Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MFA Wealth Services (CIK 1989379) reported $151.0M across 122 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($14.4M, 9.54%), QGRO ($8.8M, 5.80%), IQLT ($6.7M, 4.47%), IEI ($6.2M, 4.13%), SCHD ($6.2M, 4.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $14.4M | 9.54% | 22,065 | Added |
| 2 | QGRO | AMERICAN CENTY ETF TR | $8.8M | 5.80% | 83,377 | Added |
| 3 | IQLT | ISHARES TR | $6.7M | 4.47% | 145,966 | Added |
| 4 | IEI | ISHARES TR | $6.2M | 4.13% | 52,591 | Added |
| 5 | SCHD | SCHWAB STRATEGIC TR | $6.2M | 4.11% | 202,249 | Trimmed |
| 6 | SHY | ISHARES TR | $4.3M | 2.86% | 52,343 | Trimmed |
| 7 | VNQ | VANGUARD INDEX FDS | $3.9M | 2.55% | 43,494 | Added |
| 8 | IEF | ISHARES TR | $3.4M | 2.24% | 35,412 | Added |
| 9 | IVW | ISHARES TR | $2.8M | 1.85% | 24,728 | Trimmed |
| 10 | AAPL | APPLE INC | $2.7M | 1.81% | 10,792 | Trimmed |
| 11 | DGRO | ISHARES TR | $2.7M | 1.78% | 38,403 | Trimmed |
| 12 | IUSV | ISHARES TR | $2.5M | 1.63% | 24,089 | Added |
| 13 | FFSM | FIDELITY COVINGTON TRUST | $2.4M | 1.58% | 74,752 | Added |
| 14 | CGDG | CAPITAL GROUP DIVIDEND GROWE | $2.4M | 1.56% | 65,653 | Added |
| 15 | AMGN | AMGEN INC | $2.3M | 1.50% | 6,453 | Trimmed |
| 16 | CGMS | CAPITAL GRP FIXED INCM ETF T | $2.1M | 1.38% | 76,722 | Added |
| 17 | MSFT | MICROSOFT CORP | $2.0M | 1.31% | 5,339 | Added |
| 18 | IJH | ISHARES TR | $1.9M | 1.26% | 28,225 | Trimmed |
| 19 | VTI | VANGUARD INDEX FDS | $1.8M | 1.22% | 5,732 | Added |
| 20 | QQQ | INVESCO QQQ TR | $1.8M | 1.20% | 3,134 | Added |
| 21 | GLD | SPDR GOLD TR | $1.8M | 1.20% | 4,222 | Added |
| 22 | RSPU | INVESCO EXCHANGE TRADED FD T | $1.5M | 1.00% | 18,579 | Trimmed |
| 23 | VCSH | VANGUARD SCOTTSDALE FDS | $1.4M | 0.96% | 18,232 | Added |
| 24 | LLY | ELI LILLY & CO | $1.4M | 0.90% | 1,473 | Added |
| 25 | WMT | WALMART INC | $1.4M | 0.90% | 10,909 | Added |
Source: SEC Form 13F filings · as of 2026-03-31