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MFA Wealth Services 13F holdings

Filed 2026-07-22 · MFA Wealth Services · 134 positions · $167.4M

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TickerCompanySharesValue% of portfolio
IVVISHARES TR21.7K$16.3M9.7%
QGROAMERICAN CENTY ETF TR85.3K$10.1M6.0%
IQLTISHARES TR147.2K$7.3M4.4%
IEIISHARES TR54.4K$6.4M3.8%
SCHDSCHWAB STRATEGIC TR196.9K$6.2M3.7%
SHYISHARES TR52.8K$4.3M2.6%
VNQVANGUARD INDEX FDS43.9K$4.2M2.5%
IEFISHARES TR38.2K$3.6M2.2%
IVWISHARES TR24.6K$3.4M2.0%
AAPLAPPLE INC10.9K$3.1M1.9%
DGROISHARES TR38.3K$2.9M1.7%
FFSMFIDELITY COVINGTON TRUST74.5K$2.8M1.7%
IUSVISHARES TR24.2K$2.7M1.6%
CGDGCAPITAL GROUP DIVIDEND GROWE63.4K$2.4M1.4%
QQQINVESCO QQQ TR3.2K$2.4M1.4%
AMGNAMGEN INC6.4K$2.3M1.4%
IJHISHARES TR28.3K$2.2M1.3%
VTIVANGUARD INDEX FDS5.8K$2.1M1.3%
CGMSCAPITAL GRP FIXED INCM ETF T77.4K$2.1M1.3%
MSFTMICROSOFT CORP5.5K$2.0M1.2%
LLYELI LILLY & CO1.5K$1.8M1.1%
TSMTAIWAN SEMICONDUCTOR MANUFAC3.7K$1.8M1.1%
AVGOBROADCOM INC4.3K$1.6M1.0%
RSPUINVESCO EXCHANGE TRADED FD T19.9K$1.6M1.0%
CSCOCISCO SYS INC13.6K$1.6M1.0%
XMMOINVESCO EXCHANGE TRADED FD T9.3K$1.6M0.9%
VCSHVANGUARD SCOTTSDALE FDS18.8K$1.5M0.9%
VIGVANGUARD SPECIALIZED FUNDS6.3K$1.5M0.9%
GLDSPDR GOLD TR4.0K$1.5M0.9%
NVDANVIDIA CORPORATION7.3K$1.5M0.9%
—FIDELITY COVINGTON TRUST32.8K$1.4M0.8%
WFCWELLS FARGO & CO16.7K$1.4M0.8%
AMZNAMAZON COM INC5.6K$1.3M0.8%
TFLOISHARES TR26.5K$1.3M0.8%
CATCATERPILLAR INC1.2K$1.3M0.8%
GOOGALPHABET INC3.6K$1.3M0.8%
IEFAISHARES TR13.3K$1.3M0.8%
AGGISHARES TR12.8K$1.3M0.8%
IJRISHARES TR8.4K$1.2M0.7%
JPMJPMORGAN CHASE & CO3.7K$1.2M0.7%
WMTWALMART INC10.6K$1.2M0.7%
ASMLASML HLDG NV604$1.2M0.7%
QUALISHARES TR5.1K$1.1M0.7%
BONDPIMCO ETF TR12.1K$1.1M0.7%
VTIPVANGUARD MALVERN FDS22.2K$1.1M0.7%
VSDMVANGUARD MUN BD FDS14.1K$1.1M0.6%
GOOGLALPHABET INC2.8K$1.0M0.6%
NMZNUVEEN MUN HIGH INCOME OPPOR95.6K$1.0M0.6%
GILDGILEAD SCIENCES INC7.7K$975,2290.6%
EFAISHARES TR8.9K$927,3640.6%
ETNEATON CORP PLC2.1K$911,6840.5%
FESMFIDELITY COVINGTON TRUST18.5K$893,1270.5%
SMMVISHARES TR19.3K$888,9430.5%
ABBVABBVIE INC3.4K$855,8960.5%
MRKMERCK & CO INC6.3K$810,1460.5%
VCITVANGUARD SCOTTSDALE FDS9.8K$808,9050.5%
HDHOME DEPOT INC2.3K$803,6930.5%
AXPAMERICAN EXPRESS CO2.3K$785,2600.5%
IBMINTERNATIONAL BUSINESS MACHS2.8K$784,3140.5%
COSTCOSTCO WHOLESALE CORPORATION838$783,6120.5%
Top Fund Holdings
13F
Top Fund Holdings

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