13F Filings History of MFA Wealth Services

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$148,001,021
Signature - Title
Aryn Sands - Agent
Location
Thousand Oaks, CA
Summary
This page shows a list of all the recent 13F filings made by MFA Wealth Services. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MFA Wealth Services reported 117 stock holdings with total value $148,001,021 as of Q4 2025. Top holdings included IVV, QGRO, SCHD, IEI, and IQLT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
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