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
$17.5B
$347 Million 0.23% of portfolio
1,006
Q4 2025 Reduced 18.61%
$67.3B
$322 Million 0.22% of portfolio
1,110
Q4 2025 Added 0.36%
$81.8B
$307 Million 0.21% of portfolio
2,564
Q4 2025 Reduced 6.9%
$182B
$303 Million 0.21% of portfolio
458
Q4 2025 Reduced 14.87%
$413B
$311 Million 0.21% of portfolio
5,653
Q4 2025 Added 0.98%
$123B
$293 Million 0.2% of portfolio
605
Q4 2025 Added 1.34%
$111B
$300 Million 0.2% of portfolio
849
Q4 2025 Reduced 6.39%
$177B
$282 Million 0.19% of portfolio
1,627
Q4 2025 Added 6.97%
$303B
$281 Million 0.19% of portfolio
1,843
Q4 2025 Reduced 1.23%
$94.5B
$270 Million 0.18% of portfolio
801
Q4 2025 Reduced 1.96%
$100B
$247 Million 0.17% of portfolio
906
Q4 2025 Reduced 10.83%
$1.29T
$234 Million 0.16% of portfolio
521
Q4 2025 Reduced 6.46%
$128B
$216 Million 0.15% of portfolio
2,249
Q4 2025 Reduced 50.34%
$283B
$201 Million 0.14% of portfolio
1,456
Q4 2025 New
$61.4B
$201 Million 0.14% of portfolio
1,092
Q4 2025 Reduced 0.73%
$72.3B
$202 Million 0.14% of portfolio
1,832
Q4 2025 Added 0.27%

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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