Mfa Wealth Services Top Holdings and 13F Report (2026) About Mfa Wealth ServicesInvestment ActivityMfa Wealth Services has $151.05 million in total holdings as of March 31, 2026.Mfa Wealth Services owns shares of 122 different stocks, but just 55 companies or ETFs make up 80% of its holdings.Approximately 5.93% of the portfolio was purchased this quarter.About 2.94% of the portfolio was sold this quarter.This quarter, Mfa Wealth Services has purchased 117 new stocks and bought additional shares in 79 stocks.Mfa Wealth Services sold shares of 33 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $14,412,923American Century U.S. Quality Growth ETF $8,757,056iShares MSCI Intl Quality Factor ETF $6,748,015iShares 3-7 Year Treasury Bond ETF $6,237,341Schwab US Dividend Equity ETF $6,205,005 Largest New Holdings this Quarter 949746101 - Wells Fargo & Company $1,321,312 Holding375558103 - Gilead Sciences $1,069,912 Holding92206C870 - Vanguard Intermediate-Term Corporate Bond ETF $797,538 Holding31609A206 - FIDELITY COVINGTON TRUST $721,811 Holding03969K108 - Arcutis Biotherapeutics $381,578 Holding Largest Purchases this Quarter Wells Fargo & Company 16,597 shares (about $1.32M)Gilead Sciences 7,677 shares (about $1.07M)CAPITAL GROUP DIVIDEND GROWE 25,642 shares (about $920.54K)Vanguard Intermediate-Term Corporate Bond ETF 9,638 shares (about $797.54K)iShares MSCI Intl Quality Factor ETF 16,068 shares (about $742.82K) Largest Sales this Quarter SPDR Portfolio S&P 600 Small Cap ETF 22,188 shares (about $1.07M)Schwab US Dividend Equity ETF 25,777 shares (about $790.84K)Pacer US Cash Cows 100 ETF 7,048 shares (about $440.94K)iShares 1-3 Year Treasury Bond ETF 4,080 shares (about $336.89K)Invesco S&P MidCap Momentum ETF 1,728 shares (about $250.61K) 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$14,412,923$93,408 ▲0.7%22,0659.5%ETFQGROAmerican Century U.S. Quality Growth ETF$8,757,056$86,439 ▲1.0%83,3775.8%ETFIQLTiShares MSCI Intl Quality Factor ETF$6,748,015$742,824 ▲12.4%145,9664.5%ETFIEIiShares 3-7 Year Treasury Bond ETF$6,237,341$167,702 ▲2.8%52,5914.1%ETFSCHDSchwab US Dividend Equity ETF$6,205,005$790,839 ▼-11.3%202,2494.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$4,321,973$336,886 ▼-7.2%52,3432.9%ManufacturingVNQVanguard Real Estate ETF$3,857,879$112,204 ▲3.0%43,4942.6%ETFIEFiShares 7-10 Year Treasury Bond ETF$3,379,763$137,054 ▲4.2%35,4122.2%ETFIVWiShares S&P 500 Growth ETF$2,796,961$7,239 ▼-0.3%24,7281.9%ETFAAPLApple$2,738,820$10,405 ▼-0.4%10,7921.8%Computer and TechnologyDGROiShares Core Dividend Growth ETF$2,695,089$121,620 ▼-4.3%38,4031.8%ETFIUSViShares Core S&P U.S. Value ETF$2,463,146$24,643 ▲1.0%24,0891.6%ManufacturingFIDELITY COVINGTON TRUST$2,388,341$90,930 ▲4.0%74,7521.6%FUNDAMENTAL SMALCAPITAL GROUP DIVIDEND GROWE$2,356,933$920,544 ▲64.1%65,6531.6%SHS ETFAMGNAmgen$2,270,373$53,478 ▼-2.3%6,4531.5%MedicalCGMSCapital Group U.S. Multi-Sector Income ETF$2,089,147$34,909 ▲1.7%76,7221.4%ETFMSFTMicrosoft$1,976,372$67,372 ▲3.5%5,3391.3%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$1,906,027$8,509 ▼-0.4%28,2251.3%ETFVTIVanguard Total Stock Market ETF$1,838,983$38,178 ▲2.1%5,7321.2%ETFGLDSPDR Gold Shares$1,816,588$88,635 ▲5.1%4,2221.2%FinanceQQQInvesco QQQ$1,808,773$30,012 ▲1.7%3,1341.2%FinanceRSPUInvesco S&P 500 Equal Weight Utilities ETF$1,506,937$10,463 ▼-0.7%18,5791.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,445,279$27,032 ▲1.9%18,2321.0%ETFWALMART INC$1,355,826$9,943 ▲0.7%10,9090.9%COMLLYEli Lilly and Company$1,354,380$8,275 ▲0.6%1,4730.9%MedicalVIGVanguard Dividend Appreciation ETF$1,348,267$2,581 ▲0.2%6,2690.9%ETFTSMTaiwan Semiconductor Manufacturing$1,331,861$2,028 ▼-0.2%3,9410.9%Computer and TechnologyXMMOInvesco S&P MidCap Momentum ETF$1,329,170$250,606 ▼-15.9%9,1650.9%ETFWFCWells Fargo & Company$1,321,312$1,321,312 ▲New Holding16,5970.9%FinanceTFLOiShares Treasury Floating Rate Bond ETF$1,307,727$41,314 ▲3.3%25,8290.9%ETFAVGOBroadcom$1,300,184$20,427 ▲1.6%4,2010.9%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$1,230,143$1,588 ▼-0.1%12,3920.8%FinanceFIDELITY COVINGTON TRUST$1,218,010$20,695 ▼-1.7%35,6660.8%ENHANCED EMRNGSIEFAiShares Core MSCI EAFE ETF$1,196,499$24,171 ▼-2.0%13,2170.8%ETFNVDANVIDIA$1,183,167$4,360 ▲0.4%6,7840.8%Computer and TechnologyAMZNAmazon.com$1,148,707$38,325 ▼-3.2%5,5150.8%Retail/WholesaleVANGUARD MUN BD FDS$1,141,582$20,369 ▲1.8%14,9640.8%SHORT TAX EXEMPTNMZNuveen Municipal High Income Opportunity Fund$1,137,088$9,259 ▲0.8%109,5460.8%Financial ServicesPIMCO ETF TR$1,112,045$5,075 ▲0.5%12,0510.7%ACTIVE BD ETFGOOGAlphabet$1,109,216$47,329 ▲4.5%3,8670.7%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,103,476$17,732 ▼-1.6%22,0920.7%ManufacturingCSCOCisco Systems$1,097,447$10,475 ▲1.0%14,1440.7%Computer and TechnologyJPMJPMorgan Chase & Co.$1,080,671$13,236 ▼-1.2%3,6740.7%FinanceGILDGilead Sciences$1,069,912$1,069,912 ▲New Holding7,6770.7%MedicalQUALiShares MSCI USA Quality Factor ETF$1,055,637$7,672 ▼-0.7%5,5040.7%ETFIJRiShares Core S&P Small-Cap ETF$1,039,157$5,346 ▼-0.5%8,3590.7%ETFCOSTCostco Wholesale$959,464$7,971 ▼-0.8%9630.6%Retail/WholesaleCATCaterpillar$919,693$30,467 ▼-3.2%1,2980.6%IndustrialsAXPAmerican Express$901,377$35,692 ▲4.1%2,9800.6%FinanceXOMExxonMobil$874,475$3,563 ▲0.4%5,1540.6%EnergyASMLASML$864,440$42,297 ▲5.1%6540.6%Computer and TechnologyJNJJohnson & Johnson$839,769$5,378 ▲0.6%3,4350.6%MedicalSMMViShares MSCI USA Small-Cap Min Vol Factor ETF$835,835$3,577 ▲0.4%19,1630.6%ETFGOOGLAlphabet$833,933$24,155 ▼-2.8%2,9000.6%Computer and TechnologyEFAiShares MSCI EAFE ETF$830,034$22,242 ▲2.8%8,5460.5%FinanceBRK.BBerkshire Hathaway$826,179$117,409 ▼-12.4%1,7240.5%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$797,538$797,538 ▲New Holding9,6380.5%ETFUNPUnion Pacific$791,277$3,154 ▼-0.4%3,2610.5%TransportationMRKMerck & Co., Inc.