MFA Wealth Services
All holdings · as of Dec 31, 2025
| 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% |
| CAPITAL GROUP DIVIDEND GROWE | $1.43M | 1.0% |
| INVESCO EXCHANGE TRADED FD T | $1.40M | 0.9% |
| VANGUARD SPECIALIZED FUNDS | $1.38M | 0.9% |
| Amazon.com, Inc. | $1.32M | 0.9% |
| ISHARES TR | $1.26M | 0.9% |
| NVIDIA Corporation | $1.26M | 0.9% |
| ISHARES TR | $1.24M | 0.8% |
| Walmart Inc. | $1.21M | 0.8% |
| ISHARES TR | $1.21M | 0.8% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $1.20M | 0.8% |
| JPMORGAN CHASE & CO. | $1.20M | 0.8% |
| FIDELITY COVINGTON TRUST | $1.18M | 0.8% |
| Alphabet Inc. | $1.16M | 0.8% |
| VANGUARD MUN BD FDS | $1.12M | 0.8% |
| PIMCO ETF TR | $1.12M | 0.8% |
| VANGUARD MALVERN FDS | $1.11M | 0.8% |
| NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUNDNMZ | $1.11M | 0.7% |
| iSHARES TRUST | $1.10M | 0.7% |
| CISCO SYSTEMS, INC. | $1.08M | 0.7% |
| AMERICAN EXPRESS CO | $1.06M | 0.7% |
| ISHARES TR | $1.01M | 0.7% |
| Warren E. Buffett | $989.8K | 0.7% |
| Alphabet Inc. | $934.0K | 0.6% |
| COSTCO WHOLESALE CORP /NEW | $837.4K | 0.6% |
| ISHARES TR | $826.8K | 0.6% |