MFA Wealth Services
Sector Allocation
- Other65.2%$109.9M
- Technology12.1%$20.4M
- Financials8.3%$14.0M
- Healthcare5.4%$9.2M
- Industrials2.8%$4.6M
- Consumer Staples2.2%$3.6M
- Consumer Discretionary1.9%$3.2M
- Energy0.7%$1.2M
- Utilities0.6%$1.0M
- Materials0.4%$684,771
AUM History
13fpro.ai/research/fund/mfa-wealth-services-1989379
Conviction and streaks
Stable · top 10 = 39.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$17.0M
- AMERICAN$10.1M
- ISHARES$7.4M
- SCHWAB$6.6M
- ISHARES$6.4M
- ISHARES$4.5M
- VANGUARD$4.1M
- ISHARES$3.6M
AAPL
$3.6M- ISHARES$3.4M
MSFT
$2.8M- ISHARES$2.8M
- FIDELITY$2.6M
- ISHARES$2.6M
AMGN
$2.6M- CAPITAL$2.5M
QQQ
$2.4M- CAPITAL$2.2M
- VANGUARD$2.2M
- ISHARES$2.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/mfa-wealth-services-1989379
MFA Wealth Services 13F holdings — Q3 2026
$168.5M portfolio (+0.6% QoQ) · 133 holdings · Q3 2026 13F · top 10 are 40% of the stock portfolio
- 1
ISHARES TR - CORE S&P500 ETF
$17.0M
10.1% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
AMERICAN CENTY ETF TR - US QUALITY GROW
$10.1M
6.0% of stocks
+0.9%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - MSCI INTL QUALTY
$7.4M
4.4% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
SCHWAB STRATEGIC TR - US DIVIDEND EQ
$6.6M
3.9% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - 3 7 YR TREAS BD
$6.4M
3.8% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - 1 3 YR TREAS BD
$4.5M
2.6% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD INDEX FDS - REAL ESTATE ETF
$4.1M
2.4% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - 7-10 YR TRSY BD
$3.6M
2.1% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— $3.6M
2.1% of stocks
-2%This quarter+0.3%Since filed8+ qtrsHeld- 10
ISHARES TR - S&P 500 GRWT ETF
$3.4M
2.0% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE S&P500 ETF | $17.0M | 10.1% | +2% | — | — | — | — | |
| 2 | AMERICAN CENTY ETF TR - US QUALITY GROW | $10.1M | 6.0% | +0.9% | — | — | — | — | |
| 3 | ISHARES TR - MSCI INTL QUALTY | $7.4M | 4.4% | +2% | — | — | — | — | |
| 4 | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $6.6M | 3.9% | +3% | — | — | — | — | |
| 5 | ISHARES TR - 3 7 YR TREAS BD | $6.4M | 3.8% | +4% | — | — | — | — | |
| 6 | ISHARES TR - 1 3 YR TREAS BD | $4.5M | 2.6% | +4% | — | — | — | — | |
| 7 | VANGUARD INDEX FDS - REAL ESTATE ETF | $4.1M | 2.4% | +4% | — | — | — | — | |
| 8 | ISHARES TR - 7-10 YR TRSY BD | $3.6M | 2.1% | +6% | — | — | — | — | |
| 9 | $3.6M | 2.1% | -2% | +0.3% | 8+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | ISHARES TR - S&P 500 GRWT ETF | $3.4M | 2.0% | -1% | — | — | — | — |
All holdings — MFA Wealth Services (Q3 2026)
133 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | MICROSOFT CORP | Technology | $2.8M | 1.7% | 5,531 | +1% | 8+ qtrsAdded 6 qtrs in a row | 79.8 | 13F | |
| 12 | — | ISHARES TR - CORE DIV GRWTHetf/fund | — | $2.8M | 1.7% | 37K | -3% | — | — | 13F |
| 13 | — | FIDELITY COVINGTON TRUST - FUN SMA MID ETFetf/fund | — | $2.6M | 1.6% | 78K | +4% | — | — | 13F |
| 14 | — | ISHARES TR - CORE S&P US VLUetf/fund | — | $2.6M | 1.5% | 24K | -3% | — | — | 13F |
