StockDriftsStockDriftsTop 50 MFA Wealth Services Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 9.71% | 21.7K | $16.3M | -1.64%(-361) | $584.26(+33.05%) | 2026-06-30 | |
| QGRO | AMERICAN CENTY ETF TR | 6.01% | 85.3K | $10.1M | +2.28%(+1.91K) | $96.29(+23.28%) | 2026-06-30 | |
| IQLT | ISHARES TR | 4.36% | 147.2K | $7.3M | +0.83%(+1.21K) | $42.01(+23.47%) | 2026-06-30 | |
| IEI | ISHARES TR | 3.81% | 54.4K | $6.4M | +3.36%(+1.76K) | $117.73(-1.07%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 3.73% | 196.9K | $6.2M | -2.66%(-5.37K) | $27.75(+23.56%) | 2026-06-30 | |
| SHY | ISHARES TR | 2.59% | 52.8K | $4.3M | +0.81%(+422) | $82.57(-0.81%) | 2026-06-30 | |
| VNQ | VANGUARD INDEX FDS | 2.53% | 43.9K | $4.2M | +0.89%(+386) | $92.86(+4.24%) | 2026-06-30 | |
| IEF | ISHARES TR | 2.16% | 38.2K | $3.6M | +7.79%(+2.76K) | $95.22(-2.30%) | 2026-06-30 | |
| IVW | ISHARES TR | 2.02% | 24.6K | $3.4M | -0.72%(-178) | $98.72(+43.60%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.88% | 10.9K | $3.1M | +0.71%(+77) | $232.61(+31.84%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +16.13% |
| Top 20 Holdings Unweighted | — | — | — | — | +16.91% |
MFA Wealth Services reports $167.44M in US-listed equity holdings across 134 positions in its most recent 13F filing. Its largest disclosed positions are IVV (9.7%), QGRO (6.0%) and IQLT (4.4%). The top 20 holdings account for 53.1% of reported assets. Its disclosed equity book has returned +16.13% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from MFA Wealth Services’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1989379). View MFA Wealth Services’s 13F filings on SEC