MFA Wealth Services

Est. AUM

$150.9M

13F long equity, this entity only

Positions

122

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$14.4M	22065	9.55%	SOLE
2	AMERICAN CENTY ETF TR	US QUALITY GROW	$8.8M	83377	5.80%	SOLE
3	ISHARES TR	MSCI INTL QUALTY	$6.7M	145966	4.47%	SOLE
4	ISHARES TR	3 7 YR TREAS BD	$6.2M	52591	4.13%	SOLE
5	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$6.2M	202249	4.11%	SOLE
6	ISHARES TR	1 3 YR TREAS BD	$4.3M	52343	2.86%	SOLE
7	VANGUARD INDEX FDS	REAL ESTATE ETF	$3.9M	43494	2.56%	SOLE
8	ISHARES TR	7-10 YR TRSY BD	$3.4M	35412	2.24%	SOLE
9	ISHARES TR	S&P 500 GRWT ETF	$2.8M	24728	1.85%	SOLE
10	APPLE INC	COM	$2.7M	10792	1.81%	SOLE
11	ISHARES TR	CORE DIV GRWTH	$2.7M	38403	1.79%	SOLE
12	ISHARES TR	CORE S&P US VLU	$2.5M	24089	1.63%	SOLE
13	FIDELITY COVINGTON TRUST	FUNDAMENTAL SMAL	$2.4M	74752	1.58%	SOLE
14	CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$2.4M	65653	1.56%	SOLE
15	AMGEN INC	COM	$2.3M	6453	1.50%	SOLE
16	CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$2.1M	76722	1.38%	SOLE
17	MICROSOFT CORP	COM	$2.0M	5339	1.31%	SOLE
18	ISHARES TR	CORE S&P MCP ETF	$1.9M	28225	1.26%	SOLE
19	VANGUARD INDEX FDS	TOTAL STK MKT	$1.8M	5732	1.22%	SOLE
20	SPDR GOLD TR	GOLD SHS	$1.8M	4222	1.20%	SOLE
21	INVESCO QQQ TR	UNIT SER 1	$1.8M	3134	1.20%	SOLE
22	INVESCO EXCHANGE TRADED FD T	S&P500 EQL UTL	$1.5M	18579	1.00%	SOLE
23	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.4M	18232	0.96%	SOLE
24	WALMART INC	COM	$1.4M	10909	0.90%	SOLE
25	ELI LILLY & CO	COM	$1.4M	1473	0.90%	SOLE
26	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.3M	6269	0.89%	SOLE
27	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.3M	3941	0.88%	SOLE
28	INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$1.3M	9165	0.88%	SOLE
29	WELLS FARGO & CO	COM	$1.3M	16597	0.88%	SOLE
30	ISHARES TR	TRS FLT RT BD	$1.3M	25829	0.87%	SOLE
31	BROADCOM INC	COM	$1.3M	4201	0.86%	SOLE
32	ISHARES TR	CORE US AGGBD ET	$1.2M	12392	0.81%	SOLE
33	FIDELITY COVINGTON TRUST	ENHANCED EMRNGS	$1.2M	35666	0.81%	SOLE
34	ISHARES TR	CORE MSCI EAFE	$1.2M	13217	0.79%	SOLE
35	NVIDIA CORPORATION	COM	$1.2M	6784	0.78%	SOLE
36	AMAZON COM INC	COM	$1.1M	5515	0.76%	SOLE
37	VANGUARD MUN BD FDS	SHORT TAX EXEMPT	$1.1M	14964	0.76%	SOLE
38	NUVEEN MUN HIGH INCOME OPPOR	COM	$1.1M	109546	0.75%	SOLE
39	PIMCO ETF TR	ACTIVE BD ETF	$1.1M	12051	0.74%	SOLE
40	ALPHABET INC	CAP STK CL C	$1.1M	3867	0.73%	SOLE
41	VANGUARD MALVERN FDS	STRM INFPROIDX	$1.1M	22092	0.73%	SOLE
42	CISCO SYS INC	COM	$1.1M	14144	0.73%	SOLE
43	JPMORGAN CHASE & CO	COM	$1.1M	3674	0.72%	SOLE
44	GILEAD SCIENCES INC	COM	$1.1M	7677	0.71%	SOLE
45	ISHARES TR	MSCI USA QLT FCT	$1.1M	5504	0.70%	SOLE
46	ISHARES TR	CORE S&P SCP ETF	$1.0M	8359	0.69%	SOLE
47	COSTCO WHOLESALE CORPORATION	COM	$959K	963	0.64%	SOLE
48	CATERPILLAR INC	COM	$920K	1298	0.61%	SOLE
49	AMERICAN EXPRESS CO	COM	$901K	2980	0.60%	SOLE
50	EXXON MOBIL CORP	COM	$874K	5154	0.58%	SOLE

1–50 of 122

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.