| 15 | AMGEN INC | Healthcare | $2.6M | 1.5% | 6,065 | -5% | 8+ qtrs | 78.4 | 13F | |
| 16 | — | CAPITAL GROUP DIVIDEND GROWE - SHS ETFetf/fund | — | $2.5M | 1.5% | 66K | +5% | — | — | 13F |
| 17 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $2.4M | 1.4% | 3,287 | +3% | 8+ qtrsAdded 3 qtrs in a row | — | 13F | |
| 18 | — | CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTORetf/fund | — | $2.2M | 1.3% | 86K | +11% | — | — | 13F |
| 19 | — | VANGUARD INDEX FDS - MRNGSTR TTL STKetf/fund | — | $2.2M | 1.3% | 5,850 | +1% | — | — | 13F |
| 20 | — | ISHARES TR - CORE S&P MCP ETFetf/fund | — | $2.1M | 1.2% | 29K | +1% | — | — | 13F |
| 21 | ELI LILLY & Co | Healthcare | $1.7M | 1.0% | 1,507 | — | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $1.7M | 1.0% | 3,624 | -2% | 8+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | NVIDIA CORP | Technology | $1.6M | 1.0% | 7,213 | -0.8% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BDetf/fund | — | $1.6M | 0.9% | 21K | +10% | — | — | 13F |
| 25 | SPDR GOLD TRUSTetf/fund | Financials | $1.6M | 0.9% | 4,122 | +3% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | DIMENSIONAL ETF TRUST - US LARG VALU ETF | — | $1.5M | 0.9% | 38K | +236% | |||
| 27 | $AVGO | Broadcom Inc. | Technology | $1.5M | 0.9% | 4,182 | -3% | |||
| 28 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $1.5M | 0.9% | 6,292 | +0.2% | |||
| 29 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.4M | 0.8% | 13K | -2% | |||
| 30 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.4M | 0.8% | 5,746 | +2% | |||
| 31 | — | FIDELITY COVINGTON TRUST - ENHANCED EMRNGS | — | $1.4M | 0.8% | 34K | +5% | |||
| 32 | $IVZ | Invesco Ltd. | Financials | $1.4M | 0.8% | 20K | +0.3% | |||
| 33 | $IVZ | Invesco Ltd. | Financials | $1.4M | 0.8% | 9,351 | +0.2% | |||
| 34 | — | ISHARES TR - CORE MSCI EAFE | — | $1.3M | 0.8% | 13K | +0.1% | |||
| 35 | — | ISHARES TR - CORE US AGGBD ET | — | $1.3M | 0.8% | 13K | +4% | |||
| 36 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $1.3M | 0.8% | 16K | -6% | |||
| 37 | $GOOG | Alphabet Inc. | Technology | $1.2M | 0.7% | 3,554 | -3% | |||
| 38 | $JPM | JPMORGAN CHASE & CO | Financials | $1.2M | 0.7% | 3,572 | -3% | |||
| 39 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $1.2M | 0.7% | 7,728 | +0.1% | |||
| 40 | — | PIMCO ETF TR - ACTIVE BD ETF | — | $1.2M | 0.7% | 13K | +9% | |||
| 41 | — | ISHARES TR - CORE S&P SCP ETF | — | $1.1M | 0.7% | 8,313 | -0.8% | |||
| 42 | $WMT | Walmart Inc. | Consumer Staples | $1.1M | 0.7% | 11K | +1.0% | |||
| 43 | $ASML | ASML HOLDING NV | Technology | $1.1M | 0.7% | 608 | +0.7% | |||
| 44 | — | ISHARES TR - MSCI USA QLT FCT | — | $1.1M | 0.7% | 4,895 | -4% | |||
| 45 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | — | $1.1M | 0.6% | 22K | -2% | |||
| 46 | — | ISHARES TR - TRS FLT RT BD | — | $1.1M | 0.6% | 21K | -21% | |||
| 47 | $GOOGL | Alphabet Inc. | Technology | $1.0M | 0.6% | 2,931 | +3% | |||
| 48 | $CAT | CATERPILLAR INC | Industrials | $993K | 0.6% | 1,225 | -0.5% | |||
| 49 | — | VANGUARD MUN BD FDS - SHORT TAX EXEMPT | — | $952K | 0.6% | 13K | -9% | |||
