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 Market Cap. of $10 Billions to $200 Billions
