102
+3%
Veeva SystemsVEEV
Share
<0.1%
Value
$416,522
Shares
2,347
+69%
Eli LillyLLY
Share
<0.1%
Value
$398,211
Shares
332
+7%
CorningGLW
Share
<0.1%
Value
$367,169
Shares
1,437
New
ASML Holding NVASML
Share
<0.1%
Value
$326,268
Shares
164
Held
Vertiv HoldingsVRT
Share
<0.1%
Value
$298,367
Shares
891
Held
OracleORCL
Share
<0.1%
Value
$286,359
Shares
1,954
Held
Cisco SystemsCSCO
Share
<0.1%
Value
$284,766
Shares
2,424
New
Pgim ETF TRPULS
Share
<0.1%
Value
$278,669
Shares
5,624
-58%
TotalEnergies SETTE
Share
<0.1%
Value
$273,560
Shares
3,518
Held
Lam ResearchLRCX
Share
<0.1%
Value
$269,098
Shares
621
New
Pinnacle Financial PartnersPNFP
Share
<0.1%
Value
$260,876
Shares
2,586
-21%
Cleveland-CliffsCLF
Share
<0.1%
Value
$256,413
Shares
27,307
-42%
Qnity ElectronicsQ
Share
<0.1%
Value
$245,618
Shares
1,504
New
DeereDE
Share
<0.1%
Value
$244,217
Shares
385
-21%
Vanguard Index FDSVTV
Share
<0.1%
Value
$239,723
Shares
1,100
Held
Wisdomtree TRDGS
Share
<0.1%
Value
$239,611
Shares
3,703
-42%
VisaV
Share
<0.1%
Value
$228,094
Shares
665
-5%
Philip Morris InternationalPM
Share
<0.1%
Value
$223,243
Shares
1,234
New
Generac HoldingsGNRC
Share
<0.1%
Value
$221,072
Shares
755
-43%
StrykerSYK
Share
<0.1%
Value
$216,295
Shares
687
New
AbbVieABBV
Share
<0.1%
Value
$209,590
Shares
833
New
Lamb Weston HoldingsLW
Share
<0.1%
Value
$201,607
Shares
4,669
New
MerckMRK
Share
<0.1%
Value
$200,974
Shares
1,564
New
Lockheed MartinLMT
Share
<0.1%
Value
$200,061
Shares
393
-93%

