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MFA WEALTH SERVICES
MFA WEALTH SERVICES
Latest filing: 2026-06-30
MFA WEALTH SERVICES runs MFA WEALTH SERVICES and currently holds 134 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $167.44M. Their top holdings are IVV, QGRO, IQLT, IEI, SCHD. The top five represent 27.6% of reported portfolio weight. MFA WEALTH SERVICES ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, MFA WEALTH SERVICES initiated 3 new positions. They added to 54 existing positions. They trimmed 41 positions. Their current best-performing preview position is TXN with returns of +53.54%.
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134 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IVV ISHARES TR | 9.71% | $589.66 | $769.30 | +30.47% | Trimmed -1.64% |
 QGRO AMERICAN CENTY ETF TR | 6.01% | $100.19 | $118.44 | +18.22% | Added +2.28% |
 IQLT ISHARES TR | 4.36% | $41.75 | $52.06 | +24.69% | Added +0.83% |
 IEI ISHARES TR | 3.81% | $116.13 | $116.41 | +0.24% | Added +3.36% |
 SCHD SCHWAB STRATEGIC TR | 3.73% | $27.32 | $35.11 | +28.51% | Trimmed -2.66% |
 SHY ISHARES TR | 2.59% | $82.05 | $82.00 | -0.06% | Added +0.81% |
 VNQ VANGUARD INDEX FDS | 2.53% | $89.23 | $98.48 | +10.37% | Added +0.89% |
 IEF ISHARES TR | 2.16% | $93.43 | $92.82 | -0.65% | Added +7.79% |
 IVW ISHARES TR | 2.02% | $101.67 | $138.86 | +36.58% | Trimmed -0.72% |
 AAPL APPLE INC | 1.88% | $250.70 | $309.35 | +23.39% | Added +0.71% |
Showing 1-10 of 134