MFA WEALTH ADVISORS, LLC

Q2 2026 13F-HR Holdings

Location
Pittsburgh, PA
Holdings as of
6/30/2026
Date filed
7/13/2026
Form type
13F-HR
Num holdings
99
Total value ($000)
$586,683
Net value change ($000)
+78,485 (15.4%)
New positions
17
Sold out positions
7
Turnover %
11.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AVLV 16,616 NEW
XBI 14,559 NEW
VOO 8,232 20.2%
SPIB 8,211 NEW
FLMI 7,228 206.0%
IGIB 6,948 14.7%
META 5,913 1718.9%
CRH 4,578 NEW
MU 4,370 NEW
FLRN 4,061 16.5%
Top Reduces (Value $000, Stocks/ETFs)
IUSV -14,529 -89.0%
XLV -10,250 -94.2%
IAU -9,633 -84.7%
XOM -7,444 -100.0%
IXC -3,273 -17.9%
LMT -3,101 -93.9%
CPRT -2,156 -100.0%
BIV -1,400 -3.0%
PYPL -804 -100.0%
QQQ -392 -37.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 370 (0.1% of total reported value)
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