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Filers›Asset Manager›MFA Wealth Services
DOSSIER · 13F-HR · Q1 2026

MFA Wealth Services

MFA Wealth Services's asset manager based in Chicago, IL — $151M in tracked AUM across 123 positions as of Q1 2026.

MW
MFA Wealth Services·Chicago, IL·Asset Manager
CIK 0001989379 · last filed Mar 31, 2026
Total AUM
$151M
▼ 16.5%
vs prior
Holdings
123
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
24% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

MFA Wealth Services filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$14M22K9.5%
02
QGRO
AMERICAN CENTY ETF TR
$9M83K5.8%
03
IQLT
ISHARES TR
$7M146K4.5%
04
IEI
ISHARES TR
$6M53K4.1%
05
SCHD
SCHWAB STRATEGIC TR
$6M202K4.1%
06
SHY
ISHARES TR
$4M52K2.9%
07
VNQ
VANGUARD INDEX FDS
$4M43K2.6%
08
IEF
ISHARES TR
$3M35K2.2%
09
IVW
ISHARES TR
$3M25K1.9%
10
AAPL
APPLE INC
$3M11K1.8%

Filing history

Filing history loading…
AI Agent · grounded in MFA
haiku-4-5 · 123 positions indexed
Sector mix
  • Tech24%
  • Health Care11%
  • Communications6%
  • Industrials9%
  • Energy16%
  • Other34%
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