Mfa Wealth Services Portfolio Holdings

Mfa Wealth Services

  • $133 Billion
  • Q2 2025

Mfa Wealth Services has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $133 Billion distributed in 114 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $13.4B, American Centy ETF Tr Stoxx Us with a value of $8.83B, Ishares Barclays 3 7 Yr Treas with a value of $6.36B, Schwab Strategic Tr Us Dividen with a value of $6.2B, and Ishares Barclays 1 3 Year Trea with a value of $5.32B.

Examining the 13F form we can see an increase of $11.5B in the current position value, from $122B to 133B.

Mfa Wealth Services is based out at Thousand Oaks, CA

Below you can find more details about Mfa Wealth Services portfolio as well as his latest detailed transactions.

Portfolio value $133 Billion
ETFs: $87.2 Billion
Technology: $13.2 Billion
Financial Services: $8.5 Billion
Healthcare: $5.74 Billion
Industrials: $4.18 Billion
Consumer Defensive: $3.03 Billion
Consumer Cyclical: $2.55 Billion
Communication Services: $1.65 Billion
Other: $2.1 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$2.5 Billion 1.88% of portfolio
5,019
Q2 2025 Added 2.43%
$3.69T
$2.35 Billion 1.77% of portfolio
11,463
Q2 2025 Reduced 2.77%
-
$1.93 Billion 1.45% of portfolio
-
Q2 2025 Added 4.63%
$152B
$1.85 Billion 1.39% of portfolio
6,635
Q2 2025 Reduced 0.84%
$127B
$1.31 Billion 0.99% of portfolio
4,762
Q2 2025 Added 1.62%
$2.26T
$1.24 Billion 0.93% of portfolio
5,647
Q2 2025 Reduced 2.35%
$859B
$1.17 Billion 0.88% of portfolio
4,043
Q2 2025 Added 3.14%
$0
$1.14 Billion 0.86% of portfolio
110,379
Q2 2025 Added 14.43%
$135B
$1.12 Billion 0.84% of portfolio
4,875
Q2 2025 Reduced 1.46%
$456B
$1.09 Billion 0.82% of portfolio
6,930
Q2 2025 Added 2.8%
$608B
$1.06 Billion 0.8% of portfolio
1,362
Q2 2025 Added 3.5%
$281B
$1.02 Billion 0.77% of portfolio
10,463
Q2 2025 Added 0.9%
$684B
$998 Million 0.75% of portfolio
4,563
Q2 2025 Added 0.95%
$621B
$956 Million 0.72% of portfolio
1,968
Q2 2025 Reduced 8.68%
$1.27T
$933 Million 0.7% of portfolio
4,118
Q2 2025 Added 1.8%
$439B
$921 Million 0.69% of portfolio
931
Q2 2025 Added 0.65%
$293B
$848 Million 0.64% of portfolio
12,217
Q2 2025 Added 1.13%
$210B
$736 Million 0.55% of portfolio
2,496
Q2 2025 Added 1.26%
$368B
$720 Million 0.54% of portfolio
4,518
Q2 2025 Added 0.98%
$405B
$707 Million 0.53% of portfolio
1,929
Q2 2025 Added 1.21%
$1.78T
$669 Million 0.5% of portfolio
906
Q2 2025 Added 5.23%
$145B
$608 Million 0.46% of portfolio
1,704
Q2 2025 Added 1.67%
$222B
$603 Million 0.45% of portfolio
2,065
Q2 2025 Added 0.58%
$185B
$595 Million 0.45% of portfolio
6,986
Q2 2025 Added 3.62%
$218B
$591 Million 0.44% of portfolio
1,523
Q2 2025 Added 0.07%
$1.21T
$591 Million 0.44% of portfolio
3,356
Q2 2025 Added 2.16%
$442B
$591 Million 0.44% of portfolio
5,481
Q2 2025 Added 1.24%
$551B
$579 Million 0.43% of portfolio
1,630
Q2 2025 Reduced 2.98%
$123B
$548 Million 0.41% of portfolio
3,666
Q2 2025 Added 1.05%
$83.7B
$516 Million 0.39% of portfolio
5,658
Q2 2025 Added 0.64%
$254B
$515 Million 0.39% of portfolio
728
Q2 2025 Added 0.83%
$452B
$510 Million 0.38% of portfolio
3,341
Q2 2025 Reduced 0.33%
$351B
$466 Million 0.35% of portfolio
2,510
Q2 2025 Added 1.66%
$173B
$454 Million 0.34% of portfolio
2,850
Q2 2025 Added 0.78%
$112B
$439 Million 0.33% of portfolio
1,516
Q2 2025 Reduced 0.39%
$203B
$438 Million 0.33% of portfolio
5,533
Q2 2025 Reduced 3.69%
$89.4B
$408 Million 0.31% of portfolio
816
Q2 2025 Added 0.87%
$201B
$416 Million 0.31% of portfolio
529
Q2 2025 Added 0.57%
$35.6B
$407 Million 0.31% of portfolio
7,061
Q2 2025 Added 1.2%
$38.3B
$409 Million 0.31% of portfolio
2,436
Q2 2025 Added 0.45%
$1.24T
$393 Million 0.3% of portfolio
2,214
Q2 2025 Added 10.15%
$122B
$383 Million 0.29% of portfolio
4,397
Q2 2025 Added 1.22%
$17.3B
$374 Million 0.28% of portfolio
1,201
Q2 2025 Added 0.59%
$306B
$366 Million 0.27% of portfolio
5,169
Q2 2025 Added 1.95%
$245B
$329 Million 0.25% of portfolio
1,055
Q2 2025 Added 13.32%
$17.2B
$332 Million 0.25% of portfolio
2,592
Q2 2025 Reduced 0.04%
$35.6B
$333 Million 0.25% of portfolio
4,273
Q2 2025 Added 0.54%
$95.6B
$303 Million 0.23% of portfolio
1,323
Q2 2025 Added 1.3%
$177B
$306 Million 0.23% of portfolio
1,474
Q2 2025 Reduced 4.22%

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $133 Billion
  • Prior Value $122 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 75 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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