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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.6 Billion 10.09% of portfolio
21,848
Q3 2025 Added 1.54%
$0
$9.31 Billion 6.42% of portfolio
81,342
Q3 2025 Added 0.48%
$0
$6.27 Billion 4.33% of portfolio
229,605
Q3 2025 Reduced 1.81%
$0
$5.93 Billion 4.1% of portfolio
49,657
Q3 2025 Reduced 7.08%
$0
$5.51 Billion 3.8% of portfolio
124,617
Q3 2025 Added 52.89%
$0
$4.52 Billion 3.12% of portfolio
54,431
Q3 2025 Reduced 15.22%
$0
$3.83 Billion 2.64% of portfolio
41,899
Q3 2025 Added 3.97%
$0
$3.09 Billion 2.14% of portfolio
32,066
Q3 2025 Added 2.29%
$0
$3 Billion 2.07% of portfolio
24,829
Q3 2025 Added 0.32%
$4.3T
$2.89 Billion 2.0% of portfolio
11,363
Q3 2025 Reduced 0.87%
$0
$2.81 Billion 1.94% of portfolio
41,234
Q3 2025 Reduced 1.97%
$3.78T
$2.64 Billion 1.82% of portfolio
5,088
Q3 2025 Added 1.37%
$0
$2.37 Billion 1.64% of portfolio
23,750
Q3 2025 Added 0.37%
$0
$2.1 Billion 1.45% of portfolio
71,856
Q3 2025 Added 241.52%
-
$2.03 Billion 1.4% of portfolio
-
Q3 2025 Added 5.14%
$183B
$1.89 Billion 1.31% of portfolio
6,709
Q3 2025 Added 1.12%
$0
$1.85 Billion 1.28% of portfolio
5,643
Q3 2025 Reduced 0.84%
$0
$1.8 Billion 1.24% of portfolio
27,581
Q3 2025 Added 0.62%
$0
$1.68 Billion 1.16% of portfolio
36,181
Q3 2025 Reduced 3.53%
$139B
$1.53 Billion 1.05% of portfolio
4,631
Q3 2025 Reduced 2.75%
$0
$1.49 Billion 1.03% of portfolio
10,994
Q3 2025 Reduced 41.26%
$130B
$1.4 Billion 0.97% of portfolio
3,949
Q3 2025 Added 294.9%
$0
$1.4 Billion 0.97% of portfolio
18,315
Q3 2025 Reduced 4.38%
$0
$1.37 Billion 0.95% of portfolio
17,134
Q3 2025 Added 8.41%
$0
$1.37 Billion 0.94% of portfolio
6,328
Q3 2025 Added 1.74%
$0
$1.29 Billion 0.89% of portfolio
25,445
Q3 2025 Reduced 49.83%
$881B
$1.29 Billion 0.89% of portfolio
4,085
Q3 2025 Added 1.04%
$593B
$1.28 Billion 0.88% of portfolio
4,558
Q3 2025 Reduced 0.11%
$465B
$1.27 Billion 0.87% of portfolio
6,785
Q3 2025 Reduced 2.09%
$0
$1.26 Billion 0.87% of portfolio
12,530
Q3 2025 Reduced 1.48%
$2.39T
$1.25 Billion 0.86% of portfolio
5,684
Q3 2025 Added 0.66%
Capital Group Dividend Growe
-
$1.23 Billion 0.85% of portfolio
-
Q3 2025 Added 9.72%
$0
$1.19 Billion 0.82% of portfolio
112,740
Q3 2025 Added 2.14%
$1.46T
$1.17 Billion 0.81% of portfolio
4,200
Q3 2025 Added 1.99%
$136B
$1.16 Billion 0.8% of portfolio
4,908
Q3 2025 Added 0.68%
$0
$1.16 Billion 0.8% of portfolio
13,250
Q3 2025 Added 0.12%
$0
$1.13 Billion 0.78% of portfolio
5,788
Q3 2025 Added 5.08%
$0
$1.12 Billion 0.77% of portfolio
11,959
Q3 2025 Added 0.84%
$279B
$1.1 Billion 0.76% of portfolio
10,654
Q3 2025 Added 1.83%
$0
$1.1 Billion 0.76% of portfolio
21,640
Q3 2025 New
Fidelity Covington Trust
-
$1.1 Billion 0.76% of portfolio
-
Q3 2025 New
$971B
$1.08 Billion 0.74% of portfolio
1,411
Q3 2025 Added 3.6%
$662B
$994 Million 0.69% of portfolio
1,977
Q3 2025 Added 0.46%
$0
$961 Million 0.66% of portfolio
8,086
Q3 2025 Added 4.71%
$255B
$945 Million 0.65% of portfolio
2,845
Q3 2025 Added 2.04%
$404B
$875 Million 0.6% of portfolio
945
Q3 2025 Added 1.5%
$319B
$855 Million 0.59% of portfolio
12,499
Q3 2025 Added 2.31%
$0
$814 Million 0.56% of portfolio
18,902
Q3 2025 Added 0.47%
$367B
$801 Million 0.55% of portfolio
1,978
Q3 2025 Added 2.54%

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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