Mfa Wealth Advisors, LLC reported 56 positions worth $132.41M for the quarter ended Sep 30, 2026, up 3.3% on the prior quarter. It opened 3 new positions, added to 27, trimmed 24 and exited 7. Its largest holding is Nvidia Corp at 8.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NEM NEWMONT Corp | +16.3K | +127.8% | $1.88M | 2.53% |
| V Visa Inc. | +2,070 | +311.3% | $743.81K | 0.742% |
| MU Micron Technology Inc | +639 | +16.9% | $680.61K | 3.56% |
| VERA Vera Therapeutics, Inc. | +19.5K | – | $631.17K | 0.477% |
| CRH Crh Public Ltd Co | +4,983 | +11.6% | $412.59K | 2.99% |
| GPN Global Payments Inc | +4,174 | – | $340.89K | 0.257% |
| CRWD CrowdStrike Holdings, Inc. | +946 | +42.5% | $250.47K | 0.634% |
| BALL BALL Corp | +4,338 | – | $243.06K | 0.184% |
| NOW ServiceNow, Inc. | +1,412 | +33.0% | $189.22K | 0.576% |
| CEG Constellation Energy Corp | +547 | +2.3% | $138.95K | 4.67% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| PANW Palo Alto Networks Inc | -2,969 | -12.6% | $1.18M | 6.19% |
| IAU Ishares Gold Trust | -6,839 | -29.6% | $534.13K | 0.961% |
| GLW Corning Inc | -1,437 | -100.0% | $367.17K | Exited |
| ORCL Oracle Corp | -1,954 | -100.0% | $286.36K | Exited |
| Q Qnity Electronics, Inc. | -1,504 | -100.0% | $245.62K | Exited |
| KLAC Kla Corp | -1,258 | -20.5% | $245.22K | 0.719% |
| GNRC Generac Holdings Inc. | -755 | -100.0% | $221.07K | Exited |
| SJM J M SMUCKER Co | -1,825 | -25.3% | $217.01K | 0.484% |
| AAPL Apple Inc. | -650 | -2.0% | $216.46K | 8.04% |
| ABBV AbbVie Inc. | -833 | -100.0% | $209.59K | Exited |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| GLW Corning Inc | -1,437 | $367.17K | 0.287% |
| ORCL Oracle Corp | -1,954 | $286.36K | 0.223% |
| Q Qnity Electronics, Inc. | -1,504 | $245.62K | 0.192% |
| GNRC Generac Holdings Inc. | -755 | $221.07K | 0.173% |
| ABBV AbbVie Inc. | -833 | $209.59K | 0.164% |
| MRK Merck & Co., Inc. | -1,564 | $200.97K | 0.157% |
| LMT Lockheed Martin Corp | -393 | $200.06K | 0.156% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 49.8K | $11.38M | 8.59% | +79 | +0.2% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 32.0K | $10.64M | 8.04% | -650 | -2.0% | Reduced | 0% |
| 3 | AXP American Express Co | Financial Services | 34.9K | $10.60M | 8.01% | -183 | -0.5% | Reduced | 0.01% |
| 4 | PANW Palo Alto Networks Inc | Technology | 20.6K | $8.20M | 6.19% | -2,969 | -12.6% | Reduced | 0% |
| 5 | META Meta Platforms, Inc. | Technology | 11.0K | $8.00M | 6.04% | -74 | -0.7% | Reduced | 0% |
| 6 | GS Goldman Sachs Group Inc | Financial Services | 8,877 | $7.99M | 6.04% | -129 | -1.4% | Reduced | 0% |
| 7 | MSFT Microsoft Corp | Technology | 14.9K | $7.64M | 5.77% | -395 | -2.6% | Reduced | 0% |
| 8 | CEG Constellation Energy Corp | Utilities | 24.4K | $6.19M | 4.67% | +547 | +2.3% | Added | 0.01% |
| 9 | GOOGL Alphabet Inc. | Technology | 16.7K | $5.75M | 4.35% | +343 | +2.1% | Added | 0% |
| 10 | MU Micron Technology Inc | Technology | 4,425 | $4.71M | 3.56% | +639 | +16.9% | Added | 0% |
| 11 | BA Boeing Co | Industrials | 23.1K | $4.30M | 3.25% | +493 | +2.2% | Added | 0% |
| 12 | CRH Crh Public Ltd Co | Basic Materials | 47.8K | $3.95M | 2.99% | +4,983 | +11.6% | Added | 0.01% |
| 13 | KO Coca Cola Co | Consumer Staples | 41.4K | $3.56M | 2.69% | -724 | -1.7% | Reduced | 0% |
| 14 | NEM NEWMONT Corp | Basic Materials | 29.0K | $3.35M | 2.53% | +16.3K | +127.8% | Added | 0% |
| 15 | AMD Advanced Micro Devices Inc | Technology | 5,445 | $3.33M | 2.52% | -278 | -4.9% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Mfa Wealth Advisors.
As of its Q3 2026 13F filing, Mfa Wealth Advisors, LLC’s five largest positions were Nvidia Corp (NVDA) at 8.6%, Apple Inc. (AAPL) at 8.0%, American Express Co (AXP) at 8.0%, Palo Alto Networks Inc (PANW) at 6.2%, Meta Platforms, Inc. (META) at 6.0% of the reported portfolio.
Mfa Wealth Advisors, LLC reported a 13F portfolio worth $132.41M across 56 positions for Q3 2026. That is up 3.3% from the previous quarter.
Its largest purchases by value were NEWMONT Corp ($1.88M), Visa Inc. ($743.81K), Micron Technology Inc ($680.61K). It opened 3 new positions.
Its largest sales by value were Palo Alto Networks Inc ($1.18M), Ishares Gold Trust ($534.13K), Corning Inc ($367.17K). It exited 7 positions entirely.
From the Form 13F-HR reports Mfa Wealth Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.