Company	Share of fund	Value	Shares	Change
Ishares TRIGIB	9.2%	$54m	1,018,889	+15%
Vanguard Index FDSVOO	8.4%	$49m	71,323	+5%
Vanguard BD Index FDSBIV	7.9%	$46m	600,446	-2%
Schwab Strategic TRFNDF	7.8%	$46m	864,797	-4%
Spdr Series TrustFLRN	4.9%	$29m	930,045	+16%
Schwab Strategic TRSCHX	4.0%	$24m	806,137	+4%
American Centy ETF TRAVEM	3.3%	$19m	201,153	-3%
Global X FDSPAVE	3.3%	$19m	327,596	-2%
American Centy ETF TRAVLV	2.8%	$17m	182,168	New
American Centy ETF TRAVUV	2.8%	$17m	133,052	-4%
Fidelity Covington TrustFENI	2.8%	$16m	409,529	+8%
Vaneck ETF TrustSMH	2.6%	$15m	23,356	-32%
Ishares TRIXC	2.6%	$15m	304,539	-4%
Spdr Series TrustXBI	2.5%	$15m	91,997	New
American ExpressAXP	2.0%	$12m	35,055	+15%
Franklin Templeton ETF TRFLMI	1.8%	$11m	426,562	+201%
Vanguard Scottsdale FDSVCIT	1.7%	$10m	122,932	+22%
NvidiaNVDA	1.7%	$10m	49,750	-6%
AppleAAPL	1.6%	$9m	32,606	-4%
Goldman Sachs GroupGS	1.6%	$9m	9,006	-5%
Spdr Series TrustSPIB	1.4%	$8m	245,408	New
Ishares TRIJJ	1.4%	$8m	54,925	-3%
Palo Alto NetworksPANW	1.4%	$8m	23,601	-6%
Invesco Exchange Traded FD TXSMO	1.1%	$7m	69,658	Held
Meta PlatformsMETA	1.1%	$6m	11,108	+1748%
Vanguard Index FDSVO	1.0%	$6m	73,861	+8%
Constellation EnergyCEG	1.0%	$6m	23,820	+21%
AlphabetGOOGL	1.0%	$6m	16,379	-23%
MicrosoftMSFT	1.0%	$6m	15,300	+15%
BoeingBA	0.8%	$5m	22,631	+15%
CRH PublicCRH	0.8%	$5m	42,782	New
Micron TechnologyMU	0.7%	$4m	3,786	New
Global X FDSCOPX	0.7%	$4m	53,897	+245%
Proshares TRBITO	0.7%	$4m	511,882	+63%
Ishares TRITA	0.6%	$4m	15,251	Held
TeslaTSLA	0.6%	$3m	8,282	+8%
Coca-ColaKO	0.6%	$3m	42,106	+8%
Advanced Micro DevicesAMD	0.6%	$3m	5,723	-23%
RTXRTX	0.6%	$3m	17,185	New
Duke EnergyDUK	0.5%	$3m	24,678	+17%
Ishares TRIEI	0.4%	$2m	20,701	+20%
Ishares TRIEF	0.4%	$2m	24,343	+21%
KLAKLAC	0.3%	$2m	6,142	-8%
Ishares TRIUSV	0.3%	$2m	16,244	-90%
Ishares Gold TRIAU	0.3%	$2m	23,128	-82%
Nushares ETF TRNULG	0.3%	$2m	14,585	Held
ViatrisVTRS	0.3%	$2m	104,801	Held
Ishares TRIWS	0.3%	$2m	9,882	New
Federated HermesFHI	0.3%	$2m	27,950	+8%
Vanguard World FDVGT	0.2%	$1m	10,578	+3%
Amazon.comAMZN	0.2%	$1m	5,102	-11%
NewmontNEM	0.2%	$1m	12,731	+140%
AlphabetGOOG	0.2%	$1m	2,940	Held
BroadcomAVGO	0.2%	$977,239	2,587	Held
Berkshire HathawayBRK-B	0.1%	$875,683	1,750	-6%
Schwab Strategic TRSCHD	0.1%	$861,734	27,175	-12%
Erie IndemnityERIE	0.1%	$819,226	3,417	-4%
J M SmuckerSJM	0.1%	$811,350	7,212	+9%
Ishares TRIWF	0.1%	$808,098	6,508	Held
Taiwan Semiconductor ManufacturingTSM	0.1%	$753,605	1,578	Held
SyscoSYY	0.1%	$725,307	8,678	+17%
TJX CompaniesTJX	0.1%	$700,082	4,621	Held
Vanguard World FDMGK	0.1%	$691,173	7,862	Held
Invesco QQQ TRQQQ	0.1%	$664,233	902	-51%
Simon Property GroupSPG	0.1%	$652,834	2,919	Held
Select Sector Spdr TRXLV	0.1%	$629,533	3,968	-95%
Ishares TRIGSB	<0.1%	$562,359	10,730	-8%
NextEra EnergyNEE	<0.1%	$554,970	6,323	+3%
Chemical & Mining CO of ChileSQM	<0.1%	$532,200	7,188	-4%
QualcommQCOM	<0.1%	$501,520	2,714	Held
GentexGNTX	<0.1%	$483,996	19,153	+15%
ServiceNowNOW	<0.1%	$425,018	4,281	+65%
CrowdStrike HoldingsCRWD	<0.1%	$424,306	556	New
PrologisPLD	<0.1%	$420,228	3,102	+3%
Veeva SystemsVEEV	<0.1%	$416,522	2,347	+69%
Eli LillyLLY	<0.1%	$398,211	332	+7%
CorningGLW	<0.1%	$367,169	1,437	New
ASML Holding NVASML	<0.1%	$326,268	164	Held
Vertiv HoldingsVRT	<0.1%	$298,367	891	Held
OracleORCL	<0.1%	$286,359	1,954	Held
Cisco SystemsCSCO	<0.1%	$284,766	2,424	New
Pgim ETF TRPULS	<0.1%	$278,669	5,624	-58%
TotalEnergies SETTE	<0.1%	$273,560	3,518	Held
Lam ResearchLRCX	<0.1%	$269,098	621	New
Pinnacle Financial PartnersPNFP	<0.1%	$260,876	2,586	-21%
Cleveland-CliffsCLF	<0.1%	$256,413	27,307	-42%
Qnity ElectronicsQ	<0.1%	$245,618	1,504	New
DeereDE	<0.1%	$244,217	385	-21%
Vanguard Index FDSVTV	<0.1%	$239,723	1,100	Held
Wisdomtree TRDGS	<0.1%	$239,611	3,703	-42%
VisaV	<0.1%	$228,094	665	-5%
Philip Morris InternationalPM	<0.1%	$223,243	1,234	New
Generac HoldingsGNRC	<0.1%	$221,072	755	-43%
StrykerSYK	<0.1%	$216,295	687	New
AbbVieABBV	<0.1%	$209,590	833	New
Lamb Weston HoldingsLW	<0.1%	$201,607	4,669	New
MerckMRK	<0.1%	$200,974	1,564	New
Lockheed MartinLMT	<0.1%	$200,061	393	-93%

Options (1)

QualcommQCOM
Type
Call
Value
$369,580
Contracts
2,000

Company	Type	Value	Contracts
QualcommQCOM	Call	$369,580	2,000

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 37.5% since 30 June 2025.

Where the money is

Technology8.1%

Financial services4.2%

Media & telecom2.2%

Utilities1.6%

Industrials1.6%

Materials1.1%

Retail & consumer1.0%

Everyday goods0.9%

Health care0.5%

Real estate0.2%

Energy0.0%

Other78.4%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.