Mfa Wealth Services Top Holdings and 13F Report (2025) About Mfa Wealth ServicesInvestment ActivityMfa Wealth Services has $133.07 million in total holdings as of June 30, 2025.Mfa Wealth Services owns shares of 114 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 5.30% of the portfolio was purchased this quarter.About 2.05% of the portfolio was sold this quarter.This quarter, Mfa Wealth Services has purchased 106 new stocks and bought additional shares in 75 stocks.Mfa Wealth Services sold shares of 24 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $13,359,567American Century U.S. Quality Growth ETF $8,833,676iShares 3-7 Year Treasury Bond ETF $6,364,579Schwab US Dividend Equity ETF $6,196,528iShares 1-3 Year Treasury Bond ETF $5,320,046 Largest New Holdings this Quarter 14021L109 - CAPITAL GROUP DIVIDEND GROWE $1,091,944 Holding316092121 - Fidelity Disruptors ETF $377,138 Holding21037T109 - Constellation Energy $278,730 Holding464288273 - iShares MSCI EAFE Small-Cap ETF $274,243 Holding803054204 - SAP $235,559 Holding Largest Purchases this Quarter iShares MSCI Intl Quality Factor ETF 28,034 shares (about $1.21M)CAPITAL GROUP DIVIDEND GROWE 32,469 shares (about $1.09M)Fidelity Disruptors ETF 11,178 shares (about $377.14K)Constellation Energy 864 shares (about $278.73K)iShares Treasury Floating Rate Bond ETF 5,479 shares (about $277.51K) Largest Sales this Quarter Schwab US Dividend Equity ETF 41,450 shares (about $1.10M)Pacer US Cash Cows 100 ETF 7,380 shares (about $406.63K)SPDR Portfolio S&P 600 Small Cap ETF 6,823 shares (about $290.66K)Berkshire Hathaway 187 shares (about $90.84K)PIMCO ETF TR 856 shares (about $78.91K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMfa Wealth Services Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$13,359,567$214,836 ▲1.6%21,51610.0%ETFQGROAmerican Century U.S. Quality Growth ETF$8,833,676$61,980 ▲0.7%80,9546.6%ETFIEIiShares 3-7 Year Treasury Bond ETF$6,364,579$87,294 ▲1.4%53,4434.8%ETFSCHDSchwab US Dividend Equity ETF$6,196,528$1,098,426 ▼-15.1%233,8314.7%ETFSHYiShares 1-3 Year Treasury Bond ETF$5,320,046$33,724 ▲0.6%64,2054.0%ManufacturingVNQVanguard Real Estate ETF$3,589,131$60,917 ▲1.7%40,3002.7%ETFIQLTiShares MSCI Intl Quality Factor ETF$3,522,627$1,211,623 ▲52.4%81,5052.6%ETFIEFiShares 7-10 Year Treasury Bond ETF$3,002,115$191,828 ▲6.8%31,3472.3%ETFIVWiShares S&P 500 Growth ETF$2,725,038$24,001 ▲0.9%24,7512.0%ETFDGROiShares Core Dividend Growth ETF$2,689,367$54,860 ▲2.1%42,0612.0%ETFTFLOiShares Treasury Floating Rate Bond ETF$2,568,671$277,512 ▲12.1%50,7141.9%ETFMSFTMicrosoft$2,496,563$59,193 ▲2.4%5,0191.9%Computer and TechnologyXMMOInvesco S&P MidCap Momentum ETF$2,407,412$133,131 ▲5.9%18,7161.8%ETFAAPLApple$2,351,960$67,093 ▼-2.8%11,4631.8%Computer and TechnologyIUSViShares