• 13F History

MFA Wealth Services

13F Filings History

Latest 13F report
Q1 2025 - Apr 17, 2025
Value $
$122M
Signature - Title
Aryn Sands - Agent
Location
Thousand Oaks, CA
Summary
This page shows a list of all the recent 13F filings made by MFA Wealth Services. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MFA Wealth Services reported 106 stock holdings with total value $122M as of Q1 2025. Top holdings included IVV, SCHD, QGRO, IEI, and SHY.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 106 $122M +$6.89M -$8.26M -$1.37M IVV, SCHD, QGRO, IEI, SHY 13F-HR 4/16/2025, 08:37 PM
Q4 2024 108 $125M $0 $0 IVV, SCHD, QGRO, IEI, SHY 13F-HR 1/21/2025, 08:04 AM