MFA Wealth Services ETF holdings
Thousand Oaks, CA
Reported $111.7M in 57 ETFs in its Form 13F for June 30, 2026.
ETF value
$111.7M
ETFs held
57
Change from prior quarter
+9.9%
With price moves
ETFs as a share of its 13F
66.7%
of $167.4M
Top 10 of 57 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $16.3M | 21,704 | −361 shares |
| QGRO | American Century U.S. Quality Growth ETF | $10.1M | 85,282 | +1,905 shares |
| IQLT | iShares MSCI Intl Quality Factor ETF | $7.3M | 147,176 | +1,210 shares |
| IEI | iShares 3-7 Year Treasury Bond ETF | $6.4M | 54,356 | +1,765 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $6.2M | 196,877 | −5,372 shares |
| SHY | iShares 1-3 Year Treasury Bond ETF | $4.3M | 52,765 | +422 shares |
| VNQ | Vanguard Real Estate ETF | $4.2M | 43,880 | +386 shares |
| IEF | iShares 7-10 Year Treasury Bond ETF | $3.6M | 38,171 | +2,759 shares |
| IVW | iShares S&P 500 Growth ETF | $3.4M | 24,550 | −178 shares |
| DGRO | iShares Core Dividend Growth ETF | $2.9M | 38,287 | −116 shares |
47 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001989379. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does MFA Wealth Services own?
MFA Wealth Services reported 57 ETF positions worth $111.7M in its Form 13F for June 30, 2026. The largest was IVV, at $16.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.