MFA Wealth Services
•CIK: 1989379•Filing: Q4 2025
**MFA Wealth Services** manages $148M across a diversified portfolio of 117 positions. The strategy exhibits a notable tilt toward core market exposure, evidenced by the $15.0M allocation to IVV. Significant capital is also deployed into income-generating and fixed-income assets, highlighted by $6.3M in SCHD and $6.1M in IEI. Top holdings further reveal concentration in broad market ETFs, including IVV, QGRO ($9.5M), and SCHD ($6.3M).
Total AUM
$148.0M
QoQ Performance
+2.2%
Positions
88
Top 10 Concentration
40.8%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
QGRO
IVV10.1%
QGRO6.4%
SCHD4.2%
IEI4.1%
IQLT4.0%
SHY3.2%
VNQ2.5%
IEF2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other65.1%
ETF10.4%
Technology9.8%
Healthcare4.3%
Financial4.0%
Consumer3.6%
Industrial1.7%
Energy0.4%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW3 new positions
↑65 increased
↓48 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024