§ 13F · FUND PROFILE
MFA Wealth Services.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $133.1T (13F)Positions · 114Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$148.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 22K | $15.0T | 10.1% | NEW |
| 2 | QGRO | AMERICAN CENTY ETF TR | 83K | $9.5T | 6.4% | NEW |
| 3 | SCHD | SCHWAB STRATEGIC TR | 228K | $6.3T | 4.2% | NEW |
| 4 | IEI | ISHARES TR | 51K | $6.1T | 4.1% | NEW |
| 5 | IQLT | ISHARES TR | 130K | $5.9T | 4.0% | NEW |
| 6 | SHY | ISHARES TR | 56K | $4.7T | 3.2% | NEW |
| 7 | VNQ | VANGUARD INDEX FDS | 42K | $3.7T | 2.5% | NEW |
| 8 | IEF | ISHARES TR | 34K | $3.3T | 2.2% | NEW |
| 9 | IVW | ISHARES TR | 25K | $3.1T | 2.1% | NEW |
| 10 | AAPL | APPLE INC | 11K | $2.9T | 2.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MFA SIGNAL
AC read
MFA Wealth Services is a Other fund managing $133070.9 trillion in assets. The fund runs a portfolio of 114 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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