§ 13F · FUND PROFILE
MFA Wealth Services.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $133M (13F)Positions · 114Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 22K | $14M | 9.5% | +1% |
| 2 | QGRO | AMERICAN CENTY ETF TR | 83K | $9M | 5.8% | +1% |
| 3 | IQLT | ISHARES TR | 146K | $7M | 4.5% | +12% |
| 4 | IEI | ISHARES TR | 53K | $6M | 4.1% | +3% |
| 5 | SCHD | SCHWAB STRATEGIC TR | 202K | $6M | 4.1% | −11% |
| 6 | SHY | ISHARES TR | 52K | $4M | 2.9% | −7% |
| 7 | VNQ | VANGUARD INDEX FDS | 43K | $4M | 2.6% | +3% |
| 8 | IEF | ISHARES TR | 35K | $3M | 2.2% | +4% |
| 9 | IVW | ISHARES TR | 25K | $3M | 1.9% | ±0% |
| 10 | AAPL | APPLE INC | 11K | $3M | 1.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MFA SIGNAL
AC read
MFA Wealth Services is a Other fund managing $133 million in assets. The fund runs a portfolio of 114 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed