MFA Wealth Services
CIK: 0001989379SEC EDGAR →
Portfolio Value
$148.0M
Holdings
117
As of
Q4 2025
New Positions
11
Closed Positions
4
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 21,922 | $15.0M | 10.15% |
| 2 | AMERICAN CENTY ETF TR | 82,554 | $9.5M | 6.39% |
| 3 | SCHWAB STRATEGIC TR | 228,026 | $6.3M | 4.23% |
| 4 | ISHARES TR | 51,177 | $6.1M | 4.13% |
| 5 | ISHARES TR | 129,898 | $5.9M | 3.99% |
| 6 | ISHARES TR | 56,423 | $4.7M | 3.16% |
| 7 | VANGUARD INDEX FDS | 42,229 | $3.7M | 2.52% |
| 8 | ISHARES TR | 33,976 | $3.3M | 2.21% |
| 9 | ISHARES TR | 24,792 | $3.1M | 2.06% |
| 10 | APPLE INC | 10,833 | $2.9M | 1.99% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 57 | $100.8M | 68.1% |
| Technology | 14 | $14.9M | 10.1% |
| Unknown | 10 | $9.3M | 6.3% |
| Healthcare | 8 | $6.8M | 4.6% |
| Industrials | 10 | $4.5M | 3.0% |
| Consumer Cyclical | 6 | $3.7M | 2.5% |
| Consumer Defensive | 4 | $3.0M | 2.0% |
| Communication Services | 3 | $2.7M | 1.8% |
| Energy | 2 | $897K | 0.6% |
| Utilities | 2 | $663K | 0.4% |
| Real Estate | 1 | $525K | 0.4% |