13F Filings History of MFA Wealth Services
- Latest 13F report
- Q1 2026 - 22 Apr 2026
- Reported market value
- $151,046,462
- Top reported holdings
- IVV QGRO IQLT IEI SCHD SHY VNQ IEF IVW AAPL DGRO IUSV
+8 more
FFSM CGDG AMGN CGMS MSFT IJH VTI GLD - Form 13F summary
- 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 122 equity holdings with a total reported market value of $151,046,462 for Q1 2026. Top reported holdings included IVV, QGRO, IQLT, IEI, and SCHD.
- Signature and title
- Aryn Sands - Agent
- Location
- Thousand Oaks, CA
Portfolio snapshot
4 facts
Manager identity
2 facts
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2026
Latest value
$151,046,462
Quarter delta
+$3,045,441
Accepted
21 Apr 2026, 21:02
Rows shown
1-6 of 6
| Quarter | Holdings | Reported value | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| 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 |