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MFA WEALTH SERVICES 13F portfolio summary

MFA WEALTH SERVICES of MFA WEALTH SERVICES has 118 current stock holdings with a reported portfolio value of $151.0M. The portfolio 1 year return is +12.77%. Top holdings include QQQ (0.00%), IVV (9.93%), QGRO (6.04%), IQLT (4.65%), IEI (4.30%).

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MFA WEALTH SERVICES

MFA WEALTH SERVICES
Latest filing: 2026-03-31

MFA WEALTH SERVICES runs MFA WEALTH SERVICES and currently holds 118 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $151.05M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. MFA WEALTH SERVICES ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, MFA WEALTH SERVICES's portfolio at MFA WEALTH SERVICES has delivered returns of +12.77%. Their 3-year annualized return is +11.62%. Looking at the 5-year horizon, MFA WEALTH SERVICES has achieved +11.62% annualized returns at MFA WEALTH SERVICES.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+12.77%
#0/1000
3 Year
+11.62%
#0/1000
5 Year
+11.62%
#0/1000

Portfolio Value

$151.05M

Alpha Score

10.6

#0 of 1000

Holdings

118

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change