Notify me when MFA Wealth Services files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 117 | $148,001,021 | +$5,192,356 | -$4,956,773 | +$235,583 | IVV, QGRO, SCHD, IEI, IQLT | 13F-HR | 15 Jan 2026, 14:51 |
| Q3 2025 | 122 | $144,859,171 | +$11,038,099 | -$6,566,798 | +$4,471,301 | IVV, QGRO, SCHD, IEI, IQLT | 13F-HR | 14 Nov 2025, 15:14 |
| Q2 2025 | 114 | $133,070,937 | +$7,058,623 | -$2,731,586 | +$4,327,037 | IVV, QGRO, IEI, SCHD, SHY | 13F-HR | 23 Jul 2025, 21:11 |
| Q1 2025 | 106 | $121,615,300 | +$6,887,837 | -$8,260,523 | -$1,372,686 | IVV, SCHD, QGRO, IEI, SHY | 13F-HR | 16 Apr 2025, 20:37 |
| Q4 2024 | 108 | $124,654,635 | $0 | $0 | $0 | IVV, SCHD, QGRO, IEI, SHY | 13F-HR | 21 Jan 2025, 08:04 |