MFA Wealth Services
MFA Wealth Services reported 134 positions worth $167.4M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: IVV (9.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $16.3M | 9.71% | 21,704 | — | — | |
| ▸ 2 | QGRO | SH | $10.1M | 6.01% | 85,282 | — | — | |
| ▸ 3 | IQLT | SH | $7.3M | 4.36% | 147,176 | — | — | |
| ▸ 4 | IEI | SH | $6.4M | 3.81% | 54,356 | — | — | |
| ▸ 5 | SCHD | SH | $6.2M | 3.73% | 196,877 | — | — | |
| ▸ 6 | SHY | SH | $4.3M | 2.59% | 52,765 | — | — | |
| ▸ 7 | VNQ | SH | $4.2M | 2.53% | 43,880 | — | — | |
| ▸ 8 | IEF | SH | $3.6M | 2.16% | 38,171 | — | — | |
| ▸ 9 | IVW | SH | $3.4M | 2.02% | 24,550 | — | — | |
| ▸ 10 | AAPL | SH | $3.1M | 1.88% | 10,869 | — | — |
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Frequently Asked Questions
What stocks does MFA Wealth Services hold as of Q2 2026?
MFA Wealth Services reported 134 positions worth $167.4M in its Q2 2026 13F filing. Largest positions: IVV (9.7%), QGRO (6.0%), IQLT (4.4%), IEI (3.8%) and SCHD (3.7%).
What did MFA Wealth Services buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did MFA Wealth Services sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.