MFA Wealth Services
- SEC CIK
- 0001989379
- Latest filing
- Jul 21, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 17, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 106
- −2 vs. Q4 2024
- Portfolio value
- $121.6M
- −$3.04M (−2.4%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Real Estate ETF922908553 | ETF | 39,616 | $3.59M | 2.9% | +615+1.6% | Added | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 63,798 | $5.28M | 4.3% | +3,142+5.2% | Added | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 52,710 | $6.23M | 5.1% | +6,411+13.8% | Added | – |
| American Centy ETF Tr025072307 | US QUALITY GROW | 80,386 | $7.53M | 6.2% | +4,446+5.9% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 275,281 | $7.70M | 6.3% | −59,659−17.8% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 21,170 | $11.9M | 9.8% | +1,216+6.1% | Added | – |
Sold out since Q4 2024 (4)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| iShares Tr464288273 | EAFE SML CP ETF | 6,906 | $419.5K | 0.3% | – |
| PANWPalo Alto Networks Inc | Stock | 1,231 | $224.0K | 0.2% | History |
| CRMSalesforce, Inc. | Stock | 651 | $217.5K | 0.2% | History |
| AEPAmerican Electric Power Co Inc | Stock | 2,277 | $210.0K | 0.2% | History |