MFA WEALTH ADVISORS, LLC

Q1 2026 13F-HR Holdings

Location
Pittsburgh, PA
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
88
Total value ($000)
$508,198
Net value change ($000)
+35,040 (7.4%)
New positions
10
Sold out positions
6
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VCIT 7,633 1115.9%
IXC 5,490 43.1%
IGIB 4,267 9.9%
FNDF 3,631 9.0%
FLMI 3,509 NEW
BIV 2,849 6.4%
VOO 2,442 6.4%
XOM 2,299 44.7%
FLRN 2,113 9.4%
AVEM 1,791 12.1%
Top Reduces (Value $000, Stocks/ETFs)
QQQ -3,748 -78.0%
PULS -2,185 -76.8%
CEG -1,404 -20.3%
XMHQ -1,375 -80.6%
AXP -1,269 -12.1%
MSFT -819 -14.3%
USRT -708 -100.0%
TSLA -627 -18.0%
HLF -581 -100.0%
GOOGL -494 -7.5%
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