Mfa Wealth Services Portfolio Holdings

Mfa Wealth Services

  • $145 Billion
  • Q3 2025

Mfa Wealth Services has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $145 Billion distributed in 122 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 $14.6B, American Centy ETF Tr Stoxx Us with a value of $9.31B, Schwab Strategic Tr Us Dividen with a value of $6.27B, Ishares Barclays 3 7 Yr Treas with a value of $5.93B, and Ishares Msci Intl Quality Fact with a value of $5.51B.

Examining the 13F form we can see an increase of $11.8B in the current position value, from $133B to 145B.

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 $145 Billion
ETFs: $92.1 Billion
Technology: $14.6 Billion
Financial Services: $9.48 Billion
Healthcare: $6.12 Billion
Industrials: $4.83 Billion
Consumer Cyclical: $3.21 Billion
Consumer Defensive: $3.03 Billion
Communication Services: $2 Billion
Other: $2.54 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $145 Billion
  • Prior Value $133 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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