Investor
MFA Wealth Services
CIK 0001989379 · filed 2026-01-15 · SEC filing
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 21.9K | $15M | 10.1% | — | Held |
| American Centy Etf Tr | — | 82.6K | $9.45M | 6.4% | — | Held |
| Schwab Strategic Tr | — | 228K | $6.25M | 4.2% | — | Held |
| Ishares Tr | — | 51.2K | $6.11M | 4.1% | — | Held |
| Ishares Tr | — | 129.9K | $5.9M | 4.0% | — | Held |
| Ishares Tr | — | 56.4K | $4.67M | 3.2% | — | Held |
| Vanguard Index Fds | — | 42.2K | $3.74M | 2.5% | — | Held |
| Ishares Tr | — | 34K | $3.27M | 2.2% | — | Held |
| Ishares Tr | — | 24.8K | $3.06M | 2.1% | — | Held |
| Apple Inc. | AAPL | 10.8K | $2.95M | 2.0% | — | Held |
| Ishares Tr | — | 40.1K | $2.79M | 1.9% | — | Held |
| Microsoft Corp | MSFT | 5.16K | $2.49M | 1.7% | — | Held |
| Ishares Tr | — | 23.8K | $2.45M | 1.7% | — | Held |
| Fidelity Covington Trust | — | 71.9K | $2.21M | 1.5% | — | Held |
| Amgen Inc | AMGN | 6.61K | $2.16M | 1.5% | — | Held |
| Capital Grp Fixed Incm Etf T | — | 75.4K | $2.08M | 1.4% | — | Held |
| Invesco Qqq Tr | — | 3.08K | $1.89M | 1.3% | — | Held |
| Vanguard Index Fds | — | 5.61K | $1.88M | 1.3% | — | Held |
| Ishares Tr | — | 28.4K | $1.87M | 1.3% | — | Held |
| Spdr Series Trust | — | 35.5K | $1.67M | 1.1% | — | Held |
| Spdr Gold Tr | — | 4.02K | $1.59M | 1.1% | — | Held |
| Eli Lilly & Co | LLY | 1.46K | $1.57M | 1.1% | — | Held |
| Invesco Exchange Traded Fd T | — | 10.9K | $1.51M | 1.0% | — | Held |
| Broadcom Inc. | AVGO | 4.13K | $1.43M | 1.0% | — | Held |
| Vanguard Scottsdale Fds | — | 17.9K | $1.43M | 1.0% | — | Held |
| Capital Group Dividend Growe | — | 40K | $1.43M | 1.0% | — | Held |
| Invesco Exchange Traded Fd T | — | 18.7K | $1.4M | 0.9% | — | Held |
| Vanguard Specialized Funds | — | 6.26K | $1.38M | 0.9% | — | Held |
| Amazon Com Inc | AMZN | 5.7K | $1.32M | 0.9% | — | Held |
| Ishares Tr | — | 25K | $1.26M | 0.9% | — | Held |
| Nvidia Corp | NVDA | 6.76K | $1.26M | 0.9% | — | Held |
| Ishares Tr | — | 12.4K | $1.24M | 0.8% | — | Held |
| Walmart Inc. | WMT | 10.8K | $1.21M | 0.8% | — | Held |
| Ishares Tr | — | 13.5K | $1.21M | 0.8% | — | Held |
| Taiwan Semiconductor Mfg Ltd | — | 3.95K | $1.2M | 0.8% | — | Held |
| Jpmorgan Chase & Co. | — | 3.72K | $1.2M | 0.8% | — | Held |
| Fidelity Covington Trust | — | 36.3K | $1.18M | 0.8% | — | Held |
| Alphabet Inc | — | 3.7K | $1.16M | 0.8% | — | Held |
| Vanguard Mun Bd Fds | — | 14.7K | $1.12M | 0.8% | — | Held |
| Pimco Etf Tr | — | 12K | $1.12M | 0.8% | — | Held |
| Vanguard Malvern Fds | — | 22.4K | $1.11M | 0.8% | — | Held |
| Nuveen Mun High Income Oppor | — | 108.7K | $1.11M | 0.7% | — | Held |
| Ishares Tr | — | 5.54K | $1.1M | 0.7% | — | Held |
| Cisco Sys Inc | — | 14K | $1.08M | 0.7% | — | Held |
| American Express Co | AXP | 2.86K | $1.06M | 0.7% | — | Held |
| Ishares Tr | — | 8.4K | $1.01M | 0.7% | — | Held |
| Berkshire Hathaway Inc Del | — | 1.97K | $989.8K | 0.7% | — | Held |
| Alphabet Inc | — | 2.98K | $934K | 0.6% | — | Held |
| Costco Whsl Corp New | — | 971 | $837.4K | 0.6% | — | Held |
| Ishares Tr | — | 19.1K | $826.8K | 0.6% | — | Held |
| Oracle Corp | — | 4.18K | $814.6K | 0.5% | — | Held |
| Ishares Tr | — | 8.32K | $798.7K | 0.5% | — | Held |
| Caterpillar Inc | CAT | 1.34K | $768K | 0.5% | — | Held |
| Union Pac Corp | — | 3.27K | $757.3K | 0.5% | — | Held |
| Pacer Fds Tr | — | 11.7K | $706.5K | 0.5% | — | Held |
| Johnson & Johnson | JNJ | 3.41K | $706.4K | 0.5% | — | Held |
| Home Depot, Inc. | HD | 2.05K | $705.4K | 0.5% | — | Held |
| Mcdonalds Corp | MCD | 2.23K | $680.8K | 0.5% | — | Held |
| Asml Holding N V | — | 622 | $666K | 0.4% | — | Held |
