MFA Wealth Services
- SEC CIK
- 0001989379
- Latest filing
- Jul 21, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 21, 2025. Long positions only.
- Positions
- 108
- No filing for Q3 2024
- Portfolio value
- $124.7M
- No filing for Q3 2024
MFA Wealth Services did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 65,326 | $2.93M | 2.4% | – | – | – |
| AAPLApple Inc. | Stock | 12,741 | $3.19M | 2.6% | – | – | History |
| Vanguard Real Estate ETF922908553 | ETF | 39,001 | $3.47M | 2.8% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 60,656 | $4.97M | 4.0% | – | – | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 46,299 | $5.35M | 4.3% | – | – | – |
| American Centy ETF Tr025072307 | US QUALITY GROW | 75,940 | $7.57M | 6.1% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 334,940 | $9.15M | 7.3% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 19,954 | $11.7M | 9.4% | – | – | – |