Ownership history in MFA WEALTH ADVISORS, LLC Β· 12 quarters on record
This page tracks every 13F SEC filing in which MFA WEALTH ADVISORS, LLC reported a position in VANECK VECTORS ETF TR (SMH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π MFA WEALTH ADVISORS, LLC outperformed the S&P 500 by +14.9% annually on this SMH position. Timing score: 45% (5/11 decisions correct). Average cost basis: $124.54. Maximum drawdown during holding period: β18.5%.
π₯ Exceptional β beat the S&P 500 by 14.9% per year on this position.
7 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
5 of 11 add/trim decisions correct
Best entry: $118.15 (2021 Q1) Β· Worst: $278.01 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 7 trims. Bought during 2 of 4 down-price quarters. π Predominantly trimming β distribution phase.
π MFA WEALTH ADVISORS, LLC has been actively increasing its SMH allocation β a bullish signal from insiders.
Currently 2.7% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size