| 50 | $MRK | Merck & Co., Inc. | Healthcare | $932K | 0.6% | 6,413 | +2% | |||
| 51 | — | ISHARES TR - MSCI EAFE ETF | — | $927K | 0.6% | 8,925 | -0.0% | |||
| 52 | — | FIDELITY COVINGTON TRUST - ENHANCED SML CAP | — | $869K | 0.5% | 19K | +4% | |||
| 53 | $ETN | Eaton Corp plc | Industrials | $868K | 0.5% | 2,020 | -6% | |||
| 54 | — | ISHARES TR - MSCI USA SMCP MN | — | $862K | 0.5% | 19K | +0.4% | |||
| 55 | $ABBV | AbbVie Inc. | Healthcare | $859K | 0.5% | 3,286 | -3% | |||
| 56 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $828K | 0.5% | 11K | +8% | |||
| 57 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $821K | 0.5% | 5,047 | +2% | |||
| 58 | $META | Meta Platforms, Inc. | Technology | $807K | 0.5% | 1,113 | +5% | |||
| 59 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $763K | 0.5% | 838 | — | |||
| 60 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $726K | 0.4% | 1,457 | -7% | |||
| 61 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $715K | 0.4% | 4,924 | +1% | |||
| 62 | — | SPDR SERIES TRUST - ST STR SP600 SML | — | $704K | 0.4% | 13K | -0.0% | |||
| 63 | $UNP | UNION PACIFIC CORP | Industrials | $700K | 0.4% | 2,572 | -2% | |||
| 64 | $ORCL | ORACLE CORP | Technology | $691K | 0.4% | 5,035 | -2% | |||
| 65 | $AXP | AMERICAN EXPRESS CO | Financials | $688K | 0.4% | 2,262 | -3% | |||
| 66 | $C | CITIGROUP INC | Financials | $661K | 0.4% | 5,103 | -6% | |||
| 67 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $654K | 0.4% | 2,299 | +0.9% | |||
| 68 | $BNY | Bank of New York Mellon Corp | Financials | $629K | 0.4% | 4,347 | -2% | |||
| 69 | — | CAPITAL GRP FIXED INCM ETF T - MUN HIGH ETF | — | $616K | 0.4% | 26K | New | |||
| 70 | $KO | COCA COLA CO | Consumer Staples | $613K | 0.4% | 7,119 | +0.8% | |||
| 71 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $611K | 0.4% | 2,780 | -0.3% | |||
| 72 | — | ISHARES TR - TRUST ISHARE 0-1 | — | $611K | 0.4% | 5,537 | +21% | |||
| 73 | $JNJ | JOHNSON & JOHNSON | Healthcare | $602K | 0.4% | 2,276 | +1% | |||
| 74 | $GS | GOLDMAN SACHS GROUP INC | Financials | $581K | 0.3% | 645 | -6% | |||
| 75 | — | ISHARES TR - MSCI EMG MKT ETF | — | $569K | 0.3% | 8,521 | -0.0% | |||
| 76 | $BX | Blackstone Inc. | Financials | $561K | 0.3% | 5,002 | +1% | |||
| 77 | $O | REALTY INCOME CORP | Real Estate | $559K | 0.3% | 10K | -3% | |||
| 78 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $551K | 0.3% | 6,273 | -5% | |||
| 79 | $MCD | MCDONALDS CORP | Consumer Discretionary | $545K | 0.3% | 2,360 | -0.7% | |||
| 80 | $V | VISA INC. | Financials | $516K | 0.3% | 1,437 | -9% | |||
| 81 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $513K | 0.3% | 732 | +0.3% | |||
| 82 | — | FIDELITY COVINGTON TRUST - DISRUPTORS ETF | — | $510K | 0.3% | 12K | +4% | |||
| 83 | $CB | Chubb Ltd | Financials | $503K | 0.3% | 1,548 | -5% | |||
| 84 | — | PIMCO ETF TR - ENHAN SHRT MA AC | — | $460K | 0.3% | 4,579 | -1% | |||
| 85 | $NMZ | NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND | Other | $452K | 0.3% | 50K | -47% | |||
| 86 | $BLK | BlackRock, Inc. | Financials | $447K | 0.3% | 422 | -0.7% | |||
