Mfa Wealth Advisors, LLC Portfolio Holdings

Mfa Wealth Advisors, LLC

  • $415 Million
  • Q2 2025

Mfa Wealth Advisors, LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $415 Million distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Inter with a value of $41.6M, Ishares Trust Ishares 5 10 Yea with a value of $36.7M, Schwab Fundamental Intl Large with a value of $35.5M, Schwab Strategic Tr Us Dividen with a value of $33.7M, and Spdr Bloomberg Investment Grad with a value of $20.5M.

Examining the 13F form we can see an increase of $13.4M in the current position value, from $402M to 415M.

Mfa Wealth Advisors, LLC is based out at Pittsburgh, PA

Below you can find more details about Mfa Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $415 Million
ETFs: $324 Million
Technology: $29.8 Million
Financial Services: $20.1 Million
Utilities: $8.96 Million
Consumer Cyclical: $7.77 Million
Industrials: $6.02 Million
Communication Services: $5.03 Million
Energy: $4.48 Million
Other: $9.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$41.6 Million 10.02% of portfolio
537,925
Q2 2025 Reduced 4.46%
$0
$36.7 Million 8.83% of portfolio
688,072
Q2 2025 Added 16.17%
$0
$35.5 Million 8.56% of portfolio
888,264
Q2 2025 Reduced 14.64%
$0
$33.7 Million 8.11% of portfolio
1,270,714
Q2 2025 Reduced 14.34%
$0
$20.5 Million 4.93% of portfolio
664,241
Q2 2025 Reduced 4.11%
$0
$16.5 Million 3.97% of portfolio
125,779
Q2 2025 Added 0.18%
$0
$13.6 Million 3.28% of portfolio
312,263
Q2 2025 Reduced 3.0%
$0
$13.1 Million 3.15% of portfolio
138,340
Q2 2025 Reduced 3.02%
$0
$12.3 Million 2.95% of portfolio
134,686
Q2 2025 Reduced 23.25%
$0
$11.5 Million 2.76% of portfolio
238,002
Q2 2025 New
$0
$11 Million 2.66% of portfolio
281,064
Q2 2025 Added 0.18%
$0
$10.2 Million 2.46% of portfolio
36,632
Q2 2025 Added 85.16%
$0
$8.67 Million 2.09% of portfolio
64,306
Q2 2025 Added 0.49%
$233B
$8.42 Million 2.03% of portfolio
26,407
Q2 2025 Reduced 5.12%
$53.4B
$8.34 Million 2.01% of portfolio
133,809
Q2 2025 Reduced 15.25%
$432B
$8.01 Million 1.93% of portfolio
50,704
Q2 2025 Added 23.49%
$3.44T
$6.89 Million 1.66% of portfolio
33,580
Q2 2025 Reduced 7.01%
$107B
$6.45 Million 1.55% of portfolio
19,976
Q2 2025 Added 9.9%
$249B
$6.05 Million 1.46% of portfolio
8,553
Q2 2025 Added 134.33%
$101B
$5.58 Million 1.34% of portfolio
10,958
Q2 2025 Reduced 8.98%
$3.83T
$5.48 Million 1.32% of portfolio
11,016
Q2 2025 Added 281.84%
$0
$5.31 Million 1.28% of portfolio
42,965
Q2 2025 Added 443.79%
$0
$4.75 Million 1.14% of portfolio
95,452
Q2 2025 Reduced 4.47%
$0
$4.27 Million 1.03% of portfolio
62,739
Q2 2025 Added 302.95%
$0
$4.25 Million 1.02% of portfolio
197,779
Q2 2025 Reduced 3.01%
$460B
$4.19 Million 1.01% of portfolio
38,864
Q2 2025 Reduced 5.15%
$0
$3.97 Million 0.96% of portfolio
14,205
Q2 2025 Added 1,246.45%
$1.15T
$3.82 Million 0.92% of portfolio
21,666
Q2 2025 Reduced 28.31%
$139B
$3.41 Million 0.82% of portfolio
16,275
Q2 2025 Reduced 21.46%
$11.1B
$2.9 Million 0.7% of portfolio
59,183
Q2 2025 Reduced 8.73%
$0
$2.86 Million 0.69% of portfolio
29,098
Q2 2025 Reduced 58.47%
$0
$2.81 Million 0.68% of portfolio
14,905
Q2 2025 Reduced 7.27%
$998B
$2.53 Million 0.61% of portfolio
7,954
Q2 2025 Reduced 4.61%
$0
$2.54 Million 0.61% of portfolio
48,137
Q2 2025 Reduced 74.75%
$299B
$2.2 Million 0.53% of portfolio
31,107
Q2 2025 Reduced 9.59%
$110B
$2.18 Million 0.52% of portfolio
4,701
Q2 2025 Reduced 1.55%
$0
$2.02 Million 0.49% of portfolio
16,988
Q2 2025 New
$92.3B
$2.04 Million 0.49% of portfolio
17,318
Q2 2025 Reduced 9.59%
$0
$1.88 Million 0.45% of portfolio
19,635
Q2 2025 New
$0
$1.79 Million 0.43% of portfolio
32,336
Q2 2025 Reduced 88.17%
$16.4B
$1.41 Million 0.34% of portfolio
4,067
Q2 2025 Reduced 0.49%
$0
$1.37 Million 0.33% of portfolio
14,585
Q3 2023 Reduced 30.4%
$9.81B
$1.29 Million 0.31% of portfolio
20,593
Q2 2025 Added 30.69%
$2.36T
$1.3 Million 0.31% of portfolio
5,929
Q2 2025 Added 43.87%
$90.2B
$1.21 Million 0.29% of portfolio
16,347
Q2 2025 New
$4.39B
$1.15 Million 0.28% of portfolio
25,950
Q2 2025 Added 10.19%
$0
$1.09 Million 0.26% of portfolio
1,918
Q2 2025 Added 56.44%
$0
$1.1 Million 0.26% of portfolio
19,380
Q2 2025 Reduced 9.71%
$11.4B
$935,000 0.23% of portfolio
104,801
Q4 2024 Added 27.35%

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $415 Million
  • Prior Value $402 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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