$761,071$12,149 ▲1.6%6,3270.5%MedicalFIDELITY COVINGTON TRUST$721,811$721,811 ▲New Holding18,9950.5%ENHANCED SMALLETNEaton$712,208$23,609 ▲3.4%1,9910.5%IndustrialsMCDMcDonald's$710,592$18,029 ▲2.6%2,2860.5%Retail/WholesaleHDHome Depot$698,731$24,661 ▲3.7%2,1250.5%Retail/WholesaleABBVAbbVie$661,812$31,101 ▲4.9%3,0430.4%MedicalBKBNY$658,373$4,271 ▲0.7%5,5500.4%FinanceORCLOracle$657,602$42,810 ▲7.0%4,4700.4%Computer and TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$645,114$1,072,114 ▼-62.4%13,3510.4%ETFCCitigroup$638,758$1,701 ▼-0.3%5,6320.4%Financial ServicesGSThe Goldman Sachs Group$622,327$5,919 ▲1.0%7360.4%FinanceBLACKROCK INC$616,052$21,144 ▲3.6%6410.4%COMGDXVanEck Gold Miners ETF$611,267$65,614 ▲12.0%6,6610.4%ETFORealty Income$610,482$40,442 ▲7.1%9,9780.4%FinancePGProcter & Gamble$594,005$14,590 ▲2.5%4,1120.4%Consumer StaplesIBMInternational Business Machines$565,647$49,197 ▲9.5%2,3340.4%Computer and TechnologyCBChubb$554,406$15,645 ▲2.9%1,7010.4%FinanceMETAMeta Platforms$553,115$8,008 ▲1.5%9670.4%Computer and TechnologyBMYBristol Myers Squibb$515,356$17,043 ▲3.4%8,4970.3%MedicalEEMiShares MSCI Emerging Markets ETF$494,353$12,323 ▲2.6%8,7050.3%FinanceVVisa$494,054$8,461 ▼-1.7%1,6350.3%Business ServicesBXBlackstone$493,580$32,545 ▲7.1%4,2920.3%FinanceETREntergy$474,833$31,461 ▲7.1%4,2260.3%UtilitiesMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$473,735$28,062 ▲6.3%4,7100.3%ETFWMWaste Management$460,387$30,325 ▲7.1%2,0040.3%Business ServicesVOOVanguard S&P 500 ETF$435,184$11,358 ▲2.7%7280.3%ETFKOCocaCola$429,263$5,476 ▲1.3%5,6440.3%Consumer StaplesMARMarriott International$427,940$35,334 ▲9.0%1,3080.3%Consumer DiscretionaryCAHCardinal Health$422,237$13,948 ▼-3.2%1,9980.3%MedicalNOCNorthrop Grumman$420,903$42,977 ▼-9.3%6170.3%AerospaceRTXRTX$388,346$15,434 ▲4.1%2,0130.3%AerospaceCVXChevron$387,033$5,792 ▲1.5%1,8710.3%EnergyFDIFFidelity Disruptors ETF$383,517$164 ▲0.0%11,6960.3%ETFARQTArcutis Biotherapeutics$381,578$381,578 ▲New Holding16,1960.3%MedicalLMTLockheed Martin$374,497$9,060 ▲2.5%6200.2%AerospaceTDToronto Dominion Bank$367,854$2,986 ▲0.8%3,9420.2%FinanceBABAAlibaba Group$362,259$13,050 ▲3.7%2,8870.2%Retail/WholesaleSNASnap-On$362,114$3,269 ▼-0.9%9970.2%Consumer DiscretionaryCGGOCapital Group Global Growth Equity ETF$358,362$45,484 ▲14.5%10,7390.2%ETFSHViShares Short Treasury Bond ETF$354,941$50,564 ▼-12.5%3,2150.2%ETFVEUVanguard FTSE All-World ex-US ETF$347,256$7,660 ▲2.3%4,6240.2%ETFQCOMQualcomm$345,066$34,635 ▼-9.1%2,6800.2%Computer and TechnologyShowing largest 100 holdings. 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