Mfa Wealth Services Portfolio Holdings

Mfa Wealth Services

  • $148 Billion
  • Q4 2025

Mfa Wealth Services has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $148 Billion distributed in 117 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 $15B, American Centy ETF Tr Stoxx Us with a value of $9.45B, Schwab Strategic Tr Us Dividen with a value of $6.25B, Ishares Barclays 3 7 Yr Treas with a value of $6.11B, and Ishares Msci Intl Quality Fact with a value of $5.9B.

Examining the 13F form we can see an increase of $3.14B in the current position value, from $145B to 148B.

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 $148 Billion
ETFs: $94.3 Billion
Technology: $13.8 Billion
Financial Services: $9.46 Billion
Healthcare: $7.04 Billion
Industrials: $4.51 Billion
Consumer Cyclical: $3.72 Billion
Consumer Defensive: $3.01 Billion
Communication Services: $2.72 Billion
Other: $2.09 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$2.95 Billion 1.99% of portfolio
10,833
Q4 2025 Reduced 4.66%
$3.78T
$2.49 Billion 1.69% of portfolio
5,157
Q4 2025 Added 1.36%
$183B
$2.16 Billion 1.46% of portfolio
6,605
Q4 2025 Reduced 1.55%
-
$2.08 Billion 1.41% of portfolio
-
Q4 2025 Added 2.88%
$971B
$1.57 Billion 1.06% of portfolio
1,464
Q4 2025 Added 3.76%
$139B
$1.43 Billion 0.97% of portfolio
4,135
Q4 2025 Reduced 10.71%
$2.39T
$1.32 Billion 0.89% of portfolio
5,699
Q4 2025 Added 0.26%
$465B
$1.26 Billion 0.85% of portfolio
6,759
Q4 2025 Reduced 0.38%
$279B
$1.21 Billion 0.82% of portfolio
10,829
Q4 2025 Added 1.64%
$881B
$1.2 Billion 0.81% of portfolio
3,719
Q4 2025 Reduced 8.96%
$1.46T
$1.2 Billion 0.81% of portfolio
3,947
Q4 2025 Reduced 6.02%
$1.74T
$1.16 Billion 0.78% of portfolio
3,702
Q4 2025 Added 53.48%
$0
$1.11 Billion 0.75% of portfolio
108,654
Q4 2025 Reduced 3.62%
$319B
$1.08 Billion 0.73% of portfolio
14,009
Q4 2025 Added 12.08%
$255B
$1.06 Billion 0.72% of portfolio
2,862
Q4 2025 Added 0.6%
$662B
$990 Million 0.67% of portfolio
1,969
Q4 2025 Reduced 0.4%
$404B
$837 Million 0.57% of portfolio
971
Q4 2025 Added 2.75%
$593B
$815 Million 0.55% of portfolio
4,179
Q4 2025 Reduced 8.32%
$291B
$768 Million 0.52% of portfolio
1,341
Q4 2025 Reduced 13.37%
$136B
$757 Million 0.51% of portfolio
3,274
Q4 2025 Reduced 33.29%
$522B
$706 Million 0.48% of portfolio
3,413
Q4 2025 Reduced 1.73%
$367B
$705 Million 0.48% of portfolio
2,050
Q4 2025 Added 3.64%
$224B
$681 Million 0.46% of portfolio
2,228
Q4 2025 Added 4.55%
$405B
$666 Million 0.45% of portfolio
622
Q4 2025 Added 49.52%
$190B
$659 Million 0.45% of portfolio
5,647
Q4 2025 Reduced 21.62%
$414B
$663 Million 0.45% of portfolio
2,900
Q4 2025 Added 11.11%
$235B
$655 Million 0.44% of portfolio
6,226
Q4 2025 Added 9.21%
$1.37T
$629 Million 0.43% of portfolio
953
Q4 2025 Added 6.01%
$89.3B
$640 Million 0.43% of portfolio
5,514
Q4 2025 Reduced 5.55%
$265B
$641 Million 0.43% of portfolio
729
Q4 2025 Reduced 3.19%
$266B
$631 Million 0.43% of portfolio
2,131
Q4 2025 Reduced 16.04%
$490B
$618 Million 0.42% of portfolio
5,133
Q4 2025 Reduced 10.25%
$98.1B
$618 Million 0.42% of portfolio
4,009
Q4 2025 Added 6.34%
$140B
$613 Million 0.41% of portfolio
1,925
Q4 2025 Added 3.49%
$346B
$575 Million 0.39% of portfolio
4,011
Q4 2025 Reduced 12.61%
$533B
$583 Million 0.39% of portfolio
1,663
Q4 2025 Added 1.65%
$123B
$516 Million 0.35% of portfolio
1,653
Q4 2025 Added 5.22%
$35.1B
$525 Million 0.35% of portfolio
9,317
Q4 2025 Added 21.44%
$187B
$504 Million 0.34% of portfolio
2,949
Q4 2025 Added 1.62%
$99.5B
$443 Million 0.3% of portfolio
8,216
Q4 2025 Added 22.37%
$53.8B
$424 Million 0.29% of portfolio
2,064
Q4 2025 Reduced 17.14%
$85.9B
$411 Million 0.28% of portfolio
1,872
Q4 2025 Added 33.24%
$418B
$408 Million 0.28% of portfolio
2,783
Q4 2025 Added 89.97%
$306B
$390 Million 0.26% of portfolio
5,572
Q4 2025 Added 5.77%
$86.7B
$388 Million 0.26% of portfolio
680
Q3 2025 Reduced 16.67%
$148B
$368 Million 0.25% of portfolio
3,910
Q4 2025 Reduced 15.93%
$92.7B
$372 Million 0.25% of portfolio
1,200
Q4 2025 New
$19.3B
$365 Million 0.25% of portfolio
3,946
Q4 2025 Added 36.49%
$258B
$355 Million 0.24% of portfolio
1,933
Q4 2025 Added 56.39%

Summary

  • Portfolio
  • No. of Stocks 117
  • Current Value $148 Billion
  • Prior Value $145 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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