| 87 | $WM | WASTE MANAGEMENT INC | Utilities | $434K | 0.3% | 2,129 | +0.6% | |||
| 88 | $ARQT | Arcutis Biotherapeutics, Inc. | Healthcare | $428K | 0.3% | 16K | — | |||
| 89 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $427K | 0.3% | 1,921 | -0.3% | |||
| 90 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | — | $427K | 0.3% | 11K | — | |||
| 91 | $TD | TORONTO DOMINION BANK | Financials | $427K | 0.3% | 3,631 | +0.1% | |||
| 92 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $417K | 0.3% | 8,535 | +0.2% | |||
| 93 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $403K | 0.2% | 833 | +2% | |||
| 94 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $402K | 0.2% | 1,130 | -8% | |||
| 95 | $DELL | Dell Technologies Inc. | Technology | $398K | 0.2% | 740 | -2% | |||
| 96 | $RTX | RTX Corp | Industrials | $398K | 0.2% | 2,144 | +2% | |||
| 97 | $CVX | CHEVRON CORP | Energy | $396K | 0.2% | 1,940 | +4% | |||
| 98 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $384K | 0.2% | 4,628 | +0.0% | |||
| 99 | $PANW | Palo Alto Networks Inc | Technology | $381K | 0.2% | 958 | -10% | |||
| 100 | $JCI | Johnson Controls International plc | Industrials | $380K | 0.2% | 2,556 | +4% | |||
| 101 | $QCOM | QUALCOMM INC/DE | Technology | $375K | 0.2% | 2,038 | +1% | |||
| 102 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $374K | 0.2% | 1,049 | -6% | |||
| 103 | $SNA | Snap-on Inc | Industrials | $369K | 0.2% | 1,014 | +0.9% | |||
| 104 | $LIN | LINDE PLC | Materials | $368K | 0.2% | 776 | -11% | |||
| 105 | $MA | Mastercard Inc | Financials | $366K | 0.2% | 664 | +0.6% | |||
| 106 | $CEG | Constellation Energy Corp | Utilities | $358K | 0.2% | 1,408 | -2% | |||
| 107 | $TXN | TEXAS INSTRUMENTS INC | Technology | $337K | 0.2% | 1,205 | -17% | |||
| 108 | $LMT | LOCKHEED MARTIN CORP | Industrials | $326K | 0.2% | 640 | +5% | |||
| 109 | — | ISHARES TR - EAFE SML CP ETF | — | $321K | 0.2% | 3,801 | -3% | |||
| 110 | $ECL | ECOLAB INC. | Materials | $316K | 0.2% | 1,152 | +6% | |||
| 111 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $312K | 0.2% | 5,727 | +2% | |||
| 112 | $GD | GENERAL DYNAMICS CORP | Industrials | $305K | 0.2% | 918 | +1% | |||
| 113 | $CARR | CARRIER GLOBAL Corp | Industrials | $299K | 0.2% | 5,450 | +5% | |||
| 114 | — | VANGUARD CALIF TAX FREE FDS - TAX EXEMPT BD FD | — | $296K | 0.2% | 3,142 | +9% | |||
| 115 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $270K | 0.2% | 2,195 | — | |||
| 116 | — | ISHARES TR - INTL SEL DIV ETF | — | $266K | 0.2% | 6,295 | -4% | |||
| 117 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $253K | 0.1% | 2,134 | -0.2% | |||
| 118 | $INTU | INTUIT INC. | Technology | $247K | 0.1% | 894 | -3% | |||
| 119 | $CME | CME GROUP INC. | Financials | $243K | 0.1% | 927 | -0.7% | |||
| 120 | $SYK | STRYKER CORP | Healthcare | $242K | 0.1% | 880 | +6% | |||
| 121 | — | EXCHANGE TRADED CONCEPTS TRU - ROBO GLB ARTIF | — | $239K | 0.1% | 2,464 | — | |||
| 122 | — | FIDELITY COVINGTON TRUST - DIVID ETF RISI | — | $237K | 0.1% | 3,482 | -8% | |||
| 123 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $235K | 0.1% | 2,619 | +0.3% | |||
