Mfa Wealth Services Top Holdings and 13F Report (2025) About Mfa Wealth ServicesInvestment ActivityMfa Wealth Services has $124.65 million in total holdings as of December 31, 2024.Mfa Wealth Services owns shares of 108 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Core S&P 500 ETF $11,746,723Schwab US Dividend Equity ETF $9,150,568American Century STOXX U.S. Quality Growth ETF $7,571,235iShares 3-7 Year Treasury Bond ETF $5,349,899iShares 1-3 Year Treasury Bond ETF $4,972,575 Sector AllocationMap of 500 Largest Holdings ofMfa Wealth Services Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$11,746,72319,9549.4%ETFSCHDSchwab US Dividend Equity ETF$9,150,568334,9407.3%ETFQGROAmerican Century STOXX U.S. Quality Growth ETF$7,571,23575,9406.1%ETFIEIiShares 3-7 Year Treasury Bond ETF$5,349,89946,2994.3%ETFSHYiShares 1-3 Year Treasury Bond ETF$4,972,57560,6564.0%ManufacturingVNQVanguard Real Estate ETF$3,474,24139,0012.8%ETFAAPLApple$3,190,72612,7412.6%Computer and TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$2,934,44965,3262.4%ETFDGROiShares Core Dividend Growth ETF$2,616,55942,6572.1%ETFIVWiShares S&P 500 Growth ETF$2,506,99524,6922.0%ETFIEFiShares 7-10 Year Treasury Bond ETF$2,381,08425,7551.9%ETFMSFTMicrosoft$2,171,7465,1521.7%Computer and TechnologyIQLTiShares MSCI Intl Quality Factor ETF$2,011,68754,1941.6%ETFSHViShares Short Treasury Bond ETF$1,951,51317,7231.6%ETFIUSViShares Core S&P U.S. Value ETF$1,891,40420,4281.5%ManufacturingCGMSCapital Group U.S. Multi-Sector Income ETF$1,876,07768,7711.5%ETFQQQInvesco QQQ$1,840,5943,6001.5%FinanceAMGNAmgen$1,770,9386,7951.4%MedicalVTIVanguard Total Stock Market ETF$1,676,2425,7841.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,470,79915,1791.2%FinanceIJHiShares Core S&P Mid-Cap ETF$1,461,73623,4591.2%ETFRSPUInvesco S&P 500 Equal Weight Utilities ETF$1,407,55921,4141.1%ETFXMMOInvesco S&P MidCap Momentum ETF$1,277,96210,3451.0%ETFAMZNAmazon.com$1,271,9665,7981.0%Retail/WholesaleVCSHVanguard Short-Term Corporate Bond ETF$1,260,22916,1551.0%ETFVIGVanguard Dividend Appreciation ETF$1,205,1536,1541.0%ETFBRK.BBerkshire Hathaway$1,203,4952,6551.0%FinanceUNPUnion Pacific$1,144,2575,0180.9%TransportationAVGOBroadcom$1,116,9034,8180.9%Computer and TechnologyPIMCO ETF TR$1,113,81312,3180.9%ACTIVE BD ETFIJRiShares Core S&P Small-Cap ETF$1,078,0159,3560.9%ETFCOWZPacer US Cash Cows 100 ETF$1,072,72718,9930.9%ETFLLYEli Lilly and Company$1,068,1671,3840.9%MedicalWMTWalmart$1,051,47111,6380.8%Retail/WholesaleTFLOiShares Treasury Floating Rate Bond ETF$1,050,26220,8100.8%ETFNMZNuveen Municipal High Income Opportunity Fund$989,84091,5670.8%Financial ServicesJPMJPMorgan Chase & Co.