MFA Wealth Services portfolio
Latest available portfolio: Q3 2026 · Holdings as of · Filed · in Form 13F holdings
See latest portfolio changes
$168.5M
Full value: $168,500,355 · USD · 30 Sep 2026Quarterly portfolio filings
Choose a quarter to see holdings and changes. Newer portfolio dates appear first.
Estimated additions and reductions value share changes at filing-derived prices; they are not actual trade proceeds or costs.
| Quarter | Holdings | SEC-reported value | Est. additions | Est. reductions | Est. net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q3 2026 | 133 | $168,500,355 | +$5,895,502 | -$3,579,795 | +$2,315,707 | IVV, QGRO, IQLT, SCHD, IEI | 13F-HR | 13 Oct 2026, 21:00 |
| Q2 2026 | 134 | $167,437,000 | +$7,325,137 | -$4,596,535 | +$2,728,602 | IVV, QGRO, IQLT, IEI, SCHD | 13F-HR | 21 Jul 2026, 19:07 |
| Q1 2026 | 122 | $151,046,462 | +$8,957,338 | -$4,440,909 | +$4,516,429 | IVV, QGRO, IQLT, IEI, SCHD | 13F-HR | 21 Apr 2026, 21:02 |
| Q4 2025 | 117 | $148,001,021 | +$5,192,357 | -$4,956,773 | +$235,584 | IVV, QGRO, SCHD, IEI, IQLT | 13F-HR | 15 Jan 2026, 14:51 |
| Q3 2025 | 122 | $144,859,171 | +$11,038,095 | -$6,566,800 | +$4,471,295 | IVV, QGRO, SCHD, IEI, IQLT | 13F-HR | 14 Nov 2025, 15:14 |
| Q2 2025 | 114 | $133,070,937 | +$7,058,620 | -$2,731,588 | +$4,327,032 | IVV, QGRO, IEI, SCHD, SHY | 13F-HR | 23 Jul 2025, 21:11 |
| Q1 2025 | 106 | $121,615,300 | +$6,887,839 | -$8,260,523 | -$1,372,684 | IVV, SCHD, QGRO, IEI, SHY | 13F-HR | 16 Apr 2025, 20:37 |
| Q4 2024 | 108 | $124,654,635 | $0 | $0 | $0 | IVV, SCHD, QGRO, IEI, SHY | 13F-HR | 21 Jan 2025, 08:04 |
Showing 1-8 of 8 filings.
Manager details and filing context
- Latest 13F filing
- Q3 2026 - 14 Oct 2026
- Latest reported 13F value
- $168,500,355
- Largest 13F holdings
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IVV QGRO IQLT SCHD IEI SHY VNQ IEF AAPL IVW MSFT DGRO
+8 more
FFSM IUSV AMGN CGDG QQQ CGMS VTI IJH - Form 13F summary
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- MFA Wealth Services Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- MFA Wealth Services reported 133 equity holdings with a total reported market value of $168,500,355 for Q3 2026. Top reported holdings included IVV, QGRO, IQLT, SCHD, and IEI.
- Manager signature
- Aryn Sands - Agent
- Manager location
- Thousand Oaks, CA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
Holdings Value