MFA WEALTH ADVISORS, LLC

Q3 2026 13F-HR Holdings

Location
Pittsburgh, PA
Holdings as of
9/30/2026
Date filed
10/7/2026
Form type
13F-HR
Num holdings
93
Total value ($000)
$588,767
Net value change ($000)
+2,084 (0.4%)
New positions
5
Sold out positions
10
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SPIB 37,720 459.4%
IWS 7,794 479.0%
COPX 6,921 166.9%
SCHM 5,412 NEW
IXC 2,241 15.0%
NEM 2,156 181.3%
BITO 1,959 48.0%
MSFT 1,938 34.0%
META 1,745 27.9%
NVDA 1,426 14.3%
Top Reduces (Value $000, Stocks/ETFs)
BIV -39,310 -85.4%
IJJ -8,114 -100.0%
VO -5,951 -100.0%
IGIB -2,681 -4.9%
PAVE -1,965 -10.2%
IUSV -1,410 -78.8%
SMH -1,309 -8.5%
AXP -1,252 -10.6%
AVUV -1,117 -6.7%
GS -1,116 -12.3%
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