DOSSIER · 13F-HR · Q3 2026

MFA Wealth Services

$169M in tracked AUM across 133 positions as of Q3 2026.

MW
CIK 0001989379 · last filed Sep 30, 2026
Total AUM
$169M
as of Q3 2026
Holdings
133
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

MFA Wealth Services filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$17M22K10.1%
02
QGRO
AMERICAN CENTY ETF TR
$10M86K6.0%
03
IQLT
ISHARES TR
$7M150K4.4%
04
SCHD
SCHWAB STRATEGIC TR
$7M204K3.9%
05
IEI
ISHARES TR
$6M57K3.8%
06
SHY
ISHARES TR
$4M55K2.7%
07
VNQ
VANGUARD INDEX FDS
$4M45K2.4%
08
IEF
ISHARES TR
$4M40K2.1%
09
AAPL
APPLE INC
$4M11K2.1%
10
IVW
ISHARES TR
$3M24K2.0%

Filing history

2026Q3Sep 30
$169M▲ 0.6%
133 positionsView →
2026Q2Jun 30
$167M▲ 10.9%
134 positionsView →
2026Q1Mar 31
$151M▲ 2.1%
123 positionsView →
2025Q4Dec 31
$148M▲ 2.2%
117 positionsView →
2025Q3Sep 30
$145M▲ 8.9%
122 positionsLocked
2025Q2Jun 30
$133M▲ 9.4%
114 positionsLocked
2025Q1Mar 31
$122M▼ 2.4%
106 positionsLocked
2024Q4Dec 31
$125M—
108 positionsLocked