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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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