§ 13F · FUND PROFILE
MFA Wealth Services.
AUM · $167M (13F)Positions · 134Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 22K | $16M | 9.7% | −2% |
| 2 | QGRO | AMERICAN CENTY ETF TR | 85K | $10M | 6.0% | +2% |
| 3 | IQLT | ISHARES TR | 147K | $7M | 4.4% | +1% |
| 4 | IEI | ISHARES TR | 54K | $6M | 3.8% | +3% |
| 5 | SCHD | SCHWAB STRATEGIC TR | 197K | $6M | 3.7% | −3% |
| 6 | SHY | ISHARES TR | 53K | $4M | 2.6% | +1% |
| 7 | VNQ | VANGUARD INDEX FDS | 44K | $4M | 2.5% | +1% |
| 8 | IEF | ISHARES TR | 38K | $4M | 2.2% | +8% |
| 9 | IVW | ISHARES TR | 25K | $3M | 2.0% | −1% |
| 10 | AAPL | APPLE INC | 11K | $3M | 1.9% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MFA SIGNAL
AC read
MFA Wealth Services is a Other fund managing $167 million in assets. The fund runs a portfolio of 134 positions.
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