MFA WEALTH ADVISORS, LLC

Q3 2025 13F-HR Holdings

Location
Pittsburgh, PA
Holdings as of
9/30/2025
Date filed
10/20/2025
Form type
13F-HR
Num holdings
90
Total value ($000)
$457,902
Net value change ($000)
+31,619 (7.4%)
New positions
7
Sold out positions
5
Turnover %
14.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/14/2025 Next filing: 1/14/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOO 34,730 3189.2%
SCHX 17,738 NEW
AVEM 13,952 NEW
PANW 4,227 NEW
IGIB 3,305 9.0%
FNDF 2,728 7.7%
SMH 1,652 16.2%
BIV 1,628 3.9%
IAU 1,592 19.1%
AAPL 1,582 23.0%
Top Reduces (Value $000, Stocks/ETFs)
SCHD -32,740 -97.2%
MGV -16,502 -100.0%
EEM -11,481 -100.0%
CRWD -5,049 -90.5%
IGSB -1,676 -66.0%
CPRT -1,326 -45.7%
ALB -1,291 -100.0%
DGS -626 -35.1%
LPLA -363 -100.0%
LIT -233 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type