MFA WEALTH ADVISORS, LLC

Q4 2025 13F-HR Holdings

Location
Pittsburgh, PA
Holdings as of
12/31/2025
Date filed
1/14/2026
Form type
13F-HR
Num holdings
84
Total value ($000)
$473,158
Net value change ($000)
+15,256 (3.3%)
New positions
3
Sold out positions
9
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/20/2025 Next filing: 4/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IGIB 2,987 7.5%
VOO 2,492 7.0%
FNDF 2,274 5.9%
XLV 1,437 15.4%
GOOGL 1,427 27.6%
IAU 1,418 14.3%
BIV 1,374 3.2%
AXP 1,361 14.9%
IUSV 1,306 9.3%
FLRN 1,285 6.1%
Top Reduces (Value $000, Stocks/ETFs)
QQQ -2,872 -37.4%
PULS -1,963 -40.8%
BITO -1,179 -29.2%
XMHQ -1,104 -39.3%
PYPL -626 -45.6%
CRWD -532 -100.0%
VEEV -523 -65.8%
USRT -444 -38.5%
NOW -406 -53.1%
DGS -315 -27.2%
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