| AbbVie Inc. | ABBV | 2.9K | $662.7K | 0.4% | — | Held |
| BlackRock, Inc. | BLK | 619 | $662.6K | 0.4% | — | Held |
| Citigroup Inc | — | 5.65K | $659K | 0.4% | — | Held |
| Merck & Co., Inc. | MRK | 6.23K | $655.4K | 0.4% | — | Held |
| Goldman Sachs Group Inc | — | 729 | $640.8K | 0.4% | — | Held |
| Bank New York Mellon Corp | — | 5.51K | $640.1K | 0.4% | — | Held |
| International Business Machs | — | 2.13K | $631.3K | 0.4% | — | Held |
| Meta Platforms, Inc. | META | 953 | $629.3K | 0.4% | — | Held |
| Blackstone Inc. | BX | 4.01K | $618K | 0.4% | — | Held |
| Exxon Mobil Corp | — | 5.13K | $617.7K | 0.4% | — | Held |
| Eaton Corp Plc | ETN | 1.93K | $613.1K | 0.4% | — | Held |
| Visa Inc. | V | 1.66K | $583.2K | 0.4% | — | Held |
| Procter And Gamble Co | PG | 4.01K | $574.8K | 0.4% | — | Held |
| Realty Income Corp | O | 9.32K | $525.2K | 0.4% | — | Held |
| Chubb Limited | — | 1.65K | $516K | 0.3% | — | Held |
| Vaneck Etf Trust | — | 5.95K | $510K | 0.3% | — | Held |
| Qualcomm Inc | — | 2.95K | $504.5K | 0.3% | — | Held |
| Ishares Tr | — | 8.49K | $464.4K | 0.3% | — | Held |
| Vanguard Index Fds | — | 709 | $444.6K | 0.3% | — | Held |
| Pimco Etf Tr | — | 4.43K | $444.6K | 0.3% | — | Held |
| Bristol-Myers Squibb Co | — | 8.22K | $443.1K | 0.3% | — | Held |
| Cardinal Health Inc | CAH | 2.06K | $424.2K | 0.3% | — | Held |
| Fidelity Covington Trust | — | 11.7K | $418.6K | 0.3% | — | Held |
| Waste Mgmt Inc Del | — | 1.87K | $411.2K | 0.3% | — | Held |
| Alibaba Group Hldg Ltd | — | 2.78K | $407.9K | 0.3% | — | Held |
| Ishares Tr | — | 3.67K | $404.6K | 0.3% | — | Held |
| Coca Cola Co | KO | 5.57K | $389.5K | 0.3% | — | Held |
| Northrop Grumman Corp | — | 680 | $387.7K | 0.3% | — | Held |
| Marriott Intl Inc New | — | 1.2K | $372.2K | 0.3% | — | Held |
| Toronto Dominion Bk Ont | — | 3.91K | $368.4K | 0.2% | — | Held |
| Entergy Corp New | — | 3.95K | $364.7K | 0.2% | — | Held |
| RTX Corp | RTX | 1.93K | $354.5K | 0.2% | — | Held |
| Snap-on Inc | SNA | 1.01K | $346.7K | 0.2% | — | Held |
| Vanguard Intl Equity Index F | — | 4.52K | $332.7K | 0.2% | — | Held |
| Capital Group Gbl Growth Eqt | — | 9.38K | $324.9K | 0.2% | — | Held |
| Travelers Companies, Inc. | TRV | 1.11K | $322K | 0.2% | — | Held |
| Bank America Corp | — | 5.65K | $310.9K | 0.2% | — | Held |
| Johnson Ctls Intl Plc | — | 2.56K | $307.1K | 0.2% | — | Held |
| Intuit Inc. | INTU | 458 | $303.4K | 0.2% | — | Held |
| Constellation Energy Corp | CEG | 849 | $299.8K | 0.2% | — | Held |
| Ishares Tr | — | 3.82K | $296K | 0.2% | — | Held |
| Lockheed Martin Corp | LMT | 605 | $292.7K | 0.2% | — | Held |
| Texas Instrs Inc | — | 1.63K | $282.2K | 0.2% | — | Held |
| Chevron Corp New | CVX | 1.84K | $280.8K | 0.2% | — | Held |
| Capital Group Dividend Value | — | 6.38K | $278.5K | 0.2% | — | Held |
| Ishares Tr | — | 6.84K | $269.9K | 0.2% | — | Held |
| General Dynamics Corp | GD | 801 | $269.8K | 0.2% | — | Held |
| Cme Group Inc. | CME | 906 | $247.3K | 0.2% | — | Held |
| Vanguard Calif Tax Free Fds | — | 2.41K | $241.8K | 0.2% | — | Held |
| Tesla, Inc. | TSLA | 521 | $234.3K | 0.2% | — | Held |
| Spdr Series Trust | — | 2.19K | $233.6K | 0.2% | — | Held |
| Fidelity Covington Trust | — | 3.78K | $230.5K | 0.2% | — | Held |
| Medtronic Plc | MDT | 2.25K | $216K | 0.1% | — | Held |
| Spdr Series Trust | — | 2.6K | $208.5K | 0.1% | — | Held |
| Aflac Inc | AFL | 1.83K | $202K | 0.1% | — | Held |
| Palo Alto Networks Inc | PANW | 1.09K | $201.2K | 0.1% | — | Held |
| Novartis Ag | — | 1.46K | $200.7K | 0.1% | — | Held |
| FS Credit Opportunities Corp. | FSCO | 25.5K | $160.7K | 0.1% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.