Institutional Fund
Mfa Wealth Advisors, LLC
Pittsburgh, PACIK 16881845 filings on record
Portfolio Value
$508.20M
Q1 2026
Holdings
88
Reported positions
New Buys
10
Opened this quarter
QoQ Change
+7.4%
from $473.16M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Bd Index Fds9.3%
- Ishares Tr9.3%
- Schwab Strategic Tr8.7%
- Vanguard Index Fds8.0%
- Spdr Series Trust4.8%
- Schwab Strategic Tr3.9%
- Other55.9%
Portfolio Holdings
88 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 614.8K | $47.45M | 9.3% | +42.1K | Added |
| 2 | Ishares Tr | 887.4K | $47.23M | 9.3% | +90.1K | Added |
| 3 | Schwab Strategic Tr | 902.9K | $44.18M | 8.7% | +6.0K | Added |
| 4 | Vanguard Index Fds | 68.2K | $40.75M | 8.0% | +7.1K | Added |
| 5 | Spdr Series Trust | 800.2K | $24.63M | 4.8% | +67.5K | Added |
| 6 | Schwab Strategic Tr | 772.0K | $19.79M | 3.9% | +69.9K | Added |
| 7 | Ishares Tr | 316.5K | $18.24M | 3.6% | +12.6K | Added |
| 8 | Global X Fds | 335.9K | $17.07M | 3.4% | +15.2K | Added |
| 9 | American Centy ETF Tr | 206.7K | $16.65M | 3.3% | +13.7K | Added |
| 10 | Ishares Tr | 159.6K | $16.32M | 3.2% | +10.4K | Added |
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