DOSSIER · 13F-HR · Q2 2026

MFA Wealth Services

$167M in tracked AUM across 134 positions as of Q2 2026.

MW
CIK 0001989379 · last filed Jun 30, 2026
Total AUM
$167M
as of Q2 2026
Holdings
134
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

MFA Wealth Services filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$16M22K9.7%
02
QGRO
AMERICAN CENTY ETF TR
$10M85K6.0%
03
IQLT
ISHARES TR
$7M147K4.4%
04
IEI
ISHARES TR
$6M54K3.8%
05
SCHD
SCHWAB STRATEGIC TR
$6M197K3.7%
06
SHY
ISHARES TR
$4M53K2.6%
07
VNQ
VANGUARD INDEX FDS
$4M44K2.5%
08
IEF
ISHARES TR
$4M38K2.2%
09
IVW
ISHARES TR
$3M25K2.0%
10
AAPL
APPLE INC
$3M11K1.9%

Filing history

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 positionsView →
2025Q2Jun 30
$133M 9.4%
114 positionsLocked
2025Q1Mar 31
$122M 2.4%
106 positionsLocked
2024Q4Dec 31
$125M
108 positionsLocked