| 124 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $230K | 0.1% | 1,062 | +0.5% | |||
| 125 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $221K | 0.1% | 3,547 | -8% | |||
| 126 | $DGX | QUEST DIAGNOSTICS INC | Healthcare | $220K | 0.1% | 946 | +0.1% | |||
| 127 | $TSLA | Tesla, Inc. | Consumer Discretionary | $217K | 0.1% | 612 | +5% | |||
| 128 | — | PACER FDS TR - US CASH COWS 100 | — | $215K | 0.1% | 3,218 | -4% | |||
| 129 | $NVS | NOVARTIS AG | Healthcare | $212K | 0.1% | 1,484 | — | |||
| 130 | $AFL | AFLAC INC | Financials | $211K | 0.1% | 1,886 | +1% | |||
| 131 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $204K | 0.1% | 3,335 | +0.4% | |||
| 132 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $200K | 0.1% | 327 | New | |||
| 133 | $FSCO | FS Credit Opportunities Corp. | Other | $89K | 0.1% | 17K | -15% |
What changed in Q3 2026
Against the previous quarter's 13F: 2 new, 68 added to, 56 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.
New positions (2)
- CAPITAL GRP FIXED INCM ETF T - MUN HIGH ETF$616K
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$200K
first bought this quarter
Added to (68)
- DIMENSIONAL ETF TRUST - US LARG VALU ETF+236%
now $1.5M
- ISHARES TR - CORE S&P500 ETF+2%
now $17.0M
- ISHARES TR - 3 7 YR TREAS BD+4%
now $6.4M
- SCHWAB STRATEGIC TR - US DIVIDEND EQ+3%
now $6.6M
- CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR+11%
now $2.2M
- ISHARES TR - 7-10 YR TRSY BD+6%
now $3.6M
+62 more in the Excel export
Trimmed (56)
$NMZNUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND-47%
now $452K · held 8+ qtrs, 2 trims in a row
- ISHARES TR - TRS FLT RT BD-21%
now $1.1M
now $2.6M · held 8+ qtrs
- VANGUARD MUN BD FDS - SHORT TAX EXEMPT-9%
now $952K
- ISHARES TR - CORE DIV GRWTH-3%
now $2.8M
$WFCWELLS FARGO & COMPANY/MN-6%
now $1.3M · held 3 qtrs
+50 more in the Excel export
Holdings by quarter
Every 13F MFA Wealth Services has filed, 7 earlier quarters. Pick one to see what it held then.
Is it too late to follow MFA Wealth Services?
Q3 2026 13F filed with the SEC on Oct 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of MFA Wealth Services's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
+0.2%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 11% over the last 4
Top 10 weight
40%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
90%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
MFA Wealth Services disclosed 133 positions worth $168.5M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 2 new positions and exited 2 and a full exit from $ETR. The portfolio is most concentrated in Other (65.2% of disclosed assets). All figures are sourced directly from MFA Wealth Services’s Form 13F-HR filing with the SEC under CIK 1989379.
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AI-Powered Hedge Fund Analysis: MFA Wealth Services
13F Pro is an AI hedge fund tracker and stock research platform. For MFA Wealth Services (SEC CIK: 1989379), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in MFA Wealth Services's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.