MFA Wealth Services
All 13F Filings
- Location
- Thousand Oaks, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 148,001
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/15/2026 | 117 | 148,001 | 13F-HR | MFA Wealth Services |
| Q3 2025 | 11/14/2025 | 122 | 144,859 | 13F-HR | MFA Wealth Services |
| Q2 2025 | 7/24/2025 | 114 | 133,071 | 13F-HR | MFA Wealth Services |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 114.7 K | 78.2% | 1.901 K | 0 | 1.901 K |
| ETFs | 32.04 K | 21.8% | 1.263 K | 0 | 1.263 K |
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Fund Snapshot
Q4 2025
Latest filed
1/15/2026
Total value ($000)
148,001
Holdings
117
QoQ value change ($000)
3,142
(2.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.