Core S&P U.S. Value ETF$2,239,218$64,159 ▲2.9%23,6631.7%ManufacturingQQQInvesco QQQ$1,992,311$6,619 ▲0.3%3,6121.5%FinanceCGMSCapital Group U.S. Multi-Sector Income ETF$1,926,332$85,318 ▲4.6%69,7441.4%ETFAMGNAmgen$1,852,625$15,636 ▼-0.8%6,6351.4%MedicalVTIVanguard Total Stock Market ETF$1,729,724$33,737 ▼-1.9%5,6911.3%ETFIJHiShares Core S&P Mid-Cap ETF$1,700,096$2,667 ▼-0.2%27,4121.3%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,597,776$290,664 ▼-15.4%37,5061.2%ETFCOWZPacer US Cash Cows 100 ETF$1,497,433$406,633 ▼-21.4%27,1771.1%ETFRSPUInvesco S&P 500 Equal Weight Utilities ETF$1,362,199$12,375 ▼-0.9%19,1541.0%ETFAVGOBroadcom$1,312,750$20,951 ▲1.6%4,7621.0%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$1,273,1080.0%6,2201.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,261,623$26,784 ▲2.2%12,7180.9%FinanceVCSHVanguard Short-Term Corporate Bond ETF$1,256,479$21,942 ▲1.8%15,8050.9%ETFAMZNAmazon.com$1,238,998$29,840 ▼-2.4%5,6470.9%Retail/WholesaleJPMJPMorgan Chase & Co.$1,172,136$35,660 ▲3.1%4,0430.9%FinanceNMZNuveen Municipal High Income Opportunity Fund$1,144,628$144,360 ▲14.4%110,3790.9%Financial ServicesUNPUnion Pacific$1,121,753$16,567 ▼-1.5%4,8750.8%TransportationIEFAiShares Core MSCI EAFE ETF$1,104,746$25,878 ▲2.4%13,2340.8%ETFNVDANVIDIA$1,094,866$29,860 ▲2.8%6,9300.8%Computer and TechnologyPIMCO ETF TR$1,093,170$78,907 ▼-6.7%11,8590.8%ACTIVE BD ETFCAPITAL GROUP DIVIDEND GROWE$1,091,944$1,091,944 ▲New Holding32,4690.8%SHS ETFLLYEli Lilly and Company$1,061,527$35,852 ▲3.5%1,3620.8%MedicalWMTWalmart$1,023,049$9,093 ▲0.9%10,4630.8%Retail/WholesaleQUALiShares MSCI USA Quality Factor ETF$1,007,011$142,422 ▲16.5%5,5080.8%ETFORCLOracle$997,693$9,402 ▲1.0%4,5630.7%Computer and TechnologyBRK.BBerkshire Hathaway$956,034$90,843 ▼-8.7%1,9680.7%FinanceTSMTaiwan Semiconductor Manufacturing$932,783$16,535 ▲1.8%4,1180.7%Computer and TechnologyCOSTCostco Wholesale$921,242$5,937 ▲0.6%9310.7%Retail/WholesaleAXPAmerican Express$889,170$20,411 ▼-2.2%2,7880.7%FinanceCSCOCisco Systems$847,605$9,505 ▲1.1%12,2170.6%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$843,987$56,506 ▼-6.3%7,7220.6%ETFSMMViShares MSCI USA Small-Cap Min Vol Factor ETF$790,361$73,600 ▲10.3%18,8140.6%ETFIBMInternational Business Machines$735,714$9,137 ▲1.3%2,4960.6%Computer and TechnologyEFAiShares MSCI EAFE ETF$730,787$38,528 ▲5.6%8,1750.5%FinancePGProcter & Gamble$719,735$7,009 ▲1.0%4,5180.5%Consumer StaplesHDHome Depot$707,183$8,432 ▲1.2%1,9290.5%Retail/WholesaleMETAMeta Platforms$669,073$33,232 ▲5.2%9060.5%Computer and TechnologyBLACKROCK INC$631,532$4,196 ▲0.7%6020.5%COMETNEaton$608,479$9,998 ▲1.7%1,7040.5%IndustrialsMCDMcDonald's$603,326$3,506 ▲0.6%2,0650.5%Retail/WholesaleCCitigroup$594,631$20,769 ▲3.6%6,9860.4%Financial ServicesGOOGLAlphabet$591,469$12,513 ▲2.2%3,3560.4%Computer and TechnologyCATCaterpillar$591,415$388 ▲0.1%1,5230.4%IndustrialsXOMExxon Mobil$590,804$7,222 ▲1.2%5,4810.4%EnergyMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$582,458$1,407 ▲0.2%5,7940.4%ETFVVisa$578,668$17,751 ▼-3.0%1,6300.4%Business ServicesFSMOFidelity Fundamental Small-Mid Cap ETF$572,091$103,651 ▲22.1%21,0400.4%ETFVANGUARD MUN BD FDS$558,238$139,768 ▲33.4%7,3730.4%SHORT TAX EXEMPTBXBlackstone$548,409$5,685 ▲1.0%3,6660.4%FinanceEEMiShares MSCI Emerging Markets ETF$546,251$2,412 ▼-0.4%11,3240.4%FinanceBKBank of New York Mellon$515,506$3,280 ▲0.6%5,6580.4%FinanceGSThe Goldman Sachs Group$515,291$4,247 ▲0.8%7280.4%FinanceJNJJohnson & Johnson$510,338$1,680 ▼-0.3%3,3410.4%MedicalSHViShares Short Treasury Bond ETF$467,566$4,969 ▲1.1%4,2340.4%ETFABBVAbbVie$465,958$7,611 ▲1.7%2,5100.4%MedicalQCOMQUALCOMM$453,947$3,504 ▲0.8%2,8500.3%Computer and TechnologyCBChubb$439,153$1,738 ▼-0.4%1,5160.3%FinanceMRKMerck & Co., Inc.$438,004$16,782 ▼-3.7%5,5330.3%MedicalINTUIntuit$416,292$2,361 ▲0.6%5290.3%Computer and TechnologyCAHCardinal Health$409,218$1,848 ▲0.5%2,4360.3%MedicalNOCNorthrop Grumman$408,053$3,500 ▲0.9%8160.3%AerospaceORealty Income$406,778$4,839 ▲1.2%7,0610.3%FinanceVOOVanguard S&P 500 ETF$401,7920.0%7070.3%ETFGOOGAlphabet$392,681$36,182 ▲10.1%2,2140.3%Computer and TechnologyMDTMedtronic$383,296$4,620 ▲1.2%4,3970.3%MedicalFDIFFidelity Disruptors ETF$377,138$377,138 ▲New Holding11,1780.3%ETFSNASnap-On$373,752$2,178 ▲0.6%1,2010.3%Consumer DiscretionaryKOCocaCola$365,710$7,004 ▲2.0%5,1690.3%Consumer StaplesCTSHCognizant Technology Solutions$333,425$1,795 ▲0.5%4,2730.3%Computer and TechnologySTLDSteel Dynamics$331,823$128 ▼0.0%2,5920.2%Basic MaterialsUNHUnitedHealth Group$328,991$38,668 ▲13.3%1,0550.2%MedicalIWDiShares Russell 1000 Value ETF$322,397$1,360 ▲0.4%1,6600.2%ETFTDToronto Dominion Bank$309,930$3,011 ▲1.0%4,2200.2%FinanceTXNTexas Instruments$305,997$13,494 ▼-4.2%1,4740.2%Computer and TechnologyGLDSPDR Gold Shares$304,8300.0%1,0000.2%FinanceWMWaste Management$302,822$3,891 ▲1.3%1,3230.2%Business ServicesTRVTravelers Companies$295,372$1,873 ▲0.6%1,1040.2%FinanceBMYBristol Myers Squibb$293,775$1,111 ▲0.4%6,3460.2%MedicalVEUVanguard FTSE All-World ex-US ETF$293,684$134 ▲0.0%4,3690.2%ETFCEGConstellation Energy$278,730$278,730 ▲New Holding8640.2%EnergySCZiShares MSCI EAFE Small-Cap ETF$274,243$274,243 ▲New Holding3,7730.2%ETFJCIJohnson Controls International$274,031$2,641 ▲1.0%2,5940.2%ConstructionCMECME Group$273,853$6,888 ▲2.6%9940.2%FinanceLMTLockheed Martin$268,1520.0%5790.2%AerospaceBACBank of America$263,468$9,558 ▲3.8%5,5680.2%FinanceCVXChevron$261,809$29,504 ▼-10.1%1,8280.2%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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