Mfa Wealth Advisors, LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $455 Million distributed in 84 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 $44.6M, Ishares Trust Ishares 5 10 Yea with a value of $42.9M, Schwab Fundamental Intl Large with a value of $40.2M, Vanguard Index Fds S&P 500 ETF with a value of $37.7M, and Spdr Bloomberg Investment Grad with a value of $22.6M.

Examining the 13F form we can see an increase of $9.32M in the current position value, from $446M to 455M.

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 $455 Million
ETFs: $355 Million
Technology: $35.2 Million
Financial Services: $21.3 Million
Utilities: $9.54 Million
Consumer Cyclical: $7.42 Million
Communication Services: $7.05 Million
Industrials: $6.27 Million
Energy: $5.03 Million
Other: $7.8 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $455 Million
  • Prior Value $446 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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