$988,2444,1230.8%FinanceIEFAiShares Core MSCI EAFE ETF$947,24113,4780.8%ETFNVDANVIDIA$871,5916,4900.7%Computer and TechnologyAXPAmerican Express$868,2452,9250.7%FinancePGProcter & Gamble$863,7035,1520.7%Consumer StaplesCOSTCostco Wholesale$846,7109240.7%Retail/WholesaleQUALiShares MSCI USA Quality Factor ETF$828,1224,6500.7%ETFBXBlackstone$813,9114,7210.7%FinanceTSMTaiwan Semiconductor Manufacturing$812,3084,1130.7%Computer and TechnologyORCLOracle$788,3084,7310.6%Computer and TechnologyHDHome Depot$787,7562,0250.6%Retail/WholesaleCSCOCisco Systems$764,00612,9060.6%Computer and TechnologySMMViShares MSCI USA Small-Cap Min Vol Factor ETF$708,03317,0770.6%ETFEFAiShares MSCI EAFE ETF$656,5188,6830.5%FinanceMCDMcDonald's$643,9692,2210.5%Retail/WholesaleCATCaterpillar$638,8511,7610.5%Industrial ProductsMRKMerck & Co., Inc.$624,5616,2780.5%MedicalGOOGLAlphabet$621,1963,2820.5%Computer and TechnologyETNEaton$617,1441,8600.5%Industrial ProductsJNJJohnson & Johnson$606,5354,1940.5%MedicalEEMiShares MSCI Emerging Markets ETF$598,88114,3200.5%FinanceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$588,0765,8610.5%ETFBLACKROCK INC$576,5325620.5%COMVVisa$570,3441,8050.5%Business ServicesXOMExxon Mobil$569,4905,2940.5%Oils/EnergyIBMInternational Business Machines$529,4382,4080.4%Computer and TechnologyUNHUnitedHealth Group$511,5351,0110.4%MedicalMETAMeta Platforms$480,2148200.4%Computer and TechnologyCBChubb$461,2211,6690.4%FinanceCCitigroup$459,3136,5250.4%FinanceQCOMQUALCOMM$456,6992,9730.4%Computer and TechnologyFSMOFidelity Fundamental Small-Mid Cap ETF$454,14716,8950.4%ETFSNASnap-on$438,4821,2920.4%Consumer DiscretionaryABBVAbbVie$420,1312,3640.3%MedicalSCZiShares MSCI EAFE Small-Cap ETF$419,5296,9060.3%ETFBKBank of New York Mellon$418,3615,4450.3%FinanceGSThe Goldman Sachs Group$415,3547250.3%FinanceNOCNorthrop Grumman$383,1108160.3%AerospaceGOOGAlphabet$382,3652,0080.3%Computer and TechnologyVOOVanguard S&P 500 ETF$371,2596890.3%ETFINTUIntuit$367,6095850.3%Computer and TechnologyMDTMedtronic$360,4874,5130.3%MedicalBMYBristol-Myers Squibb$359,7136,3600.3%MedicalKOCoca-Cola$357,4205,7410.3%Consumer StaplesORealty Income$351,5866,5830.3%FinanceCTSHCognizant Technology Solutions$320,1444,1630.3%Computer and TechnologyIWDiShares Russell 1000 Value ETF$304,6451,6460.2%ETFTRVTravelers Companies$304,4081,2640.2%FinanceVTEBVanguard Tax-Exempt Bond ETF$297,5065,9350.2%ETFCAHCardinal Health$292,1572,4700.2%MedicalCVXChevron$291,0052,0090.2%Oils/EnergyTXNTexas Instruments$284,3271,5160.2%Computer and TechnologyLMTLockheed Martin$275,8725680.2%AerospaceSTLDSteel Dynamics$271,8142,3830.2%Basic MaterialsWMWaste Management$265,2791,3150.2%Business ServicesVANGUARD MUN BD FDS$263,0143,5160.2%SHORT TAX EXEMPTVANGUARD MUN BD FDS$246,5453,3060.2%CORE TAX EXEMPTFDRRFidelity Dividend ETF for Rising Rates$246,3434,7950.2%ETFGLDSPDR Gold Shares$242,1301,0000.2%FinanceACNAccenture$236,8316730.2%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$235,8384,1080.2%ETFSPLVInvesco S&P 500 Low Volatility ETF$234,8893,3560.2%ETFBACBank of America$234,5305,3360.2%FinanceIDViShares International Select Dividend ETF$225,6728,2420.2%ETFShowing 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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