Institutions / MFA Wealth Services
MFA Wealth Services
CIK 1989379 · Institution · as of Dec 31, 2025
Portfolio value
$148.00M
Positions
117
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 117 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $15.02M | 10.1% |
| American Centy ETF Tr | $9.45M | 6.4% |
| Schwab Strategic Tr | $6.25M | 4.2% |
| iShares Tr | $6.11M | 4.1% |
| iShares Tr | $5.90M | 4.0% |
| iShares Tr | $4.67M | 3.2% |
| Vanguard Index Fds | $3.74M | 2.5% |
| iShares Tr | $3.27M | 2.2% |
| iShares Tr | $3.06M | 2.1% |
| Apple Inc. | $2.95M | 2.0% |
| iShares Tr | $2.79M | 1.9% |
| Microsoft Corp | $2.49M | 1.7% |
| iShares Tr | $2.45M | 1.7% |
| Fidelity Covington Trust | $2.21M | 1.5% |
| Amgen Inc | $2.16M | 1.5% |
| Capital Grp Fixed Incm ETF T | $2.08M | 1.4% |
| Invesco Qqq Tr | $1.89M | 1.3% |
| Vanguard Index Fds | $1.88M | 1.3% |
| iShares Tr | $1.87M | 1.3% |
| SPDR Series Trust | $1.67M | 1.1% |
| SPDR Gold Tr | $1.59M | 1.1% |
| ELI LILLY & Co | $1.57M | 1.1% |
| Invesco Exchange Traded Fd T | $1.51M | 1.0% |
| Broadcom Inc. | $1.43M | 1.0% |
| Vanguard Scottsdale Fds | $1.43M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.