account_balance

Investment manager · 13F filer · SEC CIK 1989379

MFA Wealth Services

Reported value$169Mas of Sep 30, 2026

Positions133 2 new, 3 sold out

Top 10 weight39.6%IVV alone is 10%

FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IVViShares Tr

10.1%Added +2%

QGROAmerican Centy ETF Tr

6.0%

IQLTiShares Tr

4.4%

SCHDSchwab Strategic Tr

3.9%Added +3%

IEIiShares Tr

3.8%Added +4%

SHYiShares Tr

2.7%Added +4%

VNQVanguard Index FDS

2.4%Added +4%

IEFiShares Tr

2.1%Added +6%

AAPLApple Inc.

2.1%

IVWiShares Tr

2.0%

MSFTMicrosoft Corp

1.7%

DGROiShares Tr

1.7%−3%

IVViShares Tr

10.1%Added +2%

QGROAmerican Centy ETF Tr

6.0%

IQLTiShares Tr

4.4%

SCHDSchwab Strategic Tr

3.9%

IEIiShares Tr

3.8%Added +4%

SHYiShares Tr

2.7%

VNQVanguard Index FDS

2.4%

IEFiShares Tr

2.1%

AAPL2.1%

IVW2.0%

MSFT1.7%

DGRO1.7%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

IVV iShares Tr 10.1% Added +2%

QGRO American Centy ETF Tr 6.0% Held

IQLT iShares Tr 4.4% Held

SCHD Schwab Strategic Tr 3.9% Added +3%

IEI iShares Tr 3.8% Added +4%

SHY iShares Tr 2.7% Added +4%

VNQ Vanguard Index FDS 2.4% Added +4%

IEF iShares Tr 2.1% Added +6%

AAPL Apple Inc. 2.1% Held

IVW iShares Tr 2.0% Held

MSFT Microsoft Corp 1.7% Held

DGRO iShares Tr 1.7% Trimmed −3%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 22, 2026 filing

add_circleNew

CGHM $616K
AMD $200K

arrow_upwardAdded

DFLV +236%
SHV +21%
CGMS +11%
VCSH +10%

arrow_downwardTrimmed

NMZ −47%
TFLO −21%
TXN −17%
LIN −11%

remove_circleSold out

ETR $213K
SPLV $205K
STLD $203K

MFA Wealth Services

Where the money is

Biggest moves since Jun 30, 2026

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